Investment managers and advisors are all about balancing their clients’ needs while striving to provide a superior level of service. But, what role does technology play when it comes to providing clients with personalized, outcome-oriented advice? Managers must develop the agility to customize products and services without amplifying operational cost and complexity. In this episode, …
The use of technology has its challenges and opportunities for businesses. On one hand, you can leverage it to improve workflows. On the other hand, trying to get everyone to buy into the technology and make sure the platform you’re using is safe and secure, can be difficult. This week, Kartik Srinivasan, Director – Head …
Flyer FT is all about delivering cloud-based trading tools that help execute your investment strategy faster — and the firm’s Vice President of Marketing, Shannon Rosic, is about to tell you all about it in this inaugural episode of In the Money. This week, Shannon unveils everything you need to know about her and her …