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Wealth Management: Building and Protecting Fortunes

Tom Spencer

Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management.

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New Technologies in the Insurance Landscape (Part 3 – Cloud)

Tom Spencer

The cloud – which refers to storing, managing, and processing data via a network of remote servers instead of locally on a server or personal computer – is quickly becoming a critical source for innovation. Without a robust cloud strategy, an organization’s pace and breadth of innovation is likely to be hampered.

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Empowering Small Business Growth Through Consulting

Business Consulting Agency

They work closely with business owners to assess current operations, identify growth opportunities, and develop actionable strategies to achieve long-term goals. Financial Management and Analysis Financial management is a cornerstone of small business success.

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The Transformative Power of AI in Business

Tom Spencer

More Efficient Operations AI enables businesses to automate repetitive and time-consuming tasks, freeing up human resources to focus on more complex and strategic activities. Robotic Process Automation (RPA) is becoming widely adopted to automate manual processes, reduce errors, and increase efficiency.

Data 147
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Bank Profitability: Decoding the Income Statement

Tom Spencer

Bank’s Income Statement It’s important to note that banks have diverse product offerings and client types, and the reporting of business lines such as retail banking, wholesale banking, and wealth management can vary between different banks. Jason Oh is a Senior Associate at Strategy& with a focus on financial services.

Banking 88
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Why the Insurance Industry Can’t Risk Overlooking Artificial Intelligence - SPONSOR CONTENT FROM COGNIZANT

Harvard Business

The insurance industry has not been immune to AI’s advancement – whether implementing robo-advisors for investment management (Vanguard and Charles Schwab) or applying AI to insurance and loan underwriting (the Chinese search giant Baidu, which provides enhanced risk assessment capabilities).

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Building a Direct-to-Consumer Strategy Without Alienating Your Distributors

Harvard Business

These relationships can create efficient new sales channels and powerful feedback mechanisms or unlock entirely new business models. Your chosen Porsche is delivered to your house with insurance and maintenance as well as unlimited miles and flips to other models included. Three Images/Getty Images.