Harvard Business

DECEMBER 16, 2016

The cultural and operational challenge for incumbent financial services firms was enormous. Before target date funds existed, people had to meet with their financial advisors to change the asset allocation in their financial portfolios as they aged towards retirement. Increase convenience and reduce cost. Leverage big data.

Financial 28

Financial Healthcare Insurance Insurance 28

Harvard Business

NOVEMBER 13, 2017

Periodically, a client and accountant would meet, review financial materials and status and, at the end of the encounter, make an appointment for the next meeting. Increasingly, in-person accountant visits have been replaced by phone or web meetings and do-it-yourself software like TurboTax. It’s a Sisyphean task.

How To 28

How To Insurance Insurance Travel 28

Epicflow

JANUARY 12, 2024

2024 Healthcare Project Delivery Conference January, 30-31, San Diego, USA This year’s conference will focus on implementing developments in procurement, design, financing, and O&M in healthcare projects. The event’s program includes inspiring keynotes, one-to-one meetings, networking as well as thought-provoking discussions.

Industry 52

Industry Automotive Pharmaceuticals Management 52