Tag Archives: financial services

Infographic: Next Best Action for Targeted Client Investment Recommendations

Next Best Action (NBA) is methodology designed to maximize strategic customer lifetime value and loyalty, improve the ability to deliver service and increase customer satisfaction, and optimize events that drive business outcomes one interaction and decision at a time. It is a sophisticated set of predictive analytics for decision management built around each customer making it possible for every interaction with the customer to be productive and meaningful. Continue reading Infographic: Next Best Action for Targeted Client Investment Recommendations

Don’t Miss Knowledgent at the 2017 Data Governance Financial Services Conference

Knowledgent is very excited to announce that we will be speaking alongside TD Ameritrade at the upcoming Data Governance Financial Services conference, taking place October 5-6 in Jersey City, New Jersey! Continue reading Don’t Miss Knowledgent at the 2017 Data Governance Financial Services Conference

Innovating Business Through Data – Part 6: Trade Lifecycle Automation

Part 6: Trade Lifecycle Automation 

This new series focuses on how Machine Learning, Natural Language Processing, and Robotic Process Automation are changing the face of business. Each post contain a specific use case, the business value derived, and the technology synopsis to achieve the outcome. Continue reading Innovating Business Through Data – Part 6: Trade Lifecycle Automation

Innovating Business Through Data: Part 5 – Back Office Automation

Part 5: Back Office Automation

This new series focuses on how Machine Learning, Natural Language Processing, and Robotic Process Automation are changing the face of business. Each post contain a specific use case, the business value derived, and the technology synopsis to achieve the outcome. Continue reading Innovating Business Through Data: Part 5 – Back Office Automation

Opportunities Across Financial Services Critical Compliance Areas

Although Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations have been around for some time, firms still struggle with effectively operationalizing their organizations in a manner which is both regulatory compliant, as well as customer-friendly. Continue reading Opportunities Across Financial Services Critical Compliance Areas

Roboadvisors Part 3: Staying Ahead of the Flock

This is the third post in our Roboadvisors Series. For part 2, please click here.

If you are a company that offers Roboadvisor services to individuals and businesses, you need to be able to stand out from the rest – not merely, but substantially. Here are a few ways that can help you achieve competitive edge: Continue reading Roboadvisors Part 3: Staying Ahead of the Flock

Roboadvisors Part 1: The Future of Wealth Management

This is the first post in our Roboadvisors Series. For part 2, please click here.

This series explores the onset of Roboadvisors, trading algorithms to help automate the personal money management process, and how they are creating a revolution in Wealth Management. Roboadvisors are the wave of the future, presenting an opportunity to capture more and younger consumers through lower fees and technology. Continue reading Roboadvisors Part 1: The Future of Wealth Management

Infographic: BCBS 239 Checklist

Released in 2013, the principles covered in BCBS 239 are the global de-facto benchmark for risk data governance, aggregation, and reporting. Organizations gain a clear advantage when they adapt rapidly to new regulatory requirements like these. Continue reading Infographic: BCBS 239 Checklist

Don’t Miss Sponsor Knowledgent at the Data Governance Financial Services Conference!

Knowledgent is pleased to announce our gold sponsorship at the Data Governance Financial Services Conference happening September 8th and 9th at the Westin Jersey City in Jersey City, New Jersey! Continue reading Don’t Miss Sponsor Knowledgent at the Data Governance Financial Services Conference!