Improve the Productivity of Relationship Managers and Financial Advisors with Business iQ

Every job has its mundane administrative tasks, and we all hate them. In the world of wealth management, relationship managers are pressured to serve as many existing customers and prospects as they can with the ultimate goal of increasing the assets under management (AUM)—one of the key metrics used to measure their productivity. Similarly, in […]

Blockchain: Everything You Need to Know

The first thing you need to know about blockchain is that it enables the creation of virtual currencies and intelligent contracts. At its core is the concept of a “distributed ledger,” where data on transactions is recorded across a range of specified databases. Every transaction can be tracked and replicated in real time. That’s how […]