The world of financial advice can be a difficult one to navigate for those seeking support with their finances. The choice of services, advisers and products is vast, and people may feel overwhelmed with where to start. Misconceptions about the advice industry may also put people off seeking professional financial advice. Many exclude themselves from seeking advice because they wrongly assume it’s only necessary for complex investments or pension planning.

Millions don’t deem themselves ‘worthy’ of needing advice – considering themselves too ...

There is no doubt that great strides have been made in recent years to increase gender diversity in the workplace. However, much more needs to be done in the financial services arena. The Government’s Women in Finance Charter, first launched in 2016, is one notable attempt to build a more balanced and fair industry. The Charter reflects the Government’s aspiration to see gender balance at all levels across financial services firms and particularly in senior jobs.

Gender balance in the workplace is good for business – it is good for customers ...

Con la crisi dell’euro ormai alle spalle, l’economia europea poggia oggi su un terreno relativamente solido, con previsioni di crescita costante, seppur modesta, per il prossimo futuro. Tuttavia un nuovo studio condotto dalla Economist Intelligence Unit suggerisce che la capacità delle aziende europee di capitalizzare le opportunità di crescita potrebbe essere influenzata dalla mentalità conservativa diffusa tra i leader finanziari. ...

Traditionally SMS-based services have been the mainstay of mobile banking, but this has changed in developed markets with the advent of smartphones and the rise of the app economy. As mobile apps become ever more sophisticated, mobile banking is being touted as a more convenient alternative to online banking. The Bank of America was one of the first banks to catch on to mobile banking. Its iPhone app lets its customers pay bills, transfer funds and locate ATMs and banking centers across the country. Due to the functionalities offered by such ap ...

Banks are on the cusp of seizing a great opportunity. Organizations in the sector have made significant progress towards delivering a seamless digital customer experience but they are missing the final piece of the jigsaw.

This paper will demonstrate how to become a digital leader and guide you through:
• The essential checkpoints that any retail bank must address if it is to perfect the customer journey
• How to gain a critical competitive advantage in the market
• The three key considerations that will allow you to get the most out of ...