New Solutions

Looking for a Digital Wealth Management Solution?

New York City, N.Y. //; Greenwich, Conn. //

Banks and institutions hoping to offer wealth management services can now leverage a cohesive solution that combines Marstone’s customizable digital wealth platform and Interactive Brokers Group Inc.’s clearing, custody and execution services. The result is a fully integrated, turnkey wealth management solution.


Personalized Marketing Could Enhance Customer Experience

Wellesley Hills, Mass. //

Financial institutions consistently place customer experience in their top strategic priorities, but many banks still face the challenges of siloed product lines, channels and business units. Yet, 90 percent of consumers value personalized experiences, and according to The Boston Consulting Group, 54 percent of customers who joined a new bank did so because the new institution could deliver such personalized communications.


Battle Against the Bots

Sunnyvale, Calif. //

Cequence Security is rolling out Cequence ASP, an application security platform designed to provide effective, scalable defense against the growing number of bot attacks affecting the hyper-connected organizations of today.


What If Your Branch Tech Could Diagnose Its Own Issues?

Fort Mill, S.C. //

While branch traffic has fallen off, or changed, somewhat in recent years, many studies show that physical bank locations are still important to consumers. Moreover, customer experience within a branch can make or break an institution’s relationship with a client. With employees busy engaging customers, who tracks the health of the branch? With CompuCom’s Self Healing Branch solution, the branch takes care of itself.


Want to Get Proactive About Fraud Prevention?

Minneapolis, Minn. //

Designed to assign role-based tasks and enhance visibility in mortgage lending operations, Wolters Kluwer’s new Vanceo Mortgage is a loan processing system that creates intelligent, compliant, end-to-end loan origination workflows.

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