Oct 13, 2017 | Technology
Among the 47 bank brokerage firms that participated in our recent survey on omni-channel segmentation, one-out-of-five reported having a digital platform where clients can obtain advice. Many more aspire to have a digital advice platform, but that leaves nearly half...
Jan 29, 2016 | Technology
Millennials Prefer Banks, Credit Unions For Advice The robo Advisors have positioned themselves to attract Millennials, but new Kehrer Bielan research suggests that there may be a glitch in the robo model – Millennials think they will get better financial advice...
Oct 13, 2015 | Technology
For investment services firms trying to reach members of the Millennial generation, consider this: nearly half of all Millennials say they use an app on their smartphone or tablet to connect to a financial institution at least once during a typical month. In fact,...
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