Absolutely amazing presentation by Dudley White and panel on Core Modernization at #FiservForum2024!! Loved hearing the vision and seeing the partnership! Now for another great day of #PowerMoves David Wegman Monica Martins Andrew Ellis David Albertazzi
关于我们
Datos Insights delivers the most comprehensive and industry-specific data and advice to the companies trusted to protect and grow the world’s assets as well as to the technology and service providers who support them. We are staffed by experienced industry executives, researchers, and consultants. Comprising former senior technology, strategy, and operations executives as well as experienced researchers and consultants, our experts provide actionable advice to our client base, leveraging deep insights developed via our extensive network of clients and other industry contacts. The quality of our research, insights, and advice is driven by our core values: independence, objectivity, curiosity, and integrity. Our goal is to be a trusted advisor to our clients by using our data, experience, and proven best practices to help them make better, faster, and more lasting decisions. Our products and services include: Insights and Advisory Service: Clients gain access to our research and unlimited interactions with our experts. We believe that access to our advisors is at the core of a successful relationship—for our clients and for us. Contact our experts directly, any time, and we will respond quickly. Financial Services CIO/CTO Advisory: Our team of former CIOs and CTOs helps executives and their teams tackle their most pressing challenges through workshops, consultations, and strategic guidance. Strategy Consulting: We provide comprehensive strategy, operational, and technology consulting engagements, including vendor selection projects. Custom Insights: We help clients develop sound long-term growth plans through peer-group benchmarking, competitive intelligence analysis, and go-to-market studies. Events: In-person and virtual conferences provide opportunities for attendees to learn about trends impacting their role and how their peers are responding.
- 网站
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https://datos-insights.com/
Datos Insights的外部链接
- 所属行业
- 商务咨询服务
- 规模
- 51-200 人
- 总部
- Boston，MA
- 类型
- 私人持股
- 领域
- Capital Markets、Commercial Banking、Cybersecurity、Fraud、AML、Life Insurance, Annuities, and Benefits、Property & Casualty Insurance、Retail Banking、Wealth Management、Advisory、Benchmarking、Consulting、Data、Insurance、Payments、Product Stratefy、Qualitative Research、Quantitative Research、Thought Leadership、Vendor Selection、Healthcare Payments、CIO Advisory和CTO Advisory
地点
Datos Insights员工
动态
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?We’re just ONE WEEK away from our Seventh Annual Commercial and Small Business Banking Forum! Will you be joining us? #CSBB Register now to join us next week in NYC ?? https://lnkd.in/e3bEGTeg Don’t miss this opportunity to engage, collaborate, and network with industry leaders. Gain valuable insights, forge meaningful connections, and access exclusive data to drive your financial institution's growth! Key Topics Include: ? Digital Transformation ? Fintech Partnerships ? Real-Time Payments ? Embedded Banking ? ESG and Sustainability This is an event you won’t want to miss! Let's shape the future of banking together!
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Don’t miss the chance to discuss the future of wealth management with executives from the country’s top firms! Gain valuable insights into who’s winning and why, straight from leading banks, brokers, trust companies, RIAs, and more. #WMFORUM Over 150 executives are already set to join us next week in NYC. Will you be part of this pivotal conversation? Register now ?? https://lnkd.in/egZXqxSq Let’s shape the future together! #WealthManagement #IndustryInsights
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We are proud to partner Money20/20 Las Vegas 2024, an influential gathering of the global money ecosystem including #banks, #payments, tech, start-ups, #retail, #fintech, financial services, policy, and more. This is the ideal forum to?accelerate deals, build partnerships, raise your profile and make breakthroughs with fintech’s most senior audience. This is where you come to grow your business. Get in touch to arrange meetings with Datos Insights experts, including?David Albertazzi, Daniel Dawson,?Marcello Fiorentini, David Mattei, Thad Peterson, and Stewart Watterson, live at the event. Register at https://lnkd.in/e47ytaPr enter code DIN250 to get?$250 off your pass!
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?? Survey data reveals a significant shift in the financial advisory landscape: up to 20% of advisors may retire within the next five years. This imminent wave of retirements is prompting wealth management firms to urgently attract and develop next-gen talent. Join us next week at Datos Insights' Wealth Management Forum to hear from our expert panelists—Kate Healy, Rob Goff, Lydia DiClemente, and Gabriela Weiss—as they discuss how industry leaders are addressing this challenge. #WMFORUM ?? Key Discussion Topics: ? Strategies for identifying high-potential advisors, including career switchers and young professionals ? Characteristics of ideal next-gen advisors ? Effective advisor development programs ? The role of mentoring ? Transitioning practices to next-gen advisors Don't miss this crucial conversation on shaping the future of financial advising! Register now to join us ?? https://lnkd.in/egZXqxSq
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?? Datos Insights estimates that global e-commerce fraud will cost merchants nearly US$29 billion in 2024 and grow to US$43.6 billion in 2027. Learn more ?? https://lnkd.in/egt6e-ED This report, authored by Ron van Wezel and Thad Peterson, provides a global view of the trends in merchant payment management and the payment strategies that enterprise merchants deploy to optimize acceptance and reduce customer friction at checkout.
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#WealthManagers: Are you ready to turn challenges into opportunities? In today's uncertain rate environment, with a looming presidential election and increasing pressure on fees, how can you stand out in a crowded market? Join us at Datos Insights' Wealth Management Forum to hear from industry leaders such as John M. Dowd of Fiduciary Trust International, Nitesh Kadakia of Bank of America Merrill Lynch, and Ken Stern of Lido Advisors, LLC. They will share their experiences and strategies for revolutionizing advice delivery and making your firm stand out in a competitive landscape. #WMFORUM ?? October 10th, 2024 ?? Quorum by Convene, 1221 6th Ave, New York, NY 10020 ?? https://lnkd.in/ewS_t9mD
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?? TOMORROW at 1pm ET! Join Datos Insights Senior Principal Deborah Zawisza and RingCentral Head of Industry Strategy for Financial Services Matthew Lehman for a live webinar where they'll explore how AI is revolutionizing the insurance landscape! Register here ?? https://lnkd.in/e82vRsjM ?? Discover: ? Key challenges in operational insights and customer interactions ? Navigating the complexities of hybrid work in contact centers ? How AI tools like sentiment analysis and real-time coaching are driving quality assurance ? Innovations in omnichannel platforms and Generative AI that are breaking down CRM barriers
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In an era of uncertainty—with fluctuating rates, a presidential election on the horizon, and increasing pressure on fees—wealth managers are facing significant challenges. How can they effectively navigate this volatility and meet evolving client demands? Join us on October 10 at our Wealth Management Forum, where industry leaders, executives from top financial institutions, and experts from Datos Insights’ Wealth Management team will share innovative strategies to enhance advice delivery. #WMFORUM ?? Key Topics Include: ? Personalization at Scale: Empower investors with tailored journeys while leveraging data for impactful insights. ? Advisor-Focused Tools: Enhance CRM capabilities and streamline the client onboarding process. ? Emerging Opportunities: Explore growth through M&A and learn how to serve multi-generational wealth effectively. Learn more and register here ?? https://lnkd.in/ewS_t9mD
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?? In 2023, client assets at U.S. wealth managers soared to US$47.5 trillion, marking a 19% increase from US$39.9 trillion in 2022. This Datos Insights report, authored by Bill Whitt, analyzes the 2023 performance of five key industry segments (#wirehouses, self-clearing retail #BrokerDealers, clearing and custody firms, discount and online broker-dealers, and #bank trust divisions), examining the results and strategies of top competitors, and providing insights into the evolving wealth management landscape. Learn more?? https://lnkd.in/eUyKGFRu
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