?? 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
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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?? 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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Kick off your ITC Las Vegas experience with Datos Insights' exclusive pre-conference Insurance CIO Council Meeting! This year's theme: "AI in Insurance: When Will the Rubber Meet the Road?" Learn more and register here? https://lnkd.in/gwyPAnsJ
Kick off your ITC Vegas experience the right way! October 15 is the official Kickoff Summit Day at ITC Vegas, featuring more than ten Kickoff Summits with a wide variety of formats. Dive into focused topics led by expert speakers and exploring innovative insights – all included with your ITC Vegas ticket! Whether you're into life insurance, claims, AI, or risk management, there's a summit for everyone. Add your favorites to your calendar on the mobile app and make the most of your ITC journey! Don’t miss this chance to explore the latest trends and ideas shaping the insurance industry. To learn more about each summit, visit us here: https://ow.ly/Ix8r50Tr9n9 To save each summit to your calendar through the ITC Vegas Mobile app, register now: https://ow.ly/qHK550Tr9o5 The future of insurance is here.? #ITCVegas #insurtech #insurance #insuranceinnovation #becauseofITC Sureify, CLARA Analytics, Cognizant, Datos Insights, Clearspeed, Planck, Celent, Amazon Web Services (AWS), Ensono, Verisk, Viewpoint, Earnix, Tokio Marine Group, Statefarm Insurance
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?? How does a wealth management firm with nearly a century of experience stay relevant in today's fast-paced financial landscape? Join us next month at Datos Insights' Wealth Management Forum to find out! Learn more and register here ?? https://lnkd.in/ewS_t9mD Since 1931, Fiduciary Trust International has been a cornerstone in multi-generational wealth management. Now, they're leading the charge into the digital era. Chairman and CEO John M. Dowd will reveal how they're leveraging technology to drive growth and innovation for the next century. Don't miss this opportunity to learn how one of the industry's most established players is reshaping the future of #WealthManagement!
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?? Datos Insights has found that large language models (#LLMs) have the highest pilot rates among life/annuities/benefits insurers, despite being a new technology. Learn more ?? https://lnkd.in/epTzb86t This #Insurance Technology Research Council Study analyzes a survey of 17 L/A/B insurer CIO members of the Datos Insights Insurance Technology Research Council to help L/A/B insurers track adoption rates, planned pilot activity, and use cases across more than a dozen emerging technology areas.?
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?? Keynote Alert! Don't miss Bank of America's Tom Durkin next month at Datos Insights' Commercial and Small Business Banking Forum! #CSBB Register now to join us for this thought-provoking discussion on the future of banking and digital innovation: https://lnkd.in/eUkzegVy During this session, Tom will share: ? Current market observations ? How leading banks are embracing digital transformation ? Evolving needs of corporate and business customers ?? Gain insights into how Bank of America and other industry leaders are adapting to meet changing customer demands in the digital age. #DigitalTransformation #Banking #FinTech #Innovation
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