Press and Publication

February 29, 2024

Leveraging Data for Enhanced Personalization in Brokerage: A Guide for Financial Institutions in 2024  

In the age of digital transformation, personalization has become a standard in the financial services sector. A recent survey showed that 72% of customer experience leaders […]
November 4, 2020

Risk: Concepts and management strategies

Risk management is the process of identifying, assessing and controlling threats to an organization’s capital and earnings. These threats, or risks, could stem from a wide variety of sources, including financial uncertainty, legal liabilities, strategic management errors, accidents and natural disasters.