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We equip financial services technology leaders and their teams with insight and analyses to save time, make better decisions, and optimize the performance of their business.

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Wealth Management: Why Advisors Should Become Wealth Challengers
The most successful advisors go beyond understanding the client's financial situation, teach them something new, and motivate them to make a decision. 11 Feb 2016
Commercial Banking: Two Priorities for 2016
The twin concerns of using data to improve decision-making and reducing the effort customers must expend to use a bank's services are what many commercial banking teams will be asked to work on this year, according to CEB data. 04 Jan 2016
Financial Services: 5 Principles of Digital Process Design
The process of encoding more and more of our lives into bits and bytes is now so widespread that any company providing a digital service can't simply replicate what they offer offline. These five principles are gleaned from a wide variety of senior financial services operations managers. 21 Dec 2015