Here’s a great article from McKinsey & Company on the benefits of personalized messaging. It illustrates how personalization can reduce client acquisition costs by up to 50% and increase the efficiency of marketing spend by up to 30%. At InvestorCOM, we always knew these benefits and this McKinsey report confirms our clients’ experience by leveraging our […]
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This article was originally written by Anthony Boright, President of InvestorCOM for Investment Executive’s Inside Track column. Although increasing compliance and regulation are perceived as burdens to many advisors and their firms, the business case for more efficient disclosure is compelling.
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While the name is new, the marriage of technology and regulation to address regulatory challenges has existed for some time. Increasing levels of regulation and a greater focus on data and reporting has brought the RegTech offering to the forefront. Firms that invest in these solutions (and the underlying technology solutions) will see significant positive […]
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This article first appeared in Yahoo Finance and featured an interview with Anthony Boright, President of InvestorCOM Inc.
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There are many obstacles that have made e-migration rates much slower than they should be….perceived security concerns, challenges managing consent, the momentum of old habits, etc., etc. Some of these obstacles are partially out of our control as billers, asset managers, investment dealers and technology partners. But one obstacle is well within our control and […]
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