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Curious about how Gen AI is changing the game? Join us at our Generative AI Symposium in New York City on September 18 as we dive into AI governance, how to manage your data, which ROI use cases you should focus on and much more. We'll have live demos all day and insurance and banking-specific tracks in the morning to help spark new ideas for your organization. Register your interest to join us in New York today > https://bit.ly/3L1zLX2 The event is for financial institutions only and geared towards those focused on insurance and banking. #AI #data #IndustryTrends

Wealth managers are keen to understand the various aspects of CRM and data privacy to enhance client relationships while staying compliant with regulations. Ashley Longabaugh, Principal Analyst on our Wealth Management team dives deeper into the key considerations to keep in mind while navigating this complex landscape > https://bit.ly/3zobrMh #WealthManagement #CRM #DataPrivacy

The landscape of retail banking continues to evolve with new emerging approaches to branch banking. While some regions are seeing a reduction in branches, others are experiencing a rise. Curious to learn how banks are tailoring their strategies to strike the perfect balance between digital and physical channels while considering market-specific dynamics and global banking practice? Check out our parent company, Oliver Wyman's report into the global trends in branch banking and distribution > https://owy.mn/45H9Iha #EmergingTrends #BranchBanking #GlobalBanking

Pension dashboards or Pension Tracking Systems (PTSs) have been successfully implemented in several European countries, allowing customers to monitor their retirement savings from various sources in one place. The UK's Pensions Dashboard initiative aims to do the same. Despite delays, the program is progressing, with a legal connection deadline set for October 2026. Karun Arathil, Senior Analyst on our Insurance team, explores key opportunities available for FIs once this initiative goes live > https://bit.ly/3VSyYhn #RetirementPlanning #CustomerEngagement #PensionDashboards

Our Dimensions: Capital Markets IT Pressures & Priorities webinar uncovers the forces driving technology planning and their implications for the upcoming year. Key insights include: ⏺ Both buy-side and sell-side firms are increasing their IT spending. ⏺ Focus areas include transformative change and cloud adoption. Find out what the future holds and how gen AI will reshape investment strategies in our on-demand webinar > https://bit.ly/4cqkHhd #CapitalMarkets #ITSpending #GenAI

Fast-forward two years, and many wealth management firms will be live with generative AI applications, with some already in production for a few years. So, where will the greatest impact be felt? Our Wealth Management team surveyed executives from top wirehouses, brokerages, broker-dealers, and banks to discover the expected impact of gen AI use cases across various business functions over the next two years. Chris Bendtsen, Senior Analyst on our Wealth Management team, dives into the results in his latest blog > https://bit.ly/4co7fLn #AI #genAI

Advancements in risk management technology have the potential to transform risk operations by optimizing analytics, decision-making, and processes. We surveyed over 200 risk executives globally to understand how technology strategies and budgets are evolving. Which risk functions are prioritizing digital tools like AI, generative AI, and process automation? Watch our Dimensions: Risk IT Pressures & Priorities webinar on-demand today to gain insights into the future of risk management > https://bit.ly/3VRdRMq #AI #RiskManagement #TechTrends

The capital markets industry is constantly evolving, driven by technological advancements. Our 2024 Dimensions IT survey reveals key insights from over 200 executives on IT investment drivers, AI/Generative AI adoption, and evolving budget priorities. Key findings include: ⏺ IT budgets are set to grow by an average of 4.1% in 2024. ⏺ Top IT strategy drivers include regulatory compliance and enhancing customer experience. ⏺ Gen AI is a top technology priority, with 64% of firms exploring its potential. Curious to learn more? Janey Speed, Analyst on our Capital Markets team, dives deeper into these findings in her latest blog > https://bit.ly/4baEZu6 #CapitalMarkets #AI #ITBudgets

Our 2024 IT Dimensions survey reveals a global increase in IT budgets both retail and corporate banking. But with inflation taking a toll on the budget increase, it begs an important question: Is technology spending an investment or a cost? Colin Kerr, Principal Analyst, digs into this question and shares valuable insights in his latest blog > https://bit.ly/3z27eOa #ITbudgets #TechnologyInvestment #TechnologyPlanning

New technologies are revolutionizing the way wealth management firms operate. But are technology strategies and budgets evolving on a global scale as these new technologies reshape operations? And which technologies are taking center stage? Tune into our Dimensions: Wealth Management IT Pressures & Priorities webinar on-demand today to explore the changing landscape and priorities of wealth management firms > https://bit.ly/3Xne5Mr #AI #TechnologyBudgets #WealthManagement