Let's take a moment to review some of the best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2019.
At a rather unique financial services industry conference I recently attended, I was stricken by the level of discussions and trainings going on around what it meant to truly engage and connect with your clients and prospects.
"We built White Glove to deliver everything we wished we had when we were hosting these seminars…and a guarantee was at the top of the list. " - Mike Thurman, White Glove
"We are seeing affluent investor expectations for advice shifting to a more financial wellness orientation, and advisor performance will likely be based on a broader client experience measurement." - David Thompson, Phoenix M
"Rather than engaging in a push and pull on the merits of digital marketing, we wanted to be able to demonstrate that there are firms having success in this way." Graig Norden, FreeWheel Marketing
“Innovate where you differentiate” was the major message of a webinar by leading innovation expert and author, Steve Shapiro, with his guest Scott McKain, a best-sell
.jpg)
