The financial world’s center of gravity continued moving toward technology in 2019—and the acceleration of that shift will be at the center of global markets in the new year.
A groundbreaking study by Greenwich Associates of more than 10,000 Financial Advisors reveals an industry with a nearly insatiable appetite for information.
The Greenwich Focus and Explorer platforms help commercial banks set strategies by identifying their biggest opportunities and risks, and arm sales management and relationship managers with detailed, client-level data to execute a strategy with precisely targeted sales plans.
Financial companies spent more than $1 billion on third-party trade surveillance technology in 2018, as they invested heavily in “regtech” solutions for anti-money laundering (AML), know your customer (KYC) and other functions.