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  • Report Attract And Retain Self-Directed Investors With Robust Trading Platforms

    Segmenting US Investors: Help Self-Directed Investors Conduct Research And Trade With Advanced Digital Tools
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Win Over Delegators With Reliable Financial Advice

    Segmenting US Investors: Reassure Delegators And Enable Their Advisors With Advanced Digital Technologies
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Win Over Validators With Investment Advice And Self-Service

    Segmenting US Investors: Give Validators Research Tools And Advice To Ensure Their Success
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Understanding Today's US Investors

    Use This Updated Investor Segmentation To Guide Your Digital Business Strategy
    August 6, 2019 | Vijay Raghavan

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report Win Over Disengaged Investors With Affordable Retirement Plans

    Segmenting US Investors: Reduce Disengaged Investors' Need To Make Decisions And Offer Affordable Financial Advice
    August 6, 2019 | Vijay Raghavan, August du Pont

    Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....

  • Report The Canadian Tech Market Outlook For 2018 To 2019

    5% Growth In 2018 Will Slow To Under 4% In 2019
    June 26, 2018 | Andrew Bartels, Cheryl McKinnon, Nate Meneer

    The Canadian tech market will continue to post solid growth, but several factors may slow growth in 2019. Uncertainty around the future of the North American Free Trade Agreement (NAFTA) combined...

  • Report How To Adapt Project Estimations For An Agile World

    Change Traditional Estimation, Measurement, And Budgeting To Support Scaling Agile
    April 6, 2018 | Diego Lo Giudice

    Agile techniques create more software value for the business — more quickly than traditional methods. While development and operations (DevOps) accelerates Agile adoption, traditional estimation,...

  • Report Security Budgets 2018: Financial Services And Insurance

    New Initiatives Require Security To Take An Expertise-On-Demand Approach
    March 22, 2018 | Jeff Pollard

    Data breaches, regulation, stiff competition for talent, and decentralized technology spending are still major challenges for security leaders in the FSI industry. We compare the budgets of...

  • Report The 2018 Outlook For US Industries And Their Tech Budgets

    Chemicals And Insurance Lead The Way; Government And Media And Entertainment Are Lagging
    December 13, 2017 | Andrew Bartels

    As CIOs and their business partners develop their tech budget plans based on their business' strategy and requirements, it can be useful to look at what other firms are doing, especially firms in...

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