Remove Communication Remove Concentration Remove Retail
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Transcript: Bryon Lake, Goldman Sachs Asset Management’s Chief Transformation Officer

The Big Picture

So alternatives, there’s gonna be more alternatives in private investments in particular, particularly retail portfolios going forward. Educating well, making sure that we’re communicating extremely clearly on what it is that we’re delivering to in investors. The whole gamut. 00:26:43 [Speaker Changed] Yeah.

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Stars Of China 2024: Innovation Nation

Global Finance

Official media in July reported China Merchants Bank Chairman Miao Jianmin’s announcement of a strategic shift for his institution from “retail bank” to “value bank.” Bank of Communications has expanded to offer boutique research and training modules for private banking clients. Personal deposits at the end of 2023 totaled ¥12.49

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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

Barry Ritholtz

A big part of that expansion over really the last decade has been sort of California and the west coast overall, where we, prior to the WAMU acquisition didn’t have a ton of sort of like retail presence and or sort of boots on the ground there. But there are cities, Miami’s a good example for our healthcare business.

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Chatbots: Friend Or Foe Of Retail?

PYMNTS

Over the last few years, chatbots have taken the retail space by storm, helping to automate several key aspects of customer service. Some may argue that retailers should be extra careful when it comes to chatbot development, but others are moving forward at full force. What’s the effect of chatbots on the retail industry?

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The Latest In Financial #AdvisorTech (November 2022)

CFO News Room

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: Merrill Lynch launches a new ‘Merrill Match’ system that downplays an advisor’s geography and focuses more on advisor ‘fit’ with respect to expertise, meeting preferences, and communication style.

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Postmates Says It’s Generated $1.2B In Economic Activity

PYMNTS

“There is a fundamental shift happening in our cities right now — it’s not just that customers and buyers can summon anything at the click of a button to their doorstep,” said Vikrum Aiyer, head of strategic communications and policy at Postmates.

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Shared services raise the efficiency of the finance function

Future CFO

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We Timely and clear communication was key. The open line of communications was also extended to global stakeholders across DFS to update them on the change process.