Author: Ben Cukier | Co-Authors: Jack Babbush, Avantika Bagri Acquiring clients has become the greatest challenge for financial advisors in today’s competitive landscape. With over $114 trillion in advised assets across the U.S., even modest improvements in client acquisition can translate to substantial revenue growth1. As client expectations evolve, advisors who limit their focus to [...]
Author: Eric Byunn | Co-Authors: Devi Malhotra, Marshall Cao Getting old is hard. As we age, tasks that once seemed effortless can become increasingly challenging. The simple joys of daily life - preparing a nutritious meal, maintaining a tidy home, or even taking a leisurely stroll around the neighborhood - can transform into daunting obstacles. [...]
Author: Matt Alfieri | Co-Authors: Jay Lee, Jake Madnick and Christopher Chen Trade Promotion Management (TPM) – The Hidden Workflows Critical to the Success of Global Brands As consumers, we all love a good discount as we reach for that second chocolate bar, but have you ever thought about what goes on behind the scenes? [...]
By Sarah Kim | Co-Authors: Candler Rich, Liam Mickelsen The Insurance Industry Relies Heavily on Independent Agents, but Their Technology Needs an Upgrade Amid constantly evolving insurance markets, independent agents are fighting an uphill battle to stay ahead and thrive in the face of constant change, from fluctuating carrier appetite to evolving regulatory demands. Despite [...]
By Eric Byunn | Co-Authors: Devi Malhotra, Marshall Cao Auto warranty claims is the largest $25bn market you’ve never heard of The auto repair business is an important, sizable revenue opportunity for the dealership. When a vehicle is brought to a dealership, typically 20% of repairs are under warranty. The average dealership in the US [...]
By Matt Alfieri | Co-Authors: Jay Lee, Chris Chen The ability to understand risk is the lifeblood of insurance. As they say, “there’s no bad risk, just bad prices.” Whether or not this statement rings true, to maintain healthy loss ratios and grow a book of business profitably, an insurer must be effective at underwriting [...]
By Sarah Kim | Co-Authors: Candler Rich, Allie Saviola The $4.5 trillion(1) U.S. healthcare system accounts for a staggering 17% of the country’s GDP(2). Yet despite this enormous expenditure, the healthcare billing landscape is an unhealthy mess, plagued by poor translation between medical record documentation, coding, and subsequent insurance billing. The prescription to remedy this [...]
By Eric Byunn | Co-Authors: Jake Madnick, Jay Lee Microsoft’s Active Directory is the Backbone of IT Infrastructure Identity is a large and growing vector for cybersecurity attacks, and Active Directory (AD) continues to be the primary identity database of record for enterprises. Ninety percent of Global Fortune 1000 companies run on AD1 and with [...]
By Ben Cukier | Co-Author: Marshal Cao Why We Feel Now Is the Time for OTC Trading to Embrace the Digital Age Over-The-Counter (OTC) instruments represent a vast and diverse trading universe — OTC derivatives alone have $715 trillion outstanding1 and additionally fixed income trades $1.3 trillion daily2. But across this product universe, liquidity and [...]
By Jay Lee | Co-Author: Riddhi Panchal Economists and social scientists have been clamoring for years about the demographic tidal wave set to occur as the largest and wealthiest generation in US history (Baby Boomers) begin to age out of the population. One by-product of this inevitable trend is the transfer of an enormous amount [...]
