July 18, 2017
Morgan Stanley recently announced they are implementing a new “machine learning-based system” that will make their financial advisors (of the human variety) more efficient. So, what does this really mean? Well, it essentially means that Morgan Stanley appreciates the fact that robo-advisors are creating a diluted marketplace, and that having an actual “relationship” with a client is no longer enough to assure loyalty to a financial advisor. To be able to forge that loyal relationship, advisors must offer something more; something the robo-advisors can’t. They need a crystal ball.
July 11, 2017
Competing within the financial services arena typically includes new market expansion, whether that be through acquisition, organic growth, or tapping into global markets. Growth—no matter how it is achieved—is good, but it can also introduce some new challenges, both on internal and external levels. Solid, lasting growth takes strong leadership, the right people doing the right thing, and business intelligence.
June 22, 2017
By Greg Inks, Cloud Services Practice Lead
June 15, 2017
Many financial services firms have complicated, multi-entity models that can’t be managed efficiently with outdated systems. Acquisitions, mergers, and organic expansions further challenge processes, as does expanding into new countries. Financial Services firms can streamline multi-entity management quite easily, as discussed in our recent webcast, “Complex Multi-Entity Management: How 3 Firms Have Paved the Way for Change and Expansion”. Learn why AKA’s Multi-Entity Financial Advantage, built on Dynamics 365 for Operations, is the best tool for this challenging problem.
June 9, 2017
We recently brought together a dozen tech executives for a roundtable gathering. While conversations varied, primary discussions covered employing Cloud technology, dismantling silos of communication, and dealing with cyber security threats.
May 25, 2017
Controlling and keeping on top of finances means you have to be close to your numbers, but that doesn’t mean your numbers have to remain on-premises. Accounting in an enterprise resource planning (ERP) cloud setting is not only possible, it’s downright brilliant.
May 18, 2017
For your clients, the last thing you want to do is add risk. It’s risky enough putting your money in securities and asking your clients to invest in you. For institutional as well as retail investors, your brand means peace of mind.
April 28, 2017
A common challenge for financial advisors is having access to complete, real-time information about their clients and potential opportunities. Without visibility into key data, it’s difficult to provide clients with timely, personalized support. AKA’s Financial Services Solutions were designed on the Microsoft Dynamics 365 platform to break down data silos and arm advisors with tools that make it easier to improve the client experience.
April 20, 2017
Financial services organizations are finding it more important than ever to deliver connected experiences—for both clients and employees—to compete with peers and robo advisors. Managing multiple clients, multiple entities, and multiple systems is becoming increasingly challenging and expensive. Below are five ways financial services firms can deliver a connected experience with connected technology, like Microsoft Dynamics 365.
April 13, 2017
This is the question in front of many wealth management and asset management executives today, and appears to be a difficult question to answer. You have confidential data to manage for your clients, not to mention changing regulations and the constant pressure of providing a better client experience. Can the cloud offer a safe location for data and provide the flexibility needed to change as business needs change? Here’s how one global financial services firm approached this question and what they decided.