Do you want your customers to trust you with their money? You have to give them the experience and solutions that they demand. As mobile and fintechs continue to solidify their role in the industry, you need to innovate past the competition and provide consumers exactly what they are looking for.
With Magenic as a partner, we can help to take advantage of the digital information you possess and create a Big Data strategy that can get the most from it. We have helped wealth management companies of all sizes identify and analyze consumer behaviors to ensure they’re getting the solutions that help them the most.
Magenic is a company that understands how to build unique solutions to strategic business problems where the solution is driven by technology, and we know how build them to benefit wealth management companies. Your business relies on integrated solutions, data management, and advanced applications to satisfy new customer habits and comply with cost and regulatory constraints. Move your business forward in the marketplace by working with a partner who can help you execute at a level beyond the competition.
Magenic teamed with Forrester to measure the results financial services firms are seeing in digital innovation, and the results are telling. Read the report and receive Forrester’s best practice recommendations…Read the Forrester Study
The client wished to far surpass the more generalized plans of the past that employed unwieldy, difficult-to-digest spreadsheets.Read the Case Study
The impending “Conflict of Interest” regulation announced by the U.S. Department of Labor has major implications for the wealth management industry. Some companies remain indifferent to the ruling, while savvy firms see opportunity.Read the White Paper
In today’s market the most successful brokers are no longer simply the most knowledgeable or the most profitable. They must also be the most trusted.Read the Article