Financial Services
Resources
Standing out in a crowded financial landscape : 3 ways banks and credit unions can differentiate their CX in a saturated market
3 ways banks and credit unions can differentiate their CX in a saturated market
5 Agent Engagement Strategies to Raise Carrier Profit Margins
What can insurance carriers do to nurture and grow agent loyalty and relationships? This whitepaper covers 5 strategies for insurers to implement.
Litigation Management: Four Ways to Improve Your Approach
Four strategies that can guide companies’ litigation-prevention approaches.
Fraud and Anomaly Detection
A broader overview of the role of anomaly detection in banking (beyond fraud) and ways to integrate the process into existing workflows.
How Parametric Insurance Helps Reduce the Total Cost of Risk
What is parametric Insurance and how can it help address risk exposures?
How Many Eggs in a Venture Capitalist’s Dozen?
Investing intelligently in venture requires a very large portfolio to minimize the risk of loss and maximize the odds for outsized returns. We’ll show how the strategy of making many bets and spreading them widely is the surest way to thrive in venture investing.
2021 DCM Investor Survey
Discover how increasing market pressures and other industry influences have shaped investors’ asset class preferences, allocation plans and new expectations around due diligence, reporting, transparency and communication
