Tomorrow helps families make financial and legal decisions
25 July 2017
The stats are sobering: 78% of millennials do not have a will; 74% of all Americans do not have individual life insurance ; and 50% of all millennial…
The rise of the robo-advisor
14 June 2017
Peter Evans from Deloitte explains how robo-advisors are transforming the retail financial services landscape, benefitting banks and customers alike.
BNP Paribas launches the WAI “We Are Innovation” label
23 May 2017
BNP Paribas gears up its offer to start-ups and innovative enterprises by launching the WAI “We Are Innovation” label. Developed around 7…
The influence of women on building the family legacy
19 May 2017
A new study from RBC Wealth Management highlights the powerful impact women have on family wealth and its transfer to the next generation.
Fifth Third Bank launches digital estate planning and management tool
18 May 2017
Many studies show that nearly two-thirds of Americans don’t have a will, and even fewer have created a full estate plan. Fifth Third Bancorp understands…
Innovation of the month
Innovation of the month: Tips in Sberbank Online
13 March 2017
Efma’s innovation of the month award for March goes to Sberbank for its artificial intelligence based service called Tips. Sergey Komarov, the bank’s…
Financial advisors are key to the future of financial services, says new report
31 October 2016
A new study from Efma and Wavestone has highlighted the importance of financial advisors, especially in an increasingly digital operating environment.
Going digital tops priority list for private banks
19 September 2016
Entering the digital phase presents itself as the most important item to be ticked off on a private banker’s to-do list in the nearest future, according…
Innovation of the month
Innovation of the month: Yellow Advice by CheBanca!
14 June 2016
Efma’s Innovation of the Month award for June goes to CheBanca! for it’s digital robo advisor called Yellow Advice.
North Side wins Efma Fintech PFM-Payment Award for VerbalAccess
25 April 2016
Canada’s North Side has won the Efma Fintech PFM-Payment Award for its VerbalAccess solution. Eugene Joseph, who leads research and development…
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