Customers' desired blend of personal and digital investing experience and the services the firm must prioritize to respond to those needs.According to Vigrass and Burke, enterprise decision-makers should understand the following: Many enterprises need a coherent strategy for meeting existing and new customers' online investing needs. Folio's modular digital wealth solutions can meet any enterprise's challenges." "Unless these problems are well-defined and prioritized, the final product will not help the firm be competitive. "Enterprises are trying to solve many challenges with an online investing platform," said Patrick Burke, Folio Institutional vice president for enterprise sales. Is the client experience the same across the entire firm?.Do its business goals include increasing services without adding significant operational expense?.Does the firm need to retain its brand's own look and feel?.Step 1: Discover what problems the enterprise is trying to solve for.Įvery firm seeks growth, so it's important to dig deeper: (Read our case studies.)įolio has developed a three-step process to help enterprises understand their what, who and how: Folio can work with enterprises in a variety of ways, from offering a modular, white-labeled robo advisor technology platform to supporting an API-driven robo advisor program and more. Folio's soon-to-be-launched digital wealth services platform is different – it takes all of these important variables (and more) – into consideration and gives enterprises a highly tailored and flexible digital investing program."įolio Institutional's digital wealth platform will give enterprises low-cost, differentiated investment management solutions that build brand awareness and customer loyalty. Enterprises want more than simplistic financial planning tools that make no effort to understand the client, do not consider underlying investments' tax implications or cannot accommodate customers' values, human capital and multiple goals. Vigrass added, "Enterprises that take the time to understand their what, who and how can more easily weed out the one-size-fits-all robo technology that is unfortunately prevalent in our industry. "Decision makers need to have a clear picture of what problems they're trying to solve, who the customer is and how the enterprise can create an online investing service." "When an enterprise quickly jumps into the search for a digital wealth management partner, it is likely to end up with a less-than-useful product," said Vigrass. According to Folio Institutional's president, Greg Vigrass, in their rush to be competitive, many of these firms forget to answer their "what, who and how." eReserve uses metadata and license information from EBSCO FOLIO Services and EBSCO Discovery Service, allowing the platform to accurately report on and manage copyright materials, making digital distribution easier and more legally sound.MCLEAN, Va., J/PRNewswire/ - Today, many banking, credit unions, insurance firms and other financial services enterprises are searching for an online investing technology solution. Providing such resources in a digital format has become increasingly necessary for promoting collaboration, easy resource management, advanced copyright control, and an improved student experience by delivering faculty selected and approved educational resources in a digital format within course resource lists. The selection, organization, and delivery of educational resources are some of an institution's most critical functions. eReserve is built on a foundation of copyright best practices that offer a clear, defensible position against the increasing threat of copyright litigation while enhancing student engagement and success. EBSCO Information Services has partnered with eReserve to support institutions' resource management workflows with EBSCO FOLIO Services, including services related to copyright control. Directory of Public Libraries in the United KingdomĮBSCO Information Services partners with eReserve to streamline resource management workflows with EBSCO FOLIO.Directory of Public Libraries in the United States.Academic Law Libraries in the United States.Independent Research Libraries Association.Society of College, National and University Libraries.Association of Southeastern Research Libraries.
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