Alyssa Drury
Business 2 Community
Boston, MA, United States
Contact Alyssa
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Past articles by Alyssa:
What Wealth Managers Need to Know about Social Security Projections
In April, the Social Security Board of Trustees released its annual report, outlining its long-term financial outlook for Social Security. Not surprisingly, it didn’t reveal very good news. Instead, the report confirmed that by 2034, the Old-Age and Survivors Insurance Trust Fund — the part of Social Security that pays the checks that Americans have been counting on since the 1930s — will be… → Read More
Enable a Better Advisor Experience through Feedback & Consistency
No matter what line of business you’re in, it’s always a good idea to regularly seek feedback from your employees.…… → Read More
The Power of Productivity: Free Up Relationship Managers’ Time to Drive Customer Engagement
What does Sales Enablement mean for Bankers? Banks are one of the biggest buyers of IT on the planet, having long made massive investments to maintain and upgrade their legacy systems. Today, their investment in IT continues to grow, with most banks supporting large in-house IT teams while also partnering with leading FinTechs. Underscoring the point is the fact that in 2019 alone, JPMorgan… → Read More
How Can Financial Services Marketers Do Better by Women?
March is Women’s History Month, so you’ve likely seen many events, advertisements and sentiments celebrating women over the past couple weeks. Yet despite having an entire month to draw awareness to women’s accomplishments as well as gender inequality and the efforts being made to combat this, quite frankly, history hasn’t been all too kind to female financial services customers. It’s not to say… → Read More
Disrupt or Be Disrupted: How Technology is Affecting Strategic Partnerships in Banking
When BB&T and SunTrust announced their $66 billion merger earlier this month, both financial institutions cited technology as a major…… → Read More
How Asset Managers Can Win the Fee Compression Fight
Around the world, institutional asset managers face significant headwinds from smaller, lower-cost firms. As a result, they’re being forced to make a difficult decision: reduce their fees or stand their ground, relying on their track record of performance to justify their cost. Of course, in an environment where active fund managers haven’t always been able to deliver the alpha that investors… → Read More
Why Sales Enablement is a Must-Have for Asset Management Firms in 2019
The asset management industry faces a number of headwinds that will keep it under pressure throughout 2019 and beyond. Among the challenges that asset managers need to contend with include confronting the realities of investors’ growing predilection for passive rather than active investment strategies and catering to the diverse, multi-generational preferences of investors during the largest… → Read More
Digital Transformation Delivered: 4 Trends Every Bank Needs to Embrace in 2019
Banks haven’t always been known as the early adopters of technology. In an industry that’s highly regulated and exceedingly complex, proactive innovation can be a real challenge. But these days banks around the world are answering the digital transformation call to arms. In 2018 alone, for example, banks spent billions upgrading their digital banking capabilities in the front office. The reason… → Read More
3 Trends in Advisor Recruiting Wealth Management Firms Need to Know
Around the world, wealth management firms are focused on creating better, more convenient, and more personalized experiences for investors. That can include using technology to enable enhanced client communications, educating clients with engaging new digital resources, and helping promote and reinforce good habits through gamification. But clients aren’t the only audience that wealth management… → Read More
A Content Strategy Leader's Road Map for Success in 2016 (and Beyond)
Content - Content marketing is a high priority for many organizations, but most are struggling with the strategies, processes, and technologies that can help them succeed. → Read More