Analytics & Business Intelligence

Latest Headlines

Latest Headlines

Is social media marketing morphing into visible banking?

In the visible banking paradigm, banks make themselves more visible across social media, and they use the medium to better understand their key influencers – both the supporters and the critics.  

Morgan Stanley launches digital financial education program

Morgan Stanley Wealth Management is partnering with education technology company EverFi to launch an interactive Web-based financial education program for its wealth management clients called Morgan Stanley Financially Fit. The program, which will be offered by Morgan Stanley financial advisors to customers and their families, was tested with financial advisors in the Washington D.C. area last month.

BNY Mellon launches Payments Analytics to help clients release funds faster

BNY Mellon launched a new "big data analytics" tool for treasury clients this week designed to provide real-time information on straight through processing success rates, as well as trend data and information on the type and number of payment queries.

Spotlight: NerdWallet raises $64M as self-service financial advice trend grows

Personal finance and comparison shopping site NerdWallet may be the latest beneficiary of the enthusiasm around online self-service financial planning and robo-advisory services.

Vanguard hybrid robo-advisor targets baby boomers

Many firms have launched robo-advisory services with the goal of attracting millennial investors, born of the technology age, who are in the early stages of amassing their life savings. With its launch of its hybrid robo-advisory service last week, Vanguard took a different approach, targeting the service toward baby boomers.  

Cloud Lending launches CL Exchange to match borrowers with lenders

Cloud Lending Solutions, the cloud-based lending technology provider, is launching a new lending exchange designed to better match borrowers with lenders by essentially enabling lenders to share loans that don't match their own criteria with their competitors.  

Selerity and Nasdaq move markets with Twitter earnings leak

Twitter stock was sent reeling on Tuesday afternoon when a Nasdaq unit erroneously posted Twitter's disappointing earnings to Twitter's website about an hour early, and the posting was immediately picked up and disseminated. The error highlighted the speed of information dissemination in the market and may have handed Nasdaq a blemish in the fierce competition for trading and listings among the country's three exchanges.

Niche financial models provider focuses on momentum investing

With an increasing number of articles and even some indices focusing on momentum investing, analytics provider Trendrating is specifically specializing in providing tools and techniques for helping investment managers and advisors measure the momentum factor as part of their investment strategy.  

Schwab says its robo advisor service attracts new customers

Charles Schwab Corp. says its new robo-advisory service has attracted $1.5 billion of assets in over 23,000 accounts in its first six weeks, with about 20 percent of the accounts coming from clients who are new to the firm. The new accounts are significant as robo advisory services are viewed as key to attracting millennials.  

Investment platform emphasizes reporting, APIs, user interface in major revamp

Investment management technology company Addepar launched a major revamp of its investment platform this week, moving to a wholly Web-based application with a redesigned interface and a set of restful APIs to ultimately encourage further outside development.