Topic:

Mobile Technology

Latest Headlines

Latest Headlines

Millennials, security concerns drive financial firms to text communications

Millennials have sometimes been called the texting generation, and a new study indicates their habits may be having a growing effect on how financial firms communicate. Driven by competitive pressure to reach the younger consumers as well as security trends, such as two-factor authentication, financial firms are increasingly adding enterprise-level texting programs as part of their communications platforms.

Cetera to roll out collaborative mobile services for advisors and clients

Cetera Financial Institutions plans to roll out an integrated mobile platform that is expected to increase collaboration for financial advisors and investors.  

Digital, mobile banking preferences prompts Fifth Third Bank to close 100 branches

Fifth Third Bank expects to consolidate or sell approximately 100 branches as well as 30 other properties that had been purchased for future branch expansion, the bank announced Monday. The closures are a result of shifting customer preferences toward digital and mobile banking channels.

Morgan Stanley sees digital wealth management tools as next engines for growth

Morgan Stanley sees digital tools as engines for growth for the firm and expects new cash management and payments tools to help the firm deepen relationships with wealth management customers, Morgan Stanley CFO Jonathan Pruzan said last week at the Morgan Stanley U.S. Financials Conference in New York City.

Wells Fargo aims for all advisors to adopt mobile app by year-end

Wells Fargo aims for its entire 15,000-member advisor workforce to adopt the company's mobile app by the end of the year. The app, called Smart2Go, is intended to support "out of office" conversations between advisors and clients.

ANV empowers brokers with tool for servicing customers through Internet, mobile phones

Global insurer ANV Group is aiming to make it easier for brokers to offer specialized commercial insurance lines to small- and medium-sized businesses with a tool for acquiring and servicing customers through mobile phones and Internet devices.  

No shortage of enthusiasm for Apple Watch from financial firms

When Apple Watch sold out in six hours on its first day of pre-orders last week, it even took some of the most bullish Apple observers by surprise.

India's Yes Bank markets to customers through Twitter's ZipDial subsidiary

Yes Bank of India aims to reach customers through Twitter in a way that may sound unique to marketers in other countries. In India and other parts of South Asia it is reportedly common to communicate...

Liquid Holdings' SaaS-based investment management tools go mobile

Liquid Holdings has launched a mobile version of its suite of investment management tools and services that is touch-optimized for use from any mobile device.  

SRI spin-off Kasisto to debut banking virtual assistant in Q2

Much like Siri has served as a virtual assistant to iPhone users, helping them navigate the possibilities of their devices, a new mobile-based virtual assistant named Kasisto is planning to offer similar functionality tailored toward banking. Recently spun off from SRI International, the same organization that sold Siri technology to Apple in 2010, Kasisto plans two commercial releases next year of virtual banking agents.