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  • Citi Private Banking Dena Brumpton Digital Innovation Wealth Management

    The Importance of Digital Innovation in Private Banking [INTERVIEW]

    In her interview with Euromoney Magazine, Citi Private Banking’s COO, Dena Brumpton highlights the importance of digital innovation and client experience in wealth management. Euromoney Magazine recently published the short video above as part of the Euromoney Innovations in Wealth Management Awards. Dena Brumpton: “Innovation in private banking is critical and the bottom line is it’s […] More

  • Fidelity Investments Twitter Followers 100k Social Investor March 2014

    Fidelity Investments Reaches 100k Twitter Followers with @Fidelity

    In March 2014, Fidelity Investments reached the major social media milestone of 100k twitter followers with the @Fidelity twitter account. As part of our Visible Banking Twitter Watch series, my Team now tracks well over 3,000+ twitter accounts (banking, insurance, investment, cards and payments) globally: over 20 million twitter followers from 88 countries (1st March 2014). Congratulations to fidelity investments (@Fidelity) for recently […] More

  • CME Group Reaches 750,000 Twitter Followers

    CME Group Reaches Outstanding Milestone with 750,000 Twitter Followers

    Social investors. Earlier this month, the CME Group reached an incredible milestone with 750,000 twitter followers and became the most followed financial services firm on earth. My Visible Banking Team now tracks 2,000+ twitter accounts (banking, insurance, investment, cards and payments) globally: 10m twitter followers from 88 countries (31st March 2013). Congratulations to my friend Allan Schoenberg and […] More

  • Hackathon eToro Social Investment Network Open Innovation

    Top 5 Lessons From the eToro Hackathon [Open Innovation]

    Social investors. The eToro team shares on Visible Banking the top 5 lessons from their recent 48h hackathon tapping open innovation in the investment industry. In the last 18 months, I’ve followed the many achievements and key milestones of eToro the leading -and unarguably the most innovative- independent online community for investors with over 2.7 million members […] More

  • Top Investment Firm Offers Daily Social Media Compliant Content For Financial Advisors

    Top Investment Firm Offers Daily Compliant Social Media Content For Financial Advisors

    Social advisors. M&G Investments partnered with Panacea, an online community for financial advisors. They will provide social media compliant content daily for linkedin, twitter, facebook. The product aims to help the advisor community reach their customers through email marketing, blogs, and social media websites. Subscribers of Panacea Social Stream receive daily compliance-checked content that advisor […] More

  • Social Media and Video Are Key to Tap $31 Billion Younger Investors Market

    Wealth Management For Young Investors Requires Social Media And Video [Study]

    A recent Cisco study revealed that social media and video are required to successfully tap $31 billion wealth management for young investors market and help financial advisors engage with their tech-savvy clients. Studies show that by offering more frequent interactions, more collaborative technologies, and more personalized financial services, revenues can be enhanced and wealth can […] More