Financial institutions are under constant pressure to reduce costs, improve operational efficiency, adapt to regulatory changes and grow their business. NRI believes that a combination financial knowledge and information technology are crucial to the industry’s growth and development. Through our lakyara reports, NRI identifies the various capital markets and IT issues impacting our clients and the future of their business.
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Loyalty programs with financial features have been popping up in recent years, including programs in which point balances accrue interest or earn investment returns and programs that convert loyalty points to cash deposited in brokerage accounts. Such innovative loyalty programs are likely to become increasingly common in pursuit of both customer satisfaction and business expansion.
Chinese Capital Markets
The Chinese government is focusing on financial risk prevention again in 2018. Its efforts to regulate and improve Internet finance and FinTech should bear fruit in 2018. Meanwhile, protection of personal information has started to emerge as a new regulatory priority.
Wealth management firms of all types are moving to implement robo-advisor solutions. Conventionally, there are three choices in implementing them: build your own, buy your own, and renting. The best choice requires an honest evaluation of your organization’s goals,
capabilities, and weaknesses.