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Financial Planning: What clients crave in digital banking

January 21, 2020|0 min read


The latest in our series of Ultimate Guide studies, “The Ultimate Guide to the Future of Banking,” was covered by Financial Planning magazine.


Most clients accept that the future of banking is digital — but in order to feel secure, they are looking to traditional financial institutions to create it.

That and other actionable — if sometimes contradictory — nuggets for advisors are contained in “The Ultimate Guide to the Future of Banking,” authored by Jon Ogden, head of strategic content at consulting and data firm MX Technologies in Lehi, Utah.

“The technologies we are creating today are helping us create the technologies of tomorrow... It’s a feedback loop that means that change is happening faster and faster, which means that the past increasingly cannot predict the future.”

Read the full article here

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