July 23, 2018
Digital Utility Enhanced Digital Transformation

The Digital Transformation Decision Matrix

There’s a new approach to Digital Transformation. You need to look at each business process and determine if each is a Utility or Enhanced service. You then determine if the process is (mostly) non-digital or digital.
March 7, 2018
Intergenerational Wealth Management Customer Communications CCM 2

Intergenerational Wealth Management: Five Initiatives for 2018

Doculabs’ Rich Medina lists out the practices and the technologies that financial services firms should implement to facilitate the cultivation and retention of clients across multiple generations.
February 26, 2018
Intergenerational Wealth Management Customer Communications CCM 1

Intergenerational Wealth Management: What’s the Opportunity?

Right now, financial services firms are missing out on the opportunity to cultivate and retain multiple generations of clients, by failing to implement the practices and technologies that could help them support intergenerational wealth management.
February 7, 2018
Data and How to Tackle Intergenerational Wealth Management

Video: Intergenerational Wealth Management Approach—How to Retain Management

As baby-boomers age, their wealth is being transferred to members of the next generation. In this video, Rich Medina outlines the challenges financial services firms face as they figure out how to effectively retain the management of those funds.