SERVICES FROM THOSE WHO SERVED

Market Disruption

Change in consumer demographics and emerging technologies are redefining traditional revenue streams. Market fragmentation occurs as FinTech and InsurTech start-ups enter the market Consolidation amongst larger firms continues.

Increased Regulations

Compliance organizations within financial services firms are struggling to keep pace with change in government regulations. Shifting financial crimes regulations from OFAC have firms challenged to ensuring effective sanctions screening.

Technological Innovation

Emerging technologies are accelerating the growth and acceptance of FinTech and InsurTech offerings. Competition in the payments space and international omnichannel offerings are creating domestic regulatory challenges.

Loyalty Focus

Market disruptions are creating consumer retention challenges. Increase is consumer loyalty campaigns are required. Investments in CRM systems and big data are providing clients a clear view of customer life cycle, satisfaction and loyalty.

Pricing Shifts

Retired customers are taking a more active approach to investing, yet are still willing to pay traditional fees. However, younger clients generally prefer digital access through self-service portals, are ok with less personal interaction and expect reduced fees.

Digital Transformation

Consumer demand for new digital experiences at reduced cost has financial services firms focused on transformation.

Digital transformation is forcing firms to rethink enterprise processes and make use of robotic process automation to reduce operational costs.

(210) 774-4006

900 East Market Street, Suite 101, Box 303, San Antonio, Texas 78205, United States

VTUSA, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. In addition to federal law requirements, VTUSA, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. VTUSA, Inc. expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.