Today, nearly every financial activity is being reimagined in some way, from banking, to lending, to wealth management. Tasks and transactions that once involved human interaction and paper money have overwhelmingly moved into the digital world, and new players are emerging to disrupt the traditionally staid industry. The coming year promises only more of the same. In order to compete in this changing landscape, financial services firms are under increased pressure to adapt to these shifts in the industry.
A saved search is a reusable search definition, whcih can have many advanced search filters and results display options. Saved search results provide reporting and tracking and can serve as the basis for business analysis and strategic decision-making.