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CRM
March 20, 2012 |
NICE Integrates Interaction Management and Fizzback Solutions to Enhance Customer Experience The combined Voice of the Customer solution enables companies to gain insight into the root cause of specific customer feedback by correlating voice interactions with real-time feedback survey results.   |
CRM
January 2, 2004
Martin Schneider |
Market Watch: Guided Selling Tools Boost Sales Results Guided selling solutions are designed to help sales associates offer the right products to customers, increase close rates, reduce cycle time, and increase revenue through upsell and cross-sell opportunities. |
CRM
February 2, 2004
Martin Schneider |
Vertical Focus: Financial Services Firms Learn to Value Relationships, Not Transactions Profits and speedy service are still key, but financial services firms are getting back to basics. |
AskMen.com
December 9, 2001
Rashmikant Patel |
Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor? |
Registered Rep.
August 1, 2006
Kristen French |
The More Things Change Despite the big push for millionaire clients throughout the industry in recent years, average annual revenue per financial advisor for all firms has remained relatively constant. |
CRM
December 8, 2003
Jan Kolasinski |
Call Center Performance and Customer Satisfaction Better understanding of the decisional procedures of a call center could provide call center organizations with the level of customer service they have been striving for. |
Bank Technology News
June 2005
John Adams |
Sales Prospects: County's Tellers Will Tell About New Leads Experts say the industry is still unsure about how much tellers should be involved in cross-sell efforts, but Pennsylvania's County National Bank is sure the teller window is a great place to find leads. |
CRM
December 2003
David Myron |
Driven by Service Contact centers are no longer for basic problem resolution or order-taking. Organizations are now using them to lead major strategic initiatives. |
CRM
November 5, 2015
Marge Connelly |
Bigger Data vs. Smarter Data? Smarter Wins Mining customer interactions for compelling insights can drive big gains. |
The Motley Fool
November 7, 2006
Dan Caplinger |
When Your Advisor Quits Facing the retirement of a trusted financial advisor can be traumatic. By remaining objective and cautious during your transition to a new advisor, you can take steps to ensure that you will continue to receive the good advice you've come to expect. |
Bank Systems & Technology
August 2, 2005
Deena M. Amato-McCoy |
The Tailored Sell Tired of losing customers to competitors, many banks are restructuring corporate cultures and making customer-centric, cross-selling marketing strategies an enterprisewide priority. |
CRM
January 17, 2012
Judith Aquino |
Infor Launches New Marketing Suite Multichannel campaign management tools and analytics let marketers deliver comprehensive messages. |
AskMen.com
November 25, 2001
Rashmikant Patel |
How A Financial Advisor Can Make You Rich The majority of people do not realize the importance of such planning until they have dug themselves into a deep financial hole, and that is why early planning is essential... |
Financial Advisor
July 2012 |
It's A Trust Thing People trust their financial advisor more than their primary doctor, according to a recent survey of investors by John Hancock Financial. |
Wall Street & Technology
October 23, 2006 |
Populating CRM Databases LexisNexis released InterAction, along the Corporate Intelligence Subscription. The service alleviates the time, expense and overhead involved in the initial population and ongoing maintenance of a newly implemented CRM database. |
Bank Technology News
January 2011
Rebecca Sausner |
Green Lighting the Script The sure way to make money selling products to banks these days is to peg your pitch to "compliance." |
The Motley Fool
September 5, 2006
Dan Caplinger |
How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence. |
CRM
September 2015
Leonard Klie |
EBay Finds a NICE Way to Save NICE Systems' Interaction Analytics helps eBay Enterprise dramatically cut average handling times |
CRM
March 2012 |
Prepare for a Multichannel Support Environment The social media eruption emphasizes the importance of connecting with customers on their preferred interaction channels. However, while doing so is beneficial to companies and their customers, it presents other challenges. |
Investment Advisor
March 1, 2011
Joni Youngwirth |
Marketing Implementation: The Advisor's Role and the Importance of Delegation Make no doubt about it -- the advisor must be strategically involved in marketing. |
CRM
October 2011
Brian Walker |
Harnessing Customer Experience Management Solutions New software helps to handle multiple consumer touch points. |
CRM
April 1, 2011
Scott Swope |
Social Media Interaction a Challenge for Web 2.0 Sites Too How companies can reap the benefits of social media. |
Investment Advisor
June 2006
Tibergien & Littlechild |
Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them. |
Wall Street & Technology
April 26, 2005
Anthony Guerra |
Learning to Communicate According to Bill Clay, VP of global financial services with Electronic Data Systems (EDS), financial services companies must evaluate CRM systems carefully. |
Financial Planning
June 1, 2007
Kathy Gevlin |
Advisor Pulse The happiest financial advisors really do put their clients first, asserts the first study of advisor satisfaction. |
Financial Planning
May 1, 2008
Stacy Schultz |
Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report. |
Bank Technology News
August 2010
John Dodge |
Keystrokes That Pay Attention Econiq captures customer information and tailors bank promotions and programs to particular customer sets served by the bank's staff. |
Financial Advisor
March 2012
Joni Youngwirth |
When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action. |
Financial Advisor
July 2011
David Lawrence |
The Mobile Advisor Is working without an office a viable business model? |
Registered Rep.
March 1, 2007 |
How Sweet It Is? A recent survey ranked financial advisor as the third-best job in the U.S. |
Registered Rep.
May 25, 2005
John Churchill |
Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004. |
Financial Planning
January 1, 2013 |
Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading. |
CRM
November 9, 2012
Ravi Vijayaraghavan |
Applying Data Analytics to Customer Interactions A three-part framework for making data work for your business. |
Investment Advisor
July 2008
Kara P. Stapleton |
Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors. |
Financial Advisor
April 2005
Sydney LeBlanc |
Advisor And Manager: A Symbiotic Relationship Trust and respect are essential ingredients in establishing a lasting bond between a financial advisor and investment manager. |
InternetNews
December 19, 2005
Clint Boulton |
Microsoft Invests in Financial Planners Microsoft unveils the Advisor Platform to make it easier for financial advisers to access customers' information. |
AskMen.com
Michael Estrin |
How to Find a Financial Advisor Whether you're building your assets, minimizing your liability or managing your money, a good financial advisor is critical. Here's how to find the best one for you |
The Motley Fool
October 20, 2011 |
Exactly Why Your Broker May Be Dangerous Be careful out there, because the broker you choose may have an agenda. |
Investment Advisor
April 2010
Ray Sclafani |
Demystifying Referrals To build a client acquisition system, break the process down into nuggets. |
Investment Advisor
September 2009
Neal Ringquist |
Soapbox: Forget the Benchmarks If you'd rather talk to clients than pick investments, then it's time to start looking into goal-based investing. |
Investment Advisor
January 2007
Savita Iyer |
DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor. |
Registered Rep.
December 4, 2014
Diana Britton |
Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life. |
CRM
June 2012
David Myron |
Take a Healthy Approach to Social Media Social media is emerging as a viable forum for sales, marketing, and customer service professionals to connect with customers. But be careful not to treat it as "just another service channel." |
Bank Technology News
June 2004
Holly Sraeel |
If You Want Customers To Stay, Don't Charge For Bill Pay The adage "the best things in life are free" couldn't apply more than for bankers toying with reinstating fees--eventually--for on-line bill payment. |
Investment Advisor
May 2010
Ray Sclafani |
Building Loyal Client Advocates Not every client is a good source of referrals |
U.S. Banker
October 2002
John Adams |
Paint the Big Picture for The Elite--on Screen eMoney Advisor's Wealth Management Solution is a new product allowing both financial advisors and clients to have a single place to view the ongoing status of all their financial relationships. |
Investment Advisor
August 2005
Thomas D. Giachetti |
Come Right In Here are some issues pertaining to an advisor's compliance-readiness, including a list of some of the more substantive issues that are currently the focus of SEC examiners. |
The Motley Fool
October 30, 2006
Dan Caplinger |
Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals. |
