Search Results | Showing 11 - 20 of 162 results for "Streamlining" |
| | | ... more clients than other firms on average and can serve them with greater service efficiency from a lower spend. "By streamlining the advice process and implementing well-documented service models and systems, high-performing firms enable advisers to ... |
| | | | ... advisers on the horizon. The fund manager's new platform - Betashares Direct - offers an "AutoPilot" feature, streamlining the process of setting up recurring investments, investing in professionally constructed diversified portfolios, and building ... |
| | | | ... agreement stems from rigorous due diligence by both parties to secure optimal client outcomes. With a dedicated team streamlining the onboarding of referred clients, we aim to automate much of the process for a swift and smooth service transition." Meantime ... |
| | | | ... officer and financial services sector lead Matt Nidd, the PAS ecosystem is an "innovative, secure, modern ecosystem, streamlining compliance, supporting real-time transactions, and enhancing customer experience and automation." Nidd added there's ... |
| | | | ... diversify their significant assets under management. Most of the changes were included in Treasury Laws Amendment (Streamlining and Improving Economic Outcomes for Australians) Bill 2022 which was tabled in February last year, after plans to reintroduce ... |
| | | | ... investment capabilities into Australia in response to the increasingly competitive nature of the market," he added. "Streamlining our business through these partnerships will drive efficient, client-led, sustainable growth while maintaining a world-class ... |
| | | | ... update, Australian Ethical explained that following its merger with Christian Super, its focus has shifted towards streamlining back-office operations and driving efficiencies, starting with the transition of superannuation administration services to ... |
| | | | ... heritage. "We've modelled the benefits of the merger, which found a range of synergies. Over time, combining the funds, streamlining our offerings and moving onto Vision Super's internal administration platform will translate into lower costs, improved ... |
| | | | ... on Salesforce. The investment platform offers both back-office administration and front-end digital capabilities, streamlining workflows to help advisers manage client relationships, portfolios, and administrative tasks. GBST chief executive Rob DeDominicis ... |
| | | | ... advice meeting. The third major innovation is eliminating the need to rekey the same client data multiple times, streamlining the full advice workflow from online fact-finding through to investment execution on the platform. "These are all clear differentiators ... |
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