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| | | ... client insight capabilities. "We've designed the platform to provide accountants, administrators and advisers with data analytics as part of a new Business Home Dashboard - the first of its kind in the market," Groeneveld continued. "Updated daily, the ... |
| | | | ... experience their marketplace," he said. "An integrated approach to our data, extensive research library, news feeds and analytics will ensure that our clients are connected for insight." Through the new intuitive and easy to use interface, RainmakerLive ... |
| | | | ... senior executive team today, chief executive Ian Narev said Toevs will focus on balance sheet management and quantitative analytics. He will also be a director on subsidiary boards. "During his eight years as group chief risk officer, Alden has made ... |
| | | | ... not go away. "With limited time and resources, corporates must carefully deploy all available tools - from advanced analytics to regular portfolio reviews - to uncover a dynamic 'value story' for today's discerning buyers. If executed properly, this ... |
| | | | ... and manual processes. Specifically, the website now uses PractiFi's client booking and instant confirmation software, analytics to gauge client engagement throughout the relationship and telephony services. Using PractiFi's software, Gerrard said his ... |
| | | | ... crossroads in the "competitive, consumer-driven era". The approach sees a connection between: Mercer Edge - a data-driven analytics, marketing and strategy platform for super funds; the deployment of global CRM enterprise solution salesforce.com; a new ... |
| | | | ... an opportunity, not a threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances in digital advice platforms will empower ... |
| | | | ... superannuation funds. GBST is offering a solution to provide after-tax performance measurement and a basis for after-tax analytics for superannuation funds in Australia, in-line with the recommendations of the Cooper Review and MySuper legislation. A ... |
| | | | ... Returning to financial advice, he pointed to changes already on the horizon such as robo-advice and widespread financial analytics. "But you don't have to be a victim to this," he argued. To explain how advisers can stay relevant in this climate, he ... |
| | | | ... industry having spent 19 years at Mercer. His roles included global product management in the areas of investment data and analytics and in wealth management, along with a stint in London as the head of investment information services for Europe. Prior ... |
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