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| | | ... assets they have under management in an increasingly competitive industry. The premium on maintaining a high degree of customer satisfaction and providing better investment returns will only increase." Those who self-manage their super reported the highest ... |
| | | | ... Asendium delivers in both those areas," Wootton said. Building its tech stack, FYG recently launched WealthEye CRM, a customer relationship management solution built on the Dynamics 365 platform, helping financial advisers streamline the advice, marketing ... |
| | | | The newly revamped trading platform now has a custody capability that holds Australian equities on behalf of retail investors. Openmarkets has partnered with Syfe, an Asia-Pacific investment platform that has offices in Singapore, Hong Kong and Australia. ... |
| | | | ... most, there will be teething issues for some sectors of the Australian workforce, Dawson notes. "A lot of women work in customer facing roles, so they're either in retail, or they're teachers or they're nurses. So, we can't just say ... |
| | | | ... frustrated," Ralph said. Ralph said that one reason for this is traditionally, financial institutions map what they call a "customer journey", which tends to be demographically led. "Increasingly, however, what we're seeing with large campaigns is ... |
| | | | ... value from a strategic perspective, with a focus on engaging with clients and stakeholders to support an exceptional customer experience, further innovation and identify ways to deliver our technology solutions faster." The appointment follows the recent ... |
| | | | Despite soaring interest rates, the number of small business owners borrowing from banks has sharply risen in 2022, a new survey reveals. More than a third (36%) of Australian small businesses canvassed by CPA Australia are increasingly relying on external ... |
| | | | The long-awaited transfer of the AMP real estate and domestic infrastructure equity business to Dexus Funds Management has begun, with the first-stage completion of the sale expected to occur this week. First completion is expected on Friday, at which ... |
| | | | UBS has agreed to acquire the embattled Credit Suisse for $4.8 billion. As part of the deal, the Swiss National Bank (SNB) will provide an additional $160 billion (CHF 100 billion)) in liquidity assistance to support the merge. UBS plans to appoint ... |
| | | | ... company made significant investments to make Composer's underlying technology stack cloud-ready, easy to integrate, and customer-centric. "The world around us has changed, the market has changed, and GBST's technology has changed," Sanchez said. ... |
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