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And the winner is…December 2, 2016 · 0 Comments
Each year, Oxford (as well as other dictionary sources) Dictionary releases its word of the year. The word of the year is a “word or expression chosen to reflect the passing year in language.” It’s a competitive field, with Oxford experts reviewing, evaluating and debating any number of potential candidates before making its final choice.
S’Bux Cups ReduxNovember 29, 2016 · 0 Comments
Photo: Starbucks News A couple of weeks back (in the what seems like the long ago pre-election era), we wrote about the Starbucks green cups, designed by artist Shogo Ota using one continuous line to denote many people coming together as a symbol of unity. The ensuing uproar was a validation of the strength of
Opportunity in UncertaintyNovember 17, 2016 · 0 Comments
A survey of wealth management and private banking executives done last year by Deloitte and the European Financial Management Association (EFMA) pointed to the need for a reinvention of the core service model of the industry. The study found “an increasing evolution toward a model where the wealth manager
Telling Time by DesignNovember 10, 2016 · 0 Comments
We have not yet finished the Halloween candy in the office (last I checked there were two mini Kit Kat bars in the bowl), and yet the holiday season is fast approaching. In years past, the holidays officially began the day after Thanksgiving, when the neighborhood lights were hung and toy commercials bombarded the airwaves.
Reimagining Client Engagement: The Expanding Role CRMNovember 9, 2016 · 0 Comments
The purchase last week of Salentica by SS&C Technologies, the parent of Advent and Black Diamond, is further evidence that CRM has become a critical component of a comprehensive wealth platform. We believe the embrace of CRM by platform providers will continue and that innovative technologists will build on existing solutions to expand the role
It’s not only how often you say it, it’s what you sayOctober 24, 2016 · 0 Comments
When developing a strategic marketing communications plan for our wealth management and institutional clients, incorporating a series of proactive, outbound communications is usually a key element of the plan. One of the most frequent questions that we get is “Won’t we annoy our clients, prospects and centers of influence by communicating with them so often?”
The Next Wave of DisruptorsOctober 24, 2016 · 0 Comments
Around this time, we begin to look forward to what the new year may bring and speculate from what quarter significant disruptions might arise in the wealth and asset management industries. One development that we believe may be increasingly likely is the entry of a non-financial, technology giant like Google or another similar derivative into
If you wanna walk the walk, you better talk the talkOctober 14, 2016 · 0 Comments
In this age of segmentation, wealth managers are increasingly targeting micro-markets based on a wide array of defining characteristics including: 1.Age 2.Gender 3.Source of wealth 4.Lifestyle preference 5.Personal situation 6.Risk profile What we often find, however, is that companies put a nice wrapper around the same old package. Firms may say they understand “millennials, women,