Sean Tesoro, Salem Five Bank
Data sources like CRM are linked into presentations, creating a personalized client experience
Customized presentations and reviews are generated at the touch of a button, saving days of preparation.
All advisors have access to the same brand-approved collateral, ensuring an exceptional client experience.
Advisors can access any collateral through a tablet device.
Share videos and embed them within presentations to show clients your firm’s thought leadership.
The right disclosures are automatically attached to each document, complete with compliance tracking.
Create PDF, PowerPoint, Word or Excel outputs.
Marketing can see which documents are being used in client interactions and receive feedback on which collateral is performing best.
One of Australia's biggest industry funds used to encourage input from its members about how to invest their savings until it realised just how lousy the majority of its members were at picking markets.Read the source article at The Age
A new PriceMetrix study shows jump in assets & revenue, but highlights other worries for the industry.Read the source article at On Wall Street
The US SEC has formed a dedicated group to examine private equity and hedge funds, after the 2010 Dodd-Frank law required the funds to be regulated.Read the source article at The Economic Times