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.
Ravi Raju, head of Deutsche Asset and Wealth Management's Asia Pacfic business talks to Financial News about the war for talent, regulation and China.Read the source article at efinancialnews.com
Many US hedge funds may stop marketing in Europe as a side effect of regulations that come into force in JulyRead the source article at efinancialnews.com
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