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Technology and business consultant, who invests in Canada Europe, Australia, and USA. Deep financial sector and financial services experience from both business and technology perspectives. A do-it-yourself income investor, who is always evaluating and seeking high-yield and long-term, long positions.
- Description: Occasional Investor. Trading frequency: Monthly
- Interests: Developed International Markets, Dividend stock ideas & income, Energy stocks, REITs, Stocks - long, Tech stocks
SPING Consulting Services Limited Wealth Management Phase 1 - Web Portal to automate and integrate reporting and communications: • Built a web portal and dashboards to manage sales and communications with firms and advisors. Connect to your existing CRM System (such as Saleslogix). • Automate workflow/communications from Internal and ...More
External Wholesalers through to Registered Representatives. • In partnership with Dundas Software and OpenMex, deliver business results, leveraging business intelligence technologies. • Develop a strategy for decision support technology and processes to contribute to your organization’s success, and which will leverage the information in your data warehouse. • Phase the deliverables to provide value during the entire project lifecycle. • Create actionable plans which will deliver pragmatic and measurable results. Phase 2 - Marketing improvements from: • Advisor Segmentation & Targeting • Marketing Campaign & Event Management • Competitive Market Analytics • Behavioral & Attitudinal Survey Analytics • Strategic Advisor & Buyer Segmentation • Marketing Programs Effectiveness • Share of Shelf Analysis Phase 3 - Sales improvements through: • Territory Management Automation • Sales Optimization & Redemption Control • Predictive Leads System • Redemption Alerting • Tactical Segmentation • Win Back Program Effectiveness Phase 4 - Financial improvements with: • Margins by product, IA, etc. • Profitability Analysis • Distributor Compensation & Profitability • Next Product Analysis Phase 5 - Competitive Analysis and Market Share Analysis • Relative sales, redemptions, profits • Assessments by distribution channel, across products, etc. • Your firm’s vs. industry, investment category, or location
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LATEST STOCKTALK more »
An Investment Strategy For These Highly-Priced Markets http://seekingalpha.com/a/1dcb3 Jul 7, 2014
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