For wealth managers, effective client engagement is the key to winning, retaining and growing relationships. An intelligent CRM system should empower you to engage with clients more effectively in their financial planning and decisions so that they recognize and appreciate the value your firm brings to their lives.
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SS&C Salentica is excited to be hosting more than 75 clients in the beautiful city of Toronto, Canada from June 20-21st at the 10th annual Salentica Summit. This two-day event will be a meeting of great minds where attendees will have an opportunity to be front and center with peers in the financial advisory industry and Salentica’s CRM experts.
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How do you juggle the competing goals of paying off student loans while saving for retirement? Or reducing debt while buying a home? Our whitepaper, Why the retirement industry needs to step up its game, discusses how engagement and education are key to reducing financial stress.
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The UK Department of Work and Pensions (DWP) released the long-awaited “Guidance on the use of the Guaranteed Minimum Pensions (GMP) conversion legislation” on April 18, 2019. Historically, GMPs could create an inequality in the total benefits a man or a woman received under similar circumstances. Over the past few decades, the UK government has determined that pension schemes must equalize pensions to resolve those inequalities, though there is not a specific method that is required to reach that equalization.
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Asset managers have made a concerted effort to modernize. Through investments in data, business intelligence, and sales enablement applications, change is happening. However, at our Distribution Strategy Roundtable, it became clear that distribution organizations are struggling with what to change and how to implement new processes. Here are a few areas where we saw firms being challenged, and some recommendations that were offered at the roundtable to overcome those challenges.
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In March, SS&C’s Precision LM team attended the Mortgage Bankers Association's “Technology Solutions Conference & Expo 2019” in Dallas. The conference provided an opportunity to learn how technology continues to revolutionize real estate finance markets and open the market to non-traditional players.
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In a March 2019 blog titled ETFs – Looking into the future, I referenced an earlier blog post from February 2018, ETFs: An industry in flux. I wrote in this earlier blog that, subject to regulatory approval, I hoped to see a great deal of product innovation in 2018—namely actively-managed, non-transparent ETFs. Well, it seems that at last, and better late than never, the SEC has finally given conditional approval to one strategy: Precidian’s ActiveShares.
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Regardless of the type or size of the properties you manage, strategic management of your maintenance operation should be a high priority. Efficient management and control of your facilities could be the difference between revenue growth and revenue stagnation. The best way to gain control over your maintenance operation is through the use of a mobile-compatible facilities management software solution.
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