In one particular financial services company, for example, IT experts were brought in to update a client management system.
The tasks include things like client management and web and software development.
Becoming eminent in such sales and client management roles includes being able to collect and analyze this contextual information that maximizes the business opportunity.
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At every key milestone they would recommend further work to enhance not only the client management system but other systems as well and ended up turning a six-month engagement into an in-house IT shop.
"With the final hurdle being passed now, we've got a minimum deal that avoids any immediate threat of the US falling off the cliff, " said Jason Hughes, head of premium client management for IG Markets Singapore.
Salesforce.com is a cloud computing player that specializes in providing client relationship management as well as other applications.
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Additionally, in order to ensure successful communication of consultants with the target audience, the trainers provided information on communication methods and principals of client relationship management, and group work.
Except for the brief period of mutual antagonism after the passage of the Sarbanes-Oxley Act in 2002, auditors behave more than ever as if their client is management, and now the Audit Committee, rather than investors.
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Investment advisors must be registered with the SEC or a state securities regulator, depending on the value of client assets under management.
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It isn't clear if Mr. Zuckerberg is a wealth-management client of Goldman.
Greene started working with LB Property Management after LB purchased the client contracts in 2005 of another property management firm, LRA Property Management, which did work at 95 apartment buildings and other properties that Greene owned through various business entities.
The private-client and asset-management division as a whole will have to do more to pay its way.
Perhaps the financial industry, instead of seeking icons, should focus on fundamentals: careful risk management and client relationships.
Bankers point to their expertise in portfolio management and client relationships as factors that compensate for slackening secrecy.
They are likely using Microsoft Dynamics CRM, which integrates directly into Microsoft Outlook to provide client contact, proposal management, and team coordination and collaboration capabilities.
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In February last year, with the merger aborted, all change: the private-client and asset-management side had a glowing future, growing faster than the investment bank up to 2003, and with twice the rate of return.
The rest are to be bundled into the bank's private-client and asset-management division, which houses Deutsche Bank 24, the retail-banking arm (which already serves some small firms in any case), private banking (for richer customers) and Deutsche's online broker, called maxblue.
His principled stand lost him nearly half his assets under management due to client defections, but those that stuck with him did well in the bear market that followed.
Six months of intensive work, endless cold calls to find clients, and a high all-or-nothing benchmark of client money to get under management by the end of the program.
Two years before its 2003 launch (as the iTunes Music Store), Apple introduced the iTunes client as a desktop music management program and implemented it as the device manager for the first iPod later in 2001.
Some of the problems the regulator sees with audits are a lack of auditor professional skepticism and an inappropriate focus on building and maintaining the client relationship with the company management rather than on performing a public duty for shareholders.
Retail brokerage units Bank Of America Merrill Lynch, Morgan Stanley Wealth Management, Wells Fargo Advisors and UBS Wealth Management have been losing client assets to regional and independent advisory firms across the country and that trend is going to continue over the next three years.
Carl Wright of Cartel Client review, one of the claims management companies involved in the test cases, welcomed the OFT's views.
Users will be able to access the Mac beta client through the Guild Wars 2 account management website after activating their game code.
McCutcheon's management declined to comment on their client.
Does the relationship result in the accountant acting as management or an employee of the audit client?
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But another way it can get around the apparently growing demand for stolen client data in Europe is to spread its wealth management operations farther eastward, where surplus-wielding governments are not as desperate to rake in tax revenue by targeting tax evaders.
Under the same pilot scheme, the regulators have approved another HSBC client to reduce its cross-border foreign currency cash management to a single payment.
It started with a client lamenting the fact that she feels one of her management team members is withholding information and lying about his career ambitions.
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In the past few months, Fidelity Brokerage Services LLC, the retail brokerage business for the fund-management giant that has more than 14 million client accounts, said more money has been flowing into stocks and mutual funds.
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