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Asset Management – Client Segmentation (Part 3 of 4)

Tom Spencer

Retail Wealth Management. Retail investors are everyday investors without much buyer power. Generally, retail investors are individual investors with liquid investable assets of less than $1 million – although the allure of a more bespoke investment counsel is not compelling until $5 million.

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4 golden tickets to capture CX ROI

1 to 1

The chief customer officer of ClearAction Continuum reveals four — just four — CX ROI benchmarks to prioritize during the “ Four Gold CX ROI Metrics LinkedIn webinar hosted by the European Customer Experience Organization (ECXO) earlier this month. They already know focusing on too many goals at once means there’s no focus at all.

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Asset Management – Valuation (Part 2 of 4)

Tom Spencer

There are a couple of reasons for this: Asset managers can see cash flow and earnings fluctuate wildly with markets. If there is a financial crisis, the stock market falls by half and the asset manager’s performance is in line with the stock market, they now make $500 million. Valuation of Asset Management Firms.

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Customer intent is a treasure trove of actionable data hiding in plain sight

1 to 1

Insights into what customers want and need are more important than ever as the economy and market conditions change. What the company found was that refund and replacement inquiries were most common among industries such as retail, public sector, automotive, and manufacturing.

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2014 List of Strategy Consulting Firms in Sydney

Tom Spencer

Kearney’s services include strategy, innovation, sales & marketing, operations, strategic IT, and procurement. Additional areas of expertise include new financial services channels, technologies and markets, retail financial services, and e-business. The Birchman Group. Website: thebirchmangroup.com. Frost & Sullivan.

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5 Questions That Will Help You Stay Ahead of Your Disruptors

Harvard Business

Stagnant growth in its core PC market recently led Intel to announce layoffs of roughly 12% of its workforce. The company will also eliminate a key chipset in the difficult tablet and smartphone market. But the past is merely a prologue. How best to draw actionable inspiration from Grove?

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Australia's Alleged Conservatives Surrender to Unions; GM Australia vs. GM US; Currency Madness Everywhere

MishTalk

When these protected companies and industries cave in to unions, these new wages and working conditions become the benchmark and these wages flow onto every other sector. The same thing needs to happen in Australia, across the board: in manufacturing, in restaurants, and in retail stores of all kinds. Looking for madness? How did GM U.S