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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. In simple terms, asset management firms are the ‘manufacturers’ of investment products (e.g., clients can purchase iShares on the RBC Wealth platform).

Banking 78
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The Transformative Power of AI in Business

Tom Spencer

As a result, businesses are able to provide recommendations that simultaneously enhance customer satisfaction and increase sales revenue. For example, in industries like finance and accounting, AI-powered systems can process invoices, perform data entry tasks, and generate financial reports with minimal human intervention.

Data 147
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Using Cartoons to Get Attention in Emails

The Fearless Marketer

Here’s the opening of an email to executives in the Insurance Industry interested in increasing sales: We’ve all seen this opera a thousand times: Yes, insurance salespeople have been the victim of vicious stereotypes. This opening relies on the stereotype of the obnoxious insurance salesperson.

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The Corona Virus for Small Businesses

Consultant Journal

Think about what’s actually needed for your sales and marketing : Wave or nod instead of shaking hands. Take a look at your cash flow and what a change to sales or staffing could do. Consider arranging financing ahead of time, as part of business continuity preparations. Keep washrooms well-stocked with paper towels and soap.

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Accenture Careers

CaseInterview.com

The Financial Services Operating Group concerns itself with Banking, Capital Markets and Insurance. Sales Transformation services consultants focus on improving the performance of a client's sales team and the challenge of maintaining profit margins in a rocky economy and a world of emerging markets.

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Asset Management – Industry Overview (Part 1 of 4)

Tom Spencer

Due to the steady nature of the business (taking a percentage of assets under management each year is a pretty sweet deal), asset managers have a business valued more like a basic corporate than other financial institutions such as banks and insurers. Salaries and trailer fees constitute the largest expenses. Image: Pexels.

Industry 113
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Oliver Wyman interview preparation: the inside story

Management Consulted

Now a subsidiary of Marsh & McLennan, Oliver Wyman is known to give MMC its strong reputation as experts over other insurance providers because of the firm’s focus on strategy. Burrows, Marsh & McLennan began in Chicago in 1905 and became the world’s largest insurance agency. Corporate and Finance and Advisory.