SLF SESSION | Next Generation Sales Enablement
•Download as PPTX, PDF•
0 likes•339 views
Next Generation Sales Enablement focuses on using advanced analytics and business intelligence to maximize the impact of each advisor meeting and sales interaction, as meetings become more elusive and there are fewer opportunities to interact with advisors. Analytics can help bridge the gap between average and top salespeople by analyzing buyer behavior and customer journeys to guide representatives. The panel will discuss challenges in engaging advisors and optimizing each opportunity.
Report
Share
Report
Share
Recommended
Data Informed Practices
It is with great privilege and joy that we were invited by Reed Exhibition (RX) to give a talk on data analytics at their Annual RX Asia-Pacific Regional Sales and Marketing Academy in Shanghai.
The assistance of debt settlement letters
It handles your credit repair business smoothly. Metro 2 automation is powerful automation it handles your billing saves time and gives professional credit repair automation for startups.
The assistance of debt settlement letters
Now you have that ability within credit letters generator to create your own letters. Based on credit repair industry data in credit letters you can have credit repair automation, zapier, and API access.
Drive your business with your clients for better benefits
Welcome to seerus, your customer feedback platform: Collect, moderate, analyze and share your customers' satisfaction. Deploy advanced strategies with your manager's recommendations and watch your net promoter score (nps) evolve over time.
How one independent mortgage company used shape +
For Megan Weil, a Marketing Manager of the independent Equity Home Mortgage in Tampa, ensuring her team can take advantage of the historic influx of buyers, and refinancers all came down to workflow. With so many new leads coming into her firm’s pipeline every week, it was critical to have a technology that could help keep everyone on her team organized and efficient without compromising client satisfaction.
Followup.. your way to success
Follow up is essential for building trust and relationships with prospects that can evolve into sales. The document discusses how the Lead Simplified tool helps users follow up effectively through features like follow up alerts, enquiry process history, lead scoring, and a calendar to track follow ups. It emphasizes that consistent follow ups are important for converting 60% of sales from long term prospects and notes that 70% of leads are lost due to a lack of follow ups according to Gartner reports.
Referron keynote prezzo
BSI was created to help innovators and entrepreneurs grow by offering services. It has built and acquired independent businesses over 14 years, though there was no way to track referrals between them or reward high performers. Referron was developed as a mobile app and website to easily refer, track, measure, and reward referrals between BSI group businesses and external contacts in order to scale referrals. It provides analytics and customization tools to manage the referral process and identify top referrers across an organization.
Digiday Agency LA: Central Desktop Pecha Kucha
The document provides tips for preventing client relationships from deteriorating over time. It recommends:
1. Establishing agreed-upon analytics and metrics to measure performance and ensure clients and agencies are aligned.
2. Developing a deep understanding of the client's business to provide strategic advice rather than just executing tasks.
3. Addressing pricing and budgeting issues openly to avoid friction.
4. Integrating marketing plans and services seamlessly to demonstrate added value to clients.
Recommended
Data Informed Practices
It is with great privilege and joy that we were invited by Reed Exhibition (RX) to give a talk on data analytics at their Annual RX Asia-Pacific Regional Sales and Marketing Academy in Shanghai.
The assistance of debt settlement letters
It handles your credit repair business smoothly. Metro 2 automation is powerful automation it handles your billing saves time and gives professional credit repair automation for startups.
The assistance of debt settlement letters
Now you have that ability within credit letters generator to create your own letters. Based on credit repair industry data in credit letters you can have credit repair automation, zapier, and API access.
Drive your business with your clients for better benefits
Welcome to seerus, your customer feedback platform: Collect, moderate, analyze and share your customers' satisfaction. Deploy advanced strategies with your manager's recommendations and watch your net promoter score (nps) evolve over time.
How one independent mortgage company used shape +
For Megan Weil, a Marketing Manager of the independent Equity Home Mortgage in Tampa, ensuring her team can take advantage of the historic influx of buyers, and refinancers all came down to workflow. With so many new leads coming into her firm’s pipeline every week, it was critical to have a technology that could help keep everyone on her team organized and efficient without compromising client satisfaction.
Followup.. your way to success
Follow up is essential for building trust and relationships with prospects that can evolve into sales. The document discusses how the Lead Simplified tool helps users follow up effectively through features like follow up alerts, enquiry process history, lead scoring, and a calendar to track follow ups. It emphasizes that consistent follow ups are important for converting 60% of sales from long term prospects and notes that 70% of leads are lost due to a lack of follow ups according to Gartner reports.
Referron keynote prezzo
BSI was created to help innovators and entrepreneurs grow by offering services. It has built and acquired independent businesses over 14 years, though there was no way to track referrals between them or reward high performers. Referron was developed as a mobile app and website to easily refer, track, measure, and reward referrals between BSI group businesses and external contacts in order to scale referrals. It provides analytics and customization tools to manage the referral process and identify top referrers across an organization.
Digiday Agency LA: Central Desktop Pecha Kucha
The document provides tips for preventing client relationships from deteriorating over time. It recommends:
1. Establishing agreed-upon analytics and metrics to measure performance and ensure clients and agencies are aligned.
2. Developing a deep understanding of the client's business to provide strategic advice rather than just executing tasks.
3. Addressing pricing and budgeting issues openly to avoid friction.
4. Integrating marketing plans and services seamlessly to demonstrate added value to clients.
B2B buyers biggest turnoffs
The document discusses a survey of B2B buyers about their biggest turn offs when interacting with salespeople. The top complaints were that salespeople talk too much about themselves and don't learn about the buyer's company (30%), act more like vendors than partners (25%), and don't provide objective information to help frame purchasing decisions (20%). Additional turn offs included interactions that seem too transactional without interest in a relationship, and good sales experiences not matched by later service.
LOCALOGY ENGAGE 19: SMBuy-in - Better Onboarding and Engagement - LegalZoom
This document discusses Localogy's efforts to improve their customer onboarding process through a more customer-centered approach. It describes how they conducted customer observations and interviews to better understand small business owners' needs and challenges. They identified key moments in a small business owner's journey and mapped this out to prioritize opportunities to provide support. Localogy piloted a new onboarding process with a few agents that included personalized outreach calls. This resulted in improved customer satisfaction, efficiency and sales. The document concludes by discussing plans to refine, scale and introduce the new onboarding approach more broadly while maintaining its positive impact.
Selling by @souvikstweets
In the context of selling consulting services, this slide lists the aspects or skills that you need to harness. Seasoned sales people will know these already, but perhaps of some value if you're a beginner.
Weaving Your Marketing Loose Ends into a Tight Plan
11NTC session with Kivi Leroux Miller, Nancy Schwartz, Tara Collins, and Karen Secular. Also see two other handouts from session.
Ram Gopal US Insurance multichannel & gamification
Ram Gopal nous présente le marché US de l'assurance sous l'angle du multicanal, des avancées analytiques et nous présente le concept de la "gamification" en assurance.
Using Personas to Define Customer Service | Sample and Guide
User Personas represent real, living and breathing people who will engage with your product. While individuals featured on a persona are technically hypothetical, the information on the document should not be hypothetical. Every decision you make, from product features to the tone of your taglines, needs to answer to your customers. Bring your ideas to life with easily-editable, interactive documents. Share it as a link, present it or export. Try for Free: https://xtensio.com/user-persona/
Big Data: Personalisation for Enterprise NICTA - Dr Rami Mukhtar
Over the last decade Internet Properties have become masters of product and service personalisation allowing data to be used to provide a customer experience tailored to the individual. The discovery of these technologies by businesses has fuelled enthusiasm for a Big Data approach and has also presented challenges of multi-channel deployment across traditional and digital channels.
In this session, Dr Rami Mukhtar will elaborate on the challenges through a case study, describe techniques available to enterprise, and will address the business constraints to consider.
Introduction to Playbook Consultancy
We are a Start Up in the loyalty & engagement space for consumers, channels & influencers. Our strength lies in our understanding of the marketplace and the key drivers for creating engaging programs.
LOCALOGY ENGAGE 19: AI’s Impact on the B2B Customer Journey
An organization's ability to rapidly learn and apply that learning is a competitive advantage. AI can help B2B companies better understand customer journeys by removing blind spots in customer data. Topic modeling of social media data can reveal inaccurate assumptions about target audiences and engagement patterns, and identify overlooked opportunities to improve marketing campaigns, content, and product development. Granular audience insights from AI can optimize spending, engage the right customers, and develop trusted relationships at every stage of the customer journey.
LOCALOGY ENGAGE 19: Turning Customers Into Advocates
This document discusses strategies for turning customers into advocates by leveraging customer referrals and influencers. It provides examples of initiatives like a customer Facebook group, case studies from promoters, and targeted advertising to advocates. Data shows increasing referral incentives from $250 to $1000 drove more referrals. The presentation emphasizes empowering advocates to talk about the brand while also addressing any detractors.
Marchex Reputation Mgt
This document summarizes a reputation management product that helps small and medium-sized businesses (SMBs) gain visibility and control over their online presence. It provides concise summaries of customer reviews, identifies inaccurate or missing listings, and notifies businesses of new online mentions and reviews through automated alerts. The product is aimed at helping time-starved SMBs stay on top of their digital footprint and identify opportunities to improve their businesses based on customer feedback. Testimonials highlight how the product saves SMB users time by aggregating online reputation data in one place.
Mental Real Estate
Network$ discusses leveraging dialogue between buyers and sellers through enhanced media placements that allow for deeper discussions to build familiarity and trust over time. As opportunity costs decrease with more choices, the value of accessibility increases, making the placement of access points crucial to generating increased mind share and opening dialogue. Maintaining longer dialogues through improved interactions makes a sale more likely due to enhanced confidence and trust from familiarity.
Understanding ROI: The Real Impact of Data Quality
Calculating ROI on data initiatives is critical to business planning. Understanding and demonstrating the value that data initiatives can unlock requires in-depth understanding of business needs and pain points. This panel of asset managers and data professionals will investigate strategies, implementation and measurement at various firms.
The Reality Behind Buzzwords Series: Blockchain
Business execs looking for the latest update on technology issues impacting the global asset management industry are invited to join NICSA’s panel of experts as they guide participants through case studies and applications of the most buzzworthy innovations. In this ongoing webinar series, we will focus on one buzzword at a time to learn “tech speak,” fine tune the application of the term, and know what buzzwords are a reality in practical business models within the asset management industry.
Industry Leaders Outlook: Product & Marketing Roundtable
The document summarizes a webinar on product and marketing strategies for the wealth and asset management industries. It discusses how advisor teams and assets under management have grown significantly in recent years. It also notes that while broker dealers still dominate the market, advisor preferences are increasingly shifting towards RIA structures. The webinar addressed how distribution teams must evolve to focus on advisor segmentation rather than geography, use data-driven engagement, and leverage integrated technology platforms to better serve advisors in the current environment.
Understanding Regulation Best Interest
This presentation will discuss the adoption of Regulation Best Interest (Reg BI) and its effect on broker-dealers, investment advisors, and asset managers. Our panel of experts will explain the implications and will provide practical steps that industry participants can take to ensure compliance with Reg BI.
Trends in the Advisor Market
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.
New Challenges on the TA Compliance Landscape
Join NICSA’s panel of experts as we discuss what it takes for transfer agents to stay compliant with GDPR regulations, elder abuse prevention best practices, and other top of mind compliance issues. Take a guided tour of the NICSA Transfer Agent Compliance Guide, an essential resource available to NICSA members for understanding and responding to industry and regulatory challenges. Subject matter experts will review what’s new for 2019 and discuss what the future may hold for the regulatory landscape.
Navigating Turbulent Changes to the Sanctions Landscape
Recent geo-political events have made for challenging times for sanctions compliance professionals. SIX is hosting a webinar with NICSA members to explore ways to reduce operational risk by staying one step ahead of evolving economic sanctions.
Engaging and Empowering A Diverse Workforce
Join expert Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity & Inclusion at Northern Trust, as she leads a discussion around progressing talent recruitment, retention and managing to improve diversity and inclusion in the financial industry. Rethink industry hiring practices and explore how diversifying the workplace reshapes opportunity. Listen to panelist Dan Houlihan, Head of Asset Servicing for North America, and Jim Fitzpatrick, President of NICSA, as they share more information about The Diversity Project North America, an organization dedicated to a more inclusive workforce culture.
Retirement 2020: Maximize Participation,Boost Efficiency & Accelerate Outcomes
There is a sea change underway in the retirement industry. New technologies are emerging to engage participants and streamline back-office operations. All the while, the regulatory environment continues to shift with new and proposed rules.
This webinar will reveal new research on the saving habits of a new generation of investors, review the regulatory landscape, and reveal strategies that retirement plan professionals are using to streamline operations and leverage new technologies.
Key Objectives:
Our panel will take a deep dive into the trends driving the retirement industry foreword including:
Behavioral finance strategies aimed at closing the retirement savings gap
Regulatory trends such as Multiple Employer Plans and new State-sponsored Retirement plans that may present new opportunities for asset managers
How firms are using AI, blockchain, the Cloud, and data science to save money and boost productivity
Building Deeper Advisory Relationships with Data
An exploration into how asset managers are addressing today’s marketplace challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors.
The asset management industry is confronted with several challenges to growth. Increased transparency via technology, competitive fee pressure, product commoditization, regulatory change and demographic shifts are contributing to increased margin pressure. One possible solve is to deepen relationships by turning existing client data into an asset. While leveraging analytics to inform client segmentation, client journey mapping and brand enhancement is not a novel exercise in the business world, it has perhaps not been fully adopted and implemented within intermediary distributed asset management.
More Related Content
What's hot
B2B buyers biggest turnoffs
The document discusses a survey of B2B buyers about their biggest turn offs when interacting with salespeople. The top complaints were that salespeople talk too much about themselves and don't learn about the buyer's company (30%), act more like vendors than partners (25%), and don't provide objective information to help frame purchasing decisions (20%). Additional turn offs included interactions that seem too transactional without interest in a relationship, and good sales experiences not matched by later service.
LOCALOGY ENGAGE 19: SMBuy-in - Better Onboarding and Engagement - LegalZoom
This document discusses Localogy's efforts to improve their customer onboarding process through a more customer-centered approach. It describes how they conducted customer observations and interviews to better understand small business owners' needs and challenges. They identified key moments in a small business owner's journey and mapped this out to prioritize opportunities to provide support. Localogy piloted a new onboarding process with a few agents that included personalized outreach calls. This resulted in improved customer satisfaction, efficiency and sales. The document concludes by discussing plans to refine, scale and introduce the new onboarding approach more broadly while maintaining its positive impact.
Selling by @souvikstweets
In the context of selling consulting services, this slide lists the aspects or skills that you need to harness. Seasoned sales people will know these already, but perhaps of some value if you're a beginner.
Weaving Your Marketing Loose Ends into a Tight Plan
11NTC session with Kivi Leroux Miller, Nancy Schwartz, Tara Collins, and Karen Secular. Also see two other handouts from session.
Ram Gopal US Insurance multichannel & gamification
Ram Gopal nous présente le marché US de l'assurance sous l'angle du multicanal, des avancées analytiques et nous présente le concept de la "gamification" en assurance.
Using Personas to Define Customer Service | Sample and Guide
User Personas represent real, living and breathing people who will engage with your product. While individuals featured on a persona are technically hypothetical, the information on the document should not be hypothetical. Every decision you make, from product features to the tone of your taglines, needs to answer to your customers. Bring your ideas to life with easily-editable, interactive documents. Share it as a link, present it or export. Try for Free: https://xtensio.com/user-persona/
Big Data: Personalisation for Enterprise NICTA - Dr Rami Mukhtar
Over the last decade Internet Properties have become masters of product and service personalisation allowing data to be used to provide a customer experience tailored to the individual. The discovery of these technologies by businesses has fuelled enthusiasm for a Big Data approach and has also presented challenges of multi-channel deployment across traditional and digital channels.
In this session, Dr Rami Mukhtar will elaborate on the challenges through a case study, describe techniques available to enterprise, and will address the business constraints to consider.
Introduction to Playbook Consultancy
We are a Start Up in the loyalty & engagement space for consumers, channels & influencers. Our strength lies in our understanding of the marketplace and the key drivers for creating engaging programs.
LOCALOGY ENGAGE 19: AI’s Impact on the B2B Customer Journey
An organization's ability to rapidly learn and apply that learning is a competitive advantage. AI can help B2B companies better understand customer journeys by removing blind spots in customer data. Topic modeling of social media data can reveal inaccurate assumptions about target audiences and engagement patterns, and identify overlooked opportunities to improve marketing campaigns, content, and product development. Granular audience insights from AI can optimize spending, engage the right customers, and develop trusted relationships at every stage of the customer journey.
LOCALOGY ENGAGE 19: Turning Customers Into Advocates
This document discusses strategies for turning customers into advocates by leveraging customer referrals and influencers. It provides examples of initiatives like a customer Facebook group, case studies from promoters, and targeted advertising to advocates. Data shows increasing referral incentives from $250 to $1000 drove more referrals. The presentation emphasizes empowering advocates to talk about the brand while also addressing any detractors.
Marchex Reputation Mgt
This document summarizes a reputation management product that helps small and medium-sized businesses (SMBs) gain visibility and control over their online presence. It provides concise summaries of customer reviews, identifies inaccurate or missing listings, and notifies businesses of new online mentions and reviews through automated alerts. The product is aimed at helping time-starved SMBs stay on top of their digital footprint and identify opportunities to improve their businesses based on customer feedback. Testimonials highlight how the product saves SMB users time by aggregating online reputation data in one place.
Mental Real Estate
Network$ discusses leveraging dialogue between buyers and sellers through enhanced media placements that allow for deeper discussions to build familiarity and trust over time. As opportunity costs decrease with more choices, the value of accessibility increases, making the placement of access points crucial to generating increased mind share and opening dialogue. Maintaining longer dialogues through improved interactions makes a sale more likely due to enhanced confidence and trust from familiarity.
What's hot (12)
LOCALOGY ENGAGE 19: SMBuy-in - Better Onboarding and Engagement - LegalZoom
LOCALOGY ENGAGE 19: SMBuy-in - Better Onboarding and Engagement - LegalZoom
Weaving Your Marketing Loose Ends into a Tight Plan
Weaving Your Marketing Loose Ends into a Tight Plan
Ram Gopal US Insurance multichannel & gamification
Ram Gopal US Insurance multichannel & gamification
Using Personas to Define Customer Service | Sample and Guide
Using Personas to Define Customer Service | Sample and Guide
Big Data: Personalisation for Enterprise NICTA - Dr Rami Mukhtar
Big Data: Personalisation for Enterprise NICTA - Dr Rami Mukhtar
LOCALOGY ENGAGE 19: AI’s Impact on the B2B Customer Journey
LOCALOGY ENGAGE 19: AI’s Impact on the B2B Customer Journey
LOCALOGY ENGAGE 19: Turning Customers Into Advocates
LOCALOGY ENGAGE 19: Turning Customers Into Advocates
More from NICSA
Understanding ROI: The Real Impact of Data Quality
Calculating ROI on data initiatives is critical to business planning. Understanding and demonstrating the value that data initiatives can unlock requires in-depth understanding of business needs and pain points. This panel of asset managers and data professionals will investigate strategies, implementation and measurement at various firms.
The Reality Behind Buzzwords Series: Blockchain
Business execs looking for the latest update on technology issues impacting the global asset management industry are invited to join NICSA’s panel of experts as they guide participants through case studies and applications of the most buzzworthy innovations. In this ongoing webinar series, we will focus on one buzzword at a time to learn “tech speak,” fine tune the application of the term, and know what buzzwords are a reality in practical business models within the asset management industry.
Industry Leaders Outlook: Product & Marketing Roundtable
The document summarizes a webinar on product and marketing strategies for the wealth and asset management industries. It discusses how advisor teams and assets under management have grown significantly in recent years. It also notes that while broker dealers still dominate the market, advisor preferences are increasingly shifting towards RIA structures. The webinar addressed how distribution teams must evolve to focus on advisor segmentation rather than geography, use data-driven engagement, and leverage integrated technology platforms to better serve advisors in the current environment.
Understanding Regulation Best Interest
This presentation will discuss the adoption of Regulation Best Interest (Reg BI) and its effect on broker-dealers, investment advisors, and asset managers. Our panel of experts will explain the implications and will provide practical steps that industry participants can take to ensure compliance with Reg BI.
Trends in the Advisor Market
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.
New Challenges on the TA Compliance Landscape
Join NICSA’s panel of experts as we discuss what it takes for transfer agents to stay compliant with GDPR regulations, elder abuse prevention best practices, and other top of mind compliance issues. Take a guided tour of the NICSA Transfer Agent Compliance Guide, an essential resource available to NICSA members for understanding and responding to industry and regulatory challenges. Subject matter experts will review what’s new for 2019 and discuss what the future may hold for the regulatory landscape.
Navigating Turbulent Changes to the Sanctions Landscape
Recent geo-political events have made for challenging times for sanctions compliance professionals. SIX is hosting a webinar with NICSA members to explore ways to reduce operational risk by staying one step ahead of evolving economic sanctions.
Engaging and Empowering A Diverse Workforce
Join expert Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity & Inclusion at Northern Trust, as she leads a discussion around progressing talent recruitment, retention and managing to improve diversity and inclusion in the financial industry. Rethink industry hiring practices and explore how diversifying the workplace reshapes opportunity. Listen to panelist Dan Houlihan, Head of Asset Servicing for North America, and Jim Fitzpatrick, President of NICSA, as they share more information about The Diversity Project North America, an organization dedicated to a more inclusive workforce culture.
Retirement 2020: Maximize Participation,Boost Efficiency & Accelerate Outcomes
There is a sea change underway in the retirement industry. New technologies are emerging to engage participants and streamline back-office operations. All the while, the regulatory environment continues to shift with new and proposed rules.
This webinar will reveal new research on the saving habits of a new generation of investors, review the regulatory landscape, and reveal strategies that retirement plan professionals are using to streamline operations and leverage new technologies.
Key Objectives:
Our panel will take a deep dive into the trends driving the retirement industry foreword including:
Behavioral finance strategies aimed at closing the retirement savings gap
Regulatory trends such as Multiple Employer Plans and new State-sponsored Retirement plans that may present new opportunities for asset managers
How firms are using AI, blockchain, the Cloud, and data science to save money and boost productivity
Building Deeper Advisory Relationships with Data
An exploration into how asset managers are addressing today’s marketplace challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors.
The asset management industry is confronted with several challenges to growth. Increased transparency via technology, competitive fee pressure, product commoditization, regulatory change and demographic shifts are contributing to increased margin pressure. One possible solve is to deepen relationships by turning existing client data into an asset. While leveraging analytics to inform client segmentation, client journey mapping and brand enhancement is not a novel exercise in the business world, it has perhaps not been fully adopted and implemented within intermediary distributed asset management.
FinReg Outlook: Clouds on the Horizon
Will regulatory temperature rise again this year?
With regulators on both sides of the Atlantic poised to take action on multiple fronts, it is important that asset managers understand what issues are on the horizon. This webinar aims at giving you key information on new developments, regulations, and trends that we think asset managers should be tracking for the year ahead.
EU elections in May 2019: What to expect?
EU policymakers face a tight deadline to get all open legislative proposals approved ahead of the EU Parliamentary elections in May 2019. Key open issues include: updates to the UCITS and AIFMD frameworks, a proposed Environmental, Social, and Governance (ESG) framework, the creation of a Pan-European Personal Pension Product, and changes to the European Market Infrastructure Regulation.
What’s in the Pipeline?
Get the latest insight on UCITS 6, AIFMD 2, PRIIPS2, MiFID 3, as well as the latest on the regulation of digital assets from a panel of industry experts and thought leaders.
Preparing for the Next-Gen Client Base
Join our panel of experts to explore surprising insights and opportunities focused on the next-generation client. This webinar will feature new research to help Asset Management firms attract and retain Next Gen clients. Join us for an in-depth look at myths and facts about how financial firms can connect with millennial investors by understanding their financial outlook, what’s important to them and how they like to communicate.
Tenured experts from Broadridge and Cogent will take a deep dive into the profile of the Affluent Millennial including:
- Product usage
- Risk tolerance
- Financial priorities
Tax & Reporting Update: Avoiding Fund Reporting Traps
As we enter into the new year, asset managers should consider the tax legislation and reporting requirements that will affect them most drastically in 2019. Join NICSA for recap of recent and proposed legislation impacting financial reporting. Get an up-to-the-minute state of the union and hear the questions most asked by fund boards.
Professionals from State Street and EY will provide an in depth look at the tax developments and accounting standards having the biggest impact on the upcoming reporting periods.
Learning Objectives:
• Understanding of the current regulatory environment
• Overview of reporting requirements with biggest impact to asset managers
• Tax legislation and technical corrections update, including Section 199
Next Generation Proxy Voting
Learn how data-driven analytics, omni-channel delivery, and blockchain are helping mutual funds achieve their proxy goals. Join us for a discussion about the rise of social media and text messaging and how to apply these digital strategies to shareholder voting and how distributed ledger technology eliminates the need for post-vote reconciliation. Participate in an active discussion on how the accuracy, transparency, and efficiency of the proxy voting and solicitation system can be improved via digital strategies.
Best Practices in Building a Global Compliance Program
Investment firms with an international footprint are beginning to integrate a global view on their overall compliance policies and programs. Join our panel of experts for an in-depth discussion about the challenges firms face, and the efficiencies they can gain, by creating and maintaining a global compliance program. What does the interaction across jurisdictions look like? How do firms coordinate across borders? Hear a panel of asset managers and financial service providers dissect the best practices and overall impact of globalizing risk and compliance programs.
AI Trends with Traction
Learn more about leveraging AI within your organization! AI has the promise of driving operational efficiencies, enhancing compliance and informing investment decisions. Join our candid discussion with some of today’s leading experts on where the dollars are going, which trends are being successfully implemented, and which technologies promise to shape the next decade within the global asset management industry. Hear asset management case studies in and get an insider’s “reality check” on all things AI.
Rule 30e-3: Best Practices for Notice, Access & E-Delivery
Join our panel of experts to explore the key aspects and required action items related to the 30e-3 ruling. This webinar will take a deep dive into the impact on multiple facets of the industry and will provide insight from diverse perspectives regarding implementation and execution strategies.
Tenured experts from Invesco, MFS, Morgan Stanley and Broadridge will take a deep dive into the following issues:
- What are the implications for fund complexes, broker dealers, and investors?
- What preparatory actions are asset managers taking now?
- What are BDs doing to prepare?
- What solutions are you considering?
- Will it change the client experience?
Rethinking Product Development
How are product development processes within the asset management industry evolving to support innovation? NICSA’s panel of experts explores how product teams are vetting and nurturing ideas, what factors are considered in vehicle structure decisions, and the operational aspects involved in launching new products. Participants will come away with actionable steps and key trends based on recent studies and reports from Ignites Research.
The Bottom Line: Exploring the Benefits of Wellness in the Workplace
Financial services firms continue to re-imagine their business models. As our industry re-defines the workplaces of the future, more firms are implementing and scaling workplace wellness programs. Research shows we cannot deny the positive impact of these programs from reduced health care costs to increased productivity. Forward thinking firms are viewing the employee value proposition through a broader lens and this lens includes multi-dimensional wellness programs. In this webinar, we'll share diverse points of view on the value of wellness programs, how to get started, and ideas for developing impactful and rewarding programs.
Join NICSA and a panel of wellness leaders in asset management as they explore and share:
• Examples of wellness programs and emerging trends (what’s next in the evolution of wellness programs).
• The business benefits and implications of workplace wellness programs – talent acquisition and retention, increased productivity, decreased stress and health care costs.
• Ideas on getting started – corporate and grassroots programs
Data Analytics 301: Converting Analysis into Business Strategy
You’ve identified, sourced, and analyzed your most valuable data. Now what?
During our Data Analytics Webinar Series, we’ve discussed the basics of kick-starting data tools, as well as the application of advanced modeling techniques. Now, learn from leading financial institutions how to turn analytics into actionable business strategies.
This webinar will discuss how to build the right dashboards for specific business lines, and how to put those dashboard to work. Hear current use cases demonstrating how asset managers are leveraging transactional, demographic and marketing data into action items for sales and distribution teams.
Join our live webinar to hear notable experts offer invaluable insight on:
- Building dashboards for sales and distribution teams
- Converting analytics to actionable business goals
- Developing a cohesive data-based business strategy
More from NICSA (20)
Understanding ROI: The Real Impact of Data Quality
Understanding ROI: The Real Impact of Data Quality
Industry Leaders Outlook: Product & Marketing Roundtable
Industry Leaders Outlook: Product & Marketing Roundtable
Navigating Turbulent Changes to the Sanctions Landscape
Navigating Turbulent Changes to the Sanctions Landscape
Retirement 2020: Maximize Participation,Boost Efficiency & Accelerate Outcomes
Retirement 2020: Maximize Participation,Boost Efficiency & Accelerate Outcomes
Tax & Reporting Update: Avoiding Fund Reporting Traps
Tax & Reporting Update: Avoiding Fund Reporting Traps
Best Practices in Building a Global Compliance Program
Best Practices in Building a Global Compliance Program
Rule 30e-3: Best Practices for Notice, Access & E-Delivery
Rule 30e-3: Best Practices for Notice, Access & E-Delivery
The Bottom Line: Exploring the Benefits of Wellness in the Workplace
The Bottom Line: Exploring the Benefits of Wellness in the Workplace
Data Analytics 301: Converting Analysis into Business Strategy
Data Analytics 301: Converting Analysis into Business Strategy
Recently uploaded
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Governor Olli Rehn
Bank of Finland
Press conference on the outlook for the Finnish economy
Helsinki, 11 June 2024
falcon-invoice-discounting-a-premier-investment-platform-for-superior-returns...
falcon-invoice-discounting-a-premier-investment-platform-for-superior-returns...Falcon Invoice Discounting
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.Economic Risk Factor Update: June 2024 [SlideShare]
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
Using Online job postings and survey data to understand labour market trends
Using Online job postings and survey data to understand labour market trendsLabour Market Information Council | Conseil de l’information sur le marché du travail
[4:55 p.m.] Bryan Oates
OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
Improving the quality and accessibility of job postings is one way to reduce employment barriers for neurodivergent people.一比一原版(cwu毕业证书)美国中央华盛顿大学毕业证如何办理
原版一模一样【微信：741003700 】【(cwu毕业证书)美国中央华盛顿大学毕业证成绩单】【微信：741003700 】学位证，留信认证（真实可查，永久存档）原件一模一样纸张工艺/offer、雅思、外壳等材料/诚信可靠,可直接看成品样本，帮您解决无法毕业带来的各种难题！外壳，原版制作，诚信可靠，可直接看成品样本。行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备。十五年致力于帮助留学生解决难题，包您满意。
本公司拥有海外各大学样板无数，能完美还原。
1:1完美还原海外各大学毕业材料上的工艺：水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠。文字图案浮雕、激光镭射、紫外荧光、温感、复印防伪等防伪工艺。材料咨询办理、认证咨询办理请加学历顾问Q/微741003700
【主营项目】
一.毕业证【q微741003700】成绩单、使馆认证、教育部认证、雅思托福成绩单、学生卡等！
二.真实使馆公证(即留学回国人员证明,不成功不收费)
三.真实教育部学历学位认证（教育部存档！教育部留服网站永久可查）
四.办理各国各大学文凭(一对一专业服务,可全程监控跟踪进度)
如果您处于以下几种情况：
◇在校期间，因各种原因未能顺利毕业……拿不到官方毕业证【q/微741003700】
◇面对父母的压力，希望尽快拿到；
◇不清楚认证流程以及材料该如何准备；
◇回国时间很长，忘记办理；
◇回国马上就要找工作，办给用人单位看；
◇企事业单位必须要求办理的
◇需要报考公务员、购买免税车、落转户口
◇申请留学生创业基金
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
办理(cwu毕业证书)美国中央华盛顿大学毕业证【微信：741003700 】外观非常简单，由纸质材料制成，上面印有校徽、校名、毕业生姓名、专业等信息。
办理(cwu毕业证书)美国中央华盛顿大学毕业证【微信：741003700 】格式相对统一，各专业都有相应的模板。通常包括以下部分：
校徽：象征着学校的荣誉和传承。
校名:学校英文全称
授予学位：本部分将注明获得的具体学位名称。
毕业生姓名：这是最重要的信息之一，标志着该证书是由特定人员获得的。
颁发日期：这是毕业正式生效的时间，也代表着毕业生学业的结束。
其他信息：根据不同的专业和学位，可能会有一些特定的信息或章节。
办理(cwu毕业证书)美国中央华盛顿大学毕业证【微信：741003700 】价值很高，需要妥善保管。一般来说，应放置在安全、干燥、防潮的地方，避免长时间暴露在阳光下。如需使用，最好使用复印件而不是原件，以免丢失。
综上所述，办理(cwu毕业证书)美国中央华盛顿大学毕业证【微信：741003700 】是证明身份和学历的高价值文件。外观简单庄重，格式统一，包括重要的个人信息和发布日期。对持有人来说，妥善保管是非常重要的。
The Rise and Fall of Ponzi Schemes in America.pptx
Ponzi schemes, a notorious form of financial fraud, have plagued America’s investment landscape for decades. Named after Charles Ponzi, who orchestrated one of the most infamous schemes in the early 20th century, these fraudulent operations promise high returns with little or no risk, only to collapse and leave investors with significant losses. This article explores the nature of Ponzi schemes, notable cases in American history, their impact on victims, and measures to prevent falling prey to such scams.
Understanding Ponzi Schemes
A Ponzi scheme is an investment scam where returns are paid to earlier investors using the capital from newer investors, rather than from legitimate profit earned. The scheme relies on a constant influx of new investments to continue paying the promised returns. Eventually, when the flow of new money slows down or stops, the scheme collapses, leaving the majority of investors with substantial financial losses.
Historical Context: Charles Ponzi and His Legacy
Charles Ponzi is the namesake of this deceptive practice. In the 1920s, Ponzi promised investors in Boston a 50% return within 45 days or 100% return in 90 days through arbitrage of international reply coupons. Initially, he paid returns as promised, not from profits, but from the investments of new participants. When his scheme unraveled, it resulted in losses exceeding $20 million (equivalent to about $270 million today).
Notable American Ponzi Schemes
1. Bernie Madoff: Perhaps the most notorious Ponzi scheme in recent history, Bernie Madoff’s fraud involved $65 billion. Madoff, a well-respected figure in the financial industry, promised steady, high returns through a secretive investment strategy. His scheme lasted for decades before collapsing in 2008, devastating thousands of investors, including individuals, charities, and institutional clients.
2. Allen Stanford: Through his company, Stanford Financial Group, Allen Stanford orchestrated a $7 billion Ponzi scheme, luring investors with fraudulent certificates of deposit issued by his offshore bank. Stanford promised high returns and lavish lifestyle benefits to his investors, which ultimately led to a 110-year prison sentence for the financier in 2012.
3. Tom Petters: In a scheme that lasted more than a decade, Tom Petters ran a $3.65 billion Ponzi scheme, using his company, Petters Group Worldwide. He claimed to buy and sell consumer electronics, but in reality, he used new investments to pay off old debts and fund his extravagant lifestyle. Petters was convicted in 2009 and sentenced to 50 years in prison.
4. Eric Dalius and Saivian: Eric Dalius, a prominent figure behind Saivian, a cashback program promising high returns, is under scrutiny for allegedly orchestrating a Ponzi scheme. Saivian enticed investors with promises of up to 20% cash back on everyday purchases. However, investigations suggest that the returns were paid using new investments rather than legitimate profits. The collapse of Saivian l
International Sustainability Standards Board
Issb standards
New standard for reporting sustainability on lines of tcfd
Discover the Future of Dogecoin with Our Comprehensive Guidance
Learn in-depth about Dogecoin's trajectory and stay informed with 36crypto's essential and up-to-date information about the crypto space.
Our presentation delves into Dogecoin's potential future, exploring whether it's destined to skyrocket to the moon or face a downward spiral. In addition, it highlights invaluable insights. Don't miss out on this opportunity to enhance your crypto understanding!
https://36crypto.com/the-future-of-dogecoin-how-high-can-this-cryptocurrency-reach/
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
一比一原版宾夕法尼亚大学毕业证(UPenn毕业证书)学历如何办理
挂科购买【微信号:176555708】【挂科购买(UPenn毕业证书)】【微信号:176555708】《成绩单、外壳、offer、真实留信官方学历认证（永久存档/真实可查）》采用学校原版纸张、特殊工艺完全按照原版一比一制作（包括：隐形水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠，文字图案浮雕，激光镭射，紫外荧光，温感，复印防伪）行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备，十五年致力于帮助留学生解决难题，业务范围有加拿大、英国、澳洲、韩国、美国、新加坡，新西兰等学历材料，包您满意。
【我们承诺采用的是学校原版纸张（纸质、底色、纹路）我们拥有全套进口原装设备，特殊工艺都是采用不同机器制作，仿真度基本可以达到100%，所有工艺效果都可提前给客户展示，不满意可以根据客户要求进行调整，直到满意为止！】
【业务选择办理准则】
一、工作未确定，回国需先给父母、亲戚朋友看下文凭的情况，办理一份就读学校的毕业证【微信号:176555708】文凭即可
二、回国进私企、外企、自己做生意的情况，这些单位是不查询毕业证真伪的，而且国内没有渠道去查询国外文凭的真假，也不需要提供真实教育部认证。鉴于此，办理一份毕业证【微信号:176555708】即可
三、进国企，银行，事业单位，考公务员等等，这些单位是必需要提供真实教育部认证的，办理教育部认证所需资料众多且烦琐，所有材料您都必须提供原件，我们凭借丰富的经验，快捷的绿色通道帮您快速整合材料，让您少走弯路。
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
留信网服务项目：
1、留学生专业人才库服务（留信分析）
2、国（境）学习人员提供就业推荐信服务
3、留学人员区块链存储服务
【关于价格问题（保证一手价格）】
我们所定的价格是非常合理的，而且我们现在做得单子大多数都是代理和回头客户介绍的所以一般现在有新的单子 我给客户的都是第一手的代理价格，因为我想坦诚对待大家 不想跟大家在价格方面浪费时间
对于老客户或者被老客户介绍过来的朋友，我们都会适当给一些优惠。
选择实体注册公司办理，更放心，更安全！我们的承诺：客户在留信官方认证查询网站查询到认证通过结果后付款，不成功不收费！
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
原版一模一样【微信：741003700 】【美国迈阿密大学牛津分校毕业证文凭证书】【微信：741003700 】学位证，留信认证（真实可查，永久存档）offer、雅思、外壳等材料/诚信可靠,可直接看成品样本，帮您解决无法毕业带来的各种难题！外壳，原版制作，诚信可靠，可直接看成品样本。行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备。十五年致力于帮助留学生解决难题，包您满意。
本公司拥有海外各大学样板无数，能完美还原海外各大学 Bachelor Diploma degree, Master Degree Diploma
1:1完美还原海外各大学毕业材料上的工艺：水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠。文字图案浮雕、激光镭射、紫外荧光、温感、复印防伪等防伪工艺。材料咨询办理、认证咨询办理请加学历顾问Q/微741003700
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
BIHC Briefing June 2024 from Bank+Insurance Hybrid Capital in association wit...
Our latest market and regulatory coverage and analysis
University of North Carolina at Charlotte degree offer diploma Transcript
办理美国UNCC毕业证书制作北卡大学夏洛特分校假文凭定制Q微168899991做UNCC留信网教留服认证海牙认证改UNCC成绩单GPA做UNCC假学位证假文凭高仿毕业证GRE代考如何申请北卡罗莱纳大学夏洛特分校University of North Carolina at Charlotte degree offer diploma Transcript
一比一原版美国新罕布什尔大学(unh)毕业证学历认证真实可查
永久可查学历认证【微信：A575476】【美国新罕布什尔大学(unh)毕业证成绩单Offer】【微信：A575476】（留信学历认证永久存档查询）采用学校原版纸张、特殊工艺完全按照原版一比一制作（包括：隐形水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠，文字图案浮雕，激光镭射，紫外荧光，温感，复印防伪）行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备，十五年致力于帮助留学生解决难题，业务范围有加拿大、英国、澳洲、韩国、美国、新加坡，新西兰等学历材料，包您满意。
【业务选择办理准则】
一、工作未确定，回国需先给父母、亲戚朋友看下文凭的情况，办理一份就读学校的毕业证【微信：A575476】文凭即可
二、回国进私企、外企、自己做生意的情况，这些单位是不查询毕业证真伪的，而且国内没有渠道去查询国外文凭的真假，也不需要提供真实教育部认证。鉴于此，办理一份毕业证【微信：A575476】即可
三、进国企，银行，事业单位，考公务员等等，这些单位是必需要提供真实教育部认证的，办理教育部认证所需资料众多且烦琐，所有材料您都必须提供原件，我们凭借丰富的经验，快捷的绿色通道帮您快速整合材料，让您少走弯路。
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
→ 【关于价格问题（保证一手价格）
我们所定的价格是非常合理的，而且我们现在做得单子大多数都是代理和回头客户介绍的所以一般现在有新的单子 我给客户的都是第一手的代理价格，因为我想坦诚对待大家 不想跟大家在价格方面浪费时间
对于老客户或者被老客户介绍过来的朋友，我们都会适当给一些优惠。
选择实体注册公司办理，更放心，更安全！我们的承诺：可来公司面谈，可签订合同，会陪同客户一起到教育部认证窗口递交认证材料，客户在教育部官方认证查询网站查询到认证通过结果后付款，不成功不收费！
快速办理(RWTH毕业证书)德国亚琛工业大学毕业证录取通知书一模一样
原件一模一样【微信：bwp0011】《(RWTH毕业证书)德国亚琛工业大学毕业证》【微信：bwp0011】学位证，留信认证（真实可查，永久存档）原件一模一样纸张工艺/offer、雅思、外壳等材料/诚信可靠,可直接看成品样本，帮您解决无法毕业带来的各种难题！外壳，原版制作，诚信可靠，可直接看成品样本。行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备。十五年致力于帮助留学生解决难题，包您满意。
本公司拥有海外各大学样板无数，能完美还原。
1:1完美还原海外各大学毕业材料上的工艺：水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠。文字图案浮雕、激光镭射、紫外荧光、温感、复印防伪等防伪工艺。材料咨询办理、认证咨询办理请加学历顾问微bwp0011
【主营项目】
一.毕业证【微bwp0011】成绩单、使馆认证、教育部认证、雅思托福成绩单、学生卡等！
二.真实使馆公证(即留学回国人员证明,不成功不收费)
三.真实教育部学历学位认证（教育部存档！教育部留服网站永久可查）
四.办理各国各大学文凭(一对一专业服务,可全程监控跟踪进度)
如果您处于以下几种情况：
◇在校期间，因各种原因未能顺利毕业……拿不到官方毕业证【微bwp0011】
◇面对父母的压力，希望尽快拿到；
◇不清楚认证流程以及材料该如何准备；
◇回国时间很长，忘记办理；
◇回国马上就要找工作，办给用人单位看；
◇企事业单位必须要求办理的
◇需要报考公务员、购买免税车、落转户口
◇申请留学生创业基金
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
Who Is Abhay Bhutada, MD of Poonawalla Fincorp
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
Recently uploaded (20)
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Importance of community participation in development projects.pdf
Importance of community participation in development projects.pdf
falcon-invoice-discounting-a-premier-investment-platform-for-superior-returns...
falcon-invoice-discounting-a-premier-investment-platform-for-superior-returns...
Economic Risk Factor Update: June 2024 [SlideShare]
Economic Risk Factor Update: June 2024 [SlideShare]
Using Online job postings and survey data to understand labour market trends
Using Online job postings and survey data to understand labour market trends
The Rise and Fall of Ponzi Schemes in America.pptx
The Rise and Fall of Ponzi Schemes in America.pptx
Discover the Future of Dogecoin with Our Comprehensive Guidance
Discover the Future of Dogecoin with Our Comprehensive Guidance
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...
BIHC Briefing June 2024 from Bank+Insurance Hybrid Capital in association wit...
BIHC Briefing June 2024 from Bank+Insurance Hybrid Capital in association wit...
University of North Carolina at Charlotte degree offer diploma Transcript
University of North Carolina at Charlotte degree offer diploma Transcript
SLF SESSION | Next Generation Sales Enablement
- 1. Next Generation Sales Enablement
- 2. Advisor Meetings are More Elusive Source: DST kasina’s Advisor Insights service, in partnership with Horsesmouth
- 3. Advanced Analytics Have Impact Sources: Forrester, Buyer Behavior Helps B2B Marketers Guide The Buyer's Journey, 2012; McKinsey & Company, Transforming Customer Experience: From Moments to Journeys, 2013; Forbes.com
- 4. BI Can Bridge the Gap Between Average & Top Salespeople Source: DST kasina’s Productivity Insights service
- 5. With Fewer Interactions, Each Call & Meeting Must Maximize Impact
- 6. With Fewer Interactions, Each Call & Meeting Must Maximize Impact
- 7. Our Panel • Deep Ratna Srivastav – Franklin Templeton • Mario Barbato – Lord Abbett • Lee Kowarski – DST kasina