Marketing Fund Management to Generation Y

Have you read the report by KPMG

Download it from


http://www.us.kpmg.com/microsite/FSLibraryDotCom/docs/Beyond%20the%20Baby%20Boomers%20-%20The%20Rise%20of%20Generation%20Y_GB&RC.pdf



Selected bibliography
Fitzpatrick, N. “Investments up in 2006 say EFAMA & FERI,” Funds Europe, Union Press Limited, Vol. 51, March, 2007
Huntley, R. The world according to Y: Inside the new adult generation, Crows Nest, Allen & Unwin, 2006
Kamentez, A Generation Debt: Why now is a terrible time to be young, New York, Riverhead Books, 2005
Levitz, J. “Pitching 401(k)s to Generation Y is a tough sell,” Wall Street Journal, 27 September, 2006
Morgan, P. “Family Policy, Family Changes: Sweden, Italy and Britain Compared”, London, Civitas, 2006
Salt, B. The Big Picture: Life, work and relationships in the 21st century, Prahran, Hardie Grant Books, 2006
Schoeni & Ross “Material Assistance received from families during the transition to adulthood,” in Settersten, R.A, Furstenberg, J., and Rumbaut, R., On the Frontier of Adulthood: Theory, Research & Public Policy, Chicago, University of Chicago Press, 2005
Zaslow, J. “The most changed generation goes to work,” The Wall Street Journal, April 20, 2007

Enterprise Feedback Management for Investment Banking

Confirmit Enterprise Feedback Management (EFM) software allows you to measure, monitor, and react to changes in clients’ attitude at key ’Moments of Truth’ throughout their relationship with your business.

From the beginning of the relationship to acquisition of market data, selection of research products, user interface of your trading system, and the transactions themselves, you'll learn:

Your customers' level of satisfaction.
The likelihood that they will recommend your company to their friends and colleagues.
The issues most important to your clients when choosing trading platforms.
Complementing the Key Performance Indicators (KPIs) you may already measure, with Confirmit EFM you can create a dashboard that delivers the Key Attitudinal Indicators™ (KAIs) for a forward-looking view of the leading indicators into your business.

KAIs link your transactional data with customer feedback for a Balanced Scorecard to augment the KPIs you already monitor.

Confirmit's Enterprise Feedback Management software provides the following benefits:

Increase in retention due to improved complaint handling.
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Learn more about KAIs and how Confirmit EFM will improve performance in the areas that matter most to you:

http://www.confirmit.com/solutions/enterprise-feedback-management/efm-for-financial-services/investment-banking.aspx