Thursday, April 10, 2008

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.
Increase in customer acquisition due to an increased understanding of how to turn clients into advocates.
Increase in transaction volume due to the enhanced trust you build with your clients.
Greater insight into and control over the entire account relationship.

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

Monday, March 17, 2008

etrafficjams - Search Engine Optimization Company

Many security market intermediary organization are advertising on internet media. Search advertising is the leading advertising option. Company have to design their websites and content in them so that they get visibility in the search results of search engines and persons interested in searching for their products and services reach their websites.

etrafficjams provides services in the area of website positioning for top ranks in leading search engines google, yahoo and MSN.

Here is what they say about their services:

Do you want to hire a search engine optimization company (SEO company) that gets paid based on results – not on promises, ideas or trends?
Are you looking for the guarantee of a Top 10 Placement?
Would you prefer to focus your time, money and energy only on the top search engines: Google, Yahoo! and MSN?

If “yes” was your answer for even one of these questions, consider our pay-for-performance search engine optimization services. We work with small- and medium-sized businesses looking to increase online visibility, conversion rates and sales. We offer monthly search engine optimization services (SEO services) starting at $500.

Here is our guarantee: Your website must achieve Ten or more Top 10 Search Engine Rankings on Google, Yahoo! and/or MSN…or that month is free!

Looking for the guarantee of a Top 10 Search Engine Placement? You’ve come to the right place because we pioneered the Top 10 Guarantee. As a pay-for-performance search engine marketing company (SEO company), our business model is different from the rest. We get paid on results, and more specifically, your results. And everything we do is “white hat,” that is, it is all based on Google’s webmaster guidelines, the toughest and most respected SEO guidelines around.


We pioneered the pay for performance model in SEO. Our pay-for-performance organic search engine optimization service (SEO service) means that our monthly compensation is based on your results. We get paid only for the Top 10 search engine rankings we achieve for you in the three (3) major search engines: Google, Yahoo! and MSN.

In any month that you don’t get the results we’ve guaranteed, then you don’t pay for that month. It’s that simple.

SEO Copywriting…and more. Beyond the higher rankings and increased traffic, we work with you to convert qualified search engine traffic into conversions (in other words, we help turn them from visitors into customers) through optimized sales copy (SEO copywriting). We speak two languages – that of your customers and that of the search engines.

You can request for noobligation proposal and quote by visiting

http://www.etrafficjams.com/

Thursday, March 6, 2008

Edelweiss Capital Ltd. - Punchlines

Advertisement in Economic Times Corporate Dossier dt 7.3.2008

Edelweiss Capital Ltd.

Products and Services

Investment Banking
Institutional equities
Asset management
Private client brokerage
wealth management
wholesale financing
Insurance brokerage
Financial products


Corporate

Ideas create, values protect

Research driven, execution oriented

Ideas
Create. Transform. Protect

Multi-line financial services group


Investment Banking

Exceeding Expectations

Comprehensive solutions for the capital markets

One of the widest product and advisory offerings in India, catering to varied markets and client segments.

Equity Capital Markets
Mergers and Acquisitions Advisory
Private Equity Capital Raising Advisory
Structured Finance Advisory
Real Estate Capital Raising Advisory
Infrastructure Capital Raising Advisory


Institutional equities

Insightful research, winning strategies

Strong execution capabilities backed by thematic, fundamental, quant and sectoral research


Asset management

Maximising risk-adjusted returns


Superior asset allocation to maximise risk-adjusted returns

Private client brokerage

Customisation around client needs

Brokerage services with a wide range of products to take on the challenges of dynamic markets

wealth management

Personalised life-cycle financial solutions

Customised advice across wide range of asset classes


Wholesale financing

Customised financing solutions

Insurance brokerage

Single window for all insurance requirements

Financial products

Advisory services and distribution of financial products

Financial Services Marketing - Ennew and Waite

Financial Services Marketing - An International Guide ot Principles and Practice

Christine Ennew and Nigel Waite

Elsevier - Butterworth Heinemann Oxford, UK, 2007

This book is the latest on marketing for financial services. I recommend this as the text for my students.

Christine Ennew is professor of marketing and Dean of Faculty of Law and Social Sciences at the University of Nottingham.

Nigel Waite is the Director of Financial Sevices Research Forum. He is also CEO of the The Canford Centre for Customer Development.

FSM Ch.1 The Role, Contribution and Context

The Role, Contribution and Context of Financial Services

The financial services industry has a vital role to plya in safeguarding the prospects for economic development across the globe. At the micro level, financial services uderpin the overall well being of individuals.

If the financial services industry delivers a poor performance, many individuals suffer as well as the economy. Financial services are needed by all and have to he provided for the benefit of all, not just the affluent few.

FSM Ch.2 Financial Services Market Place

Financial Services Market Place; Structures, Products, and Participants

2.5 Banking and money tramission
2.6 Lending and credit
2.7 Saving and investing
2.8 Life insurance
2.9 General insurance