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There were about 52 unresolved securities class actions in Canadian courts representing more than C$55 billion in total claims.
Significant amount of funds go unclaimed from class action lawsuits that sit idle because of a lack of knowledge, preparedness and incomplete execution.
But while the model is intuitive, the logistical challenges are not. In this article, we discuss seven things you’ll want to consider to deliver the advice-first model best, and help your dealers to do so.But while the model is intuitive, the logistical challenges are not. In this article, we discuss seven things you’ll want to consider to deliver the advice-first model best, and help your dealers to do so. we discuss seven things you’ll want to consider to deliver the advice-first model best, and help your dealers to do so.
ARTICLE
5 Reasons to Reconsider Your Current VA Compliance Fulfillment Practices
How a new approach can help you reduce your spending, streamline your communications, and keep you competitive.
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Hedge Funds and Their Data
Demand for institutional-grade infrastructure is driving architectural change for funds
"Hedge funds should be focused on two activities: alpha generation and capital raising. They shouldn’t have to be system integrators. They shouldn’t have to worry about whether their technology – be it order management, portfolio management or risk systems – are integrated, and are going to work for them every day.”
- Bennett Egeth, President of Broadridge Investment Management Solutions
Our whitepaper, "Hedge Funds and Their Data: Investing in Operational Excellence and Attracting New Capital," demonstrates how successful funds secure new capital by investing in data management, data aggregation and reporting. Hedge funds are enhancing their data infrastructure to vastly improve their operational workflows to address the increasingly complex regulatory environment. Download now
ARTICLE
Meeting the Challenge of CRM2
What you need to know to meet the next round of requirements.
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WHITE PAPER
Transforming Customer Engagements in a Digital World
Summarizes the dramatic transformation in communication channels for customers in the digital age.
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Accelerate To Digital
Reduce costs, automate workflows and create winning customer experiences.
“For most variable annuity providers, a traditional approach to regulatory mailings can no longer keep up. Consumers are mobile-enabled. Products are increasingly complex. And an ever-changing regulatory environment requires a more agile response. Fortunately a solution is within your grasp.”
Find your low-hanging fruit
Every day you make choices and prioritize your to-do list. You need to ensure compliance, improve the customer experience and find ways to cut costs. Yet there are still quick-hit wins out there. Proven and tested across so many VA carriers, these five ideas don’t require a ten-year plan or significant resources. You can implement many in time to save on your next big mailing.
Download our newest e-Book:
"Hedge funds should be focused on two activities: alpha generation and capital raising. They shouldn’t have to be system integrators. They shouldn’t have to worry about whether their technology – be it order management, portfolio management or risk systems – are integrated, and are going to work for them every day.”
- Bennett Egeth, President of Broadridge Investment Management Solutions
Our whitepaper, "Hedge Funds and Their Data: Investing in Operational Excellence and Attracting New Capital," demonstrates how successful funds secure new capital by investing in data management, data aggregation and reporting. Hedge funds are enhancing their data infrastructure to vastly improve their operational workflows to address the increasingly complex regulatory environment. Download now
BLOG
Defining and Driving Success
New solutions like robo-advising can help your firm to get to a variety of destinations, but, without careful consideration, you run the risk of making great time without achieving the goals that are right for your business.
Download Now
Double click here to edit content
Accelerate To Digital
Reduce costs, automate workflows and create winning customer experiences.
“For most variable annuity providers, a traditional approach to regulatory mailings can no longer keep up. Consumers are mobile-enabled. Products are increasingly complex. And an ever-changing regulatory environment requires a more agile response. Fortunately a solution is within your grasp.”
Find your low-hanging fruit
Every day you make choices and prioritize your to-do list. You need to ensure compliance, improve the customer experience and find ways to cut costs. Yet there are still quick-hit wins out there. Proven and tested across so many VA carriers, these five ideas don’t require a ten-year plan or significant resources. You can implement many in time to save on your next big mailing.
Download our newest e-Book:
REPORT
The Customer Experience Revolution
Learn how to create powerful customer experiences that deliver results in this new report.
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