Compliance and Communication for Institutional Sales: Issues and Business Opportunities
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All Salentica Systems, Inc. content PUBLISHED BY: Salentica Systems, Inc. Institutional brokers must adapt to the new reality of fiduciary and compliance responsibilities to grow their commission revenues. Successful investment firms should establish Trade Management Oversight Committees (TMOCs), utilize existing resources and explore new technologies to track and link client activities, and effectively deliver information to the client while adhering to privacy and email requirements. This holistic approach will enable firms to effectively and efficiently integrate and leverage information to deliver maximum value. 
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Dynamics AXDynamics CRMDynamics GPDynamics NAVDynamics SLSOLUTION DIRECTORYCRM 2011 User login Username or e-mail: * Password: * Remember meCreate FREE accountRequest new password Related White Papers Dynamics GP: Strategies for Multi-entity EnvironmentsCentralized Processing versus Intercompany Transaction Solutions; Finding the Right Solution for Multi-facility OrganizationSelecting Enterprise Software SystemsSystem Purchasing CriteriaCurrent Challenges and Opportunities in Client Management for Institutional Brokers: Communication, Compliance, and Delivering ValueA Success Model for CRM Integration Related ISV Solutions BuyDesign for Microsoft Dynamics CRM (TDCI) ExpandIT Launch Utility (ExpandIT) ExpandIT Security Synchronizer (ExpandIT) ExpandIT MailIT (ExpandIT) ExpandIT Client Manager (ExpandIT) ExpandIT Backup Utility (ExpandIT) Compliance and Communication for Institutional Sales: Issues and Business Opportunities All Salentica Systems, Inc. content PUBLISHED BY: Salentica Systems, Inc. Institutional brokers must adapt to the new reality of fiduciary and compliance responsibilities to grow their commission revenues. Successful investment firms should establish Trade Management Oversight Committees (TMOCs), utilize existing resources and explore new technologies to track and link client activities, and effectively deliver information to the client while adhering to privacy and email requirements. This holistic approach will enable firms to effectively and efficiently integrate and leverage information to deliver maximum value. Log in or activate your FREE membership to view this white paper.
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This post was written by: Rahil Anouar
Rahil Anouar is a professional blogger, web designer and Linux user. Follow him on Twitter
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