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Session Description:
As
financial services firms reposition
themselves to service-oriented business
models and move away from self-directed
brokerage, there is a struggle to
balance personal channels like branches
and financial advisors with existing
online channels.
In this presentation, Aite Group
discusses some general demographics
about the type of people using online
channels, how those channels are being
used, what decisions are being driven
from online usage, and which features
are most important. Also discussed are
which firms balance multi-channel
strategies well and why.
This program is appropriate for senior financial
executives in Retail Brokerage or banking with
brokerage emphasis.
Also appropriate for those with responsibility for
Online Banking, Marketing, Strategic Initiatives and
Retail
Operations.
About Adam Honoré:
Adam Honoré is a senior analyst
specializing in brokerage and financial
services technology.
Prior to joining Aite Group, Mr. Honoré
was the Product Director responsible for
front office solutions at Comprehensive
Software Systems, Inc, including CRM,
portfolio & account management, content
management, and business intelligence
platforms. While there, Mr. Honoré drove
a front office product initiative for
integrated CRM and portfolio management
with early Microsoft .NET technology
adoption. Mr. Honoré subsequently
directed a product development
initiative coupling the solution with a
client configurable reporting engine and
suite of AML compliance reports,
generating the first product sale in
over five years. Serving as product and
business expert in sales, Mr. Honoré was
the primary expert in every subsequent
sale for CSS. He has also been a speaker
at business intelligence seminars,
online seminars for wealth management
platforms, and discussions with senior
business leaders.
Mr. Honoré received his BA from the
University of Wisconsin – Milwaukee with
a double major in Public Relations and
History. He is a four year veteran of
the U.S. Army, including tours in Korea
and Desert Storm. Mr. Honoré has
received a citation from the Wisconsin
State Legislature for charitable
development work, and was Master of
Ceremonies for the 1990 Missouri Special
Olympics.
About Aite Group:
Aite Group is a leading independent research and advisory
firm focused on business, IT and regulatory issues and their
impact on the financial services industry.
Aite Group was founded by leading industry experts in
Banking and Securities & Investments. The corporate
philosophy of Aite Group is firmly rooted in the founders'
belief that in today's rapidly evolving financial services
industry, clients seek comprehensive, timely, actionable
advice.
Aite Group seeks to become a true partner, advisor, and
catalyst by exchanging ideas and challenging basic
assumptions to ensure that our clients always stay one step
ahead of the competition.
www.AiteGroup.com
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