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Research
Univeris research addresses important issues facing the wealth management
industry. Created by our thought leaders, these documents provide valuable
insights to help Dealers and Advisors increase investor engagement,
grow share of market and drive operational efficiencies.
AccountXPRESS Case Study
A case study on a fully integrated account opening process for Credential
Asset management’s 1,000 plus advisors. The solution is benefitting
advisors and clients in ways that makes CAM a more competitive enterprise.
Reduced error rates increase client trust and reduce management cost
for oversight and quality control. These benefits trickle up through
the organization in ways yet to be measured.
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Driving Higher Levels of Investor Engagement with Financial
Advisors in Canada
Deepest client-advisor relationships are not built by accident. They are
product of a clearly defined service strategy, communicated and executed
consistently over time. Based on the Advisor Impact research data of more
than 50,000 investors over several years, with a specific focus on the
feedback from 5,000 investors between September 2008 and March 2009, this
whitepaper provides valuable insight into what investors need, want and
expect from their financial advisors. Published in August 2009.
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Enabling Business Advantage with an Integrated Wealth Management
Platform Successful organizations don't rely on chance to
achieve leadership and competitive advantage. They are strategic in
all aspects of their business, but most specifically the technology
infrastructure and software they choose to run the wealth distribution
enterprise. This whitepaper provides valuable insight into the link
between the quality of a firm's technology, and the investor and advisor
experience. Published in June 2009.
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