|
|
Whitepapers
Univeris whitepapers address 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.
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.
Download PDF
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.
Download PDF
|
