Becoming Customer-Centric: Five Obstacles
By Staff WriterAccording to Siebel Systems, Inc., San Mateo, Calif., "most organizations approach customers from an inside looking out perspective, rather than from the customers outside ...
February 03, 2002
Insurers Walk Fine Line On DNA TestsByDallas "For most insurance companies, the message on genetic testing is: Dont order genetic tests, even if you know theyre available."That is the trend today, ...
February 03, 2002
Banks' Insurance Sales Contiued Growing Strongly In 2000Banks Insurance Sales Continued Growing Strongly In 2000Some 45.7% of banks distributed insurance products in 2000, up from 40.4% the previous year, a study by ...
February 03, 2002
Siebel Unveils New CRM Software SuiteSiebel Systems, Inc. has announced the release of Siebel 7, the seventh version of its CRM solution for financial services.According to San Mateo, Calif.-based Siebel, ...
February 03, 2002
Strategies For A Safe-Money MarketplaceStrategies For A Safe-Money MarketplaceBe a mentor: My role is not to please clients but to guide them, using facts and information to temper their ...
February 03, 2002
Two's A Crowd For One-Person 401(k)sByFinancial advisors should think carefully before enrolling self-employed clients in the new one-person 401(k) plans, says Principal Financial Group.The plans could generate huge tax savings ...
February 03, 2002
What Do You Say To Clients Who Want Safety?What Do You Say To Clients Who Want Safety?"Many mutual fund investors feel theyve been slapped in the face," says Daniel Mulheran."Not only did their ...
February 03, 2002
Annuitization Rates Are Inching Up, But What Will Take Them HigherAnnuitization Rates Are Inching Up, But What Will Take Them Higher?Although lifetime income is unique to annuities among financial products, this feature has not been ...