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Bank Technology News April 2005 Shane Kite |
Trading: Algorithms Headed for New Frontiers Advanced matrices for equity transactions are being applied to other financial instruments, such as options, futures and foreign exchange.  |
Bank Technology News April 2005 Shane Kite |
Cross-selling: Toppling Silos Key To Wells' Web Success Breaking down tech and cultural divides between corporate and consumer divisions, as well as providing more transparency for customers, is leading to greater overall use of the bank's portal.  |
Bank Technology News April 2005 Lee Conrad |
HR Management: Hated Working Here? Log On And Vent. Firms like Union Planters, Fifth Third and Provident are using a product that automates exit interviews. Far from being viewed as impersonal, employees seem to like it.  |
Bank Technology News April 2005 Glen Fest |
Modeling: An Early Diagnosis Of Married Platforms New software allows JPMorgan Chase to understand how its IT systems will interact with Bank One's -- valuable insight given the tough decisions that have to be made.  |
InternetNews April 4, 2005 Tim Gray |
The Brokerage and The Bot Automated Service Agent on HarrisDirect.com replicates the contact center agent by engaging the customer in two-way natural language text chat and delivering an immediate response to customer queries.  |
The Motley Fool April 4, 2005 Rich Smith |
No More Free Trades After several years of offering investors the improbably great deal of making as many as 20 (20?!) trades a month fully commission-free, the economics of the deal finally caught up to the Ameritrade subsidiary.  |
The Motley Fool April 4, 2005 Selena Maranjian |
Bank vs. Bank Annual reports can reveal more than they intend to. Take a look at Fifth Third Bank as compared to Wells Fargo's. In any letter to shareholders, there are items investors need to look at.  |
Financial Advisor April 2005 Grove & Prince |
The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.  |
Financial Advisor April 2005 Leo J. Pusateri |
Responding To Value Challenges How well a financial advisor handles a value challenge will, in many cases, determine whether he or she earns the right to manage a client's or prospect's wealth.  |
Financial Advisor April 2005 Tracey Longo |
How Boomers Will Change Your Firm What will your financial advisory firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now.  |
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