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348 results for "financial services"
Financial Services & Social Media By Catherine Sherwood
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This white paper provides an overview of the rulings from FINRA that relate to social media and organizes that information into three categories: Interactive Electronic Communications, Third-Party... More > Content, and Supervision of Employees’ Use of Social Media Also provides an overview of all social media and related interactive venues. It offers a way to assess each of these categories along key criteria to determine if it qualifies as Interactive Electronic Communications, plus addresses the phenomenon of Content Sharing so common in the social media. It also provides thoughts on what venues should fall under the categories of Virtual Appearances and what technology should be added to the category of Electronic Correspondence. Finally, it addresses the differences between social media programs that are managed and implemented by a small social media or marketing group within a financial services company and what guidance and safeguards need to be in place for registered reps’ use of the social media.< Less
Financial Services Writing Markets By Sonya Carmichael Jones
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Freelance writers get published and paid writing for financial services trade markets. Whether you're just starting your freelance writing career or if you want to break into the finance market,... More > use this trade writing guide to discover top financial services trade magazines, newspapers and newsletters. Get editors name and contact information along with article suggestions, editorial calendars and writing guidelines for 51 financial services trade publications.< Less
Financial Services Firm Business Plan By China Doll Publishing
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This business plan is for a Financial Services business enterprise. It can be reformatted to suit any market or any other business context. It has the financials, marketing plan, and all other... More > business plan requirements and major headings necessary for funding. See Chinadollpublishing.com for all of your prewritten business plan needs, prewritten essay & dissertation needs, and your e-book needs. The plan is approximately 35 pages in length and the major business plan headings include the following headings or similar: I. Executive Summary II. General Company Description III. Products and Services IV. Marketing Plan V. Operational IV. Management and Organization VII. Personal Financial Statements VIII. Startup Expenses and Capitalization IX. Financial Plan Research Bibliography …or similar< Less
Connected Consumer and the Future of Financial Services By Patrick Molineux
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Whether you pay the bills or issue them, financial services are changing. From banking to insurance to investments, financial services are being transformed by consumers who are connecting to the... More > Internet in unprecedented numbers globally, driving 4 trends: Mobile–Mobile phones, tablets and cards are revolutionizing payments and financial processes such as insurance claims. Mobile money, notably in Africa, is a driving force. Micro–Microinsurance, microsavings and microcredit are transforming underserved markets using technology. Media–Social media and peer-to-peer (P2P) are the big disrupters, enabling P2P payments and P2P lending. Mining–Enterprises and consumers can mine the vast troves of structured and unstructured data for financial insights. Data can completely redefine risk. Financial services firms must explore the connected consumer for their business. Consumers must understand how financial services are changing and their role in that change.< Less
ARA Fraud And Forensic Services Financial Institutions By Odeda Cook
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ARA Fraud & Forensic Services believe that organizations who are pro-active with their business practices tend to be more successful with mitigating risk and operating losses. As a result, we are... More > a service provider for financial institutions, who understands the banking world. We provide timely and tangible information that allows banks to make sound decisions when extending credit or trying to manage troubled assets. We tailor our services to meet your needs.< Less
Navigating the Maze: Getting Ahead in Banking and Financial Services By Geoff Robinson
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Navigating the Maze, part of 7city Learning’s Complete Analyst System, is designed to act as a comprehensive and practical reference guide for those interning or wishing to intern within the... More > banking and financial industry. The manual provides guidance on the best way to secure an internship and then a full-time position within the industry. Not only does this manual provide tips about the dos and don’ts of the internship process, it also focuses on the provision of technical guidance to maximise the return on your internship. The technical “Question and Answer” section contains the clearest explanation and application of technical content relevant to interns working across the spectrum of roles found within the banking and financial services industry. The content has been written by experienced bankers and financial services instructors and provides the most comprehensive collection of practical Q&A available in the market.< Less
Financial Services Glossary for Bilingual Professionals (English and Spanish) By Astrid Rial
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Arial International's Financial Services Glossary with bonus English/Spanish Internet terms is designed for bilingual professionals who serve the US Hispanic market. Our glossary contains 300+ of the... More > most frequently used words and phrases in the US financial services industry in English translated into various synonyms in Spanish. This glossary identifies appropriate words and phrases in neutral Business Spanish. Neutral terms are those that are understood by nearly any Spanish speaker and our glossary includes the variations of these terms used in Spanish-speaking financial services in Mexico, Puerto Rico and the Caribbean region and Central and South American countries. Use of a glossary by bilingual professionals improves accuracy, consistency and compliance in verbal and written customer interactions in contact centers, person-to-person servicing, social media and electronic communication channels.< Less
Career Success Secrets for SALES AGENTS - FINANCIAL SERVICES By Imtiaz Syed
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Sales Agents, Financial Services Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments. Sample of reported job... More > titles: Financial Consultant, Financial Specialist, Investment Officer, Relationship Manager, Select Banker, Client Manager, Financial Services Representative, Relationship Banker, Sales Representative< Less
Florida Financial Services: 2004 Executive Research Briefing By Guy Hagen
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Florida is known worldwide for its tourism and agriculture. However, in the boardrooms and executive offices of Wall Street and global financial companies, Florida is building a reputation for... More > something else – as one of the best places on the planet to establish financial technology and support facilities. These facilities support the financial services industry; financial services refers to high-skill technology operations of depository financial, non-depository financial, securities and commodities, and insurance institutions. This briefing provides an overview of findings from a comprehensive research effort to explore Florida’s financial services sector, including its benefits, opportunities, and impacts.< Less
Florida Financial Services: 2004 Executive Research Briefing By Guy Hagen
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Florida is known worldwide for its tourism and agriculture. However, in the boardrooms and executive offices of Wall Street and global financial companies, Florida is building a reputation for... More > something else – as one of the best places on the planet to establish financial technology and support facilities. These facilities support the financial services industry; financial services refers to high-skill technology operations of depository financial, non-depository financial, securities and commodities, and insurance institutions. This briefing provides an overview of findings from a comprehensive research effort to explore Florida’s financial services sector, including its benefits, opportunities, and impacts.< Less