Sentences with phrase «creating new financial products»

As more investors demand socially responsible investments, financial institutions have responded by creating new financial products focused on investing sustainably.

As more investors demand socially responsible investments, financial institutions have responded by creating new financial products focused on investing sustainably.

Not exact matches

With more than 200 staff in factories and offices in Quebec, New York, London and Asia, the firm creates custom - made products for its customers, primarily banks looking to recognize important financial transactions and employee contributions.

What fuels most people to start their own business is the thrill of creating a new product or service, the sky's - the - limit financial aspirations, the satisfaction of running one's own show.

As noted by Bloomberg, starting next year, Apple will create a new «Other» category for their financial results which will combine the sales of the new Apple Watch, iPod, Apple TV, Beats products and other accessories.

Wells Fargo Education Financial Services and Amazon partnered to create a new interest rate discount for Amazon Prime Student customers who apply for any of Wells Fargo's private student loan products.

«Especially as FinTech democratizes the financial landscape and gives rise to a new generation of alternative investment products for micro-investors, it is imperative that we create video content that is not only informative and useful, but programming that is as appreciated by investing novices as it is by financial experts.

The November 15th program will include cutting - edge discussions such as: how non-exchange traded alternatives are becoming the mutual funds of yesteryear; what is driving retail's demand for non-exchange traded alternatives; using micro-investing technology to diversify across and within online marketplaces; how legislation is being used to engineer a new breed of alternative products; how innovations in self - directed IRAs will create new retail distribution channels for the entire alternative product universe; how technology will ensure the scalability of online platforms and enable traditional financial services providers to increase AUM; how millennials will fuel the growth of FinTech and redefine financial services; how FinTech will replace the 401k and transform the way Americans save for retirement; and how modernizing the Self - directed IRA is the trillion dollar FinTech opportunity.

Since 2000, 642 Springboard portfolio companies seeking investment of financial and human capital for product development and expansion have raised $ 7.4 billion, created tens of thousands of new jobs, and generate billions of dollars in annual revenues.

Fiascos like Solyndra and other ill - fated energy projects prove yet again that businesses, not bureaucrats, have the fine - grain information and financial acumen to make the right bets: investments that create new products, advance established industries and multiply jobs, not merely pay politicians» debts to campaign supporters.

Where additional royaties paid to the illustrator may occur, is in the event of the author or self publisher choosing to create new products such as merchandising items like t - shirts, for the purpose of financial gain and profit.

Over the last few decades, a surge of financial innovation has occurred that has created hundreds of new financial products that are not well understood by the common consumer.

Armed with new technology and faced with a financial recession and a landscape moving towards plastic and away from print money, banks have begun creating specific and specialized products to meet any consumer's goals or needs.

A new report released today by CREATE - Research and commissioned by Principal Global Investors and the Principal Financial Group ® explores both product - based and guidance - based solutions to address gaps in the U.S. retirement system.

New financial products are typically created for sunny days and are almost never stress - tested for stormy weather.

From fairly priced checking accounts for individuals and families that help you stay on track, to business and nonprofit financial tools that assist you in growing your organization, our lending and deposit products are designed for changemakers working toward creating a new economy, where we all thrive.

- In the near future it would make it easier for companies to invest more into China financial markets - It would also open up / create new market for derivatives and other allied products - It would also make Singapore a market place for Yuan outside China [and Hong Kong] resulting in more money and related product.

At the same time, Wall Street and lenders in the financial industry created attractive mortgage products designed to attract new homebuyers.

Nor is it easy to show that intangible «products» such as more efficient software, better financial mechanisms or new works of art can't, in theory, create value without increasing energy use.

Combining their backgrounds in finance, green technology, and carbon markets with their passion for sustainable living, the founders of Sustain: Green have created a new financial services product with great social value.

She talks about how investors could be creating «subprime carbon,» as they devise new financial products based upon bad offset projects.

Creating ground - breaking solutions is therefore part of what our lawyers do on a regular basis, whether through providing first - in - kind solutions on transaction structures, developing innovative financial market products or advising our clients on compliance with new or untested areas of law.

Fabric Life insurance was created with the idea of bringing financial products for new parents into the modern age and creating a simple experience and an affordable product.

Facebook Product Management Director, Rob Leathern, stated the platform's team has created a new policy that prohibits ads that promote financial products and services that are frequently... Read More

«We've created a new policy that prohibits ads that promote financial products and services that are frequently associated with misleading

Many financial services companies are trying to build from the ground up, creating new banking systems or products that are more in line with creating an efficient and customer centric front end.

To fulfill our mission of creating an open financial system for the world, we will continue to experiment with new and innovative products.»

«We've created a new policy that prohibits ads that promote financial products and services that are frequently associated with misleading or deceptive promotional practices, such as binary options, initial coin offerings and cryptocurrency».

Strengthened partner networks, created new business opportunities, understand customers» financial needs and cross sell products and services to clientele.

Performed budgets, forecasts, financial analysis and systems implementations for 600 multi-site retail stores Implemented JD Edwards accounting package including Accounts Payable, Accounts Receivable, General Ledger and Fixed Assets Performed corporate consolidations and currency conversions expressly for the United Kingdom, Europe and the Asian countries including Japan Performed product line profitability and new product launch analysis including the sub $ 1,000 personal computer estimated to be 30 % of the 2000 annual operating plan Created a five year strategic model including P&L, cash flow, and balance sheet that provided significant impact to the organizationâ $ ™ s future growth and communication to the analyst community Developed financial statements and negotiated with portal and internet service providers to form Gateway.net and Gateway.com start up companies resulting in 1 million subscribers Supervised a staff of ten full time financial analysts

• Manage the creation of new software applications that process financial, demographic, and resource information to create online purchase orders, reserve products for delivery, and keep clients informed of their order statuses.

Professional Experience TIAA - CREF (New York, NY) 3/2006 — 7/2010 Institutional Client Relationship Manager • Administered retirement plan benefits ensuring accurate, timely, and legally compliant operations • Hired, trained, and supervised junior financial services staff • Proficient in interpretation and application of IRS, ERISA, and related regulatory schemes • Created and implemented client training program to ensure understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer service resulting in client satisfaction and repeat business

Professional Duties & Responsibilities Directed sales and customer service operations for a variety of companies and products Oversaw, trained, and reviewed customer service and sales staff ensuring effective operations Set and managed $ 2.5 million company budget and $ 1 million dollar inventory Consistently exceeded sales goals through cold calling, networking, and other tactics Created and presented product and services demonstrations resulting in 75 % increase in new business Authored company financial and sales reports to determine trending and growth opportunities Designed and implemented comprehensive marketing campaigns including all collateral materials Negotiated contracts and agreements with vendors, distributors, and partners Delivered exceptional customer service resulting in client satisfaction and repeat business Built and strengthened relationships with key clients, partners, industry figures, and community leaders Consistently promoted and awarded for excellence in sales, customer service, and leadership

INVEST Financial Corporation (Freeport, IL) 5/2005 — 11/2006 Investment Advisor • Managed more than 600 investment accounts valued in excess of $ 16 million • Developed strong, long - term business relationships inspiring client loyalty • Provided stellar customer service resulting in referrals and repeat business • Produced considerable new business through cold calling and networking • Created investment product sales presentations for current and prospective clients

Professional Duties & Responsibilities Directed sales and purchasing activities for industrial mining and automotive supply companies Managed junior team members and administrative staff ensuring effective operations Researched products and companies to deliver highest quality items at the lowest price Handled negotiations with supply and distribution partners Consistently exceeded monthly sales goals of $ 300,000 and annual goal of $ 3.7 million Authored and presented reports regarding sales, purchasing, and company financial health Created and implemented comprehensive marketing / advertising campaigns and collateral materials Set and implemented monthly and annual budgets for companies and departments Designed and launched corporate promotional and informational events Built and strengthened relationships with key industry figures, clients, and community leaders Generated significant new business through networking, cold calling, and other tactics Provided exceptional customer support resulting in repeat business and referrals

«Fannie Mae has done an incredible job of creating a product that is competing with life company lenders in a space that life companies have dominated: new apartments with green designations,» says Charles Halladay, managing director with financial intermediary HFF.