Not exact matches
«It is an opportune time for academic economists, complexity scientists, social scientists, ecologists, epidemiologists, and researchers at
financial institutions to join forces and develop
tools from complexity theory,
as a complement to
existing economic modeling approaches», says Andy Haldane, Chief Economist of the Bank of England.
Learning Pool is talking to
existing and potential clients in
financial services, retail and contact centres about the use of Otto
as a pure performance support
tool for querying knowledge bases crafted from inbound call logs, compliance documents and other knowledge sources.
A reverse mortgage is one of the very few
financial tools that allows senior homeowners to access a portion of their home equity to pay off their
existing mortgage and eliminate their monthly mortgage payment for
as long
as they live in the home and continue to meet the loan obligations.1
First of all, you might wonder, «Is it possible to use
existing financial tools to create a dependable, tax - free income for myself
as well
as a tax - free legacy for my beneficiaries?»
hCast - SR ™ is an important
tool for maximizing contract value,
as well
as, a natural extension to our
existing forecast services for the
financial markets.»
Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wort
Financial Advisor / Consultant • Identified and developed leads of prospective clients of
financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wort
financial planning and investment services, focusing on generating sales to potential and
existing clients
as well
as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized
tools in estate planning, tax planning, investments, retirement, and asset protection to create
financial plans and develop investment allocation strategies for high net wort
financial plans and develop investment allocation strategies for high net worth clients
A reverse mortgage is one of the very few
financial tools that allows senior homeowners to access a portion of their home equity to pay off their
existing mortgage and eliminate their monthly mortgage payment for
as long
as they live in the home and continue to meet the loan obligations.1