Sentences with phrase «meet client needs with»

Ability to cross-sell a wide range of banking products to meet client needs with a focus on the generation of non-risk fee income.

You can now help meet client needs with a suite of ETFs targeting well - known and well - researched factors.

Adept at developing creative web solutions, meeting all client needs with web features and making sure that the company website is seen on search engine results.

Perceptive Bank Project Manager who meets client needs with solid knowledge of banking procedures.

Not exact matches

When meeting with a prospective client or employer, you need to be able to tell stories, relate and illustrate your success.

If a staff person isn't required to meet with a client or customer in person on a particular day and the job can be done from home, there's no reason he or she needs to come into the office.

«There is some flexibility, but if there is a conflict between a trail run I need to get in and a meeting with a client, I'll reschedule the client meeting first.

While the nature of every meeting is unique, as the needs of every client will vary, here's a typical outline of what your conversation with a financial planner may look like:

«Because we meet with the executives about their goals, we're in the perfect spot to match the client need with services that a partner of ours might be offering,» says Gordon, who estimates referral fees made up 10 % of her 2000 revenues.

Pricing: Percolate doesn't publically share it's pricing information since their software is fully customized to meet it's client's content marketing needs, but you can expect pricing to be competitive with HubSpot; request a demo for more information.

First and foremost, account managers work closely with clients to determine their needs and help their companies develop products and services to meet those needs.

We work closely and collaboratively with our clients throughout the entire process, serving as a partner to meet their M&A needs.

Accountability should be measured on the basis of tangible industrial values, e.g., business viability 3 years after CICP purchase, along with demonstrated success in meeting client (government agency) needs.

With assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» moWith assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» mowith technology solutions to invest their own clients» money.

To provide broader context for our vendor strategy, like most businesses, we partner with external vendors to improve and extend our product and services offering to meet our client needs, and improve our operational effectiveness.

«The combination of technical sessions and forward - looking speakers will provide financial planning professionals with the tools and insights they need to continue to meet their client's needs in the highest professional manner.»

John Hancock Real Estate strives to build meaningful relationships with our clients through meeting their needs and supporting their long - term business goals.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» moWith assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» mowith technology solutions to invest their own clients» money.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» moWith assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» mowith investment and technology solutions to invest their own clients» money.

Recognizing that plan sponsors have unique formulary needs that require customization to meet specific goals, RxAdvance provides clients with modeling and impact analytics to derive the most efficient and cost - effective standard and specialty formularies.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» moWith assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» mowith investment and technology solutions to invest their own clients» money.

She works closely with clients to ensure that all their training needs are met.

All clients meet weekly with a dedicated on - staff coach who has been specifically selected to meet their needs.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.2 trillion as of May 31, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 26 million people invest their own life savings, nearly 23,000 businesses manage employee benefit programs, as well as providing nearly 12,500 advisory firms with technology solutions to invest their own clients» moWith assets under administration of $ 6.2 trillion, including managed assets of $ 2.2 trillion as of May 31, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 26 million people invest their own life savings, nearly 23,000 businesses manage employee benefit programs, as well as providing nearly 12,500 advisory firms with technology solutions to invest their own clients» mowith technology solutions to invest their own clients» money.

After meeting with Williams in 2008, Philp had a new outlook and a new line of credit that gave her the cash flow she needed to fill large - volume orders and ultimately grow her client base.

When she launched CPI Creative in 1994, Philp worked alone to secure clients, design custom graphics and help clients connect with their customers, but she now has 4 full - time employees and has seen a great improvement in meeting her clients» needs.

«At RBC Global Asset Management, we continually strive to meet the evolving needs of our clients by providing them with new and innovative investment opportunities,» said Doug Coulter, president of RBC GAM Inc. «Investors and advisors are increasingly looking for well - diversified investment options and we are pleased to leverage our depth of expertise in emerging market currencies with this new fund.»

Identify key opportunities for XumaK partners (such as Adobe, ElasticPath & Jahia), to provide clients with the best solutions that meet their current needs.

Identify key opportunities for LCG partners (such as Adobe, Tealium & Ensighten), to provide clients with the best solutions that meet their current needs.

Hera Hub members have access to a professional space to meet with clients and to connect and collaborate with like - minded business owners, thus giving them the support they need to be prosperous.

The company has also boosted its investment in technology to more than $ 2.4 billion and has been partnering with financial technology startups in an effort to meet clients» changing needs, he added.

«Our long - standing partnership with Scotiabank reinforces our commitment to meeting business banking clients» ever - growing and changing payment processing needs.»

For investors with more complex needs who meet certain prerequisites, the Edward Jones Client Consultation Team can work in partnership with your local Edward Jones advisor to help identify tailored strategies that may move you closer to your goals.

«smartTrade's LiquidityFX offering is impressive, and its flexible components allow us to meet the needs of clients who prefer us to provide them with liquidity aggregation as well as algorithmic trading logic.

Macchia allows that planners who work with high net worth clients will likely continue to use customized approaches to meet their clients» retirement income needs.

He collaborates with businesses across BNY Mellon to make sure that new products meet client needs in a changing market environment.

CEO Jim Zink and Marketing Manager Mike McGuire recently spoke with Food and Drink about Zink Foodservice's dedication to meeting the evolving needs of its clients.

Outlook Group works closely with clients to develop custom packaging to meet specific packaging needs, Schmidt says.

To that end, Ultrafryer partners with its clients to pinpoint the exact fryer specifications that meet their needs.

Within FLUID, there are three subsidiaries — FLUID Live X, FLUID Creative and 4 Corners Spirits Company — each of which has different areas of expertise but collaborates with the others to meet clients» needs and deliver solutions that work in the real world.

«She really helps our clients with their chemistry and microbiology needs to make sure their products meet the requirements of the market in terms of quality and safety,» Waters adds.

The Drinks Report caught up with Stölzle's innovation team to discuss what sets the Glass Group apart from competitors, how they meet the needs of clients and plans for the future...

«Temecula Valley venues work with clients to customize and create menus and activities to meet group needs; and Temecula hotels and resorts provide more than 1,400 guest rooms including nationally recognized, lodging property, contemporary accommodations.»

Along with a range of foods and fluids engineered to meet the client's specific needs, in 2016 Flavour Creations launched their patented «Dysphagia Cup» designed specifically to reduce neck extension enabling a safer swallow with 100 % of the fluid able to be consumed.

Their team met with myself and the client, listened to their needs, and provided 2D prints and 3D models of a solution to automate the delivery of boxes for packaging.

Sending forms to clients, inundating them with paperwork, checklists and website links doesn't help you learn how to meet their needs.

I work closely with corporate clients to develop workshops that meet the needs of your employees.

Some moms may need to employ child care while they meet with clients but can manage other aspects of their work day with the kids around.

But if I just need to run out to meet with some clients, or carry the laptop to work with me to do a few things on lunch, carrying the 8 + lb laptop can get exhausting!

It's tough adjusting from Lululemon and mommy and me yoga to blazers and meeting with clients daily, so this Mama needs a break.