Sentences with phrase «meet the needs of the clients of»

And firms of different sizes are going to run up against different issues, and will need to use technology in different ways; legal tech needs to be able to scale in order to meet the needs of clients of any size, from large to boutique.

Not exact matches

It allows us to effectively meet the needs of our clients while keeping all internal departments involved and informed.

Paychex will create a robust set of guidelines customized to meet the needs of each client.

In a great meeting, the client is asked proper questions, allowing them to express their needs, which they may not yet be aware of.

«This acquisition will allow Desjardins to develop a broader, multi-channel distribution network across the country, while continuing to meet the needs of State Farm's Canadian client base,» said Monique Leroux, Desjardins Group's president, CEO and chair of the board.

We put a lot of time and energy into building the right partnerships and growing a global extension of the company to meet the needs of those clients.»

Not long ago, an out - of - state client of her California public relations firm needed her at a face - to - face meeting but had cut its travel budget.

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.

The technology you are employing may hamper the growth of your business such that you can not adequately meet the demands and needs of all your clients.

You could walk into a conference room or a happy hour and not be able to tell the staff from the most senior partner in the sense that everyone is encouraged to be themselves, contribute meaningfully and drive toward the common goal of meeting our clients» needs.

Last year, Iraq's government began withholding crucial vehicle permits, leaving the company's teams unable to meet the needs of key clients.

The depth and breadth of our investment capabilities cover all asset classes, enabling asset allocation decisions to meet specific investment objectives and solve real client needs.

Wealth Management provides integrated advice and investment solutions to meet the needs of institutional, retail and high net worth clients.

We had bids in front of two major prospective clients and we needed to scale our resources quickly to meet their requirements,» says Coolidge.

Client contact and former CFO Jim Berwick needed help building a technology infrastructure that could meet his businesses» heavy analytical needs without adding fixed assets that would inhibit a future sale of the company.

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.

This is another example of how CMIT Solutions» franchise partners help clients achieve their strategic business goals by delivering cost - effective technology solutions and support that meets the needs of small and medium - sized businesses.

This is another example of how CMIT Solutions» franchise partners help their clients to implement preventative maintenance, delivering cost - effective technology solutions and support that meets the needs of small and medium - sized businesses.

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» money.

«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.»

Our talented team is growing to meet the needs of clients and the expanding market.

Franklin Templeton offers a wide range of products in order to meet the unique investment needs of retail and institutional clients in Japan.

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» 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» money.

New research: Actions you can take to help meet the changing retirement income needs of your clients

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» money.

This group created and managed portfolios that were designed to meet the short - term market exposure needs of our institutional clients.

This company helps clients meet specific needs by providing talent in a broad range of creative areas.

WBENC's robust workshops focus on what WBEs need to know to enhance their positions as suppliers: how to hone skills that are sought - after by their clients, leverage existing expertise for greater growth, and build their capacity to meet the increasingly sophisticated needs of major corporations and government entities.

While the SEC considers whether to extend a fiduciary duty to all advice givers, and the Department of Labor forges ahead on its revised definition of fiduciary, HighTower has moved ahead on its own, wrapping a strict fiduciary standard into a business model that meets client needs while giving top Wall Street brokers an innovative home from which to serve those clients and grow their individual businesses.

While the majority of our clients seek both services, when appropriate, we are able to unbundle our services and provide only investment management or wealth planning to meet your needs.

Because of a consistent focus on our clients» needs and orienting our businesses to meet their ongoing objectives, we believe we have provided solid returns in a challenging period, while seeking to protect our ability to provide significant upside to our shareholders as the economic cycle turns.

2015.06.17 Persistent industry challenges and needs of younger HNWIs are changing the role of Wealth Managers, finds World Wealth Report 2015 Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business...

The best consulting firms offer a range of services to meet the needs of clients facing a diverse set of challenges.

Today, thanks to this heritage, we have a range of investment options that meet the needs of our private clients.

The branch, located at 2909 50 Avenue, has a team of 11 employees to help clients meet their business and personal banking needs.

In managing the Equity and Income Fund we strive to craft portfolios and portfolio outcomes that both meet the financial needs of our clients and also enable our clients to maintain their investments in the Fund for long time periods.

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» 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.

Analyzes how much clients must save annually to meet their retirement income and expense need; provides a series of charts, graphs and tables illustrating the annual contribution needed to make up a shortfall in retirement savings.

«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.»

«In particular, these firms have adapted their goods and services to meet the varying needs of their regional clients, and they take pains to keep these goods and services fresh through ongoing improvements.»

In a market that is as diverse as the Manitoba economy our clients rely on the Industrial Team's wealth of experience, marketing expertise, research and customer service that is designed to meet our client's precise needs.

I remember printing up business cards, and going to chamber of commerce meetings in an attempt to find clients that would need my services.

«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.

Overall, what Mercatox is attempting to create is a cryptocurrency marketplace that is able to meet the diverse needs of its clients.

Our Syndicated & Leveraged Finance Group offers a full - service leveraged finance platform to help clients efficiently raise capital through a wide range of products and are noted for innovative transactions that are tailored to meet clients» specific needs.

Can they meet the needs of clients?

Learning how to anticipate the needs of one's co-workers and customers or clients and to meet those needs as they emerge is critically important.