Sentences with phrase «offers personal financial management»

Not exact matches

Online wealth management services offer a lower - cost, automated approach to personal investing that's challenging and transforming the existing financial advisory paradigm.

JPMorgan is the biggest U.S. bank by assets and Intuit offers some of the most widely established personal financial management tools.

Some offer paperless management, many offer free trials, most can handle recurring payments automatically, and all require users to provide bank - account numbers and other financial and personal information.

Personal Capital offers both a financial management software and investment management service.

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.

Our areas of expertise are in Investment Banking, Wealth Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authManagement and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authmanagement team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authorization.

Washington Metro Area About Blog Harris and Harris Wealth Management Group is a boutique financial advisory firm that offers service that is personal, private, and exclusive.

More recently, SoFi has started offering other financial products such as mortgages, personal loans, and even wealth management.

Banks and traditional financial services behemoths have been facing growing competition from the slew of new tech - savvy startups sprouting up recently, offering everything from personal and business loans to online investment management.

In addition to student loan refinancing services, First Republic also offers other financial solutions, such as personal banking, IRAs, and wealth management.

Explore more of our Money Management 101 page to find tips for dealing with debt smartly, or speak to one of our representatives to learn more about the personal banking services we offer that can help set you on a path toward greater financial independence.

Promoting financial literacy and establishing programs dedicated to personal money management is a big part of what Credit Canada offers consumers.

Kotak offers a wide range of banking products and financial services for corporate and retail customers through a variety of delivery channels and specialized subsidiaries in the areas of personal finance, investment banking, life insurance, and wealth management.

Ranked as the Best Tool to Evaluate Investment Accounts by NerdWallet, Personal Capital is a management service that offers financial tools for calculating your net worth, setting a budget and helping you plan for retirement.

Other Services: prepaid and gift cards, Asset management and retirement planning, online support for stock market information and transactions, home, auto, and personal loans, access to foreclosed - on real estate purchases, life, AD&D, and long - term care insurance, roadside assistance and auto repair warranties, and a wide array of other financial services are also offered.

You ought to be aware of credit counseling agencies and organizations that charge a high up - front or every month fee for signing up for credit counseling or a debt management plan, pressure you to make voluntary contributions or use another name for fees, send you free pamphlets contained with information about the services they provide without requiring you to provide personal financial information such as charge account numbers with balances, try to enroll you in a debt management plan without spending the time to review your current financial situation, offer to sign you up for a debt management plan without trying to help you with budgeting and money management skills, or require that you make payments into a debt management plan before your current creditors have accepted you into the program.

The company now offers a wide range of lending products, such as student loans, personal loans, and mortgages, while also offering financial services like wealth management.

Due to the growing level of consumer debt, the personal financial management offers different types of debt refinancing.

Citibank's offer is not novel, as there are dozens of digital personal financial management services available.

The company has expanded to offer a range of lending products, such as mortgages and personal loans, while also offering financial services like wealth management.

Review: With branches in 15 states and the District of Columbia, Branch Banking and Trust Company makes banking convenient for its customers by offering online and mobile banking, plus an array of personal financial management tools.

Washington Metro Area About Blog Harris and Harris Wealth Management Group is a boutique financial advisory firm that offers service that is personal, private, and exclusive.

To obtain an upper management position and contribute to the integrity and financial objectives of a progressive organization offering career and personal growth.

Professional Duties & Responsibilities Recognized team leader who consistently improves company efficiency and efficacy Managed, trained, and reviewed junior staff offering guidance and best practices Provided excellent customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and employers Generated significant new business through networking, referrals, and other tactics Offered administrative assistance to senior leadership as needed Handled phones, filing, financial software, and data entry Served as first point of company contact with the public Performed all duties in a professional, courteous, and positive manner Trained in business management, accounting, and related disciplines Highly motived and willing to take on new responsibilities in support of company mission Dedicated to personal and professional growth

Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through successful leveraging of bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business

Washington Metro Area About Blog Harris and Harris Wealth Management Group is a boutique financial advisory firm that offers service that is personal, private, and exclusive.