Sentences with phrase «set of financial products»

Because we have an open architecture philosophy, we're not tied to any particular set of financial products.

This opportunity to improve credit scores, which has the potential to unlock a wider set of financial products, reflects another of the CFSI's Compass Principles, which proposes that short - term credit lenders create opportunities for upward mobility and financial health by allowing borrowers to turn on - time payments into better credit opportunities.

Now that you know some strategies on how to retire at 50, it's a good idea to have a diverse set of financial products to help you manage your money.

I'm interested in monitoring a set of financial products (say ETFs WLOG) continually (but not continuously).

Not exact matches

Qualification as a Green Giant: A line of products ranging from diesel locomotives to electric vehicle charging stations that are certified against a set of criteria and verified by a third party as delivering superior environmental and financial performance to customers.

As a result, online marketplaces offering these financial products are subject to a related set of regulations, the MiFID II.

A growing number of foreign financial institutions, including Aberdeen Asset Management ADN.L, U.S. hedge fund Bridgewater Associates and Vanguard have recently set up wholly foreign - owned enterprise (WFOE) in China, but they still need AMAC registration to launch onshore products.

By using the blockchain, financial institutions are looking to save millions in transactions costs while introducing a whole new set of modern financial services and products.

You'll need to communicate the product's value to a diverse set of clients across crypto exchanges, governments, and financial institutions.

There is a fear to innovate on shelf within grocery, because of financial targets set for year on year performance and the risk associated with replacing known products / trusted brands with new / innovative products.

It means a migration of financial services from here to the continent, as investment banks set themselves up in countries where they can still sell their financial products.

But when de Nysschen announced last fall that Cadillac would keep a separate set of books from the rest of GM (not unlike Audi operating as its own German AG, though under the Volkswagen Group umbrella), he told me, «When you're a mainstream brand, then you've got to have very stringent criteria for the financial performance of each individual product.

Since every home owner has a unique set of financial needs, PMR provides a wide array of loan products and investment tools to help meet those needs.

What sets annuities apart from any other financial product is that it provides a contractually guaranteed income stream regardless of how long you live.

The FCA has the power to control the marketing of financial products by setting minimum standards and putting into place rules to maintain the integrity of financial products» marketing and protect consumers.

Privacy: The information provided to the sponsor will be used to communicate with entrants regarding this Sweepstakes and, unless the participant has opted out, as set forth in these Official Rules, the sponsor may contact participants at a later date with respect to products or financial tips which the sponsor believes may be of interest to them.

I read your latest blog entry with interest because I have worked in the derivatives business and as a part of that helped to set up General Re's financial subsidiary in 19XX — General Re Financial Productfinancial subsidiary in 19XX — General Re Financial ProductFinancial Products (GRFP).

Money motivates people to sell all kinds of financial products that are set up to take your money.

You Too Can Accept Credit Cards Card Gives Virtual Rewards When You Spend Real Cash Consumers Know More About Credit Scores, but Knowledge Gaps Still Prove Costly New Guide Takes Mystery out of Prepaid Cards Contactless Credit Cards Could Encourage Spending Chase and LivingSocial Offer a Deal of a Card Women Pay More Than Men for Credit Cards, Study Finds Springtime Means New Bonuses for Popular Rewards Cards Convenience Stores Pass Credit Card Fees on to Consumers Discover Expands Internationally, Sets EMV Mandate American Express Cardholders Can Tweet for Savings Contactless Payments: The Faster Way to Pay MasterCard Offers «Priceless» City Experiences Plain Vanilla Cards Pack a Big Punch Scrap the Plastic: A New Way to Pay is Coming Americans» Financial Situation Improving - Not Out of the Woods True Romance is About Discussing Finances FTC Action Stops Fake Credit Card Telemarketing Operation MasterCard Lays Out EMV Roadmap Sovereign Bank Launches a «Sphere» of a Simplified Card New Year Starts with Mixed News on Credit Defaults Suze Orman Pushes Prepaid Card Citibank Makes Rewards Program Social It's Never Too Early to Teach Children About Credit Cards New Services Offer Loyalty Programs Through Credit Cards Consumer Financial Protection Bureau Launches Card Agreement Simplification Project Credit Card Users Focus on Product Benefits, Not Cost, Says New Survey Spend Wisely this Holiday Season EMV Chip Technology Continues to Spread in the U.S. Interested In Calculating Interest?

Bortolotti thinks most people need the help of a financial adviser, particularly in the stages that precedes product selection: setting a realistic, specific and attainable goal, and determining your ability, willingness and ability to take risks.

You can choose whether to receive guaranteed payments for life, for a set period of time — or both.Guarantees apply to certain insurance and annuity products and are subject to product terms, exclusions and limitations and the insurer's claims - paying ability and financial strength.

We'll set the stage for your continuous financial growth with a mixture of various products including asset management, insurance plans, retirement plans, and equities.

France's financial regulatory body, the Autorite des Marches Financiers (AMF) said on Tuesday it has set specific requirements for ban on the online advertising of risky financial products,...

The alternative used to be to rely on a traditional financial adviser, for which «you're probably paying a premium for commission - based advice from someone incentivized to sell a specific product,» says Tea Nicola, co-founder and CEO of Vancouver - based robo adviser, WealthBar Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a financial adviser, for which «you're probably paying a premium for commission - based advice from someone incentivized to sell a specific product,» says Tea Nicola, co-founder and CEO of Vancouver - based robo adviser, WealthBar Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a high fee.

«Launching the ESG funds reaffirms Fidelity's commitment to providing our 26 million customers access to a diverse set of investment vehicles to meet their distinct financial goals,» says Colby Penzone, senior vice president for Fidelity's Investment Product Group.

A certificate of deposit (CD) is a financial product with a fixed interest rate for a set term of months or years.

When shopping for a nondeposit investment product, look for one that suits your investment goals and objectives, your financial and tax status, the amount of risk you're willing to take, and the time horizon you've set for your investment portfolio.

Financial Products engaged in a separate set of transactions to offset the risk it was taking on.

Factors that could cause Blizzard Entertainment's actual future results to differ materially from those expressed in the forward - looking statements set forth in this release include, but are not limited to, sales of Blizzard Entertainment's titles, shifts in consumer spending trends, the seasonal and cyclical nature of the interactive game market, Blizzard Entertainment's ability to predict consumer preferences among competing hardware platforms (including next - generation hardware), declines in software pricing, product returns and price protection, product delays, retail acceptance of Blizzard Entertainment's products, adoption rate and availability of new hardware and related software, industry competition, rapid changes in technology and industry standards, protection of proprietary rights, litigation against Blizzard Entertainment, maintenance of relationships with key personnel, customers, vendors and third - party developers, domestic and international economic, financial and political conditions and policies, foreign exchange rates, integration of recent acquisitions and the identification of suitable future acquisition opportunities, Activision Blizzard's success in integrating the operations of Activision Publishing and Vivendi Games in a timely manner, or at all, and the combined company's ability to realize the anticipated benefits and synergies of the transaction to the extent, or in the timeframe, anticipated.

In a unanimous decision in Lizotte v. Aviva 2015 QCCA 152, the Quebec appeal court found that the provincial legislature made no provision under the Quebec Act respecting the distribution of financial products and services allowing for solicitor - client privilege or litigation privilege to be set aside.

Advising a major international insurance and financial services organisation in respect of a joint venture set up to hold and exploit IP rights in a software product.

Just like an expensive IPL player has to really set the field on fire every time or most of the time, to justify his price tag, an expensive financial product has to really deliver amazing results most of the time to meet the investor's expectations.

The products of TIAA are provided via financial consultants who work directly for the company, who can offer financial advice, as well as assistance with setting up retirement plans.

ULIP is a very complex financial product and it has various number of variants and each one comes with its unique set of features and benefits for the customers.

The Outlook Money Awards are given to the best providers of financial products and services in the country, and is basis a comprehensive set of measures, as chosen by an eminent jury.

United Traders is all set to launch a token ICO on November 30 to form a combination of platforms that would serve as a place to gather investor's capital with investing products, a cryptocurrency exchange, and the biggest financial dictionary.

One of Japan's leading financial exchanges, The Tokyo Financial Exchange, which counts the likes of JPMorgan Chase among its trading participants, is set to join the mad rush among traditional financial institutions to support Bitcoin as a financialfinancial exchanges, The Tokyo Financial Exchange, which counts the likes of JPMorgan Chase among its trading participants, is set to join the mad rush among traditional financial institutions to support Bitcoin as a financialFinancial Exchange, which counts the likes of JPMorgan Chase among its trading participants, is set to join the mad rush among traditional financial institutions to support Bitcoin as a financialfinancial institutions to support Bitcoin as a financialfinancial product.

A future contract is a type of financial product, which allows two parties to trade a certain good or financial instrument at a future date and at a set price.

Bank Teller — United AC Bank, Atlantic City, NJ — 2/2007 — 3/2012 • Received Employee of the Year for excellent customer service, noted by consistent name references in customer reviews • Educated customers on financial services, computer account access, and mobile apps for their convenience • Recommended relevant bank products and services when appropriate, setting a record in service referrals and exceeding the company's promotion profit goals by 10 percent • Processed automated teller transactions, night deposits, and loan and retirement plan payments on a day - to - day basis • Provided the head manager with daily cash supply orders to maintain sufficient funds for successful operations every day • Counted and sorted currency by hand and with counting equipment in order to ship to other branch locations

• Demonstrated ability to use lean management techniques for planning, requisition and ensuring consignment flow • Well versed in par level evaluation, conducting product trials and regular auditing • Expert in cycle counting, expiration tracking and physical inventory maintenance • Familiar with set up and usage of MRP system parameters • Adept at reconciliation of existing inventory with financial risk forecast information

Assist clients with the choosing of financial products and setting financial goals.

• Documented success in generating sales by providing outstanding customer services and expanding and maintaining product knowledge • Well - versed in setting up new displays in an aesthetic manner and according to the store's policies • Special talent for producing novel and unique concepts for merchandize presentation • Exceptional knowledge of building, adjusting and removing product displays in accordance to company's directives • Adept at providing and maintaining positive work relationships with team members to ensure appropriate merchandising solutions • Demonstrated expertise in smoothing out frontend and backend work processes to ensure a positive shopping experience for customers • Particularly effective in upholding stock levels and handling pricing duties for multiple product lines • Adept at organizing and handling inventory and communicating effectively with retail merchants • Focused on reconciling orders with financial plans and forecasts • Excellent ability to recommend merchandise based on customers» needs and upselling associated products • Competent at leading promotional activities and ensuring that store and warehouse security practices are appropriately placed

Medical Billing Specialist — Duties & Responsibilities Manage medical billing, coding, and customer service operation for industry leading corporations Develop extensive experience with all major medical insurance providers Provide exceptional customer service resulting in 100 % client satisfaction rating Maximize reimbursements and minimize costs through effective management Serve as member of Rate Book Committee overseeing 80,000 outpatient third party accounts Recruit, hire, and train staff ensuring understanding of company brand, policies, and procedures Responsible for $ 100 million per year in company income and company record of $ 46 million in one month Oversee financial management providing best practices and strategic planning Build and strengthen relationships with third party payors including Medicare, Medicaid, and others Author and present reports to senior leadership regarding company financial health Set and strictly adhere to departmental budgets and project timelines Ensure compliance with applicable laws and industry regulations Establish and maintain detailed records regarding claims, billing, and client information Create and implement clinical and nonclinical team training activities Consistently promoted for excellence in management, customer service, and revenue generation Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales

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

Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch Manager • Managed all aspects of Evanston branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking departments • Consistently exceeded financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

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

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for varied restaurants Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw assistant managers, hosts, waiters, and kitchen staff Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality product Ensured staff compliance with corporate food and beverage standards of excellence Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed