Sentences with phrase «with access to a client»

A minimum of $ 1,000 is required as a deposit, but this account also offers more advanced educational tools, which also comes with access to a client success manager.
Imagine a social media company with access to its clients» personal information and interactions.
This can include human resource functions where employees have access to Social Security numbers, banking information and other personal data of co-workers or it could include those with access to client or customer credit card or account information.

Not exact matches

With semantics technology sales teams can easily access data relevant not only to the business and the industry their clients are working in, but also the in - between links like transport and delivery mechanics, as well as end - markets.
The Canadian Medical Association, argued in its pre-budget submission that the government should maintain access to the small business deduction for physicians, since they enter the workforce later in life and often with significant debt, and unlike small businesses are unable to pass on higher costs to clients.
With Google Apps for Work, you and your team can access files from any device and any location, easily share your work with colleagues or clients, and convert your work to Microsoft formats as neeWith Google Apps for Work, you and your team can access files from any device and any location, easily share your work with colleagues or clients, and convert your work to Microsoft formats as neewith colleagues or clients, and convert your work to Microsoft formats as needed.
Partnering with a bank allows fintech lenders access to a larger pool of potential clients.
«There's also access to lounges where I can have meetings with clients
At the same time, the bank is hoping the move could force clients who want continued access to hot IPOs to put more of their assets with the firm's wealth management business.
Paychex clients have access to a separate app with similar features, the Paychex Mobile app.
Investigators who raided Cohen's properties are said to have sought records of payments to two women who say they had an affair with Trump; materials connected to the 2005 «Access Hollywood» tape featuring Trump; recordings of Cohen's conversations with associates; attorney - client communications between Trump and Cohen; and Cohen's electronic devices and financial documents.
A digital client portal, then, is ultimately a way for the provider to reinforce its relationship with its client, giving the latter more access and control over the information the two parties share.
With more than 75 percent of the world having access to mobile devices, today's marketer can't ignore the value of offering second screen value for their brands and clients.
You will also have access to investments designed specifically for clients with assets in Fidelity Portfolio Advisory Service ®.
Our partnership with NBCN Inc. provides our clients with secure systems, data storage, and state - of - the - art Business Recovery Facilities as well as access to National Bank products and services.
Our partnership with these custodians provides our clients with secure systems, data storage, and state - of - the - art Business Recovery Facilities as well as access to National Bank, Fidelity Investments and Raymond James products and services.
Our White Label - 100 % Interface allows you to set up multiple logins for your Clients or your Project Managers, which gives them access by logging in to their respective Projects with their own credentials.
Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.
This includes the ability to combine federal and private loans, access to wealth advisors via SoFi, and career support, as well as unemployment protection that allows clients to pause payments, and provide them with career coaches to find a job.
«RBC is the bank of choice for correspondent banks with offices in Canada as a result of our ability to offer clients access to RBC's solid infrastructure and branch network as well as the knowledge and understanding of foreign markets, technical expertise and strong client focus provided by our Banks, Brokers and Exchanges team.
Ripple will enable our clients to access wider network more efficiently and with full visibility and transparency.»
Our next generation manager solutions provide our clients with access to investment opportunities with the best below the radar firms best positioned for future success.
Accountants have a few options to partner with SurePayroll: To become a referral partner and direct clients to the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto partner with SurePayroll: To become a referral partner and direct clients to the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientTo become a referral partner and direct clients to the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientTo use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto become a reseller and offer payroll services in - house to clientto clients.
The company provides NH - ISAC clients with a single, reusable identity they can use to access all of their healthcare services.
And get access to my best strategies and resources for building a life of freedom I normally only share with my coaching clients.
MaRS is committed to providing accessible information and communication to all of its clients and recognizes that people with disabilities often use methods other than standards print to access information.
Major banks took notice, with three of the biggest saying they will either limit or not allow their clients access to the futures when trading begins next week on the Chicago Board Options Exchange.
2016.01.28 Royal Bank of Canada makes it easier for clients to reward themselves with the latest products from Apple Avioners and other RBC Rewards clients can now enjoy a new way to purchase Apple devices online, including access to Apple products the day they launch...
Our team - oriented approach offers clients access to attorneys who are familiar with and understand their products, technology and business models.
Citizens Bank partnered with Opportunity Network to offer Citizens» clients access to a business - to - business platform connecting businesses owners to a network of CEOs and $ 35 billion of deal flow.
Our clients have access to flexible programs and options — construction financing, 100 - percent financing with the pledge of qualified assets in lieu of a cash down payment, and hybrid mortgages — often closing within 30 days.
Optum: eBook Hub Optum facilitates fast, easy access to information that supports decision - marking across the healthcare system with clients in 140 countries.
These payments are NOT intended to be sources of substantial profit to recipient organizations; they are rather intended to cover some of the costs involved, with the understanding that anyone who participates in the scheme will have access to a unique opportunity to participate in Ethereum 2.0 development, with close collaboration with core Ethereum researchers, and be part of the development of one of the first clients that will be available when the sharding mainnet goes live.»
While another investment banking counterpart, J.P. Morgan is also looking ahead whether to render services to its clients by providing access to CME's new bitcoin product through its futures - brokerage unit,» the Wall Street Journal report said citing a person familiar with the situation.
The head of this chain is dominated by digital concerns like Uber, AirBnB or E-commerce platforms like Amazon and Alibaba.And since these companies have access to significant amounts of client data, they would be able also to offer insurance solutions and products, according to Kielholz, who does however see potential for cooperation with digital concerns.
In order for these freelancers to find work and in order for companies to have access to talented freelancers, though, both must rely on platforms dedicated to connecting freelancers with clients.
AvaTrade's clients have unparalleled access with many fantastic ways to trade.
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.
Clients have access to Certified Financial Planner (CFP) professionals to assist with portfolio decisions.
For clients with a minimum of $ 5 million in investable assets or more than $ 10 million in net worth, Morgan Stanley also offers access to our Wealth Planning Centers.
We limit the number of Clients we work with to ensure that we have access to the largest Candidate pool to draw from.
In order to focus on providing objective, conflict - free research and analysis to our clients, we do not discuss our policies or recommendations with issuers during the solicitation period (which begins on the date the notice of meeting is released and ends on the date of the meeting), unless we decide to conduct a Proxy Talk with the company, which we record for access by our clients.
The Firm's business continuity plan addresses the following elements: all mission critical systems; financial and operational assessments; alternative communications with clients, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring that clients have prompt access to their funds and securities if the Firm is unable to continue a securities business.
Under the Commission Delegated Regulation (EU) 2017/2154 of 22 September 2017 (Indirect Clearing Regulation), Saxo Bank A / S must give clients with access to exchange - traded futures or listed on European exchanges, the choice of how their trade positions are held in clearing.
AllianzGI's suite of alternative investment solutions provides our clients with access to our alternatives expertise across both publicly traded, private market and real asset strategies.
BinckBank says it will be the first in the Dutch banking sector to offer its clients access to European savings products via its cooperation with Raisin.
Our clearing relationships provide clients with 24 hr access to futures, commodities, and foreign exchange markets around the globe.
These drops in the number of advisors, the average number per firm and the advisors remaining who actually help clients plan for retirement, ultimately leaves consumers with less access to advice.
The knowledge you'll gain coupled with the tools and training our program provides, as well as access to our team of experts, allows advisors to embrace the complexity of the Social Security retirement system as a key differentiator in the day to day battle of client acquisition!
Public funding varies, depending on the patient / client's condition, with access to publicly funded services inconsistent across the Province.
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