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Contact Us | Site Map | |
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July 4, 2009 | |
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 Click here if you would like to receive information from Pyramid about upcoming events, reports, or articles. |
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  • Increase your Internet Servicing of Advisors IQ in 2005! Purchase our Benchmarking Internet Servicing of Advisors study, and Technology and Internet Usage of Financial Professionals in 2005, and receive a 25% discount. Please click here for more details. • Receive a 15% discount for the purchase of all three of our reports on Technology, Internet and Marketing Usage of Advisors, which cover two advisor segments:
• For information on the Siebel User Group for Asset Management Firms, please click here.  • MLIM to Offer Best Investing Practices Education • Schwab Pilot to Generate Affluent Leads for Advisors • Client Relationships to Become Priority search industry news archives » |
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Pyramid supports financial services firms and financial planners in combining strategy and technology to improve the customers', and potential customers', experience with the firm. Whether your customer is the financial intermediary, or the retail consumer, Pyramid will assist in improving customer retention, acquisition and relationships. For more information click here.  We have finalized our annual study, Benchmarking Internet Servicing of Advisors. It analyzes Internet servicing of advisors through wholesalers, Email, syndication, personalization and product supplier websites. It will enable you to benchmark your Internet services against the competition. Please click here for more information. Pyramid has conducted primary research of 986 advisors across all channels in Technology and Internet Usage by Financial Professionals. It provides actionable insights into technology challenges faced by advisers and their practices and preferences in using the Internet and email. It is a Financial Planning Association Syndicated Research Solutions study, completed by an online survey of, and select telephone interviews with, FPA members. Please click here for more information. |
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