Strategic Roundtables





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			July 9, 2008

Strategic Dialogues:

Overview
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Strategic Roundtables
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Advisor Supplier Exchange
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User Groups

Click here if you would like to receive information from Pyramid about upcoming events, reports, or articles.

Strategic Roundtables are gatherings of industry executives for discussions about a particular topic such as servicing financial customers through the internet or understanding the financial customer's needs through data mining.

Testimonials

".. the Roundtables are an excellent opportunity to get strategic insight into real projects within the industry and learn about the common issues and challenges .."

- Kamal Bhatia, Senior VP E-Commerce, Dreyfus Corp.

"The Roundtable on Personalizing Advisor Web sites was one of the most productive days I've spent with my industry colleagues strategizing how to achieve online success with and for financial advisors."

- Heidi Sirota, Asst. VP Marketing Comm., Phoenix Investment Partners

We have conducted Strategic Roundtables on CRM in Investment Management and Personalization of Advisor Websites. To purchase the reports of the sessions, click here.


	Announcement


	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 early 2005, and receive a 25% discount. Please click here for more details.


	Announcement


	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: Fee-based Registered Investment Advisors Financial Planners who Affiliate with Independent Broker-Dealers Please click here for details.