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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.
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User Groups are gatherings of executives to discuss a specific software package, or technique, that is used for understanding customer needs or developing customer relationships. Discussions revolve around both strategic and technology issues. It is a forum for discussion among competing firms about common issues and for better communication and understanding between technology and business users.
Siebel User Group
Pyramid is currently conducting a Siebel User Group for Investment Companies. The goal of the group is to improve participating companies performance using Siebel CRM systems. The group meets quarterly. The User Group allows peers to discuss problems that they are encountering with their Siebel initiatives, viable solutions, pitfalls to avoid and unmet opportunities. The User Group includes technology and business user representatives from participating organizations, which is vital because CRM initiatives cannot be achieved without the cooperation of business and technology.
Following are the current participating companies:
- AIM Investments
- AllianceBernstein
- American Century
- American Funds
- John Hancock
- Merrill Lynch Investment Management
- Morgan Stanley/Van Kampen
- OppenheimerFunds
- UBS Global
- Waddell & Reed
Click here to login for Siebel User Group meeting transcripts.
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Announcement |
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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 early 2005, and receive a 25% discount. Please click here for more details.
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Announcement |
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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. |
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