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Industry Research:
Current Research
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Reports For Purchase
Click here if you would like to receive information from Pyramid about upcoming events, reports, or articles.
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Benchmarking Internet Servicing of Advisors
The study analyzes trends and Best Practices in e-wholesaling, personalization, customization, Email programs, content syndication and product supplier website features for mutual funds, annuities, 529s, and managed accounts. It will enable you to pinpoint trends and benchmark your Internet services against the competition.
Technology and Internet Usage of Financial Professionals
Pyramid has conducted an FPA Syndicated Research Solutions study, which provides actionable insights into technology challenges faced by advisers, and their practices and preferences in using the Internet and email. The study is based on a sample of 986 Financial Planning Association practitioner members covering all adviser channels.
Building Relationships With Wirehouse Brokers
Wholesaler, Internet and Marketing Usage
The report focuses on wirehouse brokers' use of their corporate intranets, the internet, and marketing tools. It reveals what brokers want from service providers and wholesalers.
Technology, Internet and Marketing Usage of Advisors
These reports summarize advisors' use of technology, the Internet, and marketing tools. They provide insights into business practices, perceptions and needs of advisors. The reports cover two advisor segments:
• Fee-Based Registered Investment Advisors - 2003
• Fee-Based Registered Investment Advisors - 2002
• Financial Planners who Affiliate with Independent Broker-Dealers
Purchase all three reports for a 15% discount. You will also receive a complimentary Comparison of Internet and Marketing Usage of Both Advisor Segments.
CRM - Sales Force Automation and Beyond
Summarizes CRM issues and strategies of mutual fund companies uncovered through Roundtable Discussions including: How are companies increasing wholesaler usage? What are the relevant features and data for sales force automation? How are companies going beyond sales force automation? Learn how to succeed at CRM efforts from other company's mistakes.
Personalization of Advisor Websites
Hear insights from a Roundtable Discussion of mutual fund e-commerce and marketing executives on personalization trends, syndication, and how informational needs differ by financial advisor segment.
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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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