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Services:
Overview
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Strategy
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Data Mining
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Customer Research and Focus Groups
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Employee Needs and Process Assessments
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Strategic Management Sessions
Click here if you would like to receive information from Pyramid about upcoming events, reports, or articles.
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Pyramid is a research and consulting firm specializing in strategies for improving retention and acquisition of the financial customer. This is achieved by learning and understanding your customer needs, and using that knowledge to develop personalized relationships with them. This is sometimes referred to as Customer Relationship Management (CRM). We support customer relationship building through all touchpoints and communication media, including sales, internet, service, marketing, phone, mail and customer intranet/extranet (including syndication). We design programs for data mining and personalization.
Pyramid is committed to promoting industry dialogue among financial intermediaries and financial service providers through Roundtable Discussions. We facilitate benchmarking of financial intermediary practices and financial service customer practices through industry research. We moderate internal strategic management sessions to foster collaboration between technology and business, and achieve buy-in for CRM efforts.
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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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