You are viewing all posts by, Jennifer Valdez

senior vice president, SunGard’s wealth management business

27
Mar
2012

Best practices for designing mobile solutions

Contributor:

Mobile technology has evolved to become one of the most widely deployed innovations in modern history. And, with the proliferation of mobile applications, consumers have a very high expectation of what their user experience should be like. Not all mobile solutions are alike, and not all are good, as most of us can attest. In order to help firms be successful with their mobile strategy, there are seven best practices from an application design perspective that can help make mobile initiatives a success.... read more

2 Comments »

Tags: , , , , ,

Posted in Technology, Wealth Management |

senior vice president, SunGard’s wealth management business

15
Dec
2011

Embracing the power and opportunity of social media

Contributor:

Social media creates a unique opportunity for financial advisors to break out of traditional communication models and interact with their clients and prospects on a whole new level. While the effort to becoming social media savvy may seem daunting, it can bring endless benefits. Whether you want to be active with outbound social media contributions or use more of an observer approach, there are several positives to consider.... read more

20 Comments »

Tags: , , , ,

Posted in Networks, Wealth Management |

senior vice president, SunGard’s wealth management business

21
Sep
2011

FPA major firms symposium – Key observations and highlights

Contributor:

Last week, I had the opportunity to attend and present at the Financial Planning Association’s (FPA) Major Firms Symposium in San Diego, CA. So much has changed in the financial planning space since last year’s symposium that I thought I would share a few key observations and conference highlights that stood out to me.... read more

6 Comments »

Tags: , , , , ,

Posted in Efficiency, Networks, Transparency, Wealth Management |

senior vice president, SunGard’s wealth management business

15
Jan
2010

Advisor productivity – The key to revenue growth

Contributor:

The life of a financial advisor has changed dramatically over the past few years. Advisors, more than ever, are expected to be full service counselors to their clients. They need to know everything about their clients’ financial status and then some.... read more

No Comments »

Tags: , , , ,

Posted in Efficiency, Wealth Management |

senior vice president, SunGard’s wealth management business

13
Jan
2010

Reinforcing a client relationship with financial planning

Contributor:

Advisors are under increasing pressure from their clients to help guide them back to their financial state prior to the fourth quarter of 2008. As investors watched their investment values plummet and retirement dreams fade, many have turned to their financial advisors for guidance.... read more

No Comments »

Tags: , , , , , ,

Posted in Networks, Wealth Management |