``Dow Jones Wealth Manager'' Wins Industry Recognition in 2004 Waters Rankings; The Innovative New Solution Has a Solid Showing in the ``Wealth Management/CRM Solution'' Category.NEW YORK New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of -- Dow Jones Newswires Dow Jones Newswires is the real-time financial news organization owned by Dow Jones. Founded in 1882, its primary competitors are Bloomberg L.P. and Reuters. The company reports more than 420,000 subscribers -- including brokers, traders, analysts and fund managers -- as of July today announced that the recently introduced "Dow Jones Dow Jones the best known of several U.S. indexes of movements in price on Wall Street. [Am. Hist.: Payton, 202] See : Finance Wealth Manager" was recognized in the 2004 Waters Rankings as a leader in the "Wealth Management/CRM Solution" category. Finishing second, the honor was based on the responses of more than 500 financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. professionals. The "Dow Jones Wealth Manager" solution, which enables financial advisers to use meaningful communication to enhance client interaction and the relationship-building activities that are essential to gathering more assets and attracting new clients, placed second behind Advent in the category. The rankings survey was organized by Waters, a magazine covering financial market data and technology. "Dow Jones Wealth Manager," launched this past March, was designed so that financial advisers can use their knowledge of their clients' goals and interests to generate thoughtful reasons for calls and e-mail. Advisers profile their clients and prospects, and then the browser-based application continuously maps Dow Jones' market-leading news and information--Dow Jones Newswires, The Wall Street Journal, Barron's and SmartMoney--to these personalized per·son·al·ize tr.v. per·son·al·ized, per·son·al·iz·ing, per·son·al·iz·es 1. To take (a general remark or characterization) in a personal manner. 2. To attribute human or personal qualities to; personify. profiles. Firms can integrate their proprietary research into "Dow Jones Wealth Manager" and link it to key client profiles and holdings. The adviser then makes decisions about how and when to reach out to clients. "Winning a 'silver medal' for a product that has been in existence a mere four months is very exciting for us," said Paul Ingrassia Paul Ingrassia is president of Dow Jones Newswires, a unit of Dow Jones & Company. Ingrassia was awarded the 1993 Pulitzer Prize for Beat Reporting along with Joseph B. , president, Dow Jones Newswires. "This showing indicates that the ability of 'Dow Jones Wealth Manager' to help advisers and firms deliver a more personalized and meaningful level of customer service is resonating res·o·nate v. res·o·nat·ed, res·o·nat·ing, res·o·nates v.intr. 1. To exhibit or produce resonance or resonant effects. 2. in the marketplace." "Dow Jones Wealth Manager" was developed in conjunction with Client Dynamics, and is designed to be an essential part of the support systems for successful, client-centered advisory and wealth-building practices. The new solution offers specialized features for wealth managers, covering topics such as estate planning Estate Planning The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death. Notes: Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the , taxes and alternative investments. "Dow Jones Wealth Manager" is easily integrated with leading client relationship management (CRM (Customer Relationship Management) An integrated information system that is used to plan, schedule and control the presales and postsales activities in an organization. ), contact management and e-mail software. Proprietary client information resides behind the firm's firewall, where it is protected and secure. To introduce "Dow Jones Wealth Manager," Newswires hosted a series of events across the U.S. and Canada for senior sales, technology and marketing executives at financial services firms. The events began with findings from "Capturing the High-Net-Worth Investor: The Client-Centric Solution for Winning Market Share Today," a white paper commissioned from CEG (Continuous Edge Graphics) A VGA RAMDAC chip from Edsun Labs that adds anti-aliasing on the fly. It can also calculate intermediate shades, thus providing thousands of colors on an 8-bit board that normally generates only 256 colors. Worldwide about trends in the adviser and affluent-investor marketplace. This was followed by a demonstration of the solution. To learn more about the white paper and the solution, go to djnewswires.com/wealthmanager. Dow Jones Newswires has more than 388,000 subscribers world-wide and delivers more than 10,000 headlines a day in 10 different languages. This past April, Dow Jones completed the acquisition of the news operations and newsletters business from vwd-Vereinigte Wirtschaftsdienste GmbH ("vwd"), the leading provider of German-language, real-time financial newswires and business newsletters. About Dow Jones Newswires Dow Jones Newswires (djnewswires.com) offers real-time news and information solutions for financial professionals providing investment, advice and institutional services. The division also offers news for financial firms' Web sites and Dow Jones Financial Information Services' database, newsletter and event businesses. In addition to Dow Jones Newswires, Dow Jones & Company (NYSE NYSE See: New York Stock Exchange :DJ; dj.com) publishes The Wall Street Journal and its international and online editions, Barron's and the Far Eastern Economic Review, Dow Jones Indexes and the Ottaway group of community newspapers. Dow Jones is co-owner with Reuters Group of Factiva, with Hearst of SmartMoney and with NBC Universal NBC Universal is a media and entertainment company formed in May 2004 by the combination of General Electric's NBC with Vivendi Universal Entertainment (part of the French Media Group, Vivendi SA). GE owns 80% of NBC Universal with the remaining 20% owned by Vivendi SA. of the CNBC CNBC Center for the Neural Basis of Cognition (artificial intelligence) CNBC Consumer News and Business Channel CNBC Congress of National Black Churches, Inc. television operations in Asia and Europe. Dow Jones also provides news content to CNBC and radio stations in the U.S. About Client Dynamics Based in Irvine Calif., Client Dynamics is the leader in client management software solutions for top sales, marketing and business development professionals. The organization's software aggregates data, allowing sales professionals to personalize and deliver content to individual clients and prospects based on their specific profile, interests and passions. The company's solution is empowering sales professionals to take action on valuable Internet-based content across many industries including financial services, real estate, legal and accounting. For additional information about the company, visit www.clientdynamics.com |
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