Dow Jones Announces Launch of `Dow Jones Wealth Manager Direct' to Serve Branch Offices & Independent Financial Advisers; Fully Hosted Solution Facilitates Meaningful Client Contacts To Build Relationships and Assets Under Management.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 Dow Jones the best known of several U.S. indexes of movements in price on Wall Street. [Am. Hist.: Payton, 202] See : Finance & Company (NYSE NYSE See: New York Stock Exchange : DJ) today announced the launch of "Dow Jones Wealth Manager Direct," a relationship-building solution designed for branch offices and independent financial advisers. Modeled on Dow Jones Wealth Manager--an enterprise-based solution--"Dow Jones Wealth Manager Direct" arms financial advisers with frequent, substantive reasons to contact clients and deepen relationships. The fully hosted solution can be deployed within hours of setup. "'Dow Jones Wealth Manager Direct' will ensure that all financial advisers, regardless of their location or size of their practice, can quickly begin delivering a higher level of personalized service that reinforces their position as the 'trusted adviser' of their high-net-worth clients," said Joseph Lanza Joseph A. "Socks" Lanza (1904-October 11, 1968) was a New York labor racketeer and a member of the Genovese crime family. Born in Palermo, Sicily, Lanza immigrated to the United States and settled in New York working as a handler in Lower Manhattan's Fulton Fish Market. , vice president, sales and marketing, 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 - Americas. "We are pleased to already be working with several firms to implement this client-relationship-building solution." "Dow Jones Wealth Manager Direct" automatically matches client information--such as professional and personal interests, portfolio holdings, and investment objectives--to Dow Jones' news stories and information. The service continuously searches and selects articles of interest to clients and prospects, and displays the information in individualized in·di·vid·u·al·ize tr.v. in·di·vid·u·al·ized, in·di·vid·u·al·iz·ing, in·di·vid·u·al·iz·es 1. To give individuality to. 2. To consider or treat individually; particularize. 3. client profiles. The adviser then can reach out to clients about the topics they care about most, via email, phone call, client meeting or other channels. "Dow Jones Wealth Manager Direct" is accessed using a Web browser The program that serves as your front end to the Web on the Internet. In order to view a site, you type its address (URL) into the browser's Location field; for example, www.computerlanguage.com, and the home page of that site is downloaded to you. , with no need for on-site installation or maintenance. Users can begin building client profiles and contacting customers within minutes of signing up. The service draws on the leading news sources from Dow Jones, including Dow Jones Newswires, The Wall Street Journal, SmartMoney and Barron's, as well as other prominent third-party publications. Research makes clear the benefits of regular client contact. The study, "Capturing the High-Net-Worth Investor," 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, found that frequent, high-value client contact significantly raises the number of referrals and assets for advisers. For example, clients who were called by or met with their adviser at least three times a year were 60 times more likely to give their advisers more assets and referrals than those contacted less than three times. By empowering advisers to address every client's every concern every day, "Dow Jones Wealth Manager Direct" provides a wealth of opportunities to deepen client relationships and grow business. 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: DJ; www.dowjones.com) publishes The Wall Street Journal and its international and online editions, Barron's and the Far Eastern Economic Review, Dow Jones Indexes, MarketWatch, 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 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. |
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