Julio Gomez and John Robb form Gomez Advisors.BOSTON--(BUSINESS WIRE)--June 23, 1997-- Leading online brokerage and Internet analysts formerly with Forrester Research Forrester Research is an independent technology and market research company that provides its clients with advice about technology's impact on business and consumers. Corporate facts
on online brokerage In his keynote address keynote address n. An opening address, as at a political convention, that outlines the issues to be considered. Also called keynote speech. Noun 1. at the Securities Industry Association (SIA Sia (sī`ə) or Siaha (sī`əhə), in the Bible, family returned from the Exile. SIA - Serial Interface Adaptor ) Conference this Wednesday, June 25, in New York City New York City: see New York, city. New York City City (pop., 2000: 8,008,278), southeastern New York, at the mouth of the Hudson River. The largest city in the U.S. , Julio Gomez, the leading online brokerage analyst, will announce the formation of Gomez Advisors to advise financial institutions on establishing electronic customer relationships through online brokerage. Gomez is joined by John M. Robb, formerly the leading Internet technologies analyst with Forrester Research. The mission of Gomez Advisors is to provide strategic counsel for banks, mutual funds, brokerages, and other financial institutions that would like to enhance their customer relationships with online brokerage. Gomez Advisors is uniquely positioned as the only 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. consulting firm Noun 1. consulting firm - a firm of experts providing professional advice to an organization for a fee consulting company business firm, firm, house - the members of a business organization that owns or operates one or more establishments; "he worked for a that can provide comprehensive assistance including site evaluation; strategic planning Strategic planning is an organization's process of defining its strategy, or direction, and making decisions on allocating its resources to pursue this strategy, including its capital and people. , site design, and site implementation; and marketing/retail account acquisition. "Many times as an analyst, I was requested by both large and small financial institutions to directly assist in the strategic planning and implementation of their online brokerage. These organizations see online brokerage as a tool to enhance their customer relationships," said Gomez. "However, they understand that the costs and cultural issues involved can be significant - and the stakes are rising. We have formed Gomez Advisors to work with these firms to accelerate their online strategies." "Gomez Advisors is positioned to be very helpful to financial institutions. Their combined extensive knowledge and industry experience is significant," added Doug Alexander, President and CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of Reality Online, a Reuters company. I expect that they will be able to make significant contributions for their clients." Services Provided by Gomez Advisors Internet Broker Site Evaluation -- For existing online brokerages, Gomez Advisors, using the firm's detailed Internet Broker Scorecard, comprehensively examines the ease-of-use, reliability, on-site-resources, customer relationships and services, as well as the cost of the online brokerage as compared to other vendors. Additionally, Gomez Advisors provides strategies for enhancing the service offerings. Internet Broker Scorecard(TM) Overview Ease of Use -- Accessibility (tour available? tutorials? easy to become a customer?) -- Integration (do offerings work well together? personalization?) -- Design (consistent look and feel? clear mission/identity?) Customer -- Financial muscle (capital, market making, Confidence longevity) -- Site Availability (% time up, phone option) -- Customer disclosure On-site -- Data Resources -- Tools -- Editorial Relationship -- Responsiveness (customer service staffing) Services -- Sophistication so·phis·ti·cate v. so·phis·ti·cat·ed, so·phis·ti·cat·ing, so·phis·ti·cates v.tr. 1. To cause to become less natural, especially to make less naive and more worldly. 2. (advice, alerts, bonus programs) -- Breadth of financial products Overall Cost -- Commissions, margin rates, and other fees for a typical investor Strategic Planning, Site Design, and Site Implementation -- For financial institutions - including banks, mutual funds, and other firms - that are interested in building electronic customer relationships, Gomez Advisors will develop a detailed, comprehensive strategic plan for the online brokerage. Then, if requested, Gomez Advisors will manage the site design and site implementation. Using Gomez Advisors' Internet Broker Site Development Framework(TM), the strategic plan provides the financial institution with customized implementation strategies, using the most appropriate product mix, pricing, site design, and technology to meet the following goals: -- Being compatible with the financial institution's pre- existing market, brand, and product positioning; -- Reinforcing the customer relationship with the financial institution; and, -- Providing unique value to the customer through product mix and use of technology. Proposed site designs will be attractive to the browsing Internet user Internet user n → internauta m/f Internet user Internet n → internaute m/f and will encourage habits which reinforce loyalty in existing customers. The implementation plan will identify appropriate partners/vendors in the technology and financial services sector. The resulting strategy is a customized plan for an institution to create an electronic relationship which protects the existing customer base and which attracts new customers. Marketing and Account Acquisition -- Concurrent with the establishment of the online brokerage site, using the Internet Broker Account Acquisition Framework(TM), Gomez Advisors will assist the financial institution by developing and then implementing a sophisticated marketing and account acquisition plan. The plan, featuring measurable, awareness and interest generation marketing programs including Internet-based advertising, is customized to meet the specific needs of the financial institution. About the Partners Julio Gomez -- Gomez, a leading expert on the subject of online investing, has been widely quoted in national publications including The Wall Street Journal, The 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 Times, Forbes, Barrons, and Money. Prior to founding Gomez Advisors, Gomez was the senior analyst in the Money & Technology Strategies Service at Forrester Research. While at Forrester, Mr. Gomez prepared the standard-setting report on online investing, entitled Brokers And The Web, which forecasted developments in online brokerage through the year 2001. Other areas of specialization include online financial content, the role of intermediaries in Internet commerce, and online insurance. Gomez's broad expertise in the financial services stems from nearly 15 years in key positions in securities sales and trading, bank loan syndications Loan Syndication The process of involving numerous different lenders in providing various portions of a loan. Notes: Mainly used in extremely large loan situations, syndication allows any one lender to provide a large loan while maintaining a more prudent and manageable , investment banking, regulatory reporting and executive management. Mr. Gomez is a graduate of Princeton University Princeton University, at Princeton, N.J.; coeducational; chartered 1746, opened 1747, rechartered 1748, called the College of New Jersey until 1896. Schools and Research Facilities and serves as trustee of The Pennington School. John M. Robb -- John served as the senior Internet technology analyst for Forrester Research. While there, John directly influenced the Internet strategies of both Netscape and Microsoft by originating Forrester's top ideas for 1995, 1996, and 1997: Internet Computing, push technology, and Intelligent Interactivity respectively. Highly sought after for technology vision, John routinely consults with many of America's leading companies. Robb's previous experience includes the Gartner Group (company) Gartner Group - One of the biggest IT industry research firms. Address: Connecticut, USA. and time as a command pilot in the USAF. His academic credentials include an MPPM MPPM Master of Public and Private Management (graduate degree) MPPM Master of Public Policy and Management MPPM Military Personnel Procurement Manual MPPM Multiple-Pulse-Position Modulation mppm Molar Parts Per Million MPPM Multi-Path Propagation Model from Yale University Yale University, at New Haven, Conn.; coeducational. Chartered as a collegiate school for men in 1701 largely as a result of the efforts of James Pierpont, it opened at Killingworth (now Clinton) in 1702, moved (1707) to Saybrook (now Old Saybrook), and in 1716 was and a BS in Astronautical Engineering Astronautical engineering The engineering aspects of flight and navigation in space, also known as astronautics. Astronautical engineering deals with vehicles, instruments, and other equipment used in space, but not with the sociological or economic aspects of from the USAF Academy. Note to Editors: More information about Gomez Advisors can be found at www.gomezadvisors.com CONTACT: Gomez Advisors, Inc. John R. Robb, 617.342.7010 jrobb@gomezadvisors.com |
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