Posts Tagged ‘Mark Abbott’

Raymond James Empowers Advisors with Business Intelligence Tools Raymond James created a new suite of business intelligence (BI) tools that can analyze vast stores of product, client, and market data in order to help advisors continue to make fast, accurate and cost-effective decisions. The company's BI platform is based on Microsoft SQL Server 2008 data management software ... Full story

  Mark Abbott discussed how Raymond James is focusing on providing better customer facing services for its financial advisors and at the same time providing operational efficiencies and costs savings. Microsoft is a key partner in this strategic effort through their implementation of CRM/SharePoint/BI. Participants in the Wealth Management CEO Breakfast Roundtable: Natalia Tchetchoulina, Vice President, Barclays Bank Dennis Layden, Pershing Joe Giglia, Market Executive, Wells Fargo / Wachovia Frank Minerva, ... Full story