Tag: Client

Diversity training startup lost a client to Trump’s ban, CEO says

  • Paradigm CEO Joelle Emerson said in a tweet Thursday that a recent executive order from the Trump administration banning certain types of diversity training at federal contractors already caused her to lose a a client.
  • Emerson said the type of training her startup provides does not violate the executive order, but that this company ended it just to “play it safe.”
  • She said that other companies are holding off on diversity training altogether because of confusion over the order.
  • Paradigm is especially known for providing training to Silicon Valley startups and big tech firms, which have historically struggled to achieve representation of minorities in their workforces and C-suites.
  • Visit Business Insider’s homepage for more stories.

The CEO of a diversity training consulting firm said Thursday that her company has already lost a client due to President Trump’s recent executive order.

 

“We just lost our

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Capco Announces Strategic Partnership with IGM Financial to Deliver Exceptional Client and Advisor Experiences

IGM is the first major organization to leverage Capco’s innovative, cloud-based digital and automation solution, PlatformZeroSM

Capco, the global management and technology consultancy, announces a strategic partnership with IGM Financial Inc. (IGM.TO), a leading wealth and asset management company. The partnership will enable IGM to deliver market-leading client and advisor experiences through end-to-end digitization and process automation.

The centerpiece of this partnership features Capco onboarding IGM as a charter client on PlatformZero, its fully cloud-based digital and automation solution for financial services.

“As part of our ongoing digital transformation, we selected Capco’s PlatformZero to help us seamlessly automate our core business processes from end-to-end. This is an important capability for our clients, advisors and operations teams. The solution leverages and integrates our previous investments in mobile and digital technologies through Salesforce and the consolidated, modern dealer platform R-Broker from Broadridge (NYSE: BR),” said Mike Dibden, COO of

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BNY Mellon Wealth Management Names Matthew Santangelo as New England Regional Head of Client Strategy and Business Development in Boston, MA

BOSTON, Sept. 29, 2020 /PRNewswire/ — BNY Mellon Wealth Management has appointed Matthew Santangelo as New England Regional Head of Client Strategy and Business Development. In this role, he will lead sales, driving growth and new business across the region. Based in Boston, Matt reports directly to Vicary Graham, President of the New England Region.

Matt joins BNY Mellon Wealth Management from Northern Trust where he was a Senior Wealth Strategist, focused on providing wealth structuring advice to the firm’s ultra-high-net-worth clients and prospects. Prior to joining Northern Trust in 2011, Matt spent nearly 15 years at Merrill Lynch as a Senior Trust & Estate Specialist. Earlier in his career, he worked at Merrill Lynch Trust Company as a Personal Trust Administration Officer and at Bessemer Trust as a Trust Administrator for the Client Relationship Management Group.  

“Matt brings to this role his deep experience in providing holistic

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BNY Mellon Wealth Management Names Matthew Santangelo as New England Regional Head of Client Strategy and Business Development

BNY Mellon Wealth Management Names Matthew Santangelo as New England Regional
        Head of Client Strategy and Business Development in Boston, MA

PR Newswire

BOSTON, Sept. 29, 2020

BOSTON, Sept. 29, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has
appointed Matthew Santangelo as New England Regional Head of Client Strategy
and Business Development. In this role, he will lead sales, driving growth and
new business across the region. Based in Boston, Matt reports directly to
Vicary Graham, President of the New England Region.

Matt joins BNY Mellon Wealth Management from Northern Trust where he was a
Senior Wealth Strategist, focused on providing wealth structuring advice to
the firm's ultra-high-net-worth clients and prospects. Prior to joining
Northern Trust in 2011, Matt spent nearly 15 years at Merrill Lynch as a
Senior Trust & Estate Specialist. Earlier in his career, he worked at Merrill
Lynch Trust Company as a Personal Trust Administration Officer 
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3 Reasons Why Client Retreats Should Be Your Go-to Event Model Starting Today


4 min read

Opinions expressed by Entrepreneur contributors are their own.


In-person interaction is irreplaceable. We can do business and connect with clients online, but if the current crisis has taught us anything, it’s that technology has its limits. Only in-person interaction can provide the deep levels of communication and relationship-building we all crave — as humans and as business owners. 

That is, after all, one reason why entrepreneurs host live events such as speaking engagements, workshops, conferences, masterminds and retreats. These events provide the opportunity to connect with clients face-to-face, learn more about their needs, strengthen relationships and cement brand loyalty.

Before the world entered into a period of social distancing, larger events often received all the glory. Bigger is always better, right? Or so the thought goes. Except that once this crisis is over, your clients are going to be craving human interaction and deeper

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Hospitality embraces co-working to entice a new kind of business client

Along with bars and restaurants, hotels have been one of the hardest hit businesses during the pandemic. With fewer international and business travelers, they’ve had to pivot and market themselves in different ways to try to attract the local population to avail themselves of their services.

Recently, in a move to increase revenues and entice guests, a number of hotels have announced that they have added co-working spaces and packages for individuals and groups, whether they choose to come for a few hours or stay longer.

In doing so, they have created yet another hybrid space, one that requires the ambiance of a well-designed hotel and the functionality of an office environment.

Well before the pandemic, hotels had been renovating their lobbies and other public areas to make them more suitable to business travelers who wanted spaces suitable for remote working but also for socializing with other guests. The rise

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IWL Consulting Begins New Client Induction Initiative

IWL Consulting have recently began a new initiative to attract new investors to the company. Our successes over the past years have allowed us to expand our operational infrastructure and prospect for new clients to join our current crop of investors.

We have decided to re-implement last year’s record-breaking client induction initiative due to the massive scale of success achieved during 2019’s program. The three-month period saw 187 new clients added to our client register, the largest influx of new clients since our humble beginnings.

Additionally, we would also like to announce that our ‘Client Wins’ percentage has increased to 89.64% for the half-year ending 30th June 2020. The ‘Client Wins’ percentage is indicative of private investors who have achieved a growth minimum of 33%* across the value of their accounts since 1st January 2020.

(* This win percentage does not take into consideration clients’ investments which are not held

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BNY Mellon Wealth Management names Heidi Simpson-Sandoval as Institutional Senior Client Strategist in Los Angeles, CA

LOS ANGELES, Sept. 22, 2020 /PRNewswire/ — BNY Mellon Wealth Management has appointed Heidi Simpson-Sandoval as Institutional Senior Client Strategist, based in Los Angeles. She reports directly to Los Angeles Regional President, Steve Kutz.

In this role, Heidi will serve West Coast institutional investors  such as endowments, foundations, non-profit institutions, retirement plans, private wealth, and family offices  seeking Outsourced Chief Investment Officer (OCIO) and investment advisory services. Leveraging the BNY Mellon Investor Solutions capability, Heidi will deliver comprehensive financial solutions, including investment management and consulting, asset allocation, manager research and selection, custody, and customized reporting and analytics expertise, to support clients’ investment management objectives and financial goals. 

With over 25 years of experience in the financial services industry, Heidi returns to BNY Mellon after spending four years at Northern Trust as Senior Vice President, Regional Director. There, she was responsible for OCIO sales to non-profit

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CFN Enterprises Inc. Adds a Leading Canadian Outdoor Master Grower to Client Roster

Christina Lake Cannabis is an outdoor master grower in British Columbia with a leading intellectual property portfolio focused on cannabis strains and genetics.

Whitefish, MT – (
NewMediaWire ) – September 14, 2020 – CFN Enterprises Inc. (OTCQB: CNFN), owner and operator of CFN Media, the leading media network dedicated to the global legal cannabis, CBD and psychedelics industries, today announced the addition of Christina Lakes Cannabis to its client roster in the cannabis industry.



Christina Lakes Cannabis Logo

CFN Media will leverage its proprietary digital content platform and extensive distribution to attract qualified retail, accredited and institutional investors to Christina Lakes Cannabis ahead of its upcoming listing on the Canadian Securities Exchange.

“We have been active in the cannabis industry for nearly a decade and Christina Lake Cannabis has unmatched IP in strains and genetics,” said CFN Media President Frank Lane. “We’re excited to be working with the company

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BNY Mellon Wealth Management Names Christine Calderon as Client Strategist in Chicago, IL

CHICAGO, Sept. 8, 2020 /PRNewswire/ — BNY Mellon Wealth Management has appointed Christine Calderon as a Client Strategist in Chicago. Reporting directly to Chicago Regional President Stacie Kuhlman, Christine will be responsible for all aspects of Wealth Management product, service, and sales delivery.

Christine joins BNY Mellon with more than 20 years of experience advising wealthy individuals and families on strategies to preserve, grow, and transfer wealth to future generations. In this role she will work with high-net-worth clients, leveraging BNY Mellon’s Active Wealth framework to help them achieve their long-term financial objectives. Previously, Christine was Executive Director, Banker at J.P. Morgan, where she advised on all aspects of personal wealth, including banking, lending, investment management, estate, tax, and charitable planning. She began her tenure at J.P. Morgan as a Senior Investment Associate.

“Throughout her career, Christine has demonstrated her passion for delivering holistic and customized wealth

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