On the business side of your company lies what I have always felt were the most difficult functions to perform in corporate America, the role of Relationship Management. Your Relationship Managers (RM’s) have the unenviable task of keeping your clients happy in all phases of the relationship. This includes dealing with escalated issues around support,… Read More »
Welcome to VantagePoint - Scivantage's Corporate Blog
It is release night – time to take the changes you’ve been working on for weeks, and turn them loose on the Web. The client is eager to use their new features, and you’re ready to show them off. So you flip the switch, and… Wait, that’s not what it’s supposed to do! How is… Read More »
Someone asked me recently, “How did you win an award for ‘responsible growth’ while in an Operations role?” I loved the question for a number of reasons, but mostly because it came from a sales guy and because he seemed genuinely perplexed. I had a good answer, but it wasn’t entirely thought out and has… Read More »
So much of what is perceived to be real in business turns out to be a smoke screen or some distorted reality. Nowhere is this more evident than in the promise of new technology. Entrepreneurs see what they feel is a problem or need to be filled, so they march onward to create the solution.… Read More »
At most of the companies I’ve worked, I’ve asked my team members a simple question. What do you call the people that pay us to perform our services? In every case I’ve gotten different answers, with the most common answer being of course…Customers. I’ve debated the semantics of what a company should call these people… Read More »
The choice is more than a simple decision. In my career, I have been fortunate to have been involved with countless business partnerships and have learned valuable lessons from each. Selecting the right company to do business with is a monumental event that has far reaching impacts from enabling future success, ensuring failure or even worse – creating a loop of mediocrity. We work hard to be a partner to our clients. As our prospective clients work through the selection process for our products and services, we try to communicate that they are selecting more than the software product they see before them. They are selecting our entire company, our values, experience, and most importantly our people…
So many of today’s headlines talk of security breaches, most recently the Federal Government experienced one of its largest breaches to date with the theft of billions of personal records for employees, contractors, etc. At the core of most of these incidents, is a lack of education and awareness within the teams that support and administer the systems as well as the user community. Developing a Security education program is an ever-evolving and changing aspect of an organization’s overall Security methodology. You cannot just train once and forget about it, most security compliancy and governances mandate, at a minimum, a yearly training targeted at your employees, users and pretty much anyone that has anything to do with your organization. From the receptionist all the way to the CEO, no one is exempt. Everyone has an important part to play.
Anyone who knows me knows that I have high expectations. Striving for perfection and a controlled environment is something that is comforting to me. There isn’t usually a day that goes by that I don’t think (or act) in that manner. However, business doesn’t always happen that way, I get that. Yet it is still important in our careers to strive for something better and score yourself on the progress (or lack thereof) that you have made. “What’s our score” is something that should be in all of our minds as we manage our business and our client relationships. A client scorecard is something that helps do just that. Particularly as a business or department is working towards transformation, change and improvement. A scorecard can help highlight areas that still need improvement so that actionable steps can be taken to get better and drive client growth. Here are the three steps to building a client scorecard…
By the time you finished your coffee this morning you probably already read a dozen headlines about Robo Advisors. And possibly, by the time you have your second cup there could even be a dozen new robo startups. We’ve all read about how robos are going to put traditional advisors out of business; or, revolutionize the business for those same advisors (indeed, there are many camps in between). This is not another article about automated advice or about the war of words between Wealthfront and Betterment and Schwab and Vanguard and, well, anyone else for that matter. This article isn’t about questioning how automated investments will perform during a market correction, debating whether allocating a significant portion of portfolios to cash is good or bad, or examining whether automated tax loss harvesting is diametrically opposed to Buffet’s (or Graham’s) investment philosophy. It’s definitely not an article about how Millennials are reshaping the investment world.
Diligent portfolio management is critical to successful investment, but in an era of high-frequency trading and information overload, retail investors risk missing out on many opportunities to trade if they have to analyze their portfolios manually. In fact, retail investors who make more than 500 trades a year would do so more often if they… Read More »