Firms may also choose multiple experts and group these key expert decision-makers from different areas in the firm for different or for similar decisions. This approach creates a virtual expert panel that has all the expertise of all the individuals decoded. All levels of decision makers throughout your firm can have real-time access to this panel 24/7 through existing dashboards or other user defined interfaces.
Simply: TOM globalizes your firm’s best decision making.
………………………………………………………………
Hortz: I want to thank Mark for sharing with us the new applications of his firm’s technology, TOM. There are clearly some early adopter benefits in numerous areas for financial services so I urge you to further explore new technologies like this as the rate of business and cultural change is accelerating. The Institute will be doing a further deeper dive into this new technology conducting a more detailed interview next month. Be on the look-out for it! In the meantime, feel free to contact Mark Keith directly at [email protected] and visit http://www.merlynn.co.za .
Some applications of this new approach for Financial Services:
1. Closing decision quality gap between top 20% sales performers and the other 80%
2. Closing expertise gap between retiring experts and younger growing workforce
3. Systematically and efficiently replicating the wisdom and expertise of founders and top leaders
The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors - Pershing, Voya Financial, Ultimus Fund Solutions, Fidelity, and Charter Financial Publishing (publisher of Financial Advisor and Private Wealth magazines). For more information click here.