Joe Walker discusses how things we receive “free” online must be balanced with the sacrifice of personal privacy and more.
Tag: Joe Walker
For over 20 years, UNAPEN Inc. has been a steadfast source for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.
UNAPEN CEO Joe Walker addresses billing standards and practices in the investment management industry at the Redi2 conference in Coral Gables, FL.
ITComplete is a Managed IT services offering from UNAPEN to help investment management and wealth management firms save money on IT costs.
Mr. Walker will share contemporary insight on how the successful mix of technology and business processes are elevating forward-thinking wealth managers above the rest in the competition for new clients and increasing client retention.
UNAPEN CEO Joe Walker predicts a substantial economic mandate that will demand that most of the service agents in financial services implement a modern set of business practices – a mix of operational workflow, information management standards and systems architecture – that will allow a cost-effective business model for servicing a huge volume of very discerning customers (baby boomers).
UNAPEN CEO Joe Walker will speak at the FRA Annual Managed Accounts Technology & Operations Summit in Coral Gables, FL. about streamlining workflow in the SMA industry.
UNAPEN CEO Joe Walker directing discussion on SMA Compliance in Boston. Focus will be on key compliance and regulatory issues affecting the SMA market including SEC oversight and audits, trade rotation, best execution and outsourcing back office functions.
UNAPEN showing MMI attendees how ClientLogix CRM can improve SMA/UMA distribution channel management, sales tracking and relationship management.
UNAPEN co-sponsoring SMA seminars by 3C Financial Partners in 6 cities across the USA this June.