Client activation and lead generation: the role of online tools
Intro Effectively retaining existing customers and attracting new prospects [...]
Marc Mettler presents at the World Economic Forum (WEF), Davos 2024
We were invited to present "The Implications [...]
Interview with CEO Stephanie Feigt in the German newspaper “Handelsblatt”
In an interview with the German newspaper "Handelsblatt", 3rd-eyes analytics CEO Stephanie Feigt explains how it is possible - and why it is indeed neccessary - to include climate change scenarios in your strategic asset allocation.
Why outdated methodologies such as Markowitz and Black-Litterman are insufficient for asset allocation optimisation
The aim of this blog is to compare modern strategic asset allocation optimisation methodologies with approaches historically used to optimise the strategic asset allocation.
BRITech and 3rd-eyes analytics partner to revolutionize wealth planning solutions
BRITech, a leading investment management technology provider, announces its [...]
Putting Clients First: The Importance of Client-Centric Sales Management in Wealth Management
Client-centric sales management plays a pivotal role in the wealth management industry: it combines the requirements of individual clients with the needs of wealth managers (becoming more effective and efficient).