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All Business Despite their best efforts, bankers continue to struggle to become the primary financial adviser for wealthy clients. True, banks are increasingly emphasizing financial planning to offer prime affluent customers that most valued and lucrative of services: help from a trusted source. But recognizing what consumers want is not the same as providing it.
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NEW YORK – Novantas LLC, a management consultancy serving the largest banking and financial services companies in North America, today announced the acquisition of Jackson LaSalle Group, a leading financial services consultancy based in Chicago. The deal will anchor Novantas’ Midwest practice expansion. Novantas, based in New York, is the acknowledged leader in customer science
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Assets in online savings accounts more than doubled, to $112.5 billion, between the end of 2004 and the second quarter of 2006, according to Novantas, an industry consultant. …
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NEW YORK – Novantas LLC, a management consultancy serving the largest banking and financial services companies in North America, today announced the acquisition of Primetriq, a bank applications and data services company based in Greenwich, Connecticut. The deal is structured as a business interests and asset purchase agreement. Novantas, based in New York, is the
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NEW YORK – Novantas LLC announced today that it has acquired Wallace & Mckenzie, Inc. a Darien, Connecticut based management consultancy specializing in Wealth Management for financial institutions. The emphasis of both firms is on harnessing customer knowledge to improve business line growth and profitability. By investigating customer behaviors, preferences and attitudes in a scientific
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NEW YORK – Novantas LLC and NBW Consulting Inc, two leading management consulting firms that specialize in the financial services industries, announced that Novantas will acquire NBW. The two firms together advise more than 60% of the top 50 U.S. financial institutions, plus more than 20 companies in Europe, Asia and Latin America. Areas of
