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Product Listing

26 product(s) and free and sample content

From: ComplianceIQ

ComplianceIQ

Help your compliance department stay on top of promises made to clients by financial advisors.

  • Violations tracking
  • Compatibility with other products
  • Email alerts

Zephyr, PSN Enterprise, WealthIQ, Performance...

statfacts-Trials Filter Maximum Value

13 Apr 2017

If a trial's value ever exceeds the filter value, the trial is removed from the simulation.

ComplianceIQ, CompSiteIQ, WealthIQ, Performan...

Average Up and Down Returns

08 Dec 2016

To calculate this statistic for a given return series r1, ..., rn, the program partitions the series in two parts, one made up of the positive returns, the other of the zero and negative returns. The average up and down returns are the respective averages of these two series.

From: Mapa Research

Mapa Research

Our highly visual outputs show you what best practices look like in all areas of the digital customer journey. We offer recommendations as well as inspiration for your digital product roadmap.

  • Custom programs
  • Mystery shop program
  • Gap analysis

Mapa Research

PayPal and P2P Payments: A strategic push for market share

By Mapa Research 30 Aug 2017

PayPal has spotted an opportunity to grow its market share in peer-to-peer (P2P) payments. The ultimate goal is to offer more flexibility in terms of how customers send and receive money from each other. By bringing its proposition closer to customers, the provider is offering access to its P2P payments services directly within partnering apps and channels. Strong competition in the market meant that it had to move quickly, resulting in a number of partnerships with leading players in the past year – Microsoft, Slack and Skype, to name a few. This free Mapa Research report looks at PayPal’s expansion strategy in the P2P payments market. Although, partnerships seems to be the main tactic it is also using the PayPal mobile app and the increasingly popular Venmo app to complement the plan. Download the report to find out more.

Topic Industry News

Mapa Research

Personalised Banking: Amending Notification Preferences In-App

By Mapa Research 31 Jul 2017

This Mapa Research report assesses mobile banking customer experience, in particular how providers are giving customers more control and personalisation within apps by letting users adjust how and when they are sent notifications and alerts. Most of the banks monitored by Mapa Research send alerts to customers for various reasons - based on spending limits, when payments are made, when the account balance goes below a certain amount, and so on. What is becoming more common is banks allowing customers to amend their notification preferences - how and when an alert is sent to them - within the mobile banking channel (in the app). Around 36% of the banks we monitor in our Mobile Banking Dashboard allow customers to amend alerts in-app.

Topic Industry News

From: PSN Enterprise

PSN Enterprise

Unlock a universe of investment information, analytics and tools with the largest Separate Account database.

  • Logic function
  • Presentation designer
  • Hybrids system

Zephyr, PSN Enterprise, WealthIQ, Performance...

statfacts-Trials Filter Maximum Value

13 Apr 2017

If a trial's value ever exceeds the filter value, the trial is removed from the simulation.

ComplianceIQ, CompSiteIQ, PerformanceIQ, Zeph...

Annualize Results: Less Than One Year

08 Dec 2016

The Advanced Parameters tab in the Edit Analysis Parameters dialog allows the user to set a number of parameters that modify the way the calculations are made.

Topic Statistics and Mathematics