Advisors to the financial services industry.

More information

Edward Van Eckert
(212) 419-2525
evaneckert@novantas.com

Multimedia

Videos


Out of every 100 checking accounts opened, only 10 customers will be new to the bank, actively use the checking account, and expand the relationship to other, more profitable, products.

The Financial Column — Checking Customer Acquisition: New Banking Relationships or Just New Accounts

26th July 2010

Banks need to re-evaluate marketing campaigns and promotions. Broad campaigns to acquire customers will likely not drive the volume they have in the past, and certainly won’t drive the value.

Banks have a significant risk of losing their share of Shadow Retirement Money.

The Financial Column — Strengthening Customer Dialogue in the Shadow Retirement Market

17th July 2010

A “Shadow Retirement Market” of investors estimated to account for almost $9 trillion, based on recent Novantas and Informa research, saves 60% of funds outside of their formal retirement plans.

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Podcasts


Photo of Big Ben: New Government Coalition

Novantas Podcast Series — Update on UK Elections: Expected Effect on World Financial Sectors

14th May 2010

Following a most unusual outcome for the UK election, Cicero’s Iain Anderson explains the likely effects the new coalition government will have on the financial sector.

Logo: Reissource, Sponsor of the CEO Show

Novantas Podcast Series — A New Political Landscape: After the 2010 UK General Election

27th April 2010

With the closest UK General Election in decades fast approaching, Novantas hosted a British American Business affiliated discussion on the likely outcome and what it may mean for financial markets in the US, UK and EU.

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Webinars


Webinar: Annetta Cortez of Novantas discusses basic building block of credit analytics.

Bankerstuff — Building Blocks of Risk Management in the Post Credit Crisis Era

25th March 2010

Coming out of the credit crisis, most banks are rethinking their credit risk management and mitigation capabilities. This thinking starts with the basic building block of credit analytics and extends to techniques to manage the full customer lifecycle in partnership with business teams.

Webinar: Wayne Cutler of Novantas discusses the challenges and opportunities presented by an estimated $9 trillion in non-structured retirement funds.

Novantas Webinar Series — The Shadow Retirement Market

27th May 2009

Retirement is a pretty scary concept now that nest eggs have shrunk by up to 40%. Shadow retirement money is actually retirement funds that people keep in non-retirement financial products; products such as bank CDs, or stock and bonds. The customer intends to use this money for …