Managers and Millennials
Millennials in the Bank Wealth Management Workplace
This Survey was conducted in December 2011 and deliberately solicited both those financial institutions (FI) that are currently selling insurance and investment products to their clients and those institutions in Massachusetts not currently distributing these products. This Survey seeks to understand why some of these institutions are not distributing investments and insurance and to identify benchmarks for participating institutions.
The WeiserMazars 2012 Insurance Finance Leadership Study focuses on the Finance team's level of technological preparedness, its relationship with the business, and its relationship to the Board of Directors as related to risk management and overall effectiveness.
WeiserMazars’ 2012 U.S. Water Industry Outlook aims to be the first survey devoted exclusively to the water industry, rather than a general report on utilities. We focus on operations, financial results, trends in operating costs, capital expenditures and the elements impacting the future of the water industry.
WeiserMazars’ 2011 Insurance Finance Leadership Study was designed to address key areas of interest, including operational efficiency, regulatory preparedness, and the position of Finance within the overall organization.
2011 Bridging the Cultural Divde
This Study explores the cultural, perceptual and pragmatic issues that divide financial institutions and insurers. This year for the first time we are exploring the role that Managing General Agent and Broker General Agent (here after MGAs) play in the distribution of insurance through Financial Institutions (FIs). This begins in Section II. As technology continues to play such an important role in the nexus of financial institutions and insurance we have added additional sections on technology innovations, integration and budgets. We also spend time in this Study reviewing customer satisfaction, program profitability and suggest ways that net interest margin can be enhanced by the sale of insurance, as well as the more traditional non- interest fee income (NII) in a financial institution.
Bridging the Cultural Divide Between Banks and Life Insurers: 2010 Australia Bancassurance Study
This Study is the first exploration of the cultural and perceptual issues that come between the Australian banks and life insurers engaged in the business of bancassurance. It investigates concerns confronting the banks and their life insurance partners, and provides a cross-sectional analysis and snapshot of a sample of the population at a single point in time.
Bridging the Cultural Divide Between Banks and Life Insurers: 2010 India Bancassurance Study
This Study is the first exploration of the cultural and perceptual issues that divide the banks and life insurers in India that are engaged in the business of bancassurance. It investigates the concerns confronting banks and their life insurance partners, and provides a cross-sectional analysis – that is, a snapshot of a sample of a surveyed population at a single point in time.
Bridging the Cultural Divide Between Banks and Life Insurers: 2010 South Africa Bancassurance Study
This Study explores the cultural and perceptual issues that divide banks and life insurers. The 2010 Study is the second investigation of the concerns confronting banks and their life insurance partners in South Africa. This survey is now both a cross-sectional analysis (that is, it provides a snapshot of a sample of a population at a single point in time) and a longitudinal analysis (the study of change over time).
Bridging the Cultural Divide Between Banks and Life Insurers: 2009 Middle East Bancassurance Study
This Study explores the cultural and perceptual issues that divide banks and life insurers. The 2009 Study is the first investigation of the concerns confronting banks and their insurance partners in the Middle East. This survey is a cross-sectional analysis. It provides a snapshot of a sample of a population at a single point in time. The C F Effron Company, LLC, conducted a ground-breaking study to quantify the issues that create barriers to success and to understand the nonstatutory disincentives to affiliation. These disincentives are rooted in the cultural differences between banks and life insurers — their distinctive business models, as well as how these institutions are regulated, attract customers, distribute their products and make a profit — in essence their business culture. The Study uses a statistical “gap analysis” technique to quantify the cultural issues, therefore using hard evidence to uncover and explore the qualitative issues banks and life insurers must tackle to achieve success.