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Shannon Margolis's Articles in Business Services

  • China still in Aviva’s sites
    A large part of Aviva’s business in Asia is generated in Singapore and Hong Kong and through a partnership with DBS Bank, which has operations in both markets. Titien Ahmad speaks to Charles Anderson, managing director of Aviva Asia.
  • Does M&A Still Matter?
    You Bet. Though many large acquirers are still digesting earlier transactions, and most institutions have had their attention diverted to accounting and governance regulations, the banking industry still views M&A as a viable growth strategy.
  • Financial flux - the factors that will influence change in business
    In all corners of the financial system the established order, where well known institutions play their traditional roles in a time honoured fashion, is being questioned. This reflects the conjunction of different but inter-related factors.
  • Finding Equals in a Merger
    Jean Davis's responsibility is to integrate all of Wachovia's systems, technologies and operations since its 2001 merger with First Union. It wasn't a cake walk, but the new entity is beginning to hum.
  • How to Avoid Merger Heartburn
    June 01, 2005 — CIO — As I recently noted in the Harvard Business Review, 70 percent to 80 percent of mergers are considered failures from an acquiring shareowner’s perspective.
  • IdeaStar, ASK Consulting Online Insurance Marketing Strategic Alliance Announced
    September 7, 2005 - Two companies that provide strategic marketing and online technology expertise for the Life and Health insurance industry have joined forces. IdeaStar Inc., a full-service Web development firm which designs, programs, hosts ...
  • Insurance merger may benefit Raggio
    Senate Majority Leader Bill Raggio, R-Reno, could make more than $600,000 if a pending merger involving one of Nevada’s largest health insurance providers is successful, according to Securities and Exchange Commission documents.
  • Insurance Mergers, Acquisitions Stalled in 2000
    Convergence among U.S. banks and insurers were not significant according to a recent study by Conning & Co. titled "Mergers and Acquisitions and Public Equity Offerings: 2001 Edition."
  • Insuring Sales Effectiveness
    As banks explore varied methods for distributing insurance products, one lesson stands out: know thy customer.
  • M&A: Opportunities on the Horizon
    While this year’s pace for mergers and acquisitions is hardly record breaking, several factors are luring banks back to the negotiating table, signaling a possible end to the recent lull.
  • Mergers & Acquisitions
    Technology assets can be the drivers behind a merger or acquisition, and integrating systems post-merger often presents the biggest challenge to realizing the value of a deal. To navigate M&As successfully, banks must establish a plan and ...
  • Nonprofit Directors and Officers Insurance: The Good, the Bad, and the Ugly
    In my insurance consulting work with nonprofits, one area of coverage is a topic of constant concern—directors and officers insurance, a.k.a. D&O. There is, in many ways, an air of mystery around this kind of policy. Let's get rid of that!
  • Marketing Plans for a Successful Insurance Company
    The aim of marketing consulting is to offer assistance in elaborating the best marketing plan for your insurance company. The effort and time that must be invested into a marketing plan are directly proportional to the results.
  • Distribution Consulting For a Better Choice
    Distribution consulting focuses on providing assistance in the process of selecting the most appropriate channel or channels for the distribution of insurance products through the banking environment.
  • Insurance Acquisition- A Good Strategy for Development
    Over the past years the insurance industry has increased considerably. The increased competition that has developed together with the growth of the industry has led to an acrimonious struggle for survival in many insurance companies. The acerb competition has also led to industry consolidation and the number of insurance companies that benefit from a strong cash balance has increased, enabling them to pursue insurance acquisition strategies.
  • Bank Insurance Consulting for Productive Partnerships
    The cooperation between banks and insurance companies has been a constant presence on the financial services market for about thirty years, its beginnings being somewhere in the 1970s. This new formula of providing financial services was brought about by a series of factors, of which probably the most important were the benefits for both banks and insurance companies, as well as satisfying the more complex needs of their customers.
  • Bank Insurance Sales
    Bank insurance sales have been experiencing noticeable growth over recent years, and the activity performed by banks, that of acquiring insurance agencies, has been fueling this growth. But profitable bank insurance sales require the implementation of rigorous strategic planning methods. Selling insurance products in financial institutions such as banks creates a wide range of opportunities and benefits.
  • Insurance Marketing Consulting
    Insurance marketing consulting is concerned with handling all the strategic advertising and marketing techniques that an insurance company needs to employ in order to reach a targeted audience. Insurance marketing consultants work with the consumer’s perspective in mind and take into consideration all possible reactions of consumers to insurance products.
  • Consulting Services for Mergers and Acquisitions
    Holding a competitive advantage in today’s marketplace is something that all companies seek. Being able to ensure this advantage means understanding the readiness of a company or organization to pursue a merger or acquisition activity. Merger and acquisition consulting provides companies with readiness assessment programs, which identify the extent to which people, technology and processes are ready for taking the merger or acquisition process to the next level.
  • Insurance Distribution Consulting Services for Financial Institutions and Insurance Companies
    Insurance distribution consulting refers to providing insurance integration management for banks that have purchased an insurance agency, and are not totally pleased with the outcome, in that the organic sales growth, the return on investment, and the cross-selling integration are not what they originally expected.
  • Bancassurance Marketing
    The term ‘bancassurance’ refers to insurance products being provided by banks, and began to be used as insurance companies and banks merged. Recently liberalized markets were ideal for bancassurance, and banks were seeking to provide insurance.
  • Bancassurance: A Powerful Force in Financial Services
    Bancassurance is a relatively modern term, which was first used in the 1980s to refer to the selling of banking products and insurance through the same channel, typically bank branches that sell insurance. Mergers and acquisitions have therefore become justified through these sales synergies. Banks usually have extensive customers bases, and these are part of what generates the sales synergies.
  • Consulting for Financial Services Companies
    Organizations and companies all over the world are striving to achieve high performance in financial services, as the customers’ demands are higher and the market place is more and more competitive. Whenever you need to find the most appropriate strategies to solve whatever challenges your company may be faced with, or benefit from all the opportunities that arise, financial services consulting is the answer.
  • Insurance Consulting
    Insurance companies, banks and many other companies that provide financial services operate in an industry that is changing constantly. Because of the continuous changes that these companies must face, deciding what is their next target and how they can evolve to face the ever-changing industry is crucial in this business. Insurance consulting is essential for most insurance companies if they want to continue in the financial service industry.

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