According to a company press release, “Dow Jones Wealth Manager Direct” automatically matches client information – such as professional and personal interests, portfolio holdings, and investment objectives – to Dow Jones’ news stories and information. The services continuously searches and selects articles of interest and places them in client profiles, giving the advisor topics on which to reach out to the client.
The new tool is accessed using a Web browser. According to the announcement, users can begin setting up client profiles and contacting customers within minutes of signup, with no need for on-site installation.
The service scans news sources such as Dow Jones Newswires, The Wall Street Journal, SmartMoney, and Barron’s, along with other third-party publications.
« Ten Firms Walk Away with Principal Employee Security Award