What is Project Management Excellence?

Project management excellence goes beyond the vital foundation of time, cost, scope and other traditional practices.  At InvestorCOM and as a service provider, there are several other key elements to excellence. Communication, communication and communication Understanding our Clients and our Client’s business Adaptability and flexibility with our project management methodology Continuous improvement Project managers are […]

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Disruption is best done from the inside, a merged startup discovers

This article was written by Rick Spence for National Post. Read original article here In the small-business world, we hear a lot about bold young startups committed to disrupting entire industries. That’s optimistic and admirable, but the best way to change an industry is from the inside. Toronto-based Investorcom, a company that devises innovative communications [...] Read More

Regulation is No Excuse for Poor Customer Experience

This article by Adobe highlights the importance of delivering great customer experience regardless of regulatory and compliance burdens. “89% of businesses will be competing based on customer experience, despite burdensome security regulations” according to a recent Gartner study.  The article also points out that in highly regulated industries (such as FS), the bar is currently […]

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The risks of being overly social

This article was originally published by Anthony Boright for Investment Executive. Read original article here Not all communication on social media is effective and advisors who rely excessively on it to connect with clients and prospects may be hurting their careers unwittingly. Many financial advisors are using social media more than ever before to add […]

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Lois Norris Profiled in KPMG’s “Women of Merit”

This article was originally published in KPMG’s “Women of Merit” Download PDF CAREER InvestorCOM Inc. Chief Financial Officer EDUCATION B.B.A. – Wilfrid Laurier University What path led you to your current position? I had my first CFO role relatively early, when I was 32 years old. I was working for Humpty Dumpty and the CEO […]

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Take All Things in Moderation – Including Technology

A recent study from Boston-based Cerulli Associates found that advisors are more than 10 times more likely to contact clients via social media (23.6 times a year) than to meet with them in person (2.1 times annually). That concerns me for many reasons, not least of which is social media cannot offer the same support […]

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CRM2 Reporting

Rob Carrick offers a very clear and simple summary of the CRM2 reports that are due to hit investor’s mailboxes this month.  The new CRM2 report is designed to provide a clear and transparent summary of the fees that investors pay their advisor for the investment management services provided.  There is much industry banter about […]

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InvestorCOM has a Waste Diversion Rate of 97%

At InvestorCOM we are a responsible leader in environmental stewardship through our internal operations and by influencing and facilitating responsible communication practices for our clients. This is the Vision Statement for the InvestorCOM Sustainability Committee, and in order to be a leader and facilitate environmentally sustainable changes externally, we truly believe that we have to […]

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