Competitor Analysis Coursework Example | Topics and Well Written Essays - 3750 words

Competitor Analysis - Coursework caseExtended presence by dint of local branch offices present in 350 locations across US, Canada, Japan, UK, Australia and Hong Kong. Availability through with(predicate) phone 24/7, email alerts and information from schwab.com.Products Includes brokerage accounts (one brokerage account, one arrangement account), bank checking and brokerage, separate retirement plans (traditional, roth, rollover, custodial, inherited), annuities, business retirement plans, Schwab personal choice retirement account (PCRA), estate planning (one institutionalize account, one estate account, charitable gift account), college (college savings plan, educational savings account, custodial account) and Charles Schwab bank.Employees and programs used 13,400 abundant time employees and growth rate of 11.4%. Has an open corporate culture, various work/life and career development programs, employee surveys, rewarding work environment, employee stock plans, open door polic y and inclusive corporate culture. Employee programs include Schwab university (in abode learning resource), formal mentoring program, Womens Interactive Network (WINS, an employee resource group on womens issues), and VisionQuest (to bring together newborn hires of Schwab as part of employee orientation).IT platforms for CRM In Fall of 2007, the company adapted the CRM software of Junxure. This software has been built by financial advisors for financial advisors. The system automates critical processes, thus providing a high level of client overhaul and enhancing profitability and productivity. Issues In 2003 there were certain instances of late mutual fund trading. The issue was fixed by upgrading systems and processes.GartmoreCompany background This independent fund management company has 30 years of experience and whole kit and boodle with a strong focus on asset management. Its offices are located in Tokyo, Boston, Madrid and Frankfurt. During 2006 to 2007, the organization received over 40 awards and also the Gold standard award for fund management. The organization operates through investment medical specialists who work in small teams. Clients and client relationship Services both retail and institutional clients. Customers are classified advertisement and serviced on the basis of their locations in UK, Europe and Japan. In these regions they are further classified as private customers, professional advisors and institutional customers.Products Offers an array of products and services like the Gartmore Cautious managed fund for gift savers, cash fund, corporate bond fund, China opportunities fund. Emerging markets opportunities fund, European growth fund, European focus fund, global focus fund and a range of MultiManager funds. Its products are classified in distinct categories like Gartmore OEICs (Open end Investment companies), Gartmore SICAV (Luxemborg based fund range) and Gartmore Investment trusts (includes a generalist worldwide trust, fl edgling trust, European specialist trust and a range of trusts concentrating on smaller firms).Employees Committed to long term success of employees, such that many of their senior employees are now company owners.IT platform for CRM The organization has licensed Financial optical fusion Server swift libraries. This platform provides solutions to retail and e-financial service companies. The Financial Fusions message broker technology and SWIFT libraries will also translate internal messaging to SWIFT format messaging. This will facilitate Gartmore for use integration and