The cost of losing a customer

By Ron Durrant

Business colleagues in discussion on office stairs

Most organizations do not fully realize the cost of losing a customer. Sometimes these losses are shrugged off and it’s assume that a lost customer can be easily replaced with a new one. However, research by TARP Worldwide estimated that it costs five times more to get a new customer than to retain an existing one. In light of this, focusing on customer retention should be an essential part of any long term business plan. Continue reading

Event Recap: Annual Academy of Certified Portfolio Managers Conference

By Lauren Jack

Golf course - SSC LIAdvisors, senior portfolio managers and wealth management leaders from across the country recently attended the Annual Academy of Certified Portfolio Managers (ACPM) Conference held at the Doral Arrowwood Resort in Rye Brook, NY. This was a significant event for the SS&C Learning Institute as we were introduced as the exclusive provider and administrator of the Certified Portfolio Manager credential program. Continue reading

Keeping skills current: Online learning with SS&C Learning Institute

By Adam Hall

Focused college student studying at computer

As the world’s financial markets grow increasingly sophisticated, it can be difficult to stay current with the latest trends and developments. Today’s financial professionals are expected to possess a broad understanding of an ever-widening array of products and services. Your next career move, or indeed your current job, could depend on being able to speak knowledgeably about structured finance, operational risk, mortgage-backed securities or barrier options. Continue reading

SS&C Deliver 2017 Announcement Roundup

By Jen Molgano and Kendall Reischl

High Angle View Of River Amidst Modern Buildings In City

Back from our annual conference, SS&C Deliver, we’re excited and energized after seeing our clients, engaging in sessions and panels, and enjoying the ‘Windy City’.   We shared several big announcements during our time in Chicago. Read on in case you missed them. Continue reading

The flexibility of eLearning

By Adam Hall

Some professional designations have highly rigorous continuing education programs. They may have strict requirements about the type of training that qualifies, and carry out regular audits of their members to ensure requirements are being met.

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Adding gamification to eLearning

Knowing that the brain does respond to game rewards, every instructional designer should consider how best to add gamification to the learning development process. But as always, the devil is in the details. If your idea of gamification is simply to add badges and points to a course, in all likelihood you may not achieve the engagement you are seeking from course participants.

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