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Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: quoted-printable X-From: "Meridien Research" <mailing@meridien-research.com<@ENRON <IMCEANOTES-+22Meridien+20Research+22+20+3Cmailing+40meridien-research+2Ecom+3E+40ENRON@ENRON.com< X-To: Neal, Scott </O=ENRON/OU=NA/CN=RECIPIENTS/CN=SNEAL< X-cc: X-bcc: X-Folder: \Neal, Scott\Neal, Scott\Deleted Items X-Origin: NEAL-S X-FileName: Neal, Scott.pst ********************************************** New at Meridien Research for June 7, 2001 1. Get Smart: Intelligent Order Routing and the Institutional Investor 2. Connecting with Customers: CRM Touches Retail Broker/Dealers in the USA 3. Analytical CRM: Customer Needs, LTV, and Retail Broker/Dealer Business M= odels 4. Wireless Payments at the Point of Sales: Expanding POSsibilities Registered clients can access research directly. If you are a client but ar= e not registered, or if you are a guest, please visit our Web site to regis= ter for a user name and a password. http://www.meridien-research.com/ ********************************************* Latest Findings from Meridien: 1. Get Smart: Intelligent Order Routing and the Institutional Investor (Emerging Trading Technologies Client Access) http://www.meridien-research.com/doc.asp?docid=3D734 (Wholesale eFinancial Client Access) http://www.meridien-research.com/doc.asp?docid=3D735 Institutional investors, like their individual counterparts, want to get th= e best possible execution of their order. While some institutional investor= s have been improving their order management strategies and technology thro= ughout the 1990s, the buy side as a whole is only now realizing that it nee= ds to pay closer attention to how orders are treated to determine the true = operating costs of a mutual or pension fund. New technologies are emerging = that are helping them educate themselves and trade smarter. One such techno= logy, intelligent order routing, is a direct response to the emergence of m= ore-and more fragmented-marketplaces. Initially embraced by day traders tra= ding via direct access brokers, this technology is now making its way up th= e food chain. This report looks at various definitions of intelligence in o= rder routing, focusing in particular on institutional investors. At the end= of the day, it is not so much about establishing a standard definition of = best execution as it is about making sure that the investing firm (or indiv= idual) feels that it has sufficient control of the order. 2. Connecting with Customers: CRM Touches Retail Broker/Dealers in the USA (Customer Interaction Client Access) http://www.meridien-research.com/doc.asp?docid=3D736 Many financial institutions are devoting considerable attention to figure o= ut how to serve the wealth management needs of individuals. We have noted a= growing, almost feverish pitch among a rapidly expanding number of applica= tion and platform vendors that claim wealth management and/or investment ma= nagement as a solution focus. This brief examines the state of the retail i= nvestor marketplace in the United States, which represents the most logical= view of the investment management opportunity. We conclude with our perspe= ctive of life cycle opportunities and technology solution capabilities that= financial institutions should consider to remain effective competitors. A = related Customer Knowledge research brief, "Analytical CRM: Understanding C= ustomer Needs, LTV, and Retail Broker/Dealer Business Models" (Vol. 4, Brie= f 7, June 7, 2001), examines relevant analytical challenges and opportuniti= es. 3. Analytical CRM: Customer Needs, LTV, and Retail Broker/Dealer Business M= odels (Customer Knowledge Client Access) http://www.meridien-research.com/doc.asp?docid=3D737 Retail broker/dealers in the United States face a dilemma: as they strive t= o excel in the delivery of topnotch investment services, they must find eno= ugh retail investors of the right types. Our companion Customer Interaction= research brief "Connecting with Customers: CRM Touches Retail Broker/Deale= rs in the USA" (Vol. 4, Brief 8, June 7, 2001) defines the retail investor = marketplace and the role of customer interaction technology solutions. In t= his brief, we examine business models and relevant analytical challenges an= d opportunities. 4. Wireless Payments at the Point of Sales: Expanding POSsibilities (e-Payments Client Access) http://www.meridien-research.com/doc.asp?docid=3D738 Financial institutions face a choice: they can participate in developing ne= w wireless payment technologies, or they can sit on the sidelines as others= take the lead. If they don't get involved, they risk disintermediation by = entities like telcos that are not hesitating to jump into the driver's seat= with wireless. This report examines the present state of wireless technolo= gy and the competing standards that are available today. It also looks at m= obile telecommunications firms and their motivations to promote wireless pa= yments. The report contains three case studies of wireless payments program= s: one a joint bank/telco initiative, one a bank initiative, and one a comp= any initiative. ********************************************************** Meridien Research 2020 Commonwealth Avenue Newton, Massachusetts 02466 Tel: +1.617.796.2800 Fax: +1.617.796.2850 mailing@meridien-research.com To be removed from our email distribution list, reply to this message with = the word REMOVE in the subject line.
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