Tags: better customer service, business development opportunities, crm solution, development solution, dow jones, dow jones company, edge capabilities, enterprise media, factiva, graphical format, integration options, planning system, proprietary client, relevant news, retirement planning, search functionality, solutions team, subject company, wealth manager, workflow solutions,
New Search Technology in Dow Jones Wealth Manager Empowers Advisors
with More Relevant News Pertaining to Their Clients
Visualization Provides Meaning Behind the News to Help Advisors Better Engage with
Customers
NEW YORK February 21, 2008 Dow Jones & Company today announced enhancements to
Dow Jones Wealth Manager that enable advisors to more easily gather news pertinent to their
workflow and to their clients, ensuring better customer service and business development
opportunities.
Most noteworthy is the inclusion of advanced search technology that delivers relevant news in a
graphical format, organized by subject, company, industry and associated theme. These
visualizations provide context around the news so that advisors can make better decisions. The
new search functionality leverages cutting-edge capabilities from the Dow Jones Factiva product
suite.
Additionally, greater integration options for Dow Jones Wealth Manager are now available via
the Dow Jones Client Solutions team, providing advisors with seamless access to information
within their own internal workflow solutions. Dow Jones Wealth Manager can be fully integrated
into a CRM solution, a portfolio management or retirement planning system, a proprietary client-
facing Web site or through a suite of widgets that allow firms to adopt only those components
of the business development solution that best suit their needs.
"Dow Jones Wealth Manager has been redesigned to more effectively provide financial advisors
with a solution that enables them to truly differentiate on service, and in this way significantly
build their book of business," said Michael Porch, vice president, financial products, Dow Jones
Enterprise Media Group. "These enhancements make engaging with clients and prospects easier
by providing advisors with information when, where and how they need it, in a format that is
integrated into their daily workflow. Dow Jones Wealth Manager provides financial advisors
with contextual relevance of news and information, within all their client and prospect
communications."
According to CEG Worldwide's research "Best Practices of Elite Advisors: The Wealth
Management Edge," all financial advisors can greatly benefit by employing the same business
practices as "elite" advisors those typically referred to as "wealth managers" who earn an
average net income of about $900,000 but serve less than half the number of clients of other
advisors. By reducing the number of clients and focusing solely on more affluent accounts,
advisors have more time to communicate effectively with clients, thereby offering them superior
service, which builds stronger client relationships and ultimately increases assets under
management.
Additional enhancements to Dow Jones Wealth Manager include:
· Enriched "Client Profile" service, with more options for automatic article retrieval based
on client interests and holdings
· "News For All Clients" shows a consolidated view of all news related to an advisor's
book of business and "News For a Specific Client" includes articles of interest to a
specific client. Now users can view results in both views for different categories
including holdings, investment interests, professional, personal, or custom interests, or
all.
· "Client Briefcase," which offers an archive of articles that can be saved by specific topic
or category, and permissioned for access by individuals, teams or firm-wide
· A suite of Dow Jones Wealth Manager premium features, including customized
newsletters, charts and portfolio tracking
Dow Jones Wealth Manager draws upon Dow Jones's award-winning publications and sources,
including Dow Jones Newswires, The Wall Street Journal, Barron's and Smart Money. Dow
Jones Client Solutions delivers end-to-end technology-enabled business solutions along with
innovative consulting services that help enterprises transform their information assets into
competitive advantage.
For more information or for a demonstration of Dow Jones Wealth Manager, visit
www.djnewswires.com/djwm and for more information about Dow Jones Client Solutions visit
www.dowjones.com/clientsolutions.
ABOUT DOW JONES
Dow Jones & Company (www.dowjones.com) is a News Corporation company (NYSE: NWS,
NWS.A; ASX: NWS, NWSLV; www.newscorp.com). Dow Jones is a leading provider of global
business news and information services. Its Consumer Media Group publishes The Wall Street
Journal, Barron's, MarketWatch and the Far Eastern Economic Review. Its Enterprise Media
Group includes Dow Jones Newswires, Dow Jones Factiva, Dow Jones Client Solutions, Dow
Jones Indexes and Dow Jones Financial Information Services. Its Local Media Group operates
community-based information franchises. Dow Jones owns 50% of SmartMoney and 33% of
STOXX Ltd. and provides news content to radio stations in the U.S.
Media Contact:
Liz Petrova
Walek & Associates for Dow Jones
(212) 590 0533
lpetrova@walek.com