Designations no longer a choice
For most banks and credit unions, education is a priority; Laurentian appears to be the exception
For most banks and credit unions, education is a priority; Laurentian appears to be the exception
Size and large bureaucracies can create problems, but can also make it easier to implement solutions to help clients
On the efficiency question, overall contentment with internal systems is down in each of past three years
Certain personality types do better than others in some sectors of the financial services industry
Institutions making up for late start with new emphasis on planning
Country crises and corporate failures take their toll
As regional organizations, it is easier for them to focus on the needs of specific communities
Cutbacks, sales quotas, competition: “It’s brutal!” says one account manager
Account Managers' Report Card: includes chart
2002 Account Managers' Report Card
OSC receives 50 comments to CSA proposal; more are coming, and most are negative
