Steve Sanduski

APRIL 2, 2024

But before you make any investments in tech, you need to invest your time to learn about where AI is going and identify integrations that will add real value for your employees and your clients. On today’s show, Vinay Nair and I survey the state of AI in financial services.

B2B 52

B2B Financial Services Financial Advisor Sales 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. billion in client assets. Peter Lazaroff.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Trade Brains

SEPTEMBER 15, 2023

The clientele of the company includes both B2B and B2C customers, allowing it to target India’s most frequent and high-spending travellers, namely educated urban consumers. The company currently has more than 813 corporate clients and over 49,800 registered small and medium-sized enterprise customers as of fiscal year 2023.

B2C 59

B2C B2B Engineering Distribution 59

Trade Brains

JANUARY 19, 2024

UPL is present in 138 countries with 43 manufacturing facilities and 18 R&D facilities it caters to over 600 external B2B clients. Its product portfolio includes 1344 products across seeds, seed treatment, herbicides, fungicides, rodenticides, and post-harvest. 46240 Cr in FY22 to Rs.53576 53576 Cr in FY23. 4437 Cr in FY22 to Rs.4414

Manufacturing 111

Manufacturing Taxes B2B Portfolio 111

Trade Brains

JUNE 3, 2024

As a company they follow the B2B model were they sell their products to boutique stores and mid range sellers who again sell these products in their retail outlets or through online platform. Their clients include Malabar gold and diamonds, Joyallukkas, GRT Jewellers, Kalyan Jewellers.

Retail 59

Retail B2B Manufacturing Clients 59

Trade Brains

SEPTEMBER 29, 2023

Which cater to B2B bulk orders based on the specific design and quantity requirements of the clients. Karnika Industries Limited has long term client relationships and high levels of customer satisfaction. In addition to manufacturing, It is also engaged in the trading of boys’ and girls’ wear.

Manufacturing 59

Manufacturing B2B Clients Government 59

Trade Brains

OCTOBER 9, 2022

Services provided by the company: Through its Tracxn platform, the business makes private corporate data available to its clients for a variety of purposes, including deal sourcing, target identification for M&A transactions, deal diligence, analysis, and tracking new market and industry trends. Source: DRHP of the company).

B2B 52

B2B Numbers Marketing Marketing 52

Indigo Marketing Agency

APRIL 4, 2024

In todays digital age, social media isnt just a platform for sharing cat videos and vacation photosits a powerful tool for building your brand, connecting with clients, and growing your business. By actively listening to client feedback, you strengthen client relationships and demonstrate your commitment to providing exceptional service.

Media 52

Media Financial Advisor Education Compliance 52

Trade Brains

OCTOBER 11, 2023

With an annual production capacity of 148,500 MT, the company primarily operates on a B2B business model, offering customers a range of castor oil products and derivatives. Strengths of the company: Rajgor Castor Derivative Company serves clients from various industries such as textiles, cosmetics, pharmaceuticals, and rubber.

Pharmaceutical 59

Pharmaceutical Manufacturing B2B Ethics 59

Trade Brains

APRIL 11, 2023

Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. Its multi-channel distribution network comprises branches, an online portal, dedicated customer care and phone service that caters to all the investment needs of the clients.

Retail 94

Retail Government Distribution Financial Services 94

Trade Brains

AUGUST 26, 2024

ECOS’s business model focuses on B2B services. For CCR, it serves corporate clients while end-users are employees or guests. The cab segment includes corporate (B2B) and retail (B2C) categories, offering various services like employee transportation and car rentals. It uses an asset-light model, owning only 5.81% of its fleet.

Transportation 52

Transportation B2B B2C Assets 52

Trade Brains

SEPTEMBER 23, 2023

The company has a strong managerial team that ensures compatibility and reliability with the clients servicing its needs and requirements efficiently. With their experience, the company is focusing on continued expansion and strengthening of its Content Library.

B2B 64

B2B Media Advertising Investing 64

Trade Brains

SEPTEMBER 22, 2023

It also manufactures and packages lubricants on a private label basis for some of the customers for B2B as well as B2C verticals. Some of the clients are BEML, HAL, Mazagon Dock Shipbuilders, Mahindra First Choice Services Limited, Godrej & Boyce Manufacturing Co.

Manufacturing 59

Manufacturing B2C B2B Distribution 59

Indigo Marketing Agency

APRIL 4, 2024

In today’s digital age, social media isn’t just a platform for sharing cat videos and vacation photos—it’s a powerful tool for building your brand, connecting with clients, and growing your business. But with so many platforms and strategies to consider, where do you even begin? What do you hope to achieve?

Media 40

Media Financial Advisor Education Compliance 40

Trade Brains

NOVEMBER 16, 2022

It focuses on the affluent category of clients. Tata Elxsi caters to leading clients from automotive, communications, healthcare, rail, semiconductor, pharmaceutical, biotechnology, and other industries. . Later in 2010, its name was changed from Bajaj Auto Finance to Bajaj Finance.

Pharmaceutical 52

Pharmaceutical Manufacturing Distribution B2C 52

Trade Brains

AUGUST 25, 2023

Furthermore, its B2B division offers a broad range of products and services such as water management machinery, mechanical, electrical & plumbing (MEP), heating, ventilation & air conditioning (HVAC) systems, textile machinery, mining & construction equipment. All this makes Voltas much more than a consumer durables company.

Manufacturing 52

Manufacturing Sales B2B Distribution 52

Trade Brains

JANUARY 11, 2023

The company caters to clients in industries such as BFSI, manufacturing, telecommunication, entertainment, logistics, healthcare, rapid prototyping, energy, retail, and more. Its suite assists Fortune 500 companies with customer onboarding, customer engagement hub, B2B customer experience, and more such activities.

Education 52

Education Healthcare B2B Consulting 52

Indigo Marketing Agency

MAY 13, 2025

2 Critical Client Acquisition Strategies for Financial Advisors Why do some client acquisition strategies for financial advisors work and some dont? Why do some financial advisors seem to have a steady stream of qualified prospects while others struggle to groweven when they do great work for their clients? Lets break them down.

Financial Advisor 52

Financial Advisor Clients B2B Estate Planning 52

The Big Picture

JUNE 6, 2023

It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. RITHOLTZ: What’s the pushback to that from clients? Jay Abraham taught me a lot about putting my customers and clients at the center of my world. RITHOLTZ: There was no big exit, you didn’t ring the bell and say?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

MARCH 25, 2025

As you note, when we spun out, we kept all of our Bear Stearns accounts, continued to work with all their private client service people over there. He goes, well, our, our clients, the, the Riol Wealth Managements of the world could, could use this and it would be amazing for their business. So it was very, very amicable.

Management 147

Management Numbers Investing Investments 147

Trade Brains

FEBRUARY 28, 2024

Top AI Stocks with High FII Holdings #1 – Coforge Coforge is a leader in product engineering, that designs, consults, operates, and modernizes client systems across the world. It Leverages Cloud, Integration, and automation tech that transforms its client businesses into digital and high-growth enterprises. Stock P/E (TTM) 53.39

Engineering 100

Engineering Government B2B Clients 100

Trade Brains

MAY 24, 2024

Sigachi is in the process of expanding its B2B market in Nutritional ventures so that it can feature ingredients and micronutrient premixes. Their dedication to research and development ensures they stay at the forefront of MCC technology, offering advanced solutions that meet the evolving needs of their clients.

Pharmaceutical 105

Pharmaceutical Manufacturing Medicine Food 105

The Big Picture

NOVEMBER 4, 2024

00:06:39 [Speaker Changed] So clients, the LPs who come to Oak, were they just giving them cash to be allocated across all these different sectors? So pharma is a client, employers, payer employer market as a client and payers our clients beyond our customers of our companies, beyond just hospital systems.

Healthcare 130

Healthcare Medical Investing Investments 130