Company: Dow Jones, New York, NY
Company Description: Dow Jones & Company (NYSE: DJ; dowjones.com) is a leading provider of global business news and information services.
Nomination Category: Company, Office & Product Awards Categories
Nomination Sub Category: Best New Product or Service

Nomination Title: Dow Jones Wealth Manager: the Client-Loyalty Engine

1. Tell the story about this nominated product or service (up to 500 words). Describe its function, features, benefits, and sales to date. You may include hyperlinks to product photos and data sheets. IMPORTANT: Begin each link with http://, and enclose each link in square brackets; for example, [http://www.youraddress.com]:

Today, the pressing challenge for financial firms is to help their advisors
deliver the highly customized service experience that affluent clients expect.
Loyal clients are the key to a strong and profitable wealth management
practice and according to CEG research, the most successful wealth managers
establish close relationships with their clients by delivering a client-
customized offering of services, products and communication.

In response, the next generation of Dow Jones Wealth Manager provides
financial advisors with the information they need to build client loyalty and
a strong, profitable customer base. Dow Jones Wealth Manager systematically
maps trusted news from Dow Jones and other leading sources to client-specific
investments and professional and personal interests. This Client News Match
functionality enables advisors to better engage affluent clients and prospects
with more frequent and meaningful communication centered on client’s needs,
goals and passions, delivering a superior level of service that leads to more
assets under management.

Now, advisors from firms of all sizes will be able to access Dow Jones Wealth
Manager. Instead of spending hours searching for information of interest to
each client, advisors can use Client News Matches to read Dow Jones Newswires,
The Wall Street Journal and other premium sources from the client’s point of
view. Then, advisors can develop a custom communication plan for each client,
prospect or group of clients. Advisors also benefit from a Dow Jones Wealth
Manager editorial team that selects news and information to keep them up-to-
date on industry trends, investment products and practice management.

Dow Jones Wealth Manager is available via the Web and Web Service. The Web
services version integrates Dow Jones’ XML-based programmatic interfaces into
the systems critical to advisor productivity, such as CRM and contact
management systems. The Web-based Dow Jones Wealth Manager provides
streamlined access to targeted information so advisors can extend a high level
of personal care and attention to all of their clients. Now, Dow Jones Wealth
Manager offers:

• Client News Match – Custom profiles of each client’s holdings,
interests and goals are mapped against the entire Dow Jones Wealth Manager
content set.
• Trusted and Premium Content – For the widest range of Client News
Matches, Dow Jones Wealth Manager includes Dow Jones Newswires, all editions
of The Wall Street Journal, Barron’s and SmartMoney, as well as leading
national newspapers and 50 publications from Factiva.
• Scrolling Headlines and Top Stories – Advisors will be up to speed and
on top of news that may affect client holdings with continuous coverage of
news and events worldwide. Headlines can also be launched in a separate
browser.
• Alerting and Saved Search – Searches are stored for speedy retrieval,
and Alerts quickly highlight the topics that matter most to clients and
prospects.
• Wealth Manager Collections – To keep advisors on top of critical
information, specialist editors select stories covering industry trends,
investment products and practice management from Dow Jones and global industry
and trade publications from Factiva, then summarize, rank and organize them
into more than 20 collections.

2. List hyperlinks to any online news stories, press releases, product reviews, or other documents that support the claims made in the section above. IMPORTANT: Begin each link with http://, and enclose each link in square brackets; for example, [http://www.youraddress.com]:

Press Releases:
http://www.dj.com/Pressroom/PressReleases/Other/US/2007/0205_US_DowJones_4555.
htm

http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=104&STORY=/www/story/03-22-2
007/0004551184&EDATE=

Flash

http://www.djnewswires.com/us/DowJonesWealthManager.htm

Sample Coverage:

• Securities Industry News: Dow Jones Takes Its Wealth Manager Up a
Notch (subscription required)
• Securities Industry News: Technology as a High-Touch Aid (subscription
required)
• Inside Market Data: DJ Revamps Wealth Manager (subscription required)
• Wall Street and technology: Dow Jones Launches Wealth Manager Web Site
• M2 EquityBites: New web version of Dow Jones Wealth Manager unveiled
(subscription required)

Product Reviews:

In an interview with Securities Industry Mews, John J. Bowen Jr., founder and
CEO of market research firm CEG Worldwide said, "Dow Jones has been supplying
data for transactions and has had to move to a different model as well, and
what they've come up with is a way to empower advisers. By totally automating
the match between client interests and available news and information, the Dow
Jones product brings advisers and clients into closer touch. "We've found that
all advisers have knowledge of financial products, but so often they forget
the importance of relationship--letting the client know that you're there for
them.”

"Too many advisers are struggling, knowing that they have to change but not
doing it," Bowen continued. "In transitioning from a transactional broker,
they have to put the clients first and become their personal chief financial
officer." He conceded that advisers could complete some searching tasks with
Google, but it's time-consuming and not tailored. "I've known advisers who had
assistants tearing out articles from magazines and the Wall Street Journal for
clients," Bowen said. "This product just makes it easier to do."

3. Provide a brief (up to 100 words) biography about the leader(s) of the team that developed this nominated product or service:

As Senior Vice President and Chief Product Office for the Dow Jones Enterprise
Media Group, Dennis Cahill has overall product revenue and technology
responsibility for Content Technology Solutions within the Enterprise Media
Group including: Dow Jones Newswires, Dow Jones Licensing Services and the
Factiva product suite. As a member of the Leadership Team, Mr. Cahill plays a
key role in influencing the overall company strategy.Previously, he was Vice
President, Product, for Factiva, where he was instrumental in driving
Factiva’s leadership status and innovator position in the business news and
information marketplace by developing products that put advanced technologies
to work solving customers’ strategic business issues. from the State
University of New York, Buffalo.