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Record W4230484326 · doi:10.24124/2009/bpgub1396

How to drive frontline mutual fund sales at CIBC

2009· dissertation· en· W4230484326 on OpenAlexaff
Jassy Braich

Bibliographic record

Venuenot available
Typedissertation
Languageen
FieldBusiness, Management and Accounting
TopicService and Product Innovation
Canadian institutionsUniversity of Northern British Columbia
Fundersnot available
KeywordsSWOT analysisMutual fundBusinessInvestment (military)Strengths and weaknessesMarketingQuality (philosophy)FinanceService (business)Target date fundManager of managers fundInvestment fundOpen-end fund

Abstract

fetched live from OpenAlex

At CIBC, we strive to be a leader in client relationships and drive our bottom line results through fulfilling client needs with top quality products and service. However, throughout the past several years CIBC has been challenged with its frontline mutual fund sales in the investment industry. This project is dedicated to assist CIBC in driving frontline mutual fund sales and gaining a competitive advantage in investments. By conducting a detailed survey with managers and identifying common challenges, I discuss various methods to assist sales. To further lend in the methodology, a strengths, weaknesses, opportunities, and threats (SWOT) analysis was conducted to evaluate CIBC's investment strategies. Throughout the analysis of the project, I have made many simple recommendations to help cope with these challenges. Moreover, the final conclusion of the study outlines the benefits of employing an in-branch wealth specialist dedicated to all investment products in aiding CIBC to overcome these concerns in its mutual fund sales.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.000
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesMeta-epidemiology (narrow), Insufficient payload (model declined to judge)
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Not applicable · Consensus signal: Not applicable
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.452
Threshold uncertainty score1.000

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0000.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.001
Science and technology studies0.0000.000
Scholarly communication0.0010.001
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0010.003

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.026
GPT teacher head0.254
Teacher spread0.228 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one teacher head, not a consensus.

Study designNot applicable
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2009
Admission routes1
Has abstractyes

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