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 •   Customer Relationship Management (CRM)
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TechExcel CustomerWise (formerly TechExcel CRM) Customer Support Software by TechExcel, Inc..
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Complying with Financial Services Regulations Through Information Availability by Vision Solutions (E-mail this company)

August 2007 - (Free Research) Over the past five years, some of the most wide-ranging and demanding financial management and disclosure regulations in U.S. history have come into force such as the Gramm-Leach-Bliley and Sarbanes-Oxley Acts. The goal of this white paper is to explain the impact of specific regulations on information availability and discuss available solutions.
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Essential Data Protection, Recovery and Resiliency for Banks by Vision Solutions (E-mail this company)

August 2007 - (Free Research) What if you could tap into the unused value that exists within your IT infrastructure? This white paper explores how the power of an information availability solution can unlock the potential of your IT environment and deliver new value for your organization. It includes an “Action Worksheet” to use in discussions with your IT executives.
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IT Automation in Retail Banking: Optimize Your Customer's Experience to Grow Revenues by Hewlett-Packard Company

January 2008 - (Free Research) This white paper explores the growing importance of IT automation in the retail banking industry for providing consolidated operations, integrated channel activities and an improved customer experience.
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Retail Banking Test Suite IP by Hexaware Technologies

May 2008 - (Free Research) Hexaware’s Retail Banking Testing Intellectual Property (RBT IP) aims at supporting retail banking application/products across the globe, it also reduces the overhead of dependencies on SMEs and brings in the concept of reusability.
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Transforming Branch Banking: Real-Time Advice in the 21st Century by TANDBERG.

March 2008 - (Free Research) To remain independent and expand their profitability, banks must become more operationally efficient and more customer-centric. Institutions realize that providing excellent customer service is the best competitive weapon in an industry with li…
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Establishing a Profitability Discipline within Your Financial Organization by SunGard BancWare (E-mail this company)

October 2007 - (Free Research) Forward thinking financial organizations recognize their success depends upon coordinated strategy execution supported by measurable performance analytics. This paper discusses why organizations need a single actionable view to support strategic goals, recommended stages for a profitability implementation and common implementation obstacles.
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BancWare: Business Performance and Risk Analysis for the Banking Industry by SunGard BancWare (E-mail this company)

BancWare solutions help financial firms measure and manage risk, forecast balance sheet performance and meet regulatory requirements. Our solutions for asset/liability management, profitability, strategic planning, credit risk, operational risk, economic capital and regulatory compliance provide a complete picture of your banking business. 
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Deutsche Bank Builds Global Integration Platform on Vitria by Vitria

March 2008 - (Free Research) After evaluating several solutions, Deutsche Bank selected Vitria's ebusiness platform for its publish and subscribe messaging technology as well as its secure and reliable data communications infrastructure.
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Taking On-Demand CRM Integration to the Next Level by Oracle Corporation.

June 2008 - (Free Research) Explore current CRM on-demand integration challenges facing businesses with mixed deployments and learn how you can guarantee sales effectiveness, business productivity, and reduce costs.
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Epicor Enterprise ERP Solution for Midmarket Businesses by Epicor Software Corporation.

Epicor Enterprise is a tightly integrated and industry-specific end-to-end ERP solution for midmarket businesses. Through its six application suites it provides access to the right information, from the right source, at the right time, empowering users throughout the value chain to make valid, accurate and informed decisions. 
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Microsoft Dynamics CRM Online Webcast by Microsoft

June 2008 - (Free Research) Available on-demand, this Webcast takes you through a brief intro from CEO, Steve Ballmer and then follows a panel of executives who answer questions like: what is CRM and what type of business does it really help?
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BIG-IP WebAccelerator Web Application Delivery for Portal, CRM, & ERP by F5 Networks (E-mail this company)

BIG-IP WebAccelerator is a web application delivery solution that provides a series of intelligent technologies that overcome problems with browsers, web application platforms, and WAN latency issues, which impact user performance. BIG-IP WebAccelerator increases interactive user performance for web, Portal, CRM, and Collaboration applications. 
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Drive Sales Performance and Accelerate ROI on your CRM Investment with Analytics by LucidEra

February 2008 - (Free Research) Read this white paper to learn how to drive sales performance and get more out of your CRM investment. Explore how analytic applications will help you obtain actionable customer information, improve effectiveness and become proactive with your data.
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

ERP for Service Organizations by Epicor Software Corporation.

Moving beyond Professional Services Automation (PSA), Epicor for Service Enterprises is an ERP solution developed specifically mid to large sized professional service organizations. It streamlines every aspect of your business -- from bid management to engagement delivery, from resource management to project accounting and portfolio management. 
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CRM: The Essential Guide - Five Principles for CRM Success by CDC Software - Pivotal CRM (E-mail this company)

December 2007 - (Free Research) This CRM guide distills insights from customers, prospects, industry analysts, and the press down to five key principles for CRM success. Use these five CRM principles as a guide for selecting the right solution and deploying CRM successfully. These principles will help you develop a CRM strategy that is aligned with your company’s strategic goals.
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The Executive Guide to CRM Architecture: Why CRM Flexibility Will Impact Your Success by CDC Software - Pivotal CRM (E-mail this company)

November 2006 - (Free Research) Most CRM vendors claim their solution is customizable. Understanding what "customizable" really means, however, can make the difference between attaining your organization's goals and implementation disaster. CDC Software is pleased to offer you a new free white paper that will help you understand the difference and why it matters.
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Customizable Customer Relationship Management (CRM) Suite for Enterprises by CDC Software - Pivotal CRM (E-mail this company)

Pivotal CRM delivers rich CRM functionality out of the box to help organizations implement quickly with a lower total cost of ownership. As the market’s most customizable CRM solution, Pivotal CRM enables companies to cost-effectively adapt & integrate to fit their unique business processes. 
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CRM Best Practices to Optimize Salesforce Performance by Oracle Corporation.

June 2008 - (Free Research) Companies today need to differentiate themselves by focusing on how they sell, not what they sell, customer relationship management (CRM) can play a pivotal role in achieving that differentiation.
(ARTICLE) READ ABSTRACT | GO TO ARTICLE

Oracle Vertical CRM Applications: Realizing Business Benefit Through Industry Best Practices by Oracle Corporation.

June 2008 - (Free Research) This IDC white paper explores the benefits of employing a vertical CRM application based on industry best practices. Learn challenges, opportunities and benefits of vertical applications as well as advice for industry-specific solutions.
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

CRM: THE ESSENTIAL GUIDE: Five Principles for CRM Success by CDC Software

February 2008 - (Free Research) This comprehensive guide distills insights from customers, experts, and analysts into five principles for CRM success.
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Forum Management for Complex Business Requirements by Gurango Software Corporation (E-mail this company)

The FORUM Management Series is program management software for organizations offering program services, including training and education, events, publications, and membership management. These highly specialized program services provide companies with completely integrated marketing, sales, operations, e-commerce, and accounting solutions. 
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Offshore Funds: A Pathway to Growth - A Practical Guide to Operational Imperatives for Hedge Fund Managers by Advent Software, Inc

December 2007 - (Free Research) Total hedge fund assets recently hit $2.5 trillion, driven by buoyant manager performance and surging capital inflows, while the number of hedge funds soared to almost 10,000. This paper focuses on the growth of the offshore segment within the wider expansion of the hedge fund industry and assesses the advantages of adding an offshore capability.
(WHITE PAPER) GO TO WHITE PAPER

Extending Oracle Siebel CRM Oracle Fusion Middleware by Oracle Corporation.

March 2008 - (Free Research) This white paper details the benefits associated with Oracle's Siebel CRM and discusses methods for extending business processes and visibility to external customers, suppliers and service providers using Oracle Fusion Middleware today.
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Delivering Trusted Data across the Enterprise - Business Objects Data Services by Business Objects

June 2008 - (Free Research) Business Objects Data Services XI 3.0 is your solution for delivering trusted data across the enterprise.
(WHITE PAPER) READ ABSTRACT | GO TO WHITE PAPER

Microsoft Dynamics (r) CRM Online Offer by Microsoft

May 2008 - (Free Research) Download this free trial of Microsoft Dynamics CRM Live with enhanced customer relationship management capabilities. Test-drive this Microsoft hosted solution & find out what small business decision makers are buzzing about.
(WHITE PAPER) GO TO WHITE PAPER

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