This paper seeks to get to the bottom of gaps in CRM initiatives, identifying specific changes that have occurred in the process, areas where it is falling short and other tidbits to consider as your strategies move forward. Read this and gain insight into the results of a survey conducted amongst 160 firms with annual revenues of $250 million. 

Read this white paper to learn how financial services firms can leverage social channels to better understand changing customer needs and interaction styles, develop products and services that address those changes, and create marketing campaigns that target these customers. 

This TowerGroup paper, sponsored by Sybase discusses the roles of real-time analytics and complex event processing (CEP) in an increasingly fast-paced and complex securities trading environment. 

Microsoft Dynamics CRM enables organizations to improve customer service, effectively manage marketing and communications, and increase sales productivity, ultimately driving increased profits and reduced costs. 

Inside this white paper, learn how to meet the necessary compliance requirements that will ensure a smooth transition when planning for the succession of your advisory firm. 

This special eight-page indepent report from Computer Weekly, packed with graphs and diagrams, is essential reading for anyone doing business, or thinking of doing business with EMC. 

Learn how to manage your electronic tools before they manage you. This paper will teach you how to properly utilize your office technologies and set effective communication rules with your project team. 

This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them. 

There are many reasons why outsourcing with Advent OnDemand℠ may be the right answer for your firm. These are just ten of them. Find out why nearly 500 investment management firms have staked their future on our outsourcing services. 

In the ongoing effort to reach HIPPA Electronic Medical Record (EMR) compliance standards, one of the biggest concerns is security. Download this whitepaper to see how to develop a blanket of security for patients and your reputation through leveraging best practices for automated threat protection! 

While current technologies and techniques allow for more sophisticated and effective approaches to counterparty risk management than those that fell short in 2008, there are still barriers to successful adoption that will require organizational changes. Read this white paper to learn more. 

This white paper presents transformational approaches and strategies for moving clinical documentation processes to EHRs, as well as an overview of types and stages in the journey to electronic records as well as considerations for provider organizations. 

The federal government’s push for electronic healthcare records has made compliance and data security even more pressing. This e-guide offers a look at where healthcare IT leaders should begin, and what they should watch out for as they move to embrace the HITECH Act, HIPAA and other initiatives.