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Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution

February 20, 2009 - (Free Research)
This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity. 
(WHITE PAPER) READ ABSTRACT |

Using Total Cost of Ownership to Determine Optimal PC Refresh Lifecycles by Dell, Inc. and Intel

May 04, 2009 - (Free Research)
Wipro analysts gathered information from 106 IT organizations in North America, Great Britain, and Germany in March 2009. This whitepaper explores contributing factors that determine the optimal refresh rate for laptop and desktop PCs, using examples from the firms that participated in the survey. 
(WHITE PAPER) READ ABSTRACT |

Plan Now for Licensing Windows 7 by Dell, Inc.

July 22, 2009 - (Free Research)
This Forrester Research paper will show you how analyzing your options for upgrading to Windows 7 can save you down the road. One of the first steps IT managers should take is to determine their firm's Windows 7 licensing strategy and how it fits into their broader Microsoft relationship. 
(WHITE PAPER) READ ABSTRACT |

Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc

July 01, 2009 - (Free Research)
This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options. 
(WHITE PAPER)

High Availability Lowdown by CDW Corporation

September 04, 2009 - (Free Research)
The Barkley ad firm implements consolidation, virtualization and replication to strengthen business-continuity and disaster-recovery planning. With the goal of getting to 100 percent availability, the firm uses HP's blade hardware, VMware's virtualization software and a variety of existing storage platforms. 
(CASE STUDY) READ ABSTRACT |

Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-Sell Opportunities by Microsoft

April 18, 2008 - (Free Research)
Microsoft Dynamics CRM Online delivered the reliable solution Norris needed to safeguard, analyze, and share customer data with employees. His team can now use that data to much more effectively sell and up-sell his firm's products and services. 
(CASE STUDY) READ ABSTRACT |

SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc

August 2008 - (Free Research)
This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm. 
(WHITE PAPER)

Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc

January 2009 - (Free Research)
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. 
(WHITE PAPER)

Migrating from VB6 to .NET in a Cost-Effective Manner: How to Reduce Financial Pressures and Risks While Modernizing your IT System by Transoft

November 2009 - (Free Research)
With Microsoft recently announcing plans to terminate support for the VB6 IDE and the VB6 runtime, many organizations are looking to migrate their VB6 application. This paper reviews the current migration and modernization solutions for converting valuable software assets from the VB6 platform, as well as 12 tips for handling the migration. 
(WHITE PAPER) READ ABSTRACT |

Wealth Management Firms Choose CRM to Improve Productivity and Client Service by Microsoft

August 2009 - (Free Research)
To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM. 
(WHITE PAPER) READ ABSTRACT |

How Financial Firms Can Improve Business Integration Capabilities and Increase Straight-Through Processing Efficiency by Sterling Commerce

September 2009 - (Free Research)
This white paper discusses the increased demand placed on financial services organizations to improve their straight-through processing (STP) levels across all business units. 
(WHITE PAPER) READ ABSTRACT |

Leading Virtualization 2.0: How Intel is Driving Virtualization Beyond Consolidation Into a Solution for Maximizing Business Agility Within the Enterprise by Insight & Intel

October 2008 - (Free Research)
Virtualization is one of the hottest technologies in IT infrastructure today. Intel is helping enable the next generation of virtualization usage efficiently. Virtualization 2.0 focuses on increasing service efficiency through flexible resource management. In the near future, this usage model will become absolutely critical to data centers. 
(WHITE PAPER) READ ABSTRACT |

Setting a Precedent for Success: Turner Padget effectively eliminates unplanned downtime and cuts server footprint by 50% with Dell solutions and VMware by Dell and VMware

April 2009 - (Free Research)
Turner Padget Graham & Laney, P.A., a Columbia, South Carolina-based law firm with five locations throughout the state sought to consolidate legacy servers, improve availability for remote users, increase storage capacity and implement a new disaster recovery DR/BC strategy. In this case study you'll learn about their new Dell and VMware solutions. 
(CASE STUDY) READ ABSTRACT |

Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc

July 2008 - (Free Research)
This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed. 
(WHITE PAPER)

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution

February 2009 - (Free Research)
In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity. 
(WHITE PAPER) READ ABSTRACT |

The Buyside and the Three Phase Evolution of Electronic Trading by Advent Software, Inc

December 2006 - (Free Research)
The objective of this paper is to present the buyside with a framework in which to understand the changes in the U.S. trading market, to offer a vision for the trading platforms that will support this new world and to explain why the future belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers. 
(WHITE PAPER)

Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc

January 2009 - (Free Research)
This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion. 
(WHITE PAPER)

Case Study: Rouse Partners with Double-Take Software to Develop a Robust Business Continuity Plan by Double-Take Software UK

October 2009 - (Free Research)
As a highly respected leading global intellectual property (IP) consultancy and law firm, Rouse needed to be confident in its level of client service, even in the event of a IT system failure. Read this case study to learn how Rouse partnered with Double-Take Software to develop and implement a full business continuity plan. 
(CASE STUDY) READ ABSTRACT |

2009 Top 10 in Investment Management by Actuate

September 2009 - (Free Research)
The investment management business in 2009 will be dominated by the ramifications of the events of 2008. In this report, TowerGroup has compiled a list of the top 10 business drivers and the resulting major strategic responses and technology initiatives. 
(ANALYST REPORT) READ ABSTRACT |

The New Voice of the CIO: 2009 Global CIO Study - Perspectives for Midsize Organizations by IBM

November 2009 - (Free Research)
How can today's CIO make the biggest impact on their organization? Learn more here. 
(ANALYST REPORT) READ ABSTRACT |

First Class Protection for the Mid-Size Organization: Control Your Network with an Out of Box Solution by ArcSight, Inc.

April 2009 - (Free Research)
Read this paper to learn how ArcSight Express can help mid-size organizations better face the numerous security and compliance challenges they confront today. 
(WHITE PAPER) READ ABSTRACT |

BI for Business Users: How IT Can Make Business Intelligence Easy for Everyone by IBM

April 2009 - (Free Research)
Today, the latest BI solutions put the power of advanced business intelligence into the hands of more people throughout the organization - improving the speed and accuracy of decision-making from top to bottom. Knowing your business, market, customers, and competition is critical for any organization. Read this for more... 
(WHITE PAPER) READ ABSTRACT |

Law Firm Cuts IT Costs by 90 Percent, Dismisses Server Worries with Online Services by Microsoft

March 2009 - (Free Research)
James C. Nolan Law Office wanted to reduce monthly server maintenance fees, eliminate concerns about server reliability, and simplify the process of connecting seasonal workers to company systems. The firm got rid of its servers and subscribed to the Microsoft® Business Productivity Online Standard Suite. 
(CASE STUDY) READ ABSTRACT |

Cost-cutting strategies for a virtualized data center: Performance and capacity management tools by Dell, Inc. and Intel

June 2009 - (Free Research)
In this expert podcast, learn how new capacity planning and performance management tools utilize automation and an intuitive interface to increase resource utilization and reduce capital expenditures for your virtualized data center. 
(PODCAST) READ ABSTRACT |

Application Transformation: Getting to the Bottom Line by Hewlett-Packard Company

November 2009 - (Free Research)
Learn application transformation strategies, such as legacy application modernization and exploiting mainframe alternatives, in this on demand virtual conference. Get innovated with Geoffrey Moore, best-selling author and managing director of TCG Advisors and Dale Vecchio, featured speaker from Gartner Research. 
(VIRTUAL TRADE SHOW) READ ABSTRACT |

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