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 case study to learn how BancVue utilized Sugar Professional to optimize their customer’s business models and extend the base model contract module for improved contract management. Continue reading to learn how BancVue is winning the war against the big banks with the help of Sugar Professional. 

Read how a growing IT service firm decreased its auditing time and gained $10 million in revenue growth after deploying a solution using Microsoft Dynamics SL. 

This Technical Standard provides a taxonomy describing the factors that drive risk – their definitions and relationships. This Technical Standard is not a reference or tutorial on how to assess or analyze risk, as there are many such references already available. 

Cloud computing is one of the latest computer and business industry buzz words. This paper will discuss the definition of cloud computing, the public or external cloud, the private or internal cloud, the evolution of cloud computing and more. 

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. 

The definition of a mobile payment is often open to interpretation and can differ from source to source.    Juniper Research has a simple definition of a mobile payment as “payment for goods or services with a mobile device such as a phone, Personal Digital Assistant (PDA), or other such device.” 

More IT pros are looking to introduce a cloud infrastructure to their organization. However, as the definition and its potential benefits have morphed over time, knowing exactly what this technology offers is not always easy. This white paper highlights cloud computing to help you better evaluate this technology. Learn more here. 

Juniper Research defines mobile banking as  “the provision of banking services to customers on their mobile devices”: specifically we mean in the vast majority of instances “the operation of bank current and deposit or savings accounts”. 

<p>Read this white paper to learn why you should always have an effective requirements definition before you begin any kind of software development. Use this paper as a guideline to learning how to create an effective outline of expectations, how to put them into action, and the benefits you’ll reap at the end of the process.</p> 

Using a Visual Data Analytics Platform to Monitor and Manage Positions/Exposures in Real-Time Firms that engage in financial trading are exposed to counterparty risk (i.e., credit risk), market risk, and operational risk. 

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.