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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 |

Emerging Opportunities for Accounting Firms in a Changing Economy by BlackBerry October 05, 2009 - (Free Research) In this research report, we examine five of the critical issues that are creating new opportunities for the accounting profession and nine key strategies for obtaining competitive advantage.  (WHITE PAPER) READ ABSTRACT |

Webcast: Emerging Opportunities for Accounting Firms in a Changing Economy by BlackBerry November 02, 2009 - (Free Research) The global economy has gone through a painful restructuring in the last year. The economic downturn has however presented many opportunities for firms to cut costs and enhance their productivity. In this webcast you'll learn how to leverage those opportunities using Blackberry® solutions for accounting firms.  (WEBCAST) READ ABSTRACT |

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution February 20, 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 |

Winning Strategies for the Evolving Legal Marketplace by BlackBerry October 05, 2009 - (Free Research) Law firms have had to develop new strategies to compete and win in a legal market that contains greater uncertainty than any that has come before it. This paper will briefly outline strategies for success in the evolving legal marketplace.  (WHITE PAPER) READ ABSTRACT |

Business Agility as Growth Enabler: How Can Midsize Firms Manage Change in an Increasingly Demanding World? by SAP AG August 01, 2007 - (Free Research) Your company's ability to meet changing customer requirements and drive revenue growth in a continually changing environment is essential. This whitepaper examines the related issues of growth and flexibility from a number of perspectives.  (WHITE PAPER) READ ABSTRACT |

Webcast: Winning Strategies for the Evolving Legal Marketplace by BlackBerry October 05, 2009 - (Free Research) In this webinar, you'll learn about the rapidly changing state of law firms, how law firms must pay closer heed to business management issues to remain competitive. You'll hear the voice of the client and what law firms must do to succeed in the face of change.  (WEBCAST) 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)

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

Service Delivery Innovation: Creating Client Value and Enhancing Profitability by SAP AG January 2007 - (Free Research) This paper reviews the forces that affect the professional services market today, defines and explains the main pillars of service delivery innovation, and reviews the benefits firms derive from service delivery innovation.  (WHITE PAPER) READ ABSTRACT |

Assess Your Enterprise Agility by SAP AG November 2007 - (Free Research) Forrester reports that CEOs are beginning to recognize the need for their firms to become more agile in detecting and making the changes to strategy, operations, and products.  (ANALYST REPORT) READ ABSTRACT |

Tame the Beast: Reduce the Complexity of IT Risk and Compliance by OpenPages, Inc. December 2009 - (Free Research) Join us for a discussion with Tommy Thompson, IT Security and Compliance Coordinator at Williams Company and Bob Shapiro, Principal Business Analyst at OpenPages, in which we will uncover strategies for implementing a more effective IT risk and compliance management program.  (WEBCAST) READ ABSTRACT |

Key Considerations in Building an E-mail Archiving and Compliance Strategy - Webcast by Hewlett-Packard Company October 2009 - (Free Research) In this webcast, learn how Brunel University solved their email management challenges of massive email growth, lengthy tape backups and long searches. Discover how to develop an email archiving strategy that automatically captures, preserves and manages all corporate emails for compliance regulations.  (WEBCAST) READ ABSTRACT |

Plan Now for Licensing Windows 7 by Dell, Inc. July 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 |

CIO Decisions Ezine: Vol. 8 - The Portfolio Approach by CIO Decisions September 2009 - (Free Research) Is your present mix of short and long-term projects putting you on a path to success? Read CIO Decisions Ezine on The Portfolio Approach and gain insight into successful PPM and IT project governance strategies. Access this CIO Decisions Ezine and subscribe instantly.  (EZINE) READ ABSTRACT |

CIO Decisions Ezine Volume 4: Disaster Recovery and Unified Communications by CIO Decisions December 2008 - (Free Research) This eguide explains how Midmarket companies are embracing server virtualization and updating their disaster recovery strategies to ensure they minimize risk-affordably.  (EZINE) READ ABSTRACT |

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

How to control the risk and costs of e-discovery by Hewlett-Packard Company March 2009 - (Free Research) In this webcast hear from leading analyst firm Gartner Research and Information Management solution providers HP on how to reduce the cost and risk of e-discovery, with a focus on Legal Hold best practice and solutions, and how a proactive e-discovery strategy will help you optimize the Legal Hold process.  (WEBCAST) READ ABSTRACT |

2009 and Beyond: Managing Security and the New Compliance Landscape by IBM September 2009 - (Free Research) Learn how to successfully safeguard your enterprise and manage the burden of compliance with Kristin Lovejoy, Director, IBM Corporate Security Strategy and Scott Crawford of analyst firm EMA. This webcast discusses how to protect company data and meet compliance needs on a restricted budget.  (WEBCAST) READ ABSTRACT |

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)

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)

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 |

Hitting the Moving Target of Operational Excellence: Identifying and Obtaining the Information Needed for Continued Success by SAP AG May 2007 - (Free Research) This white paper presents IDC’s framework for implementing operational excellence (opex) and helps the reader move toward an effective op ex implementation while avoiding potential pitfalls.  (WHITE PAPER) READ ABSTRACT |

Stop Retaining Forever, Start Archiving Now by Hewlett-Packard Company November 2009 - (Free Research) Learn archiving tips from HP's Manu Chadha that will help you increase application performance and comply with regulatory, governance and e-discovery obligations.  (WEBCAST) 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 |

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