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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 |

BI for Small and Mid-sized Businesses by LogiXML

October 08, 2009 - (Free Research)
This paper dispels some myths about BI in smaller companies and outlines the main options at your disposal. 
(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 |

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 |

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

January 01, 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)

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

November 10, 2009 - (Free Research)
How can today's CIO make the biggest impact on their organization? Learn more here. 
(ANALYST REPORT) READ ABSTRACT |

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

March 06, 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 |

Addressing Compliance Initiatives with Center for Internet Security Benchmarks by Tripwire, Inc.

January 01, 2009 - (Free Research)
This whitepaper details the background you need to build an effective compliance program by understanding benchmarks, the basic building blocks of compliance initiatives. You'll learn about the benchmarks specified by the Center for Internet Security (CIS), which are often used as a starting point for creating a compliance initiative. 
(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 |

The Building Blocks for Growth: A Network Can Improve Efficiency and Responsiveness, As Well As Control Costs by Cisco Systems, Inc.

August 14, 2009 - (Free Research)
Growth rises on the horizon for many small businesses, and one seizes the day, expansion often occurs rapidly. Preparation is crucial to success. What tools are required for a company with 20 employees, for example, to grow to 100 employees within a year? Read this paper to learn more... 
(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 01, 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 |

Executive Search Firm Implements New CRM System, Improves Productivity by 25 Percent by Microsoft

April 15, 2008 - (Free Research)
Devine Capital had relied on Microsoft® Office Outlook® and the Encore contact management tool to meet this need. However, the Encore interface was rigid and did not integrate effectively with Outlook. After implementing Microsoft Dynamics™ CRM 4.0, time spent on daily administrative tasks was reduced by 25 percent. 
(CASE STUDY) READ ABSTRACT |

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

January 05, 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)

Service Delivery Innovation: Creating Client Value and Enhancing Profitability by SAP AG

January 01, 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 |

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)

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)

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 |

Getting Started with SAP Virtualization by Arrow ECS HP Group and Intel

September 2009 - (Free Research)
In this videocast, learn how SAP customers are getting started with virtualization technology, and find out what needs to be considered in terms of hardware, staffing and SAP modules. 
(VIDEO) READ ABSTRACT |

Laying the IT Security Foundation by Lumension

April 2009 - (Free Research)
Learn how in today's evolving threat landscape you need to lay the proper IT security foundation that proactively addresses the root cause of attacks such as Conficker. 
(WHITE PAPER) READ ABSTRACT |

Winning Strategies for the Evolving Legal Marketplace by BlackBerry

October 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 |

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 |

Security Expert In-a-Box: Protect your Business with Built-in Solutions for Security and Compliance by ArcSight, Inc.

April 2009 - (Free Research)
Read this brief paper to learn how you can use ArcSight Express to monitor perimeter, network, and server security and to automate security operations. 
(DATA SHEET) READ ABSTRACT |

ITSM guidance: ITIL V3 Update by SkillSoft Corporation

August 2009 - (Free Research)
In an exclusive interview with Sharon Taylor, you'll hear her address the negative user comments about ITIL V3, the improved potential for ROI and the new V3 certification path. 
(VIDEO) 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 |

Reducing Time and Staff Required to Meet Customer Service Level Requirements for Security and Compliance by Shavlik Technologies

July 2009 - (Free Research)
As ORCS introduced Windows Server 2008 into the network, they sought new ways to improve efficiency. The need for an improved patch management system, combined with the requirements for PCI compliance, presented a dual challenge that they hoped they could address with a single technology solution. And they did. Read this case study to learn how. 
(CASE STUDY) READ ABSTRACT |

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