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

August 25, 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 |

Global Real Estate Management Firm Chooses CRM Solution to Reduce TCO, Enhance Service by Microsoft

June 05, 2008 - (Free Research)
When the latest version of Microsoft Dynamics CRM became available, executives decided to upgrade to it. Now, Jones Lang LaSalle has a robust solution that easily and economically integrates into the company’s current systems and delivers functional and technical capabilities that support effective global operations. 
(CASE STUDY) 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 |

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)

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)

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 |

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 |

Webcast: Emerging Opportunities for Accounting Firms in a Changing Economy by BlackBerry

November 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 |

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 |

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 |

NBA Basketball Team Scores with Sales Force Automation Tool by Microsoft

April 2008 - (Free Research)
Read how a Microsoft Dynamics solution helped a NBA Basketball team gain benefits such as system connectivity, sales force automation, and enhanced productivity. 
(CASE STUDY) READ ABSTRACT |

Research Management Solutions: Bringing the Benefits of Automation to the Front Office by Advent Software, Inc

December 2008 - (Free Research)
How does a firm or fund manager assess his/her research management needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions. 
(WHITE PAPER)

Winning the Performance Battle: Standardizing Best Practices with Technology by Oracle Corporation

March 2009 - (Free Research)
This white paper highlights the important elements and key benefits of standardizing business processes and operating procedures based on uniform, organization wide technology. It also serves as a guide for engineering and construction (E&C) firms choosing the right technology to promote standardization across their organizations. 
(WHITE PAPER) READ ABSTRACT |

The Role of Open Source Data Integration - An Analyst White Paper, by Mark Madsen by Talend

January 2009 - (Free Research)
This report by Mark Madsen will explain what data integration is, and especially the difference between Operational Data Integration and Analytic Data Integration. It highlights the benefits of open source for data integration, and provides a series of recommendations to make the integration job easier, repeatable and more productive. 
(ANALYST REPORT) READ ABSTRACT |

Enhance Your Business Banking Client Relationships with RIA Technologies by Actuate

September 2009 - (Free Research)
Web 2.0 applications have forever changed the way that consumers interact with financial firms and those experiences have raised their expectations for online banking. Banks can now deliver Rich Internet Applications that automate business processes while providing a user experience that elicits real enthusiasm in the marketplace. 
(WHITE PAPER) READ ABSTRACT |

BI for Small and Mid-sized Businesses by LogiXML

October 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 |

Blackberry Solution Increases Customer Service for Corporate Real Estate Company by BlackBerry

February 2009 - (Free Research)
J.J. Barnicke's sales people needed instant access to corporate property information to better serve clients and speed up sales cycles. They also needed wireless access to CRM data This case study explains how J.J. Barnicke is using BlackBerry and the sales force solution to access CRM information about clients. 
(CASE STUDY) READ ABSTRACT |

Ready Access to Real-Time Data Helps Small Businesses Thrive by SAP AG

February 2008 - (Free Research)
Today there is new and affordable technology that enables small businesses to access current data from any location, respond quickly to change, and thrive in a volatile business environment. A good example of this technology is the SAP® Business One application. Read this white paper to learn more! 
(WHITE PAPER) READ ABSTRACT |

Bridging the Lean Manufacturing Gap by Infor

December 2009 - (Free Research)
No matter how lean your organization is, you've got a bridge to cross to improve productivity, profitability and market advantage. This eBook will help you to cross that bridge by providing your company with the keys to get going and to turning your organization into a real Lean company that can compete with any organization. 
(EBOOK) READ ABSTRACT |

VUE Software: Enterprise Incentive Management by CSSI

VUE Software solves the complexities of insurance sales commission and incentive compensation plans by delivering flexibility and automation. VUE Software’s web-enabled EIM solution reduces costs while driving accuracy and efficiency into your organization. This comprehensive solution provides the ease of a total solution from one vendor. 
(SOFTWARE PRODUCT)

Thriving in the Ecosystem: How Web Application Interdependencies are Transforming the Business of IT by Webmetrics, a Neustar service

November 2009 - (Free Research)
This white paper, based on unique, primary research, will provide you with a window into these new Web ecosystem dynamics - what they are, what are the trends, who is impacted most, and what strategies are most likely to help to minimize business risk and optimize growth opportunities. 
(WHITE PAPER) READ ABSTRACT |

eGuide: Windows Mobile 6.5: Enabling Business Mobility, Today and Tomorrow by Microsoft

November 2009 - (Free Research)
In this e-Guide, we recap Windows Mobile OS's evolution and look at the wide array of Windows Mobile-powered devices available to untether today's workforces. 
(EGUIDE) 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 |

A Practical Guide to Measuring Customer Satisfaction in the Contact Center by Interactive Intelligence, Inc.

December 2009 - (Free Research)
In this paper learn how a single bad experience with a contact center may result in a customer being lost for life, something that companies cannot afford. 
(WHITE PAPER) READ ABSTRACT |

Security Implications of Virtual Server Sprawl by Veeam Software

December 2009 - (Free Research)
VM sprawl can bring up a multitude of security issues and put your applications and data at risk. In this expert podcast, learn the risks associated with VM Sprawl and what types of technologies you can deploy in order to prevent it. 
(PODCAST) READ ABSTRACT |

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