Microsoft Dynamics CRM Live eliminated the risk of losing decentralized customer data. The firm's information is protected on Microsoft hosted servers that utilize reliable data backup processes and technologies. The application allows mobile users to access and input data on the move, something that brokers could not do previously. 

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. 

In this E-Guide, explore the benefits and drawbacks associated with using SharePoint as an archiving solution, and examine the overlap between SharePoint and Exchange to ensure your business selects the right platform to meet its needs. 

The Internet enables prospects to search for you rather than the other way around. You must place expertly crafted content wherever prospects might be searching. This podcast describes how marketers are leveraging a new methodology called Intelligent Content Strategy to attract more prospects that are looking for their solutions. 

FACTS ADMIN is a fully automated, real-time policy administration system - with support for membership enrollment and eligibility management, premium administration, accounts payable, and administration of broker commissions. 

This podcast explores the key changes made to Windows Server 2008 R2 in Active Directory, Group Policy and Terminal Services. Discover how your organization can leverage these improvements for reduced costs, increased control and improved efficiency. 

Microsoft Dynamics CRM has enabled Jones Lang LaSalle to share customer and account information globally, while still offering functionality tailored to the unique processes of its many business units and more than 700 local offices. 

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. 

Watch this webcast to learn how to use Software as a Service tools to meet your archiving objectives. Discover the benefits of this archiving strategy, including low total cost of ownership and rapid deployment. Learn about the barriers to adoption of this method and how to reach your archiving objectives more quickly than on-premise archiving mod 

To regularly monitor and measure performance, senior managers require a link between their company’s strategic and operational plans. Oracle Hyperion Performance Scorecard can help you define a methodology-neutral strategy and measure performance against goals, monitor progress on a regular basis, and communicate across your entire enterprise. 

Direct marketing is about communicating a message to a specific prospect or customer. This white paper from Business Objects, an SAP company, focuses on these concepts as they pertain to marketing, and particularly as they are supported by data quality functions inside of the broader EIM framework.