Note Loan Broker Software White Papers, Note Loan Broker Software Software, Note Loan Broker Software Research, Hardware and Services

High-End Real Estate Company JBMRA Puts Mobile Brokers in Prime Position to Increase Sales—with Microsoft Dynamics CRM Live by Microsoft

September 10, 2009 - (Free Research)

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.

(CASE STUDY)

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The Buyside and the Three Phase Evolution of Electronic Trading by Advent Software, Inc

December 26, 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)

PowerTech Product Enables Lean IT Department to Share Responsibilities & Comply with Audits by PowerTech

September 25, 2009 - (Free Research)

Learn how the IT department of C&D Technologies used PowerTech's Authority Broker to meet their compliance, security and reporting requirements. With Authority Broker installed, you'll be able to meet audit requirements by managing and monitoring IT staff’s access to production systems, and protect critical corporate assets.

(CASE STUDY)

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American Recovery and Reinvestment Act - Broadband - Notice of Funds Availability by Motorola, Inc.

August 20, 2009 - (Free Research)

The USDA Rural Utilities Service and NTIA jointly announced the availability of funding and application requirements for the broadband initiatives contained in the American Recovery and Reinvestment Act (ARRA) of 2009. Read on to learn about the RUS grant program, its requirements, and how Motorola can work with you toward an RUS approved grant.

(WHITE PAPER)

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HEALTHsuite® - Claims Processing Software by RAM Technologies, Inc.

HEALTHsuite is an administrative claims processing system designed for health plans and other health care organizations. Rich in features and functions to support health plans of all sizes and types, HEALTHsuite supports all aspects of health care administration including HMO, Consumer Driven, Medicare, Medicaid and Federal Health Benefits.

(ASP & SOFTWARE PRODUCT)

Q&A with the Small Business Administration on Recovery Act Opportunities for Small Businesses by Cisco Systems, Inc.

August 14, 2009 - (Free Research)

To provide relief and encourage continued growth, the U.S. Congress recently passed the Recovery Act-legislation that offers economic help to small businesses to help them to survive and thrive. Read the following Q+A to learn how businesses can take advantage of stimulus funds.

(WHITE PAPER)

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WorkplaceControl for Notes by AedifiComm

November 05, 2009 - (Free Research)

Migration, Consolidation, Upgrade or just to simplify the helpdesk support, WorkplaceControl is the ultimate tool to assist you with any project or issue concerning the Lotus Notes client.

(TRIAL SOFTWARE)

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Symantec Workspace Profiles by Symantec

October 29, 2009 - (Free Research)

SWP is a new software product from Symantec's Endpoint Virtualization group. SWP separates (virtualizes) the user's profile (user data, settings and personality) from the underlying operating system allowing users to easily roam from device to device, work on two sessions simultaneously, or access their profile in the context...

(SCREENCAST)

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Vault-Like Protection for 200 Financial Services Locations by WatchGuard Technologies, Inc.

October 26, 2009 - (Free Research)

Southern Management Corporation, a financial services company providing tax and loan services, required a tight lockdown of their cache of personal and confidential customer data, while allowing for easy administration from the small IT staff managing a widespread network. WatchGuard provided the perfect solution. Read on to learn how they did it

(CASE STUDY)

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Robotics Manufacturer Automates Collaboration with Digital Note-Taking Program by Microsoft

February 01, 2008 - (Free Research)

Autonomous Solutions (ASI), the world leader in large vehicle robotics, has fundamentally changed the way its employees communicate and collaborate by using Office OneNote 2007. This case study shows how this collaboration application dramatically improved ASI's management of multi-million dollar projects.

(CASE STUDY)

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Solving Key Management Problems in Lotus Notes/Domino Environments by Sherpa Software

September 11, 2009 - (Free Research)

Email management in the Lotus Notes environment has become increasingly difficult as the number of users and use for email continues to grow. Reads this white paper to get tips every Notes admin needs to manage the messaging server efficiently.

(WHITE PAPER)

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

July 01, 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)

FACTS ADMIN - Advanced Technologies for Expert Health Claims Management by Ebix Health, Inc.

January 2004 - (Free Research)

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.

(ARTICLE)

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

February 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)

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A Guide to the Value of Reliable Data in Retail Banking by DataFlux Corporation

November 2009 - (Free Research)

Banks need to get smarter, attract the right customers, implement customer level risk management, and implement risk adjusted customer relationship pricing and all of this is dependent on trusted data. This paper examines the impact of unreliable data on retail banks. It then defines the requirements needed to guarantee data reliability in banking.

(WHITE PAPER)

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Podcast: Windows Server 2008 R2: Active Directory, Group Policy and the NEW Terminal Services by Dell and Microsoft

November 2009 - (Free Research)

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.

(PODCAST)

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Windows Server 2008 R2: Active Directory, Group Policy and the NEW Terminal Services by Dell and Microsoft

November 2009 - (Free Research)

This webcast 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.

(WEBCAST)

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Dell Equallogic PS Series and VMware View Enhance Virtual Desktop Project Success by Dell, Inc.

May 2009 - (Free Research)

Read this white paper to to learn how VMware View can help IT administrators decrease operating costs by centralizing management, data protection and security.

(WHITE PAPER)

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Switching from Salesforce.com to Microsoft Dynamics CRM Helps Jones Lang LaSalle Implement Global Enterprise Model by Microsoft

July 2008 - (Free Research)

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.

(CASE STUDY)

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VI Service Desk Version 4.0.1 - Free 30 Day Trial! by Velocity Integrations Software, Inc.

September 2009 - (Free Research)

VI Service Desk fulfills the need to provide consistent, centralized service and support. Tickets are prioritized, assigned to the proper resources and escalated to the next support tier when necessary. Robust Ad-hoc reporting helps IT track trends and justify change.

(TRIAL SOFTWARE)

SharePoint E-zine Vol.5: Document version control gets a face-lift in SharePoint 2007 by SearchWinIT

December 2008 - (Free Research)

In this edition of the SharePoint E-zine, you will explore how SharePoint 2007 reduces the complexity associated with document version control.

(EZINE)

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Financial Services Company Gains Improved Sales Performance with Easy-to-Use Solution by Microsoft

January 2008 - (Free Research)

Security Benefit needed a customer relationship management (CRM) solution that would provide its remote sales force with access to real-time information. In July 2007, the company implemented Microsoft Dynamics™ CRM 3.0. Now, Security Benefit gains from increased agility, new sales opportunities, and reduced IT costs.

(CASE STUDY)

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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)

Whats new in Lotus Notes and Lotus Domino by IBM

October 2009 - (Free Research)

Learn about the tools and capabilities available in the latest version of IBM Lotus and Lotus Domino software.

(WHITE PAPER)

VUE Software: Insurance Commission & Incentive Compensation Management by CSSI

VUE software delivers flexibility and automation to help solve the complexities of insurance sales commission and incentive compensation plans. VUE’s web-enabled incentive management solution reduces costs while driving accuracy and efficiency into your organization. This comprehensive solution offers the ease of a total solution from one vendor.

(SOFTWARE PRODUCT)

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