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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 |

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)

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)

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)

Growth And Complexity: The Challenges Ahead For Midsize Manufacturers by SAP AG June 2009 - (Free Research) This is the first in a series of six reports addressing the opportunities and challenges faced by midsize manufacturers.  (WHITE PAPER) READ ABSTRACT |

Emerging Opportunities for Accounting Firms in a Changing Economy by BlackBerry October 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 |

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)

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)

How to Market and Sell Services with Webinars by Citrix Online November 2009 - (Free Research) This webcast reveals strategies to create a winning webinar program. It offers proven tactics to get more leads and sales from your marketing budget.  (WEBCAST) 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 |

Next Generation Customer Focus: Strategies and Business Activities Necessary for World-Class Performance and Success by Infor CRM October 2009 - (Free Research) This paper focuses on consumer products manufacturers and the strategy of customer-focused innovation, exploring NGM study questions and examines business areas where customer-focused innovation has potential to influence performance outcomes. Read on to learn how ways to effectively identify and satisfy customer demand.  (WHITE PAPER) READ ABSTRACT |

Connecting Through Content: Issue One by KnowledgeStorm, Inc (E-mail this company) March 2007 - (Free Research) This report, Issue One: How Technology Marketers Meet Buyers' Appetite for Content is the first in the Connecting Through Content series, which explores content creation, distribution and lead nurturing through the dual marketers' and technology buyers' perspectives.  (ANALYST REPORT) 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)

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) READ ABSTRACT |

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 |

Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-Sell Opportunities by Microsoft April 2008 - (Free Research) Microsoft Dynamics CRM Online delivered the reliable solution Norris needed to safeguard, analyze, and share customer data with employees. His team can now use that data to much more effectively sell and up-sell his firm's products and services.  (CASE STUDY) READ ABSTRACT |

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

Business Agility as Growth Enabler: How Can Midsize Firms Manage Change in an Increasingly Demanding World? by SAP AG August 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 |

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 |

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 |

Podcast--Connecting Through Content Issue One: How Technology Marketers Meet Buyers' Appetite For Content by KnowledgeStorm, Inc (E-mail this company) May 2007 - (Free Research) This report discusses content strategies and preferences from the unique perspectives of both the B2B technology buyers and marketers.  (PODCAST) READ ABSTRACT |

Webcast: Winning Strategies for the Evolving Legal Marketplace by BlackBerry October 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 |

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)

Emerging Media Series: The Influence of Podcasts on B2B Technology Purchase Decisions by KnowledgeStorm, Inc (E-mail this company) July 2006 - (Free Research) This report is the first in a series of studies conducted by KnowledgeStorm and Universal McCann that will take a strategic look at the impact the blogs, podcasts and other emerging media formats have on B2B technology marketing. This first installment examines podcasting and provides valuable insight into this red-hot delivery mechanism.  (ANALYST REPORT) READ ABSTRACT |

The Collaboration Advantage: Customer-Focused Partnerships In A Global Market by SAP AG June 2009 - (Free Research) In order to better understand the opportunities, challenges, risks and rewards companies have seen from these types of agreements, the Economist Intelligence Unit conducted a survey in March 2008, sponsored by SAP, which asked 516 senior executives how their business relationships are evolving.  (WHITE PAPER) READ ABSTRACT |

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