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. 

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. 

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. 

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. 

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. 

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 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. 

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

Heinz wanted to speed up and improve the quality of scorecard information they gathered about Heinz brands in retail stores; so they used the Electronic Retail Audit solution on BlackBerry devices to provide brokers with accurate feedback. 

Sales Partnerships needed a way to coordinate the activities of the outsourced sales force services it offers. They wanted a solution that would help maximize the productivity of the sales force by tracking sales activities, handling territory management, and creating a high level of accountability for the sales representatives working... 

This podcast shares techniques for communicating with your customers in an acceptable manner that fits their preferences while expanding your marketable universe. 

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!