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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 |

Research Management Solutions: Bringing the Benefits of Automation to the Front Office by Advent Software, Inc December 31, 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)

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)

The Financial Close: Optimizing Performance and Driving Financial Excellence by SAP AG June 02, 2009 - (Free Research) The term "financial close" describes a corporation's ability to complete its accounting cycles and produce financial statements for internal management and external legal reporting. This paper identifies solutions to help organizations improve and sustain their close times and address the challenges associated with automating internal controls  (WHITE PAPER) READ ABSTRACT |

Winning Strategies for the Evolving Legal Marketplace by BlackBerry October 05, 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 |

Webcast: Winning Strategies for the Evolving Legal Marketplace by BlackBerry October 05, 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 |

Assess Your Enterprise Agility by SAP AG November 12, 2007 - (Free Research) Forrester reports that CEOs are beginning to recognize the need for their firms to become more agile in detecting and making the changes to strategy, operations, and products.  (ANALYST REPORT) READ ABSTRACT |

BMC SQL Performance for DB2: A Review of the Potential Return on Investment by BMC Software, Inc November 20, 2009 - (Free Research) The ever present demand to maximise the value delivered by business-critical applications requires that we optimise the use of all the resources that execute and manage them. BMC Software is one of the major vendors offering such support and has a highly regarded set of solutions collectively called BMC SQL Performance for DB2.  (WHITE PAPER) READ ABSTRACT |

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 |

Embarcadero® DB Optimizer™ by Embarcadero Technologies, Inc. May 14, 2009 - (Free Research) Poor performing SQL code is costly in terms of dollars and customer satisfaction. Discovering performance bottlenecks once they're in production is costly.  (TRIAL SOFTWARE) READ ABSTRACT |

Service Delivery Innovation: Creating Client Value and Enhancing Profitability by SAP AG January 01, 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 |

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)

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 |

Investlink Taps Business Objects for Fast, Flexible, and Scalable Reporting by SAP America Inc October 2009 - (Free Research) Find out how Investlink used SAP BusinessObjects tools to enable third-party administrators who work with investment advisors and plan sponsors to build and change statements on an ad hoc basis.  (CASE STUDY) READ ABSTRACT |

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 |

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 |

Using Total Cost of Ownership to Determine Optimal PC Refresh Lifecycles by Dell, Inc. and Intel May 2009 - (Free Research) Wipro analysts gathered information from 106 IT organizations in North America, Great Britain, and Germany in March 2009. This whitepaper explores contributing factors that determine the optimal refresh rate for laptop and desktop PCs, using examples from the firms that participated in the survey.  (WHITE PAPER) READ ABSTRACT |

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)

Accounts Payable Automation in SAP - An Investment in the Future by ReadSoft August 2009 - (Free Research) Read this paper to learn how document process automation can speed up accounts payable processes, add to the company’s bottom line by cutting costs, reduce cycle times, and allow for faster financial statements and fewer late payment fees.  (WHITE PAPER) READ ABSTRACT |

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

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)

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)

SAP Provides a Central Hub for Managing Interfaces & Web Services for Largest NA Oil Refining Co. by SAP AG January 2009 - (Free Research) Valero Energy Corporation selected SAP because of its ability to provide a central hub for managing all interfaces and Web services, power to serve as a single integration & development platform for nearly all of Valero's business, capability to integrate SAP and non-SAP software systems, and support for synchronous & asynchronous messaging.  (CASE STUDY) READ ABSTRACT |

Consolidate Management Software and Reduce Cost by IBM July 2009 - (Free Research) This webcast explores a phased approach to consolidating application management solutions, aligning IT infrastructure with business needs and reducing costs.  (WEBCAST)

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 |

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