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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 |

The Total Economic Impact™ Of Progress Actional Management for Interconnected Applications by Progress Software

November 24, 2009 - (Free Research)
The purpose of this study is to provide readers with a framework to evaluate the financial impact of Progress Actional on its organizations. Forrester Research, Inc.'s aim is to clearly show all calculations and assumptions used in the analysis. Readers should use this study to better communicate a business case for investing in Progress Actional. 
(ANALYST REPORT) READ ABSTRACT |

How to Profit in a Downturn: 4 Customer-centric Strategies for Growth in a Challenging Market by Pivotal CRM, a CDC Software solution

February 20, 2009 - (Free Research)
In this white paper, learn how your organization can use customer-centric strategies and CRM tools to maximize the value and loyalty of your customer base. Gain insight into new areas of opportunity and do more with less in a time of economic uncertainty. 
(WHITE PAPER) READ ABSTRACT |

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

February 20, 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 |

Cashing in on Customer Intelligence in the Financial Services Industry by Infor CRM

October 22, 2009 - (Free Research)
In this 1to1 Executive Dialogue, Don Peppers and Steve Muran talk about the importance of customer retention, the need to integrate disparate sources of data, and the opportunity for financial institutions to rebuild customer trust as a means to competitive advantage. 
(WHITE PAPER) READ ABSTRACT |

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

January 01, 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) READ ABSTRACT |

The Total Economic Impact™ Of Esker DeliveryWare by Esker Inc.

July 10, 2009 - (Free Research)
Read this commissioned Total Economic Impact (TEI) study conducted by Forrester Consulting on behalf of Esker to learn more about how beneficial going paperless can be for your company and how Esker DeliveryWare can help today. 
(ANALYST REPORT) READ ABSTRACT |

Comply With XBRL: Automate Compliance with U.S. and European Financial-Reporting Standards by Information Builders

June 19, 2009 - (Free Research)
A new standard file format, Extensible Business Reporting Language (XBRL), for submitting financial reports to the SEC in the United States is being mandated for June 2009. Both the creation of, and reporting from XBRL, are functions performed by the same new tool described in this paper. 
(WHITE PAPER) READ ABSTRACT |

Building a Best-Run Finance Organization by SAP AG

June 01, 2008 - (Free Research)
This SAP Executive Insight examines the changing role of the finance organization in today's business environment. Further, it describes how companies can develop best-run finance organizations. 
(WHITE PAPER) READ ABSTRACT |

Oracle Financial Analytics by Oracle Corporation

December 01, 2008 - (Free Research)
Oracle Financial Analytics provides organizations with better visibility into factors that drive revenues and shareholder value. Oracle BI Applications are powerful, pre-built solutions that enable organizations to implement more quickly, with less risk and at a fraction of the cost required to build traditional business intelligence solutions. 
(DATA SHEET) READ ABSTRACT |

Simplify Reporting with XL Reporter in SAP® Business One by SAP AG

August 01, 2008 - (Free Research)
With the SAP® Business One application, you get a fully integrated financial analysis and reporting tool that provides quick access to comprehensive data. The XL Reporter tool uses a familiar interface and unique drag-and-drop technology to simplify report creation for financial and operational data. 
(WHITE PAPER) READ ABSTRACT |

Retailers' Response to the Global Economy Downturn - Enabling Immersive Shopping Experiences by Oracle Corporation

March 09, 2009 - (Free Research)
This white paper will explore the global retail industry's movement towards the attainment of total immersive shopping experience (ISE) abilities, and discuss how integrated customer relationship management (CRM) software suites will represent the key technological enabler to achieve this fundamental strategic business objective. 
(WHITE PAPER) READ ABSTRACT |

Financial Performance Management: Optimize Financial Performance for a Competitive Edge by SAP AG

January 23, 2009 - (Free Research)
Applications for financial performance management, part of SAP® solutions for enterprise performance management, cover the full life cycle of financial management and put you in control of performance. 
(ARTICLE) READ ABSTRACT |

The Total Economic Impact Of DMExpress by Syncsort

August 25, 2008 - (Free Research)
The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of DMExpress on their organizations. Forrester’s aim is to clearly show all calculations and assumptions used in the analysis. 
(WHITE PAPER) READ ABSTRACT |

TAC Prepared for Aggressive Growth by Microsoft

September 12, 2008 - (Free Research)
In the face of aggressive growth, TAC Americas found it increasingly difficult to conduct month-end financial closing and report results. This case study examines how they addressed this problem by implementing a solution that incorporated Microsoft Office PerformancePoint Server 2007. 
(CASE STUDY) READ ABSTRACT |

Maximizing CRM Effectiveness During Lean Times by Oracle Corporation

June 10, 2009 - (Free Research)
When the economy turns around, as it will, how will your organization be poised to take advantage of the next expansion? Read the latest white paper written by Steve Diamond, Sr. Director, Product Marketing at Oracle, to learn six areas your organization can focus on to improve business results. 
(WHITE PAPER) READ ABSTRACT |

Managing Risk In Perilous Times: Practical Steps to Accelerate Recovery by SAP AG

June 02, 2009 - (Free Research)
In this research, we examine the lessons that have been learnt from the current financial crisis, and propose ten practical lessons that could help to address perceived weaknesses in risk identification, assessment and management. 
(WHITE PAPER) READ ABSTRACT |

A Complete View Of The Enterprise: Linking Operational And Financial Planning In Global Organizations by SAP AG

May 01, 2008 - (Free Research)
In February 2008, CFO Research Services, a unit of CFO Publishing and part of The Economist Group, began a research project with Business Objects, an SAP company, asking senior finance executives to give views on their priorities and challenges around integrating operational and financial planning processes. 
(WHITE PAPER) READ ABSTRACT |

The New Data Imperative: Managing Real-Time Risk in Capital Markets by Sybase, Inc.

September 04, 2009 - (Free Research)
The senior technology executives at Sybase have written a new book that analyzes how risk management systems built on 20th Century architectures failed which caused the worst financial crisis in decades. This paper condenses the key analysis and strategies of the book and explains how to rebuild and fortify them to prevent future crises. 
(EBOOK) READ ABSTRACT |

Selling Through A Slump: An Industry-by-Industry Playbook to Help You Prepare for the Recovery by Oracle Corporation

June 10, 2009 - (Free Research)
Selling in today's economy is tough. And simply doing more of the same is not the way to survive, much less thrive, in today's economy. There are important dos and don'ts in times like these. This eBook is your industry-specific roadmap out of the economic slump. 
(EBOOK) READ ABSTRACT |

Microsoft Dynamics RoleTailored Business Productivity: "Software Designed for Your People" by Microsoft

March 01, 2007 - (Free Research)
By automating and streamlining financial, customer relationship and supply chain processes, Microsoft Dynamics brings together people, processes and technologies, increasing the productivity and effectiveness of the business, and helping drive business success. Explore the Microsoft Dynamics Customer Model and how it's reflected in this software. 
(WHITE PAPER) READ ABSTRACT |

Managing the Transition to International Financial Reporting Standards by Oracle Corporation

July 01, 2008 - (Free Research)
This white paper identifies the many challenges companies face when implementing International Financial Reporting Standards (IFRS) in corporate reporting and explores tightly integrated solutions that together centrally manage data and metadata on a unified platform--the first step in implementing a complete performance management solution. 
(WHITE PAPER) READ ABSTRACT |

How Financial Firms Can Improve Business Integration Capabilities and Increase Straight-Through Processing Efficiency by Sterling Commerce

September 01, 2009 - (Free Research)
This white paper discusses the increased demand placed on financial services organizations to improve their straight-through processing (STP) levels across all business units. 
(WHITE PAPER) READ ABSTRACT |

Managing Risk through Financial Processes: Embedding Governance, Risk and Compliance by SAP AG

November 01, 2008 - (Free Research)
To find out how senior executives view their financial processes, the Economist Intelligence Unit surveyed a global sample of mostly financial executives in September 2008. Some respondents focused on the importance of developing processes that reduced costs and improved efficiency. Others acknowledged the importance of cost and efficiency.. 
(ANALYST REPORT) READ ABSTRACT |

Data to Intelligence: The BI Advantage for Financial Services by SAP America Inc

June 30, 2008 - (Free Research)
Find out how leading financial enterprises are turning to sophisticated data warehousing techniques, real-time analytics, improved data quality, and intelligent metrics to find competitive advantage. 
(WHITE PAPER) READ ABSTRACT |

1 - 25 of 400 | Next Page


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