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Abstract:
Most financial offices run at least three separate industry-specific software packages—often from different vendors.
The problem with having all of these different solutions is that most of them require their own databases and do not integrate
very well with each other. Document management systems (...)
Excerpt related to
financial advisors:
... Document management systems (DMSs) are becoming popular with financial advisors,
as they help organize the office and provide risk management. Learn more. ...
Published:
2010-03-11
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Abstract:
ScotiaMcLeod.Secure Documents and Other Package to Use In Your Complex System of ScotiaMcLeod. Upgrading to CRM solution increases
value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank,
one of Canada's largest financial organizations with (...)
Excerpt related to
financial advisors:
ScotiaMcLeod.Secure Documents and Other Package to Use In Your Complex System of ScotiaMcLeod. Upgrading to CRM solution increases
value of relatio...
Published:
2010-03-11
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Abstract:
With $1 billion in assets under management, Hillview Capital Advisors, LLC had to pull data from a dozen different sources
to gain a complete client view. The firm had been relying on a mix of applications that now seemed inadequate for its growing
needs. Learn how a new customer relationship management (...)
Excerpt related to
financial advisors:
Opportunity Gained: Hillview Capital Advisors Finds a Solutions That Works the Way They Do. Source: Salentica
Inc. Document Type: Case ...
Published:
2010-11-11
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Abstract:
The Customer Relationship Management (CRM) RFP Template for Financial and Insurance Markets covers industry-standard functional
criteria of CRM for Financial and Insurance Markets that can help you easily gather and prioritize your business needs in
a simple and categorized excel document. More than a RFP (...)
Excerpt related to
financial advisors:
... Assignment, Customer Relationship Management CRM RFP Template for Financial and Insurance
Markets. Contracts assigned to individual advisors; Track contract ...
Published:
-
Abstract:
Making Gramm-Leach-Bliley Security Compliance Fast & Easy. Find RFP Templates and Other Solutions to Define Your Systems
Implementation In Relation To the Security Compliance. Designed to improve consumer financial services, the Gramm-Leach-Bliley
Act (GLBA) includes security provisions for protecting (...)
Excerpt related to
financial advisors:
... to individuals, including banks, insurance companies, mortgage companies, securities brokers, loan brokers,
some financial or investment advisors, tax preparers ...
Published:
2010-03-11
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Abstract:
This complete rating detail report covers the vendor or provider's responses to TEC's comprehensive research model. The report
answers your concerns about how your chosen vendors will support your requirements. (...)
Excerpt related to
financial advisors:
... Advisor Contract Assignment , CRM for Financial and Insurance Markets Software Evaluation
Report. Contracts assigned to individual advisors; Track contract ...
Published:
-
Abstract:
PepsiCo Italia needed an information management system to manage and track assets it loans at no cost to clients, such as
coolers and fountains. It also sought to increase operational efficiency and trace every event involving every piece of equipment
during the entire asset life cycle. Learn about the i (...)
Excerpt related to
financial advisors:
PepsiCo Italia needed an information management system to manage and track assets it loans at no cost to clients, such as
coolers and fountains. I...
Published:
2010-03-11
-
Abstract:
PepsiCo Italia needed an information management system to manage and track assets it loans at no cost to clients, such as
coolers and fountains. It also sought to increase operational efficiency and trace every event involving every piece of equipment
during the entire asset life cycle. Learn about the i (...)
Excerpt related to
financial advisors:
PepsiCo Italia needed an information management system to manage and track assets it loans at no cost to clients, such as
coolers and fountains. I...
Published:
2010-03-11
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Abstract:
While Pivotal might have temporarily mitigated its protracted troubles by having the privilege to choose between three potential
suitors, the time for some decisive moves is now, given that competitive pressures will not go away, but rather will intensify. (...)
Excerpt related to
financial advisors:
While Pivotal might have temporarily mitigated its protracted troubles by having the privilege to choose between three potential
suitors, the time...
Published:
2004-02-06
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Abstract:
In 2007, CFO Research Services published The Superstar CFO, a study documenting the attributes of highly successful chief
financial officers (CFOs). Since then, the world has been shaken by financial, political, and natural upheavals that have altered
the economic landscape. This report explores how the (...)
Excerpt related to
financial advisors:
... Description: In 2007, CFO Research Services published The Superstar CFO, a study documenting the attributes
of highly successful chief financial officers (CFOs ...
Published:
2011-08-08
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Abstract:
While Pivotal might have temporarily mitigated its protracted troubles by having the privilege to choose between three potential
suitors, the time for some decisive moves is now, given that competitive pressures will not go away, but rather will intensify. (...)
Excerpt related to
financial advisors:
While Pivotal might have temporarily mitigated its protracted troubles by having the privilege to choose between three potential
suitors, the time...
Published:
2004-02-06
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Abstract:
On-demand IT Asset Management: What It Is, Why You Need It, and How You Can Benefit.Templates and Other Software Program to
Use In Your Dynamic System about IT Asset Management. You probably know that managing your IT assets and infrastructure is
becoming increasingly more complex, as your company operate (...)
Excerpt related to
financial advisors:
On-demand IT Asset Management: What It Is, Why You Need It, and How You Can Benefit.Templates and Other Software Program to
Use In Your Dynamic Sys...
Published:
2010-03-11
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Abstract:
Why and How Outsourcing Management and Governance is Critical to Outsourcing Success. Get IT Information Associated with Outsourcing
Management and Governance. Organizations undertaking information technology and business process outsourcing typically are
very focused on "doing the deal." This involves as (...)
Excerpt related to
financial advisors:
Why and How Outsourcing Management and Governance is Critical to Outsourcing Success. Get IT Information Associated with Outsourcing
Management and...
Published:
2010-03-11
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Abstract:
During the last twenty years, businesses migrated from vertical integration to a virtual model, outsourcing all their non-core
functions. This has created challenges in aligning the strategies and activities of all these functions dispersed across the
supply chain, each in separate legal entities. The ne (...)
Excerpt related to
financial advisors:
During the last twenty years, businesses migrated from vertical integration to a virtual model, outsourcing all their non-core
functions. This has...
Published:
2005-05-20
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Abstract:
Fixed Asset Inventory Best Practices. Read Articles and Other Software to Delineate Your Evaluation of Fixed Asset Inventory.
Asset management cannot be successfully implemented by your accounting department alone (or any other single department).
That’s why you should be on top of today’s asset manag (...)
Excerpt related to
financial advisors:
Fixed Asset Inventory Best Practices. Read Articles and Other Software to Delineate Your Evaluation of Fixed Asset Inventory.
Asset management cann...
Published:
2010-03-11
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Excerpt related to
financial advisors:
... and services issues for a telecom firm, and changes in the financial markets for ...
For more views on the acquisition, see the MWD Advisors blog post by Neil Ward ...
Published:
2011-12-20
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Abstract:
Business Intelligence for the Health Care Industry. Documents and Other Software Program to Use In Your Health Care System
In Relation to Business Intelligence. Hospitals around the world are facing increased pressure to improve operations from
multiple directions. Legal requirements, aging populations, a (...)
Excerpt related to
financial advisors:
Business Intelligence for the Health Care Industry. Documents and Other Software Program to Use In Your Health Care System
In Relation to Business ...
Published:
2010-03-11
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Abstract:
QAD deserves admiration for its protracted innovativeness and endurance as the only assets it could muster as to compensate
for limited resources compared to many larger competitors. (...)
Excerpt related to
financial advisors:
QAD deserves admiration for its protracted innovativeness and endurance as the only assets it could muster as to compensate
for limited resources ...
Published:
2003-09-20
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Abstract:
Centive's strategy is to form a limited number of strategic partnerships with leading management consulting firms to ensure
customers receive the highest levels of service and support. Pertinent alliances made include one offering sales performance
incentive funding formulas (SPIFFs). (...)
Excerpt related to
financial advisors:
Centive's strategy is to form a limited number of strategic partnerships with leading management consulting firms to ensure
customers receive the ...
Published:
2007-05-11
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Abstract:
Is Ventyx a true "total solution provider" for energy and utility companies? TEC principal analyst P.J. Jakovljevic discusses
Ventyx's strategy with its product marketing team. In 2012, there is still no such thing as a true “total solution provider”
for energy and utility companies. These companies j (...)
Excerpt related to
financial advisors:
Ventyx—Utilities’ One-Stop-Shop Provider? PJ Jakovljevic - February 2, 2012. Comments:
Published:
2012-02-02