The Critical Importance of Archiving in the Financial Services Industry
This white paper discusses the requirement for financial services firms to retain content of various types, and it discusses what organizations should do to satisfy these obligations. It also provides a brief overview of ArcMail, the sponsor of this white paper and a leading provider of archiving systems. Click here
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BPM for Dummies
[ Source: IBM ]
August 2012-
Unleash the power of technology as a competitive advantage! Learn how your entire enterprise can become far more agile, helping you meet your goals with Business Process Management (BPM).
Download Business Process Management For Dummies, IBM Limited Edition, now and learn how BPM creates value through growth, improved performance, better productivity, higher staff effectiveness, and better customer service.
You discover why changing to BPM now makes sense for your organization, how ...
[WHITE PAPER]
How To Build a Mission-Critical Data Center
[ Source: HP ]
May 2012-
Infrastructures must be able to quickly and cost-effectively adapt to evolving needs. Unfortunately, many companies cannot achieve this response with their current data center network architectures. The traditional three-tier model of access, aggregation, and core switching is an operational nightmare.
This white paper unveils a solution that streamlines the design of next-generation data centers to ensure the superior resiliency, performance, and agility that enterprise networks now require.
Sponsored by:<...
[WHITE PAPER]
Avoiding the 8 Common Mistakes of Windows 7 Migration
[ Source: Dell/Microsoft ]
September 2011-
The recession put important things on hold for many organizations, like upgrading to new client systems. Now organizations such as yours are ready to upgrade and gain from better performance and efficiency by purchasing new laptops and notebooks with Windows 7 factory-installed.
Before you move dozens - or hundreds - of important business applications into a new environment, find out how other organizations tackled this challenge.
Download "Avoiding the 8 common mistakes of ...
[WHITE PAPER]
Accountable Care and the Cloud: The Future of Medical IT
[ Source: Siemens ]
July 2011-
In this podcast, Dan Emig and David M. Hamilton of Siemens Medical explain how the cloud can help healthcare providers significantly improve business performance by shifting allocation of their limited budget and human resources away from lower-value back-office operations in favor of higher-value clinical and patient-facing services.
The cloud does this by 1) allowing healthcare IT organizations to leverage the economies of scale offered by shared, on-demand infrastructure and 2) providing turnkey access to state-of-the-art ...
[WEBCAST]
Advanced Malware Exposed
[ Source: FireEye ]
May 2011-
This handbook shines a light on the dark corners of advanced malware, both to educate as well as to spark renewed efforts against these stealthy and persistent threats. By understanding the tools being used by criminals, we can better defend our nations, our critical infrastructures and our citizens. The "Operation Aurora" incident represents an example of how the threats have escalated, revealing how advanced malware is being used in a systematic, coordinated fashion to achieve ...
[WHITE PAPER]
Creating a Timeline for Deploying Windows 7 and Eliminating Windows XP
[ Source: Dell/Microsoft ]
February 2012-
Windows XP support ends April 8, 2014. Therefore, organizations must decide when to begin their migration to Windows 7, set a target date to have Windows XP out and define the scope of the project.
This research paper reviews Gartner's key findings and recommendations for deploying Windows 7.
[WHITE PAPER]
CISO Guide to Next Generation Threats
[ Source: FireEye ]
May 2011-
Over 95% of businesses unknowingly host compromised endpoints, despite their use of firewalls, intrusion prevention systems (IPS), antivirus and web gateways. This situation-the new status quo-results from criminals leveraging multiple zero-day vulnerabilities, commercial-quality toolkits and social media to perpetrate next-generation threats. These threats move "low and slow" and use several stages and channels to duck traditional defenses and find vulnerable systems and sensitive data.
Read this paper and learn how to regain the upper ...
[WHITE PAPER]
8 Things That Could Affect Your Business IT Security In The Next Two Hours
[ Source: NETGEAR ]
August 2011-
Discover the secrets over-priced security consultants don't want you to know. Network security is not just about preventing a breach, it's about making every working day as productive as possible by preventing external threats.
Where should you start? Download this security brief and NETGEAR will show you the 8 things to do to improve your security posture right now.
[WHITE PAPER]
Gartner Magic Quadrant for Enterprise LAN
[ Source: HP ]
May 2011-
Major LAN purchases and upgrades should not take place without a full competitive review. This Gartner Magic Quadrant reviews the strengths and weaknesses of the major players; including, Alcatel-Lucent, Avaya, Cisco, Extreme Networks, HP and Juniper Networks.
[WHITE PAPER]
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Driving Organic Growth Through Referrals: Identify, Reward and Capitalize on Cross-Bank Referrals
[ Source: NexJ ]
July 2012-
More and more, financial services organizations are focusing on driving revenue growth by selling more products and services to existing clients. This has caused a shift in the referral management paradigm, from advisors and bankers mining their books of business for new clients to organizations leveraging existing customer bases for cross-bank and cross-product referrals.
Learn how next generation CRM can drive the success of an enterprise wide referral management program by:
...
[WHITE PAPER]
Six Ways to Improve Customer Loyalty and Drive Retention with Integrated CRM
[ Source: NexJ ]
April 2012-
With a 12.5% annual customer churn rate, the average financial services firm is losing a lot of current, future, and referral income - and that's not counting the cost of acquiring new customers. Loyal customers provide a greater share of business, refer more prospects, and cost less to serve than new or disgruntled customers.
While some degree of customer turnover is inevitable, integrated CRM with loyalty management capabilities can help overcome the challenges of ...
[WHITE PAPER]
15 Minute Guide to Elevating the Customer Experience Through Statements
[ Source: EMC Document Sciences ]
June 2010-
This guide focuses on the importance of customer statements, in particular the vital role they can play in marketing an organization’s products and services, building and maintaining brand awareness, and reducing customer service costs.
It examines the features that make an effective statement from the customer perspective and how better statements can vastly improve the way businesses communicate with their customers.
[WHITE PAPER]
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Continuous Intelligence from Real Time Business Events
[ Source: SAP ]
September 2012-
A continuous flow of new information about your markets, customers, partners, and
more is streaming into your business. Quickly making sense of this deluge of information
is vital to maintaining a competitive edge. With SAP® Sybase® Event Stream
Processor software, you can build applications that continuously glean intelligence
from real-time business events-and understand and respond to what's happening
right now.
[WHITE PAPER]
Driving Organic Growth Through Referrals: Identify, Reward and Capitalize on Cross-Bank Referrals
[ Source: NexJ ]
July 2012-
More and more, financial services organizations are focusing on driving revenue growth by selling more products and services to existing clients. This has caused a shift in the referral management paradigm, from advisors and bankers mining their books of business for new clients to organizations leveraging existing customer bases for cross-bank and cross-product referrals.
Learn how next generation CRM can drive the success of an enterprise wide referral management program by:
...
[WHITE PAPER]
Six Ways to Improve Customer Loyalty and Drive Retention with Integrated CRM
[ Source: NexJ ]
April 2012-
With a 12.5% annual customer churn rate, the average financial services firm is losing a lot of current, future, and referral income - and that's not counting the cost of acquiring new customers. Loyal customers provide a greater share of business, refer more prospects, and cost less to serve than new or disgruntled customers.
While some degree of customer turnover is inevitable, integrated CRM with loyalty management capabilities can help overcome the challenges of ...
[WHITE PAPER]
Integrated Client Onboarding: Turning Obligation into Opportunity
[ Source: NexJ ]
December 2011-
Leading financial services organizations are changing the way they onboard new clients. Historically, client onboarding has been a paper-based account opening process based on a single opportunity. This approach is error-prone and often overlooks upsell and cross sell opportunities. It fails to address the needs of modern clients, who expect advisors to know their investment goals, account information and transaction history, and to come to meetings prepared with recommendations and pre-filled forms.
Organizations ...
[WHITE PAPER]
Learn How Top Wealth Management Firms Are Overcoming CRM Systems "Shortcomings" and Improving Performance at the Same Time
[ Source: Crowe Horwath ]
February 2011-
After years of disappointment with customer relationship management (CRM) systems, some top wealth management firms are taking a fresh look at the technology – and discovering a fresh approach that allows them to finally achieve the powerful advantages CRM has long promised.
Find out what these industry leaders have learned by downloading this valuable new briefing paper – “CRM for Wealth Management: New Challenges – and a New Approach – Offer the Opportunity for Substantial Returns.” What ...
[WHITE PAPER]
APX's Analytics Give Abacus Insight Into Performance
[ Source: Advent Software ]
June 2010-
In 2007, Abacus Associates, a 100-year old family office in midtown Manhattan, decided to offer its investment expertise to a wider clientele and launched a registered investment advisory firm, Spears Abacus Advisors.
A long-time user of Advent’s Axys® portfolio accounting and reporting solution, Abacus now faced a need for a portfolio management engine that could clearly separate its SEC-regulated RIA business from its proprietary family portfolios.
The firm was experiencing growing demand from clients for ...
[CASE STUDY]
APX Improves Productivity and Enhances Client Reporting Capabilities for Canada’s Lincluden
[ Source: Advent Software ]
June 2010-
After reviewing a number of options, Lincluden selected Advent Portfolio Exchange® (APX), the fully integrated enterprise portfolio management solution that incorporates: Portfolio accounting, Automated reporting and packaging, Built-in performance analytics, GIPS-compliant performance measurement and reporting, Client relationship management Automated interfaces with third party service providers APX links portfolio management, operations, and client service staff on a single SQL database platform. The system’s architecture also makes it highly scalable for adding accounts and assets as ...
[CASE STUDY]
DGI and Advent Portfolio Exchange
[ Source: Advent Software ]
June 2010-
A previous user of Advent’s Axys® for portfolio accounting and Qube® for CRM, Disciplined Growth Investors (DGI) seemed a logical candidate for Advent Portfolio Exchange®. After all, APX was one of the first investment management solutions to integrate portfolio management and CRM on a single relational database platform. DGI was hesitant at first. “We weren’t sure APX was quite where we wanted it to be from the CRM standpoint,” explains Cindy Lee, DGI’...
[CASE STUDY]
Buttonwood Holds Down Headcount With Advent OnDemand
[ Source: Advent Software ]
June 2010-
Advent OnDemand allows Buttonwood access to the sophisticated functionality of Advent Portfolio Exchange®, the comprehensive, integrated portfolio management solution, via the software-as-aservice (SaaS) model that includes full data management. That eliminates the need for internal IT support and reduces the firm’s investment in hardware and software—without compromising the system’s capabilities.
[CASE STUDY]
Broadview Partners Goes for the Highest Standard with APX
[ Source: Advent Software ]
June 2010-
To satisfy the financial objectives and service requirements of the families that use them, multi-family offices must ensure they maintain the highest standards of business excellence. As a result, they have a reputation for placing high demands on the service providers they use to fulfil their duties. This is why Broadview Partners wanted an industry-leading technology partner to underpin its operations.
“We have been using Advent since we launched in February 2006,” says Simon Smart, chief ...
[CASE STUDY]
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