The Power of Real-time Continuous Intelligence with ESP
[ Source: Sybase ]
April 2012-
This free white paper shows you how leading financial services companies are reaping the benefits of Continuous Intelligence by converging on the right information, and instantly acting upon relevant signals to gain a competitive advantage.
Securing the iPad in the Enterprise: Balancing Compliance and Productivity Goals
[ Source: ionGrid ]
April 2012-
Numerous security solutions can be deployed to better protect enterprise data residing on iPads and smartphones. Most of them require too many compromises either for IT managers or for end users, so they're not viable to adopt to provide optimal productivity for remote workers and optimal security for IT managers. <br><br>
This analyst whitepaper, aimed at CIOs and executives tasked with providing secure access to sensitive corporate data via iPads, ...
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. <br><br>
While some degree of customer turnover is inevitable, integrated CRM with loyalty management capabilities can help ...
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.<br>&...
The Critical Importance of Archiving in the Financial Services Industry
[ Source: ARCMAIL ]
November 2011-
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.
Simple is Better: Overcoming the complexity that robs financial data of its potential
[ Source: IBM ]
August 2011-
Find out how leading financial services companies are leaving the high-cost and complexity of traditional data warehouses behind and using the innovative simplicity of IBM Netezza's data warehouse appliances to unlock their data's potential.
Enterprise Technology Strategies for an Increasingly Dynamic Market Data Management Environment
[ Source: Bloomberg ]
March 2011-
There is increasing demand for enterprise market data management services that integrate real-time data sets, open technology, and a robust and proven network and data delivery infrastructure. Bloomberg is committed to provide a market infrastructure that can seamlessly integrate with clients' systems. Bloomberg has created a modular set of offerings that allow clients to execute on the vision of integrated, enterprise-wide market data management architecture.
This paper explores how clients can leverage these ...
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 ...
Managing Risk and Exposure in the New Regulatory Environment
[ Source: SunGard Financial Systems ]
October 2010-
As financial services firms and regulators analyze current approaches to internal and systemic risk management, data management has become an important element. If a firm can’t collect and aggregate key data – down to the transactional level – then the value of any risk management strategy is reduced and reports may not be accurate. Firms need the right models, flexible systems and access to up-to-date data on an ongoing basis.
This new white paper from SunGard ...
Advent Custodial Data Interface
[ Source: Advent Software ]
August 2010-
Advent Software strives to achieve high standards of security and privacy safeguards for customer records and other confidential information that Advent receives. Procedures and processes are designed to conform to generally accepted industry protection objectives and safeguards such as those described in the Gramm Leach Bliley Act (GLB)1 and various state
data protection regulations.