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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.

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Empowering the Mobile Enterprise

by Pivotal CRM, a CDC Software solution

February 20, 2009 - (Free Research) This paper explains how enterprises can achieve a competitive advantage by giving remote workers access to complete CRM application functionality, with or without network connectivity.

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Client Relationship Management for Asset Managers

by Pivotal CRM, a CDC Software solution

February 20, 2009 - (Free Research) This white paper describes how client relationship management (CRM) technology can help mutual fund wholesalers and institutional asset managers address these core industry challenges and effectively foster.

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How to Ensure That Your Employees Will Want to Use CRM

by Pivotal CRM, a CDC Software solution

February 20, 2009 - (Free Research) This paper outlines the technology building blocks that enable you to create an information-rich environment that empowers your workforce to perform at its peak. Learn how to use data to its fullest--without having to become IT experts.

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ITIL Version 3 - What the Changes Could Mean to You

by Global Knowledge

December 2008 - (Free Research) As the IT industry standardizes its operations to solve business problems in the most efficient, effective, economical, and equitable way, ITIL v3 becomes a useful and critical tool.

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How to Use the Six Laws of Persuasion during a Negotiation

by Global Knowledge

October 2006 - (Free Research) Discover the Six Laws of Persuasion and learn how to use them to conduct more effective negotiations.

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The OSI Model: Understanding the Seven Layers of Computer Networks

by Global Knowledge

July 2006 - (Free Research) This paper explains each of the seven layers of OSI model, including their functions and their relationships, also it provide with an overview of the network process, which can act as a framework for understanding the details of computer networking.

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Data Conversion in a System Migration: Best Practices for Compliance and Continuity

by Advent Software, Inc

January 2009 - (Free Research) This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.

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The Business Value of Insurance Compensation Management Systems

by CSSI

February 2008 - (Free Research) This white paper describes some of the problems insurance carriers face regarding compensation and presents the advantages of using an automated system to simplify incentive compensation.

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Top 5 Best Practices for Creating Effective Campaign Dashboards

by Tableau Software

June 2008 - (Free Research) We can define an effective marketing dashboard as one that enables marketers to visually display relevant and current campaign, customer, advertising and/or branding information needed to achieve marketing objectives.

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Brand Management - Leveraging the Power of Integrated Marketing

by SAP America Inc

February 2008 - (Free Research) The evolution of consumer marketing causes everyone to think in new ways. Instead of reaching consumers through traditional media, Internet, product placement and word of mouth are good alternatives. Check out this paper for more information about integrated brand management.

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A New Mandate for IT

by SAP America Inc

April 2007 - (Free Research) Learn more about the changing role of IT in business. This report includes research targeted towards senior executives responsible for managing and deploying information technology in pursuit of business objectives.

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Madness? Mergers, Acquisitions, and Divestitures

by SAP America Inc

October 2008 - (Free Research) This paper discusses why failure happens and how to prevent it by following the overriding best practice in successful acquisitions, mergers, and divestitures: preparedness.

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6 Steps to Enterprise Resource Planning Implementation Success

by IFS

January 2007 - (Free Research) Implementing Enterprise Resource Planning (ERP), Contact Relationship Management (CRM), and Enterprise Asset Management (EAM) is complicated. Here are six simple steps to take to manage that complexity.

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Application Performance Brief: Oracle Applications

by Blue Coat

January 2007 - (Free Research) Oracle Applications are a collection of enterprise business applications, including ERP, SCM, and CRM applications, all utilizing Oracle's core relational database management system technologies.

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