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Results for keyword: Small Business CRM Financial Advisors Systems

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InfoTrends White Paper: Speeding Your Business Processes: Making Transactional Content Readily Available
by: IBM.

Customizable Customer Relationship Management (CRM) Suite for Enterprises
by: CDC Software - Pivotal CRM.

WebFOCUS Operational Enterprise Business Intelligence
by: Information Builders Inc..


	Topics related to your search: Customer Relationship Management (CRM) \| Customer Service (General) \| Enterprise Financial Management Solutions \| Business Process Management (BPM) \| Customer Experience Management (CEM) \| Business Intelligence Solutions \| Enterprise Resource Planning (ERP) \| On-line Customer Support \| Customer Information Management/ Customer Databases \| Unified Communications / Voice & Data Convergence

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools

by CDC Software - Ross Enterprise

September 2008 - (Free Research) This white paper explains how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, increase productivity, contributing revenues.

(WHITE PAPER)

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IBM Systems Advisor for Express Seller

by IBM

September 2008 - (Free Research) The Systems advisor tool can help you, too. By answering a few quick questions, we'll identify products that can help meet your business needs. Let's get started.

(WEBCAST)

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Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors

by Advent Software, Inc

July 2008 - (Free Research) In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.

(WHITE PAPER)

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BlackBerry for Investments: Handheld Device Trends in the US Retail Brokerage Advisory Industry

by BlackBerry

March 2008 - (Free Research) This whitepaper examines the usage of wireless handheld devices within the US Retail Brokerage industry with a focus on financial advisors.

(WHITE PAPER)

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Expensewatch.com: T&E Expense Reports, A/P Invoice Management & Purchasing

by ExpenseWatch.com

Expensewatch.com offers best-of-breed modules for Travel & Entertainment Expense Reports, Purchasing, and A/P Invoice Management that work together as a fully integrated suite or stand alone separately.

(ASP)

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Managed Customer Correspondence for Financial Services

by EMC Corporation

August 2008 - (Free Research) Aite Group surveyed people who were either within five years of retiring or within five years of having been retired. Read this survey to learn their preferences of technology requirements for meeting on-demand document management capabilities.

(WHITE PAPER)

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Eight Steps for Keeping Customer Experience Momentum During an Economic Downturn

by Avaya Inc.

November 2008 - (Free Research) Read this paper to learn the eight steps that Forrester recommends for customer experience executives to take in preparation for tightened budgets, intensified focus on costs, and customer dissatisfaction.

(ANALYST REPORT)

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Developing and Maintaining Cost Effective Solutions and Strategies for Industry Regulated Compliance

by Exact Software

October 2008 - (Free Research) This white paper will explore the use of technology today to help manage the ISO certification process, and the associated pitfalls that exist along the way.

(WHITE PAPER)

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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 CDC Software - Ross Enterprise

September 2008 - (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)

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Achieving Profitable Growth through Exceptional Customer Experience

by CA

November 2008 - (Free Research) In this whitepaper, Datamonitor focuses on nine key steps that can – and should – be taken by CSPs to improve standards by delivering outstanding service and achieving various objectives.

(WHITE PAPER)

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Customer Relationship Management - Integration for a Customer Centric View

by Sage (UK) Limited

August 2008 - (Free Research) This white paper provides a valuable list of factors for executive management, IT decision makers and sales professionals to consider when planning a successful CRM integration project.

(WHITE PAPER)

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Practical & Prudent Data Integration: A Trusted Advisor Approach

by Hummingbird, The Open Text Connectivity Solutions Group

October 2008 - (Free Research) For more than a decade, Hummingbird has been delivering data integration solutions to companies worldwide. This document shows the value that Hummingbird’s Genio offers its users, drawing on scenarios that demonstrate its significance.

(WHITE PAPER)

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OASIS Professional Liability; Claims, Policy, and Financial Management

by Delphi Technology, Inc. (E-mail this company)

OASIS Professional Liability is a component-based, fully integrated insurance processing system, that supports full-service professional liability insurance companies, third party claims administrators, and self-insured entities.

(ASP & SOFTWARE PRODUCT)

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Customizable Customer Relationship Management (CRM) Suite for Enterprises

by CDC Software - Pivotal CRM (E-mail this company)

Pivotal CRM delivers rich CRM functionality out of the box to help organizations implement quickly with a lower total cost of ownership. As the market’s most customizable CRM solution, Pivotal CRM enables companies to cost-effectively adapt & integrate to fit their unique business processes.

(SOFTWARE PRODUCT)

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Case Study - Small Business Values Safety Net for Mission Critical BlackBerry Deployment

by BlackBerry

March 2008 - (Free Research) Wireless devices can allow small market businesses to respond faster, provide better service and ensure availability. Read this case study to learn how one small-business leveraged the BlackBerry technical support service to improve business processes.

(WHITE PAPER)

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Customer Support Solution

by Extraview Corporation (E-mail this company)

As a leading software customer support solution for small companies to the world's largest organizations, the ExtraView Customer Support solution features comprehensive customer support management functionality based on the ExtraView platform.

(ASP & SOFTWARE PRODUCT)

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OASIS Workers Comp; Claims, Policy, and Financial Management

by Delphi Technology, Inc. (E-mail this company)

OASIS Workers Comp is a component-based, fully integrated insurance processing system that supports full-service workers' compensation insurance companies, third party claims administrators, and self-insured entities.

(ASP & SOFTWARE PRODUCT)

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Key Considerations When Mobilizing Small or Medium Sized Business

by BlackBerry

March 2008 - (Free Research) Download this white paper to learn about the key issues that small and medium-sized companies need to consider when evaluating a wireless solution and discover ways in which the BlackBerry solution can maximize business and ROI.

(WHITE PAPER)

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Size DOES Matter – When Choosing the Right ERP Solution

by Xperia

June 2008 - (Free Research) Relationship is more important for a small-to-medium manufacturers than a large one, because small-to-medium manufacturers tend to have few IT resources, and therefore rely more on the software supplier.

(WHITE PAPER)

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The Third Stakeholder: The End-User’s Impact on CRM ROI

by Knoa Software

September 2008 - (Free Research) CRM solutions, like Siebel, automate complex business processes where high levels of application performance are crucial. Read this whitepaper to learn best practices in Siebel CRM Performance Management.

(WHITE PAPER)

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Ross Enterprise ERP - Enterprise Resource Planning

by CDC Software - Ross Enterprise

Ross Enterprise ERP business solutions from CDC Software are designed to address the unique challenges of recipe and formula-based process manufacturers. If you are in the Food and Beverage, Life Sciences, Chemicals, Metals, Natural Products, or other process manufacturing industries, Ross Enterprise ERP is designed specifically for you.

(SOFTWARE PRODUCT)

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How to Profit in a Downturn: 4 Customer-centric Strategies for Growth in a Challenging Market

by CDC Software - Ross Enterprise

September 2008 - (Free Research) This white paper explains how organization can use customer-centric strategies and CRM tools to maximize the value and loyalty of your customer base, get insight into new areas of opportunity, and do more with less.

(WHITE PAPER)

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Making a Smart Choice: Leveraging the Right Services Partner for Competitive Advantage

by Alcatel-Lucent

August 2008 - (Free Research) This paper helps executive decision-makers at carrier and enterprise organizations understand the importance of business, service and network-level transformation in achieving differentiation, and to help them address the complexities.

(WHITE PAPER)

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Guidelines for Selecting the Right Services Partner to Bridge Business and Technology Innovation

by Alcatel-Lucent

February 2008 - (Free Research) This paper is meant to help executive decision-makers at carrier and enterprise organizations understand the importance of business-, service- and network-level transformation.

(WHITE PAPER)

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Optim Data Growth Solution for Oracle's PeopleSoft Enterprise

by IBM

IBM's Optim™Data Growth Solution for Oracle's PeopleSoft Enterprise provides proven archiving capabilities. Now you can align continuous control of your PeopleSoft data with business objectives to optimize performance, mitigate risks and control costs.

(SOFTWARE PRODUCT)

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