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Abstract:
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities,
increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects,
institutions, syndicate partners, and other contacts, the r (...)
Excerpt related to
erp white papers for brokerage:
... capital-markets firms streamline investment banking activities, increase brokerage trade
volume ... Most popular white papers downloaded by users who have read
the ...
Published:
2010-03-11
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Abstract:
Interdyn, a solution integrator specializing in the Microsoft Dynamics line, showed an insurance brokerage how to access
the data locked in its customer relationship management (CRM) system. After being shown a business intelligence (BI) solution
made just for Dynamics CRM, the client immediately saw the (...)
Excerpt related to
erp white papers for brokerage:
... specializing in the Microsoft Dynamics line, showed an insurance brokerage how to ...
Most popular white papers downloaded by users who have read the above white
...
Published:
2010-03-11
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Abstract:
Testing Dark Pool Trading Systems.Templates and Other Computer Software to Use In Your Dynamic System about Testing Dark Pool
Trading Systems. Dark Pool Trading Systems, used by institutional traders trading in large volumes, help get more liquidity
and lower transaction cost. Despite these benefits, ther (...)
Excerpt related to
erp white papers for brokerage:
Testing Dark Pool Trading Systems.Templates and Other Computer Software to Use In Your Dynamic System about Testing Dark Pool
Trading Systems. Dark...
Published:
2010-03-11
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Abstract:
Managing Time Off Is No Vacation.Reports and Other Dynamic System to Use In Your Organization of Managing Time Off Is No Vacation.
Companies with a large, complex workforce face distinct management challenges. Not only do you need to determine which employee
is best suited to perform a specific job on a g (...)
Excerpt related to
erp white papers for brokerage:
Managing Time Off Is No Vacation.Reports and Other Dynamic System to Use In Your Organization of Managing Time Off Is No Vacation.
Companies with a...
Published:
2010-03-11
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Abstract:
Davidson Companies is a leading regional financial services holding company in northwestern United States composed of five
subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient
administrative and financial reporting across all busine (...)
Excerpt related to
erp white papers for brokerage:
... Most popular white papers downloaded by users who have read the above
white paper. Get the above white paper and download these additional white
papers too! ...
Published:
2011-08-04
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Abstract:
Elusive Profits, Expensive Mistakes: the Pitfalls of Overseas Sourcing.Templates and Other Software Dynamic System to Use
In Your Dynamic System of Overseas Sourcing. Extending supply lines overseas brings new commercial and operational challenges
that are far more complex than ever before. Enterprises ar (...)
Excerpt related to
erp white papers for brokerage:
Elusive Profits, Expensive Mistakes: the Pitfalls of Overseas Sourcing.Templates and Other Software Dynamic System to Use
In Your Dynamic System of...
Published:
2010-03-11
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Excerpt related to
erp white papers for brokerage:
... it is fully compatible with existing enterprise resource planning (ERP) systems to ...
or even partnering with other players in logistics and brokerage to leverage ...
Published:
2011-01-13
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Abstract:
CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know. Get Solutions and Other Documents
to Delineate Your Tender In Relation To CRM Success for Fast Growing Companies. When creating a seamless value chain, it is
essential to focus on the customer. However, informati (...)
Excerpt related to
erp white papers for brokerage:
CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know. Get Solutions and Other Documents
to Delineate Your T...
Published:
2010-03-11
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Excerpt related to
erp white papers for brokerage:
... As an example, Progress can point to customers like SEB (the Scandinavian bank) and Agora Corretora,
the largest brokerage in Brazil. ...
Published:
2009-04-28
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Abstract:
Business Intelligence: a Guide for Midsize Companies. Documents and Other Dynamic System to Use In Your Midsize Organization
In Relation TO Business Intelligence and Date Warehouse. Business intelligence (BI) is not a new concept. What’s new is that
BI tools are now accessible for midsize companies. Man (...)
Excerpt related to
erp white papers for brokerage:
Business Intelligence: a Guide for Midsize Companies. Documents and Other Dynamic System to Use In Your Midsize Organization
In Relation TO Busines...
Published:
2010-03-11
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Abstract:
Hardware maintenance can represent a significant information technology cost, but options for managing that cost exist.
If you analyze hardware maintenance from an enterprise perspective, you will identify those options and ensure the cost-effective
delivery of those services. (...)
Excerpt related to
erp white papers for brokerage:
Hardware maintenance can represent a significant information technology cost, but options for managing that cost exist. If
you analyze hardware m...
Published:
2000-10-24
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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
erp white papers for brokerage:
... Management (CRM) Software Evaluation Report; Intelisis ERP Customer Relationship ...
and download of) marketing collateral, (brochures, white papers, product pricing ...
Published:
-
Abstract:
The Customer Relationship Management (CRM) RFP Template covers industry-standard functional criteria of CRM that can help
you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template,
it is a working document that serves as a knowledge base refe (...)
Excerpt related to
erp white papers for brokerage:
... Online access to (and download of) marketing collateral, (brochures, white papers,
product pricing, etc ... Retail banking; Brokerage; Institutional finance; Insurance ...
Published:
-
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
erp white papers for brokerage:
... Evaluation Report. Literature module; White papers; An integrated dictionary
of all data elements; Integrated marketing encyclopedia. Service ...
Published:
-
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
erp white papers for brokerage:
... Insurance Markets. Literature module; White papers; An integrated dictionary
of all data elements; Integrated marketing encyclopedia. Service ...
Published: