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Published By: Avaya     Published Date: Jan 15, 2014
Communication solutions are reaching an ideal balance of sophistication and ease-of-use. But are you making the most of these technologies by integrating them into your daily workflows to make innovation and collaboration part of every interaction?
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avaya, collaboration, integration, integrating technology, workflow, productivity, innovation, communication solutions
    
Avaya
Published By: Avaya     Published Date: Jan 15, 2014
How are you collaborating with the amazing communication technology now available? Chances are your organization is doing collaboration ... all wrong. Let's look at 5 common collaboration fails tripping up companies today.
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avaya, collaboration, integration, integrating technology, workflow, productivity, innovation, communication solutions
    
Avaya
Published By: Smarsh     Published Date: Dec 07, 2016
Text messaging is simple, concise and compatible with virtually every mobile device, operating system and wireless carrier, making it very appealing to financial advisors and their customers. However, if used for business communications, texts can create tremendous risk. Less than a third of financial firms have a text supervision solution in place according to the Smarsh 2016 Electronic Communications Compliance Survey, the largest compliance gap facing financial firms today. Text messaging can’t be ignored by firms any longer.
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Smarsh
Published By: Salesforce.com     Published Date: Jul 02, 2014
With today's financial advisors and wealth managers facing such tough competition, the ability to thrive comes through maximizing efficiency and finding innovative ways to maintain and grow business. This white paper highlights how technology is a great partner for meeting this need: • Create more relevant interactions with customers by tracking your business in the cloud • Connect to your customer information from any mobile device • Increase sales to your customers with a deeper understanding of their needs Download this white paper to learn more!
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salesforce.com, customer tracking, business in the cloud, financial advisors, wealth managers, mobile devices
    
Salesforce.com
Published By: Wells Fargo     Published Date: Oct 19, 2018
With the effects of 2017's Tax Cuts and Jobs Act (TCJA) beginning to be felt, we are likely to see extensive planning impacts this year. Before you make any changes, we recommend meeting with your wealth planner and your tax and legal advisors to discuss the strategies in this guide.
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Wells Fargo
Published By: athenahealth     Published Date: Jun 08, 2015
We convened top academic medical center leaders for our AMC Advisory Roundtable in October of 2013. We also conduct regular discussions with a wide array of health care executives, including leaders of health systems, medical groups, insurance companies, and academic institutions. This whitepaper shares some of the key themes that have emerged from those meetings.
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academic medical center, clinical activities, research activities, education
    
athenahealth
Published By: IBM Watson Health     Published Date: Jun 14, 2017
Learn how IBM Watson Health clinical application advisors helped Floyd Health Care System take full advantage of the platform’s many benefits. Business Challenge As part of its journey toward population health management, Floyd wanted to optimize the way it used the IBM® Phytel® solution from IBM Watson Health™ and take advantage of its analytical tools. Transformation With help from an IBM Watson Health clinical application advisor, Floyd expanded its IBM solutions and used their unique capabilities to progress toward a more robust population healthcare model by adding care coordination activities and improving key process measures.
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floyd health care system, ibm, ibm watson health, analytics, healthcare
    
IBM Watson Health
Published By: IBM     Published Date: Jul 28, 2016
Read this white paper to discover how predictive analytics and cognitive commerce make it possible to get instant access to integrated information and actionable insights so you can deliver superior-and profitable-interactions with customers. You'll learn: What it takes to uncover hidden trends and explore relationships across disparate data sources using natural language queries Ways to use in-depth insight to create highly relevant campaigns and content that's aligned with individual customer behaviors and preferences How to take product recommendations to new levels of accuracy with pinpoint prediction and targeting.
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ibm, commerce, analytics, business insight, business analytics, business advisor, commerce data, predictive analytics
    
IBM
Published By: IBM     Published Date: Oct 11, 2016
Read this white paper to discover how predictive analytics and cognitive commerce make it possible to get instant access to integrated information and actionable insights so you can deliver superior-and profitable-interactions with customers.
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ibm, ecommerce, b2c, b2c ecommerce, commerce, data, business advisor, e-commerce
    
IBM
Published By: TIBCO Software     Published Date: Jul 22, 2019
FINANCIAL SERVICES’ HISTORY OF DISRUPTION Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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TIBCO Software
Published By: BNY Mellon | Pershing     Published Date: Aug 22, 2018
Download our report to learn more about key decision points to manage and grow your RIA business
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clearing and custody, practice management, financial advisor, ria, registered investment advisor
    
BNY Mellon | Pershing
Published By: BNY Mellon | Pershing     Published Date: Aug 22, 2018
Learn about key factors that should be top-of-mind for advisors considering an independent business model
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breakaway advisor, independent ria, financial advisor, financial advisor
    
BNY Mellon | Pershing
Published By: Kestra Financial     Published Date: May 30, 2019
ndependent advisors make up one of the fastest growing segments in the financial services industry. If you’re curious about breaking free, you may want to consider these advantages that independent advisors can offer their clients
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Kestra Financial
Published By: ConnectWise     Published Date: Aug 22, 2019
Your service level agreement (SLA) sets the tone for your relationship with a new client by outlining your responsibilities, your client’s responsibilities, and the terms and timelines you will both work under. When you’re clear on expectations, you’ll be able to measure and manage the user experience in a meaningful way and position yourself as a trusted advisor. The better your agreement, the more you and your clients benefit.
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ConnectWise
Published By: NAVEX Global     Published Date: Nov 10, 2014
In this whitepaper, Andrew Foose, vice president of NAVEX Global’s Advisory Services Team, analysed recent legal developments in the U.K. and uncovered four valuable clues on how enforcement of financial crimes may play out in 2015
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financial crimes in the uk, enforcement of financial crimes, navex
    
NAVEX Global
Published By: BMC ESM     Published Date: Nov 06, 2009
Leading bank shares best practices, results of IT compliance implementation. Zions Bancorporation is a leader in SBA lending, public finance advisory services, and agricultural finance. Which means compliance is critical, both to internal workflows and legal mandates like Sarbanes-Oxley.With nearly 25% of the enterprise virtualized, it became clear to IT leaders at Zions that an advanced solution to IT compliance was required. Attend the webinar.
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bmc esm, zions, it compliance, virtualization, roi
    
BMC ESM
Published By: MicroStrategy     Published Date: Aug 29, 2019
Dresner Advisory Services’ eighth annual Cloud Computing and Business Intelligence Market Study in 2019 shows user confidence at an all-time high, with cloud offerings outnumbering traditional on-premises offerings. Sentiment toward cloud and cloud BI turned sharply positive in 2018, with current and future user plans both trending up. Results from our 2019 Dresner Advisory Services New Year User Survey reinforced those findings with ongoing momentum. Sentiment is at an all-time high, and the majority of organizations—51 percent—use cloud BI in 2019. Cloud-based BI vendor products and services are now more plentiful than traditional onpremises products. Still, vendors support any deployment option the customer chooses: public, private, or hybrid, at multiple levels of scale and price. Customers benefit from these choices, which reduce the chance for vendor lock-in. Users have not settled on deployment models but are migrating toward subscription and the adoption of managed services. Ou
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MicroStrategy
Published By: Workday     Published Date: Oct 11, 2018
Read the latest Gartner Magic Quadrant for Cloud HCM Suites to get a side-by-side comparison of key HCM vendors and learn why the world’s leading research and advisory company named Workday a leader for the third year in a row.
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Workday
Published By: Epicor     Published Date: Nov 07, 2017
Every manufacturing company has aspirations to grow. Growth is exciting, yet it can also be challenging. Arm yourself with the right enterprise applications and technology, and consider cloud ERP software as an important component of your arsenal as you strive for growth and battle for market share. This report from Mint Jutras—an independent research and advisory firm that specializes in analyzing the business impact of enterprise solutions—highlights how cloud applications allow businesses to grow by: • Quickly expanding into new territories • Tightening compliance and governance • More effectively implementing standard processes • Achieving greater visibility into the enterprise Download the Mint Jutras report today to learn how cloud ERP from Epicor can help your business grow.
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erp software, cloud erp, manufacturing, epicor erp, cloud applications
    
Epicor
Published By: Epicor     Published Date: Apr 17, 2018
Running a successful firearms and shooting sports retail business offers unique challenges. To achieve growth, you need a software solution that streamlines nearly every aspect of your firearms business—letting you focus on running a more compliant, efficient, and profitable operation. Created in collaboration with Orchid Advisors, Epicor FFL Compliance Manager is a robust, cloud-based system for firearms retailers that seamlessly manages ATF compliance for higher profits and faster growth. This fast, easy-to-use bound book solution can: • Quickly package compliance reports on demand and review bound book activity with dashboards to support ATF inspections • Save time by scanning serial numbers instead of entering them manually • Relieve audit stress thanks to easy access to bound book data and on-demand, ATF-friendly reporting Read on to hear from businesses currently powered by Epicor FFL Compliance solutions.
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firearms collection software, firearms inventory software, firearms management system, firearms tracking software
    
Epicor
Published By: Epicor     Published Date: Jul 10, 2018
In today’s competitive market, FFLs often have inadequate tools that are hindering their growth, or are often sold software rather than solutions to their ATF compliance needs—leaving them confused and less compliant than before. Fortunately, it just got easier to streamline compliance processes and keep your Bound Book up-to-date. Get the facts in a quick-reading guide from the FFL Operations experts at Orchid Advisors and the software experts at Epicor. Learn how firearms businesses like yours are using cloud technology to keep their bound book to date, making compliance tasks much simpler and more cost effective. • Why the ATF changed its rules in 2016 and how you take advantage of it • Practical tips for moving your Bound Book to the cloud, stress-free • Streamline business process and improve ATF Compliance
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electronic bound book software, regulations, compliancy, bound book, firearms pos, atf audits, shooting sports software, a&d logging
    
Epicor
Published By: Mimecast     Published Date: Jan 03, 2017
Mimecast has detected and blocked a dangerous new campaign that uses social engineering and advanced sandbox evasion techniques to deliver stealthy malware. This Email Security Advisory from Mimecast offers: - Detailed attack analysis - Mimecast viewpoint - reduce sandbox reliance - Weaponized attachments - prevention and recommendations
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mimecast, security, email security, email, cyber security, malware
    
Mimecast
Published By: Entelo     Published Date: Sep 06, 2017
Engaging with candidates is a long game. To be remembered, it's crucial to take the necessary steps to develop effective relationships, grow your network, and cleverly capture candidates' attention. Join TripAdvisor's Jeff McCarthy and Lori Busch as they share how to leverage recruitment marketing and outreach platforms to improve response rates, influence long-term relationships, and stay top of mind with candidates. In this webinar, you'll learn: TripAdvisor's messaging strategies for increasing open rates by 15% How to structure a multi-touch nurturing workflow to sustain a relationship with candidates A breakdown of TripAdvisor's Attract, Engage, and Convert model Why they emphasize employee-generated content as vital to branding and candidate engagement
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Entelo
Published By: Epicor Software Corp     Published Date: Nov 07, 2017
Every manufacturing company has aspirations to grow. Growth is exciting, yet it can also be challenging. Arm yourself with the right enterprise applications and technology, and consider cloud ERP software as an important component of your arsenal as you strive for growth and battle for market share. This report from Mint Jutras—an independent research and advisory firm that specializes in analyzing the business impact of enterprise solutions—highlights how cloud applications allow businesses to grow by: • Quickly expanding into new territories • Tightening compliance and governance • More effectively implementing standard processes • Achieving greater visibility into the enterprise Download the Mint Jutras report today to learn how cloud ERP from Epicor can help your business grow.
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erp software, cloud erp, manufacturing, epicor erp, cloud applications
    
Epicor Software Corp
Published By: Optymyze     Published Date: Feb 05, 2018
Optymyze jumps to a new high in the 2018 Gartner Magic Quadrant for Sales Performance Management. Named a Leader for the third consecutive year, Optymyze distinguished itself through agile operations, a strong business model, and excellent market execution. Gartner Research, the world’s leading research and advisory firm, also recognized our efforts to deliver innovative solutions and respond to client and market needs. This objective vendor comparison from Gartner is a must-read for any company considering an SPM solution. Access the full 2018 report! • Practical guidance on evaluating SPM solutions • An in-depth review of Optymyze and 10 other vendors • Analysis of SPM vendor capabilities and industry trends. Get instant access to the full 2018 Gartner research report!
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2018 gartner magic quadrant for spm, gartner magic quadrant for spm, sales performance management, spm, sales team performance, sales operations, sales representative performance, spm vendors
    
Optymyze
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