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Published By: Salesforce     Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
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cloud, financial, salesforce, investors
    
Salesforce
Published By: salesforce.com     Published Date: May 30, 2013
At their most basic level, CRM CEC applications handle a wide range of tasks, including engaging customers and prospects across multiple channels, and handling trouble ticketing, order management, case management, advisory services, problem diagnostics and resolution, account management, and returns management.
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salesforce, crm, service cloud, cec, customer engagement, engagement center, engaging customers, crm & customer care
    
salesforce.com
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: Samsung     Published Date: Dec 18, 2015
Download this whitepaper to learn how mobile technology can redefine banking, improve the customer experience, and empower financial advisors.
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Samsung
Published By: SAP     Published Date: Apr 07, 2011
In companies of all sizes, the chief financial officer (CFO) is the crucial link between strategy and execution. The CFO acts as a trusted advisor to the chief executive officer (CEO) in mapping out your company's strategic vision, and plays a key role in making sure that vision is realized in all business activities in a profitable way.
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financial planning, budgeting, forecasting, sap, business intelligence
    
SAP
Published By: SAS     Published Date: Aug 27, 2010
This research program is an online survey of C-level executives at leading large and midsize companies who are members of the BusinessWeek Market Advisory Board, an online panel of 20,000+ business leaders and executives.
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sas, customer relationship, crm, business analytics, c-level executives, businessweek
    
SAS
Published By: Schneider Electric     Published Date: Jan 26, 2018
The 4th and final event in our Partnering with Certainty Webinar Series, "Customer Demands at the Edge." Customers have lots of decisions to make as they feel their way through the changing IT landscape. Which infrastructure and applications should stay on their own premises (if any) and what can they safely move to the cloud? Fill out your information and click "Register" to watch the fourth and final event in our Partnering with Certainty Webinar Series, “Customer Demands at the Edge: Should I Stay or Should I Go?” This webinar originally aired on December 7th, 2017. This final webinar in our webinar series is focused on ways partners can help customers answer the types of questions above and, in the process, become trusted advisors. We’ll go over how to use tools including the EcoStruxure IT suite to analyze customer traffic and help them decide the best home for each application, whether on-premises or in the cloud. (Hopefully we’ll figure out a way to work in the classic Clash tune as well!)
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Schneider Electric
Published By: ServiceNow     Published Date: Nov 22, 2013
Whether you’ve embraced it or not, mobile is already part of your business. To remain relevant, IT must think like the business. IT must reinvent itself and become more of a technology advisor and less of a technology traffic cop. This paper sets out some of the key lessons learned by progressive organizations that have used mobile to get ahead.
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servicenow, enterprise it, mobile computing, mobile initiative, it managers, progressive enterprise, mobile users, bring your own device
    
ServiceNow
Published By: Skillsoft     Published Date: Feb 10, 2011
What value does SkillSoft training provide to individuals and organizations? In late 2010 we asked KnowledgeAdvisors, the world's largest learning analytics firm, to conduct an independent study that would answer this question.
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training, skillsoft, elearning, e-learning, employee training
    
Skillsoft
Published By: SkillSoft MKG     Published Date: Feb 15, 2011
What value does SkillSoft training provide to individuals and organizations? In late 2010 we asked KnowledgeAdvisors, the world's largest learning analytics firm, to conduct an independent study that would answer this question.
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training, skillsoft, elearning, e-learning, employee training
    
SkillSoft MKG
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: Subrago     Published Date: Apr 30, 2009
The key objective of this white paper is to highlight the key issues and discuss processes and controls required to build a high performing IT support organization.
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it support, subrago, it costs, customer transaction, high performing it support, it dependency, tolerance level, production services
    
Subrago
Published By: Symantec     Published Date: Aug 12, 2013
Symantec has been positioned as a Leader in Gartner Magic Quadrant for Secure Email Gateways. Gartner is the world's leading information technology research and advisory company. Vendors in the Magic Quadrant are evaluated based on ability to execute and completeness of vision. Read Gartner's Magic Quadrant for Secure Email Gateways to learn more about why Symantec is positioned as a leader.
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symantec, security, threat, report, key findings, best practice, strategy, technology
    
Symantec
Published By: T Systems     Published Date: Nov 28, 2018
The wait is over. Here at T-Systems, we are proud to present the findings of CXP Group - a leading independent European research and advisory firm in the field of digital, software and IT services. Their new “Digital Industrial Transformation with the Internet of Things” report examines the dynamic range of opportunities that IoT holds for businesses and explores the challenges of integrating existing data processes with those that are IoT enabled. The report is the result of the feedback cultivated from interviews with senior business and IT decision-makers responsible for creating and running innovation strategies at 250 large-scale European manufacturers. The data has been disseminated by region, strategies, pain points, IoT adoption, intention, investment etc. and provides readers with a detailed examination of what industrial businesses look for most from IoT. The report provides a fascinating unearthing of influencing factors for IoT readiness and digitization as a whole. Using
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industrial manufacture, iot, internet of things, iot adoption, european, digitization, digitization strategy, value chains
    
T Systems
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: 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: TIBCO Software     Published Date: Nov 07, 2019
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: TIBCO Software     Published Date: Nov 18, 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: TIBCO Software     Published Date: May 16, 2019
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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data, applications, analytics, algorithms, innovation, cloud, technology, customer
    
TIBCO Software
Published By: Vendor Management Solutions, LLC     Published Date: Apr 12, 2011
Outsourcing advisors available for small and mid-sized companies.
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outsourcing, governance, consultants, advisor, strategic sourcing
    
Vendor Management Solutions, LLC
Published By: Virgin Pulse     Published Date: Jul 28, 2017
This new guide, Winning Workplace Wellbeing: A Five-step Guide, provides a blueprint for workplace wellbeing success. Featuring actionable tips and expert advice from Dr. BJ Fogg, Dr. Ron Goetzel and other members of the Virgin Pulse Science Advisory Board, this guide will help you boost your wellbeing strategy. Download the Guide to learn: The five key steps to wellbeing success Tips from recognized experts Introduction to the Value on Investment (VOI) model
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workplace success, wellbeing, value on investment, human resources
    
Virgin Pulse
Published By: VMware     Published Date: Jul 24, 2017
How can your business support new identity-defined workspaces across a variety of users — retail store associates checking inventory on a PC and a smartphone, hospital clinicians entering test results into a mobile workstation and an iPad, or financial advisors placing trades from Android devices and laptops? The answer is the digital workspace.
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VMware
Published By: VMware AirWatch     Published Date: Jul 19, 2017
How can your business support new identity-defined workspaces across a variety of users — retail store associates checking inventory on a PC and a smartphone, hospital clinicians entering test results into a mobile workstation and an iPad, or financial advisors placing trades from Android devices and laptops? The answer is the digital workspace.
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VMware AirWatch
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: WePow     Published Date: Sep 02, 2015
Get the latest insights on College Hiring trends from talent acquisition experts today! WePow, a leading video interviewing provider, teamed up with the Accelir, a strategic talent advisory firm, to uncover trends and tips for college recruiters, career services and corporate HR leaders.
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video interview, video interviewing, hr technology, recruitment, recruiting, screening, talent acquisition, university
    
WePow
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