Streamlining Investment Portfolio Management and Control
Download this white paper and find out how a standardized data set and intelligent reporting can help insurance companies remove cost and complexity from managing diverse asset portfolios.
- Choose Segment:
- Banking
- |
- Insurance
- |
- Capital Markets
- |
- Trading/Exchanges
- |
BPM for Dummies
[ Source: IBM ]
August 2012-
Unleash the power of technology as a competitive advantage! Learn how your entire enterprise can become far more agile, helping you meet your goals with Business Process Management (BPM).
Download Business Process Management For Dummies, IBM Limited Edition, now and learn how BPM creates value through growth, improved performance, better productivity, higher staff effectiveness, and better customer service.
You discover why changing to BPM now makes sense for your organization, how ...
[WHITE PAPER]
How To Build a Mission-Critical Data Center
[ Source: HP ]
May 2012-
Infrastructures must be able to quickly and cost-effectively adapt to evolving needs. Unfortunately, many companies cannot achieve this response with their current data center network architectures. The traditional three-tier model of access, aggregation, and core switching is an operational nightmare.
This white paper unveils a solution that streamlines the design of next-generation data centers to ensure the superior resiliency, performance, and agility that enterprise networks now require.
Sponsored by:<...
[WHITE PAPER]
Avoiding the 8 Common Mistakes of Windows 7 Migration
[ Source: Dell/Microsoft ]
September 2011-
The recession put important things on hold for many organizations, like upgrading to new client systems. Now organizations such as yours are ready to upgrade and gain from better performance and efficiency by purchasing new laptops and notebooks with Windows 7 factory-installed.
Before you move dozens - or hundreds - of important business applications into a new environment, find out how other organizations tackled this challenge.
Download "Avoiding the 8 common mistakes of ...
[WHITE PAPER]
Accountable Care and the Cloud: The Future of Medical IT
[ Source: Siemens ]
July 2011-
In this podcast, Dan Emig and David M. Hamilton of Siemens Medical explain how the cloud can help healthcare providers significantly improve business performance by shifting allocation of their limited budget and human resources away from lower-value back-office operations in favor of higher-value clinical and patient-facing services.
The cloud does this by 1) allowing healthcare IT organizations to leverage the economies of scale offered by shared, on-demand infrastructure and 2) providing turnkey access to state-of-the-art ...
[WEBCAST]
Advanced Malware Exposed
[ Source: FireEye ]
May 2011-
This handbook shines a light on the dark corners of advanced malware, both to educate as well as to spark renewed efforts against these stealthy and persistent threats. By understanding the tools being used by criminals, we can better defend our nations, our critical infrastructures and our citizens. The "Operation Aurora" incident represents an example of how the threats have escalated, revealing how advanced malware is being used in a systematic, coordinated fashion to achieve ...
[WHITE PAPER]
Creating a Timeline for Deploying Windows 7 and Eliminating Windows XP
[ Source: Dell/Microsoft ]
February 2012-
Windows XP support ends April 8, 2014. Therefore, organizations must decide when to begin their migration to Windows 7, set a target date to have Windows XP out and define the scope of the project.
This research paper reviews Gartner's key findings and recommendations for deploying Windows 7.
[WHITE PAPER]
CISO Guide to Next Generation Threats
[ Source: FireEye ]
May 2011-
Over 95% of businesses unknowingly host compromised endpoints, despite their use of firewalls, intrusion prevention systems (IPS), antivirus and web gateways. This situation-the new status quo-results from criminals leveraging multiple zero-day vulnerabilities, commercial-quality toolkits and social media to perpetrate next-generation threats. These threats move "low and slow" and use several stages and channels to duck traditional defenses and find vulnerable systems and sensitive data.
Read this paper and learn how to regain the upper ...
[WHITE PAPER]
8 Things That Could Affect Your Business IT Security In The Next Two Hours
[ Source: NETGEAR ]
August 2011-
Discover the secrets over-priced security consultants don't want you to know. Network security is not just about preventing a breach, it's about making every working day as productive as possible by preventing external threats.
Where should you start? Download this security brief and NETGEAR will show you the 8 things to do to improve your security posture right now.
[WHITE PAPER]
Gartner Magic Quadrant for Enterprise LAN
[ Source: HP ]
May 2011-
Major LAN purchases and upgrades should not take place without a full competitive review. This Gartner Magic Quadrant reviews the strengths and weaknesses of the major players; including, Alcatel-Lucent, Avaya, Cisco, Extreme Networks, HP and Juniper Networks.
[WHITE PAPER]
Sort results by:
Published date |
Company name
Driving Business Growth with Integrated CRM
[ Source: NexJ ]
June 2011-
Insurance organizations are mandated to comply with increasingly stringent compliance, administrative and reporting requirements. This leaves agents and brokers spending time performing cumbersome administrative tasks rather than focused on revenue generating activities.
An integrated approach to CRM can provide organizations with a cost-effective and efficient method of leveraging enterprise customer data stored in legacy and back-office systems. It combines customer profile, interaction and policy information to present agents with a comprehensive view of ...
[WHITE PAPER]
Forrester Research: Member Experience for Health Plans
[ Source: EMC Document Sciences ]
September 2008-
Health plans can’t afford to deliver subpar member experiences any longer. With a growing individual market, increased cost shifting, and a rising focus on disease and wellness management, strong member experience practices are the price of entry, and exceptional experiences are critical for differentiation. To rise above today’s poor performance, health plan customer experience professionals must master the disciplines of strategic healthcare communication: Pave the way for lifestyle support by getting the basics ...
[RESEARCH/ANALYST REPORT]
MAIL360 -- Leveraging the Value of Intelligent Mail Technology
[ Source: Pitney Bowes Business Insight ]
September 2008-
Starting in fall 2009, bulk mailers will be required to use Intelligent Mail® barcodes to qualify for the lowest postal rates. Besides lower postal rates, Intelligent Mail® benefits include address correction, virtual return mail, tracking and delivery confirmation. This new technology also allows you to embed data into the barcode that provides you specific information, unique to every single piece of mail sent.
MAIL360™ is the most comprehensive solution in the industry to leverage the value ...
[WHITE PAPER]
5 Best Practices for Improving Customer Service through Community-Based Collaboration
[ Source: InQuira ]
October 2008-
By embracing the power of social networks and collaboration tools, insurance companies are seeing a boost in customer loyalty and service levels. Discover five best practices for realizing the maximum benefit of these new tools. These new channels represent a new form of communication that, at first glance, would appear to be difficult to influence, much less control. However, as these social mediums have matured, the most progressive brand stewards have recognized that embracing social ...
[WHITE PAPER]
Sort results by:
Published date |
Company name
Driving New and Organic Growth: Identify and Capitalize on Enterprise Leads and Referrals
[ Source: NexJ ]
November 2012-
More and more, multi-line insurance organizations are focusing on driving revenue opportunities through leads, referrals and enterprise cross-selling. As a result, the lead and referral management paradigm has expanded beyond traditional lead generation methods to include new opportunities derived by mining existing customer bases for cross line of business and cross-product leads and referrals.
Download the whitepaper, Driving New and Organic Growth:Identify and Capitalize on Enterprise Leads and Referrals, and learn how ...
[WHITE PAPER]
CRM Market Evaluation by Nucleus Research
[ Source: Salesforce.com ]
September 2012-
Get the CRM Technology Value Matrix by Nucleus Research that evaluates the usability and functionality of CRM solutions that support sales, marketing, and customer service for any-sized business. This Matrix will help you evaluate additions, upgrades, and changes to core CRM solutions.
[WHITE PAPER]
Integrated Client Onboarding: Turning Obligation into Opportunity
[ Source: NexJ ]
December 2011-
Leading financial services organizations are changing the way they onboard new clients. Historically, client onboarding has been a paper-based account opening process based on a single opportunity. This approach is error-prone and often overlooks upsell and cross sell opportunities. It fails to address the needs of modern clients, who expect advisors to know their investment goals, account information and transaction history, and to come to meetings prepared with recommendations and pre-filled forms.
Organizations ...
[WHITE PAPER]
Driving Business Growth with Integrated CRM
[ Source: NexJ ]
June 2011-
Insurance organizations are mandated to comply with increasingly stringent compliance, administrative and reporting requirements. This leaves agents and brokers spending time performing cumbersome administrative tasks rather than focused on revenue generating activities.
An integrated approach to CRM can provide organizations with a cost-effective and efficient method of leveraging enterprise customer data stored in legacy and back-office systems. It combines customer profile, interaction and policy information to present agents with a comprehensive view of ...
[WHITE PAPER]
A Proactive Turnkey Marketing Solution for Insurance Professionals
[ Source: Relational SalesPro, LLC ]
August 1996-
SALESPRO Opportunity Builder is a proactive turnkey marketing solution designed for the progressive insurance professional. Unlike any CRM, drip-marketing tool or Sales Force Automation, SALESPRO strategically guides the user through the entire marketing life cycle, placing the producer in front of the buyer, when the buyer is ready to buy –- not when the producer is ready to sell. Campaigns show the buyer persistence, attention to detail, a desire to serve and build trust by ...
[PRESENTATION]
CRA Compliance
[ Source: Marquis ]
December 1990-
As an organization that serves financial institutions worldwide, we adhere to the security policies demanded by the industry and the regulators. We perform annual security audits to verify that our staff is following the procedures required to assure the privacy of all confidential data. We also have a SAS 70 Level II audit performed annually.
[WHITE PAPER]
Advent Revenue Center - Greater Accuracy in Billing and Forecasting
[ Source: Advent Software ]
June 2010-
Steinberg became one of the earliest users of Advent Revenue Center, the comprehensive revenue management solution that automates the calculation and generation of invoices and helps investment firms track receivables. “The major benefit of Advent Revenue Center is a lot more accuracy,” Ms. Marsden says. “We don’t have to do things manually. We can set it up one time and, as long as what we put in is correct, we’re good.”
[CASE STUDY]
APX's Analytics Give Abacus Insight Into Performance
[ Source: Advent Software ]
June 2010-
In 2007, Abacus Associates, a 100-year old family office in midtown Manhattan, decided to offer its investment expertise to a wider clientele and launched a registered investment advisory firm, Spears Abacus Advisors.
A long-time user of Advent’s Axys® portfolio accounting and reporting solution, Abacus now faced a need for a portfolio management engine that could clearly separate its SEC-regulated RIA business from its proprietary family portfolios.
The firm was experiencing growing demand from clients for ...
[CASE STUDY]
Klingenstein, Fields & Co. Selects Advent's Family of Products for Seamless Integration
[ Source: Advent Software ]
June 2010-
The decision to replace the core portfolio management system drove a wholesale change in Klingenstein’s operating platform, from a patchwork of systems to an integrated Advent suite comprised of: Advent Portfolio Exchange? (APX), the SQL-based enterprise portfolio management solution. Moxy?, Advent’s industry-leading trade order management system. Advent’s straight-through processing tools, notably Advent Custodial Data (ACD), which links APX with some 500 custodians, and REX,? which automates reconciliation and eliminates manual error-checking CLIENT CASE ...
[CASE STUDY]
GlobalView Sees the Big Picture with APX
[ Source: Advent Software ]
June 2010-
APX allows easy access to portfolio data and gives firms a great deal of flexibility in the way they view data. For GlobalView, APX offers the ability to get an aggregate view of client holdings and positions, monitor asset class and currency exposure, calculate performance, and make better informed asset allocation decisions. “APX does a very
good job of the aggregation,” says Mr. Kroon. “If we need to make a trade, it makes it easy ...
[CASE STUDY]
VENDOR INDEX 0-9 | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
View All Categories
INSURANCE: Architecture/Infrastructure, Claims, Customer Insight/Business Intelligence, Distribution, Management Strategies, Policy Administration & Management, Regulation/Financial Systems, Security/Risk Management
BANKING: Architecture/Infrastructure, Channels, Core Systems, Customer Insight/Business Intelligence, Payments & Cards, Regulation/Compliance, Risk Management/Security
ADVANCED TRADING: ATS/ECN/Dark Pool, Algorithmic Trading, Block Trading, Cross Asset Trading, Data Latency, Derivatives, Market Data, OMS/EMS, Trading Infrastructure/Technology, Trading Regulations/Compliance, Trading/Exchanges, Transaction Cost Analysis (TCA)
CAPITAL MARKETS: Asset Management, Compliance, Data Latency, Data Management, Data Security, IT Infrastructure, Operations, Risk Management, Wealth Management
Featured Insurance Resources