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Advent Portfolio Exchange Demo by Advent Software, Inc July 2008 - (Free Research) Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing. (DEMO) GO TO DEMO

Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution February 2009 - (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) VIEW ABSTRACT | GO TO WHITE PAPER

How to Profit in a Downturn: 4 Customer-centric Strategies for Growth in a Challenging Market by Pivotal CRM, a CDC Software solution February 2009 - (Free Research) In this white paper, learn how your organization can use customer-centric strategies and CRM tools to maximize the value and loyalty of your customer base. Gain insight into new areas of opportunity and do more with less in a time of economic uncertainty. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution February 2009 - (Free Research) In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Superstar CFO - Optimizing an Increasingly Complex Role by SAP America Inc May 2007 - (Free Research) Read this CFO Research study to understand how CFOs should prioritize the external and company-wide mandates, as well as how they should manage the finance function itself. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Client Relationship Management for Asset Managers by Pivotal CRM, a CDC Software solution February 2009 - (Free Research) This white paper describes how client relationship management (CRM) technology can help mutual fund wholesalers and institutional asset managers address these core industry challenges and effectively foster. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Infor - ERP VISUAL by Infor September 2008 - (Free Research) Infor ERP VISUAL combines affordability and deep functionality, and is ideal for high growth, mixed-mode manufacturers who need a modular solution. Learn why more than 4,000 businesses trust Infor ERP VISUAL to run their operations. (DEMO) VIEW ABSTRACT | GO TO DEMO

A Guide to the Value of Reliable Data in Retail Banking by DataFlux Corporation November 2009 - (Free Research) This paper examines the impact of unreliable data on retail banks. Defining the requirements needed to guarantee data reliability in retail banking, it offers a practical approach to creating and governing that data, and shows how you can get started in making trusted data available to improve marketing, customer service, risk management and more. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Protecting and Enhancing SQL Server With Double-Take Availability by Double-Take Software October 2009 - (Free Research) Double-Take Software provides organizations with a solution that offers distinct recovery and protection advantages over manual Microsoft SQL built-in replication capabilities: Double-Take Availability saves more data real-time and restores that data in a much faster manner. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Unified Email and Web Security for Small Businesses: Reduce Management Complexities and Increase Security by Webroot Software, Inc. September 2009 - (Free Research) The head of IT for Sunco Cabinets, a small business, felt the new Web Security service might be the answer to simplify enforcement of Sunco's Internet use policy and protect against emerging web-based threats. Read this case study to learn how this Webroot solution gave Sunco the protection they needed. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

FACTS® 125™ by Ebix Health, Inc. January 2001 - (Free Research) FACTS® 125™ is a fully automated and comprehensive system for the management of Section 125, Flexible Benefit plans. (ARTICLE) VIEW ABSTRACT | GO TO ARTICLE

Globo.com Acquires 200,000 New Customers in 2 years and Reduces Churn by 30% with Data Mining by SPSS Inc. Worldwide Headquarters May 2009 - (Free Research) This Internet service provider/portal operator of Globo, Brazil's largest media conglomerate, delivers the content Brazilian Web users want using PASW Statistics. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Maximizing Customer Value with Oracle Business Intelligence Applications by Oracle Corporation December 2007 - (Free Research) This technology brief highlights how BI applications can integrate information across data sources and departments, provide a single, integrated view of customer and enterprise information, and enable greater alignment of decisions and execution to drive higher customer profitability and share of wallet. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

PODCAST: Enabling the Business Governance of Data by ASG Software Solutions February 2010 - (Free Research) This podcast, featuring Rob Karel of Forrester Research, discusses how enterprises are linking metadata to the formal management of business terms to achieve true enterprise governance. (PODCAST) VIEW ABSTRACT | GO TO PODCAST

Role Based Access Governance and HIPAA Compliance: A Pragmatic Approach by Aveksa July 2009 - (Free Research) Forward thinking organizations should use the passage of HITECH as an opportunity to take a more risk oriented approach by implementing an access governance framework and modernizing patient information in electronic health records (EHR). Read on to learn about utilizing role based access governance to proactively insure HIPAA compliance. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Increase Your Returns Using Event-Based Marketing by Infor CRM July 2009 - (Free Research) Read this paper to learn how Event-triggered marketing has seen five times the response rate of non-timed mass-marketing campaigns and how your company can take advantage of event-based marketing by using Infor CRM Epiphany Outbound Marketing suite. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Changes to the PMBOK® Guide, 4th Edition, and What You Should Know by Global Knowledge March 2009 - (Free Research) In December 2008, PMI® (Project Management Institute) released the 4th edition version of 'A Guide to the Project Management Body of Knowledge® (PMBOK® Guide)',the Project Management Institute's (PMI's) collection of published “generally recognized good practices” (according to PMI's 4th edition FAQs). (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Mobile Sales Force at Growing Company Benefits from Mobilizing CRM Information to the Field by BlackBerry February 2009 - (Free Research) Sales Partnerships needed a way to coordinate the activities of the outsourced sales force services it offers. They wanted a solution that would help maximize the productivity of the sales force by tracking sales activities, handling territory management, and creating a high level of accountability for the sales representatives working... (DATA SHEET) VIEW ABSTRACT | GO TO

Long-Term Data Protection and Retention: Finding the Correct Balance by Quantum Corporation March 2009 - (Free Research) Tape remains the most cost effective, energy efficient and reliable program technology for storing large amounts of inactive, off-line or near-line data while complimenting disk-based data protection and retention solutions. Read this paper and find out why. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Enterprise Database Security Lifecycle: Configuration and Controls by Guardium, an IBM Company December 2009 - (Free Research) This video provides clear and actionable steps to protect an enterprise database and the data that it stores. Featuring Adrian Lane and Rich Mogull, specific points of emphasis include preventative controls, detection controls, and a data security life-cycle overview. (VIDEO) VIEW ABSTRACT | GO TO

Bringing Visibility and Control to Financial Asset Management by Tidal Software December 2009 - (Free Research) BlueCrest Capital Management Tidal Enterprise Scheduler when they needed to make critical business processes visible to upper management and centralize scheduling and management of nightly data downloads; as well as integrate disaster recovery processes into job scheduling efforts and migrate away from heavily scripted point solutions. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

HIPAA and Beyond: An Update on Healthcare Security Regulations for Email by Proofpoint, Inc. August 2009 - (Free Research) Healthcare regulations for IT security - such as HIPAA and the new HITECH provisions of HIPAA - are now broader than ever. This paper provides a quick overview of what you need to know about the latest security, privacy and data breach regulations for the healthcare industry. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Insurance: Converging Customers, Cost Management and Compliance by Kofax, Inc. February 2010 - (Free Research) Through a case study with Pan-American, this white paper examines how insurers can generate measurable progress toward these goals by treating document driven business process automation as a strategic initiative at the C-level. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Management Excellence: Leveraging Technology and Techniques by Oracle Corporation November 2008 - (Free Research) One in a series of white papers about management excellence, this white paper describes the techniques and technologies that organizations should master on their way to management excellence. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Cost Savings with Centralized Virtual Desktops by Citrix May 2009 - (Free Research) This white paper provides a close examination of virtual desktop infrastructure (VDI) and how it may dramatically lower total cost of ownership (TCO). Read this paper to learn about the current cost of PC management and how virtual desktops can be deployed using existing budgets. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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