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advisor

Results 126 - 150 of 206Sort Results By: Published Date | Title | Company Name
Published By: Infor     Published Date: Jan 03, 2011
When members began expressing wishes to have more exposure to information on financial investments that meet their individual needs, Navy Federal decided to turn to technology that would combine available member data into a comprehensive solution and allow real-time decisions.
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infor, navy federal, credit union interaction advisor, case study, customer relationship management data, financial investment
    
Infor
Published By: Infor     Published Date: Jan 03, 2011
For CDS Global, Infor CRM Epiphany Interactive Advisor is being used to create real-time customer profiles based on historical, personal, and contextual data. Using a combination of real-time analytics and business rules, the data is analyzed to identify the highest-impact offers in real time so that the CSR can make an attractive offer during the call.
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infor, cds global, interaction advisor, real-time customer profile, analytics and business rules, crm solution, customer relationship management
    
Infor
Published By: Infor     Published Date: Jan 06, 2011
For CDS Global, Infor CRM Epiphany Interactive Advisor is being used to create real-time customer profiles based on historical, personal, and contextual data. Using a combination of real-time analytics and business rules, the data is analyzed to identify the highest-impact offers in real time so that the CSR can make an attractive offer during the call.
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infor, cds global, interaction advisor, real-time customer profile, analytics and business rules, crm solution, customer relationship management
    
Infor
Published By: Infor     Published Date: Jan 06, 2011
Drive lifetime customer loyalty and increase value at every customer touch point.
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infor, customer loyalty, crm interaction advisor, customer satisfaction, sales and marketing
    
Infor
Published By: Infor     Published Date: Jan 06, 2011
When members began expressing wishes to have more exposure to information on financial investments that meet their individual needs, Navy Federal decided to turn to technology that would combine available member data into a comprehensive solution and allow real-time decisions.
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infor, navy federal, credit union interaction advisor, case study, customer relationship management data, financial investment
    
Infor
Published By: Infor     Published Date: Jan 06, 2011
View the Infor CRM Epiphany E-mail Advisor online demonstration to see first-hand how your e-mail campaigns can rise to their full potential.
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infor, e-mail advisor demo, contact interaction, e-mail marketing
    
Infor
Published By: InMoment     Published Date: Aug 08, 2019
According to research from Digital Banking Report2, FinServ organizations must focus on five crucial CX priorities in order to meet the needs of their evolving clients: -Digital Experience Enhancement -Advanced Analytics for Personalization -Omnichannel Engagement -Proactive Sales and Advisory -Lifetime Engagement
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InMoment
Published By: InMoment     Published Date: Oct 16, 2019
According to research from Digital Banking Report2, FinServ organizations must focus on five crucial CX priorities in order to meet the needs of their evolving clients: Digital Experience Enhancement Advanced Analytics for Personalization Omnichannel Engagement Proactive Sales and Advisory Lifetime Engagement Download the report to read more about the five priorities
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InMoment
Published By: Intel     Published Date: Mar 19, 2019
Technology has drastically transformed the banking industry and the way in which consumers transact. Mobile banking is now the new normal. Many consumers, especially millennials prefer to do most if not all of their financial transactions via smartphone due to the convenience in which it offers. Even so, the popularity of mobile banking does not imply that the end of retail banking is near as research has shown that consumers still prefer retail banking for complex services such as loan applications, new account openings and advisory services. Download the whitepaper to learn— • How to build a bank of the future by leveraging the Internet of Things • How to increase security, ease system management and reduce operational costs • The benefits of migrating to a thin-client infrastructure and going paperless
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Intel
Published By: Interactive Intelligence     Published Date: Sep 11, 2013
Contact centers have long played a vital role in the insurance industry. Prospects and customers use them to get product information and quotes and then submit applications. Insurance agents and advisors rely on contact centers to tap into expertise and handle business and technical issues. Policyholders and members make inquiries or changes to their policies, or conduct financial transactions. Claimants call in to report accidents and check on the status of their claims. The list could go on, but the meaning is clear. Contact centers are major contributors to many key parts of the insurance business, especially the parts that require direct interaction with customers or agents. As a result, contact centers now play a critical role in an insurer’s journey toward becoming more customer-centric.
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interactive intelligence, contact centers, insurance industry, prospects, customers, product information, quotes, members
    
Interactive Intelligence
Published By: Intralinks     Published Date: Jan 16, 2015
In their newly released report, “On the Radar: Intralinks,” MWD Advisors probes 10 key questions about how Intralinks VIA™ supports workforce mobility by giving organizations the controls to manage and secure business data, wherever it goes. This On the Radar briefing note follows a simple “ten questions” format, designed to provide a concise but thorough overview of a company and its products and services, answering the simple questions like: “Why is it interesting?” “What’s Next?” “Should I consider it?” You’ll learn how organizations should consider the benefits of an enterprise- grade content collaboration solution that’s designed to embrace workforce mobility “but with the security of administrative controls that make it much easier to manage that collaboration and maintain an audit trail.” Download the MWD report and find out why Intralinks VIA “…keep[s] IT and compliance officers happy, while not cramping end users’ mobility.”
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workforce mobility, manage and secure, business data, enterprise, collaboration solution, security, enterprise applications
    
Intralinks
Published By: Intralinks     Published Date: Nov 23, 2015
Download this detailed, insightful article and follow Volterra Fietta’s journey to their “just right” solution.
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intralinks, mwd, volterra fietta, goldilocks zone, security, file sharing, information rights, networking
    
Intralinks
Published By: Intralinks     Published Date: Oct 14, 2015
Download this detailed, insightful article and follow Volterra Fietta’s journey to their “just right” solution.
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intralinks, mwd, volterra fietta, goldilocks zone, security, file sharing, information rights, networking
    
Intralinks
Published By: JBoss Developer     Published Date: Oct 21, 2016
Digital transformation (DX) is the continuous process by which enterprises adapt to or drive disruptive change by leveraging digital competencies, such as harnessing sensor data or using location, customer profile, and a mobile app to make shopping recommendations. DX reshapes the organization's culture where required; leverages existing processes, systems, and assets; and creates net-new digital capabilities as needed. With DX, there is the need to embrace new business models and new architectures and technologies that will help an enterprise with customer-facing innovation as well as transition existing systems, processes, organization structure, and relationships to support the transformation.
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api, market intelligence, advisory services, digital transformation, data
    
JBoss Developer
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: KPMG     Published Date: Sep 13, 2018
Companies are facing more complex challenges than ever, requiring a variety of disciplines to come together to set a future vision and strategy. Historically, says Alec Binder, director, advisory at KPMG, these challenges have been treated as technology problems that can be solved simply by buying a better platform or solution. However, as explained in Part 1 of this series on KPMG’s Technology Strategy and Selection (TSS) framework, that outlook often does not drive the outcomes or the value that companies are expecting. For large transformations, a business-driven, technology-support effort is becoming an imperative, not a nice-to-have. The modular approach of the TSS framework allows for the right services and business ideas to be brought in seamlessly and holistically — toward setting a future vision and choosing technology that truly drives change.
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KPMG
Published By: KPMG     Published Date: Oct 04, 2019
For many enterprises, cloud migration is attractive for two key reasons: greater agility and lower cost. However, the jury is still out when it comes to the financial benefits. In this webinar, KPMG’s Adrian Bradley, Head of Technology Architecture, and Emma Bisset, Senior Manager, CIO Advisory at KPMG UK, explore the reasons why. Listen to this webinar now to find out: • What leading IT decision makers told KPMG about their experience of cloud costs • Why organisations are failing to realise economic value from their cloud investments • What key levers your organisation can use to extract significant cost savings from existing deployments.
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KPMG
Published By: KPMG     Published Date: Oct 09, 2019
Complying with financial and economic sanctions is likely to pose new challenges after Brexit. Explore the issues with KPMG experts Karen Briggs and Neal Dawson, with Maya Lester QC and Arjun Ahluwalia, Head of Sanctions Advisory at HSBC UK. Listen now to discover: • Details of current sanctions policy and post-Brexit implications • How financial and economic sanctions impact the private sector • How manage compliance better by using sanctions technology.
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KPMG
Published By: Kroll Advisory Solutions     Published Date: Aug 02, 2013
First launched in 2011, the Anti-Corruption Benchmarking Report aims to give compliance officers a comprehensive view of the "ABC" (anti-bribery and corruption) risks they have, the resources they have to fight them, and how those resources are implemented into compliance programs. The results give compliance officers a view into the anti-bribery and corruption threats they face and share resources for creating a risk-based compliance program. Download the report to learn more.
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compliance, corruption, anti-bribery, risk assessment, compliance programs, compliance risk
    
Kroll Advisory Solutions
Published By: Lantern Capital Advisors - Corporate Finance Consulting     Published Date: Feb 07, 2011
White Paper describing the financial planning steps required for growing companies to unlock growth and manage growth.
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corporate finance, corporate financial planning steps, corporate financial planning
    
Lantern Capital Advisors - Corporate Finance Consulting
Published By: Magento     Published Date: Mar 28, 2018
It’s official. Magento Commerce is one of the “leaders” of B2B eCommerce. Don’t believe us? Check out this new report, “The Forrester Wave™: B2B Commerce Suites for Midsize Organizations, Q3 2017.” Forrester, one of the most influential research and advisory firms in the world, has just revealed their multiple-criteria evaluation of B2B commerce suite providers. Now you can see how Magento Commerce stacks up, with your FREE copy of the report.
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b2b, commerce, organizations, vendors, providers
    
Magento
Published By: McAfee     Published Date: Jan 23, 2013
As long as there is software, there will be software vulnerabilities and you will find malware and cybercriminals. This paper will examine that risk and provide a step by step process to protect your companies critical assets.
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virtual patching, change management, mcafee network security platform, mcafee vulnerability manager, mcafee global threat intelligence, mcafee risk advisor, mcafee epo, security
    
McAfee
Published By: McAfee     Published Date: Jan 23, 2013
Threats and vulnerabilities are a way of life for IT admins. This paper focuses on how McAfee's Vulnerability Manager and McAfee e Policy Orchestrator provide IT Admins with powerful and effective tool for identifying and re-mediating systems.
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mcafee vulnerability manager, s3kur3, tom bradley, mcafee epolicy orchestrator, mcafee vulnerability scanner, mcafee epolicy orchestrator, mcafee global threat intelligence, vulnerability scan
    
McAfee
Published By: McAfee     Published Date: Feb 06, 2013
Integrating SIEM and threat intelligence to mitigate bad actors is essential for having a resilient security posture. The McAfee response is to expand the Security Connected framework by pairing McAfee SIEM and McAfee Global Threat Intelligence.
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threat intelligence, bad actors, siem, mcafee global threat intelligence, mcafee gti, mcafee risk advisor, security connected, access control
    
McAfee
Published By: McAfee     Published Date: Feb 06, 2013
Read about the top five issues McAfee customers face with security information and event management (SIEM) and see corresponding use cases and customer case studies.
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big security data, siem, mcafee global threat intelligence, mcafee gti, mcafee risk advisor, security connected, anti spam, anti spyware
    
McAfee
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