advisor

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Published By: ConnectWise     Published Date: Apr 01, 2020
The role of a trusted advisor has never been more critical. As more employees are moving to work from home, your clients are looking to you to make sure they do the right things to keep their employees and their data safe and secure. At ConnectWise, we’ve got you covered. Watch our webinar to view all the resources available to help you be the superhero your clients need. We’ve also put together a white-labeled, vendor agnostic Security Awareness Training for your end clients. We’ll cover the most critical things all employees should consider when working from home, and how to stay safe against threat actors who are actively looking for vulnerabilities.
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ConnectWise
Published By: Salesforce     Published Date: Mar 13, 2020
Find out how you can supercharge your business growth with this e-book Win and Grow Customers: Your Guide to Delivering Better Sales Experiences. Did you know 89% of business buyers say the experience a company provides is as important as its products & services? When you provide a personalised, seamless buying experience, not only can you close more deals – you can also expand upon existing relationships through cross-sell and upsell. Learn how you can supercharge your business growth with this e-book Win and Grow Customers: Your Guide to Delivering Better Sales Experiences. By picking up a few secrets from the pros you can: -Win More Business with a Better Buying Experience -Empower Partners to become Trusted Advisors -Nurture Relationships to Retain and Renew Customers -Expand Customer Relationships through Cross-Sell and Upsell
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Salesforce
Published By: DocuSign     Published Date: Mar 13, 2020
There’s a world in which new hires move seamlessly through the onboarding process, electronically signing their offer letters and breezing through the necessary digitized forms (I-9, W4, benefits, direct deposit, etc.). Sadly, this isn’t the reality at most organizations. Instead, overwhelmed HR teams are drowning in paperwork. A recent HR Daily Advisor study found that more than 25% of HR leaders spend between 25-50% of their time on document process management.1 These professionals shouldn’t be stuck rekeying data between multiple systems and chasing down missing forms. Instead, they should be ensuring that new hires are successfully settling in to their new roles. Creating this kind of positive experience within an employee’s first few days is paramount: Organizations with strong onboarding processes improve new hire retention by 82% and productivity by more than 70%.2 With effective digital processes in place, HR teams can make sure this happens. Beyond better serving new hires, th
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DocuSign
Published By: Cisco EMEA     Published Date: Nov 08, 2018
Enterprise IT is changing. It’s evolving from a rigid, static, manually configured and managed architecture to one where connectivity is dynamic, application services are on demand, and processes are automated. Enterprise networking is evolving along with IT. This has been evident in the past several years in initiatives such as enterprise digitization and as-a-service consumption models, as well as their enablers, including BYOD, IoT and cloud. Add to this, all of the security implications of each initiative. The purpose of this paper is to assess the switching requirements for next-generation campus networks incorporating wired switches, wireless LANs and WAN routers in an intuitive, intent-based network supporting cloud, mobility, IoT and digitization, with pervasive security.
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Cisco EMEA
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: Salesforce     Published Date: Nov 19, 2015
We are entering a new era in financial services, and there is a massive opportunity on the horizon. Some $2 trillion1 in wealth will change hands in the next five years, with $30 trillion being shifted in the next 30 to 40 years. What exactly does this mean for financial advisors?
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salesforce, client expectations, wealth management
    
Salesforce
Published By: Salesforce     Published Date: Nov 19, 2015
Based on responses from more than 1,100 adults who currently have investments, the research found the wave of millennials (ages 18-34) entering the market is not only putting pressure on financial advisors to use newer technologies in managing their money, but also pushing even Gen Xers (ages 35-54) and baby boomers (ages 55+) toward more modern financial tools, such as modeling on mobile devices or online portfolio rebalancing.
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Salesforce
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: 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: IBM Watson Health     Published Date: Mar 30, 2018
Chilmark Research, a global research and advisory firm, recently released a report rating vendors and solutions in the healthcare analytics industry. IBM Watson Health, a leader in healthcare analytics, has put together this infographic comparing how its solutions stack up against some of the closest competitors in the industry in areas such as population discovery and definition, predictive analytics, cost and utilization, and claims data contribution.
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analytics, infographic, predictive analytics, cost utilization, population discovery, claims data, healthcare, chilmark, strategy, healthcare analytics
    
IBM Watson Health
Published By: Workday Spain     Published Date: Sep 19, 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 Spain
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, service providers, consultation, supply chain management, operational technology, data analytics, new business models
    
T Systems
Published By: Automation Anywhere     Published Date: Feb 21, 2019
Automation Anywhere’s flagship product is Automation Anywhere Enterprise – a RPA platform offering a variety of tools to help organisations develop, operate and manage RPA bots that automate data entry, data gathering and other repetitive, routine tasks usually carried out as part of high-volume, repetitive work (for example, service fulfilment work in call centres, shared-service centres, and back-office processing environments). Automation Anywhere Enterprise bots can add value both in unattended (server-based, lights-out operation) and attended (desktop-based, interactive) deployment configurations. In this report, MWD Advisors digs deeper into the features and capabilities of Automation Anywhere’s product portfolio, analysing its fast-growth trajectory and highlighting large-scale implementations.
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Automation Anywhere
Published By: Brightcove     Published Date: Jul 01, 2011
Brightcove Video Cloud gives you everything you need to deliver professional quality video to audiences on every screen.
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brightcove, free trial, publishing online video, content, viewers, audience attention, online video advisor, industry-leading tools, analytics
    
Brightcove
Published By: FICO     Published Date: Aug 27, 2012
When automating decisions, organizations need a platform for defining the policies and regulations that drive those decisions. Choosing the right business rules management system is not enough to pick the right technology.
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business rules, fico, blazeadvisor, business rules management system, brms, knowledge management, business technology
    
FICO
Published By: IFS     Published Date: Jan 04, 2012
How do Oracle and Microsoft SQL Server database platforms compare on reliability, scalability and cost? Download this whitepaper for details.
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superior solutions, clarity, compliance, control, investment, advisor, regulators, technology
    
IFS
Published By: IFS     Published Date: Jan 04, 2012
How can ERP with Green SCM tools help manufacturers satisfy green supply chain requirements in order to satisfy customers and regulators? Find out now
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superior solutions, clarity, compliance, control, investment, advisor, regulators, technology
    
IFS
Published By: Infor     Published Date: Jan 03, 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 03, 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: 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
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