Published By: DocuSign
Published Date: Apr 24, 2018
"In April 2016, the Department of Labor (DOL) released its final rule regarding financial and fiduciary disclosures. This rule significantly expands the definition of fiduciary, spanning financial advisors as well as plan sponsors, funds, and producers who provide incentives to advisors. The rule has far-reaching impacts on business, compliance, and operations/technology and the April 2017 compliance deadline is coming up quickly.
View this on-demand webinar and learn how DocuSign can help you:
• Satisfy the final rule requirements by automating disclosures with a tamper-proof audit trail
• Delight clients and brokers by providing a greatly improved customer experience
• Meet critical DOL deadlines with rapid implementation "
Watson Engagement Advisor is transforming the way people and organizations interact with the latest evolution of self-service. Watson Engagement Advisor empowers users to get questions answered in the manner they like best.
"When it comes to customer service, millennials have little patience and incredibly high expectations. In the United States, this segment's buying power will surpass that of any other single generation in 2017. Are you ready to meet these demands?
IBM Watson Engagement Advisor goes far beyond the conventional call center automation mandate of controlling operational costs - it empowers customers to serve themselves however and whenever suits them best. Whether it's troubleshooting their account, getting advice on which products to buy, or resetting their password, Watson Engagement Advisor is available 24x7 through any device to get to the heart of customers’ needs, faster.
Cisco's Business Cloud Advisor provides a source of comparative cloud adoption levels supported by an IDC research model that integrates benchmarks calculated from the responses of over 3,400 organizations that took part in the IDC CloudView survey and analysis supported by IDC's business outcomes research.
This analysis of your responses places You with 31% of the overall organizations in the benchmarked group at cloud adoption level 2 – Opportunistic.
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.
This eBook reviews nine marketplaces — in both the US and abroad — that should be on your radar. In it, you’ll find: a breakdown of each marketplace by the numbers, which product categories each marketplace supports, and Wwhat differentiates each marketplace
ChannelAdvisor asked a roundtable of their seasoned experts what advice they’d give online sellers right out of the gate. They came back with the 16 Things You Wish You’d Known When You Started Selling Online eBook.
Gartner Inc., the world’s leading information technology research and advisory firm, has positioned RingCentral in the Leaders Quadrant of the 2015 report, Magic Quadrant for Unified Communications as a Service (UCaaS), Worldwide,* as a result of its ability to execute and the completeness of vision.
We're dedicated to helping small and medium-sized businesses find the right systems hardware while protecting their investments with flexible, scalable products that can grow as business grows. The Systems advisor tool can help you, too. By answering a few quick questions, we'll identify products that can help meet your business needs. Let's get started.
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.
Chartered in 1973, San Francisco-based Spectrum Federal Credit Union serves over 12,000 members. When the issue arose on how to protect their members’ personal data residing on backup tapes, Spectrum FCU took no chances – they and their Techical Advisory Board made the decision to encrypt this important information with the help of NeoScale Systems, an undisputed leader in this emerging market.
Most merchants don't know how to read their merchant statements. With a little knowledge, merchants can learn how to reduce their processing costs by reducing costly errors by staff, and correct errors by processors.
Surveys show that most CFOs want to upgrade their role from accounting specialists to strategic or business partners. But few CFOs have actually made the change, primarily because they have neither the time nor the necessary capabilities within the current finance team. But for those who do make the change, the rewards are tangible. This chapter lays out a number of important steps that the CFO and the finance team need to take to position themselves as trusted and valued business partners within the organization.
What is a workload-optimized system? Simply put, it is one that matches architecture to the needs it is purchased for. Systems performance is no longer defined only by the fastest processor or other leading benchmarks, but rather by the ability to deploy new services faster, with higher quality, and within financial objectives. Commoditization has led some to think that financial objectives will lead to Intel-based systems for all uses. In this Advisory, we show that this is not the case, and by way of example, we demonstrate how Power Systems can be less expensive for ongoing operational costs and initial outlay.
A round-up of the most helpful ad extensions retailers can use to improve the reach of their Google paid search ads.
In an effort to walk the fine line between helping searchers find what they need and keeping advertisers happy, Google is constantly testing, innovating and rolling out new ways to present advertisements to online shoppers.
Published By: Salesforce
Published Date: Nov 19, 2015
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, today’s 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.
"Ever wonder how FICO Blaze Advisor moved a US Insurance Company from 100% manual to 99% automated underwriting?
FICO Blaze Advisor decision rules management system created a central, standardized and user friendly system for ACG Michigan"
DatacenterDynamics is a brand of DCD Group, a global B2B media and publishing company that develops products to help senior professionals in the world's most ICT dependent organizations make risk-based infrastructure and capacity decisions.
Our portfolio of live events, online and print publishing, business intelligence and professional development brands are centred on the complexities of technology convergence. Operating in 42 different countries, we have developed a unique global knowledge and networking platform, which is trusted by over 30,000 ICT, engineering and technology professionals.
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