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advisor

Results 176 - 200 of 213Sort Results By: Published Date | Title | Company Name
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 "
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DocuSign
Published By: IBM     Published Date: Apr 06, 2015
MWD Advisors report on how Case Management technology can help drive effective outcomes & how a clear Content Management strategy underpins success in Case Management.
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content management, case management, ibm, data, service fulfillment, security, it management
    
IBM
Published By: IBM     Published Date: Feb 26, 2016
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.
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watson engagement advisor, ibm, customer engagement, customer service, process automation
    
IBM
Published By: IBM     Published Date: Feb 26, 2016
"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. "
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ibm, watson engagement advisor, analytics, customer service
    
IBM
Published By: Cisco     Published Date: Feb 23, 2016
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.
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cloud, organization strategies, information technology, networking, wireless
    
Cisco
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.
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symantec, security, threat, report, key findings, best practice, strategy, technology
    
Symantec
Published By: Black Lotus     Published Date: Apr 21, 2014
Newly updated for April 2014 with Q1 attack data, download the latest DDoS Threat Advisory from Black Lotus to learn about the latest threats facing your company.
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black lotus, black lotus communications, ddos, denial of service, security threat, hackers, spam, fishing, firewall, intrusion, mobile secuirty, network security
    
Black Lotus
Published By: ChannelAdvisor     Published Date: May 06, 2014
Download this eBook now to find out the top 10 most common mistakes made on Amazon, what their potential impact can be on your business, and how to fix or prevent them.
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reachmail, amazon errors, retailer mistakes, optimize search terms, order defect rate, negative feedback, business impact, avoiding errors, fixing errors, enterprise applications
    
ChannelAdvisor
Published By: ChannelAdvisor     Published Date: May 06, 2014
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
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reachmail, ebay, online marketplaces, amazon errors, retailer mistakes, optimize search terms, order defect rate, negative feedback, business impact, avoiding errors, fixing errors, enterprise applications
    
ChannelAdvisor
Published By: ChannelAdvisor     Published Date: May 06, 2014
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.
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reachmail, amazon errors, retailer mistakes, optimize search terms, order defect rate, negative feedback, business impact, avoiding errors, fixing errors, enterprise applications
    
ChannelAdvisor
Published By: Ring Central     Published Date: Mar 21, 2016
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.
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ring central, gartner, unified communications, cloud, phone systems, wireless, enterprise applications, telecom
    
Ring Central
Published By: IBM     Published Date: Jun 19, 2008
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.
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ibm, express seller, hardware, systems hardware, server hardware, servers, infrastructure, platforms
    
IBM
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, handling business
    
Interactive Intelligence
Published By: Neoscale Systems, Inc.     Published Date: Sep 14, 2007
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.
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storage security, storage security encryption, enterprise storage security, disk encryption, encryption technology, tape encryption, encryption key management, enterprise key management, key management for enterprise, effective encryption key management, key management system, information security, protecting offsite tape storage, disaster recovery, data privacy regulations, backup tapes, security appliance, data security, secure key management, wire-speed encryption
    
Neoscale Systems, Inc.
Published By: Subrago     Published Date: Apr 30, 2009
The key objective of this white paper is to highlight the key issues and discuss processes and controls required to build a high performing IT support organization.
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it support, subrago, it costs, customer transaction, high performing it support, it dependency, tolerance level, production services, change management, itil, itil v3, efficiency, it infrastructure, cab, change advisory board, segregation of duties, zero down, metrics, hardware performance, database performance
    
Subrago
Published By: CSRSI - The Payment Advisors     Published Date: Aug 05, 2010
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.
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merchant processing, merchant statement, chargebacks, downgrades, fraud, pci compliance, csrsi
    
CSRSI - The Payment Advisors
Published By: EZappt     Published Date: Nov 19, 2010
Automating and Managing Student Advising Activity in Higher Education
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advising management software, appointment management, software
    
EZappt
Published By: ACT-IAC     Published Date: Feb 03, 2011
Comments by the American Council for Technology-Industry Advisory Council represented in Office of Management and Budget memorandum
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federal it, technology, communications, acquisition, government, omb
    
ACT-IAC
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: Vendor Management Solutions, LLC     Published Date: Apr 12, 2011
Outsourcing advisors available for small and mid-sized companies.
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outsourcing, governance, consultants, advisor, strategic sourcing
    
Vendor Management Solutions, LLC
Published By: Adaptive Planning     Published Date: Oct 19, 2011
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.
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harvard, adaptive, marketry, cfo, analyst, financial managers, financial planning, budget, business, finance
    
Adaptive Planning
Published By: IBM     Published Date: Apr 04, 2013
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.
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business value, processor, new services faster, higher quality, financial objectives, intel-based, commoditization
    
IBM
Published By: ChannelAdvisor     Published Date: May 06, 2014
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.
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reachmail, amazon errors, retailer mistakes, optimize search terms, order defect rate, negative feedback, business impact, avoiding errors, fixing errors, enterprise applications
    
ChannelAdvisor
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.
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salesforce, financial services, cloud, mobile, data, data center
    
Salesforce
Published By: FICO     Published Date: Nov 10, 2015
"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"
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FICO
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