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advisors report

Results 1 - 12 of 12Sort Results By: Published Date | Title | Company Name
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: Attunity     Published Date: Feb 12, 2019
This technical whitepaper by Radiant Advisors covers key findings from their work with a network of Fortune 1000 companies and clients from various industries. It assesses the major trends and tips to gain access to and optimize data streaming for more valuable insights. Read this report to learn from real-world successes in modern data integration, and better understand how to maximize the use of streaming data. You will also learn about the value of populating a cloud data lake with streaming operational data, leveraging database replication, automation and other key modern data integration techniques. Download this whitepaper today for about the latest approaches on modern data integration and streaming data technologies.
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streaming data, cloud data lakes, cloud data lake, data lake, cloud, data lakes, streaming data, change data capture, cloud computing, modern data integration, data integration, data analytics, cloud-based data lake, enterprise data, self-service data
    
Attunity
Published By: IBM     Published Date: May 19, 2016
MWD Advisors report on how Case Management technology can help drive effective outcomes and how a clear Content Management strategy underpins success in Case Management.
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ibm, mdw, advisors report, content management, case management, enterprise applications
    
IBM
Published By: IBM     Published Date: Oct 12, 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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ibm, content management, case management, mwd, content, software development, enterprise applications
    
IBM
Published By: Epicor     Published Date: Apr 17, 2018
Running a successful firearms and shooting sports retail business offers unique challenges. To achieve growth, you need a software solution that streamlines nearly every aspect of your firearms business—letting you focus on running a more compliant, efficient, and profitable operation. Created in collaboration with Orchid Advisors, Epicor FFL Compliance Manager is a robust, cloud-based system for firearms retailers that seamlessly manages ATF compliance for higher profits and faster growth. This fast, easy-to-use bound book solution can: • Quickly package compliance reports on demand and review bound book activity with dashboards to support ATF inspections • Save time by scanning serial numbers instead of entering them manually • Relieve audit stress thanks to easy access to bound book data and on-demand, ATF-friendly reporting Read on to hear from businesses currently powered by Epicor FFL Compliance solutions.
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firearms collection software, firearms inventory software, firearms management system, firearms tracking software
    
Epicor
Published By: Coupa Software     Published Date: Oct 05, 2015
The Invoice Automation Navigator Report can assist in the initial selection of AP automation solutions. This report: - Provides a comprehensive analysis of 10 solution providers - Provides a roadmap to the process of selecting a provider
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automation solution, paystream, rfp
    
Coupa Software
Published By: Coupa Software     Published Date: Nov 04, 2014
The benefits of eInvoicing include fewer lost invoices, quicker approval cycles, increased on-time payments, and improved vendor satisfaction. Yet only 20% of companies receive more than 50% of their invoices electronically. This Paystream Advisors survey report includes data on how eInvoicing is improving AP efficiency and why some organizations are still slow to adopt (and why they shouldn't be).
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einvoicing, approval cycles, vendor satisfaction, efficiency, on-time payments, invoicing, enterprise applications
    
Coupa Software
Published By: Coupa Software     Published Date: Nov 04, 2014
Modern eProcurement solutions promise greater efficiency through improved AP integration, tighter controls, standardized processes, and supplier connectivity. This Paystream Advisors survey report focuses on current attitudes toward eProcurement solutions, how they're being used, and why (and how) that usage is changing. The report also includes an overview of eProcurement capabilities, best practices, and selection criteria.
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eprocurement solutions, efficiency, integration, tighter controls, standardized process, best practices, procurement, p2p
    
Coupa Software
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: IBM     Published Date: Feb 18, 2016
MWD Advisors report on how Case Management technology can help drive effective outcomes and how a clear Content Management strategy underpins success in Case Management.
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ibm, content management, case management, mwd advisors, enterprise software
    
IBM
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: 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
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