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financial strategy

Results 51 - 65 of 65Sort Results By: Published Date | Title | Company Name
By: NFP Advisor Services     Published Date: Feb 27, 2015
Clients, especially those with a high net worth, are increasingly demanding guidance for all of their financial needs from a single source. A multidiscipline practice enables you to provide them with complete wealth management solutions, resulting in higher rates of client satisfaction, retention and referral. Learn how to exploit social media opportunities, build a strategy that's right for you, design online profiles that match your goals and much more.
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business models, growth performance, advisor services, multidiscipline practices, business owners, complex mdp, iinvestments, insurance, financial needs
    
NFP Advisor Services
By: Digital Realty     Published Date: Feb 25, 2015
When measuring competitive differentiation in milliseconds, connectivity is a key component for any financial services company’s data center strategy. In planning the move of its primary data center, a large international futures and commodities trading company needed to find a provider that could deliver the high capacity connectivity it required.
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financial services, trade processing, data center, connectivity, data center, it management, data management
    
Digital Realty
By: Polycom     Published Date: Sep 24, 2014
There are many ways to take advantage of the rich set of collaboration tools provided with Microsoft Lync. IT leaders should consider a cap-and-grow strategy where investment dollars in legacy systems are capped and the financial and IT resources are reallocated to grow Lync. Once the company has a cap-and-grow Lync strategy, IT leaders should consider retirement of legacy infrastructure and how Lync can be leveraged as a replacement technology. Forward-looking IT leaders will consider Lync a strategic UC platform upon which to build a companywide collaboration strategy, rather than just a replacement for a legacy phone system. Get this report to read best practices for a Lync deployment.
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grow, strategy, cap, best practices, lync, deployment, advantage, rich, collaboration, tools, investment, dollars, legacy, system, financial, resources, strategic, infrastructure, platform, software development
    
Polycom
By: MobileIron     Published Date: Sep 22, 2014
The release of iOS 8 not only introduces a comprehensive list of features to enable greater enterprise mobility, it also highlights the pervasive need for an agile mobility strategy and EMM platform. According to a March 2014 study conducted by the Ponemon Institute, 50 percent of IT professionals in financial services say their company has no mobile strategy(1). Without a strategic approach to mobility and an EMM provider, organizations lack control over data security, end-user privacy, and mobile technologies that support corporate productivity. As iOS 8 becomes widely adopted, it will impact other mobility trends such as the continued migration away from Blackberry. Enterprises will need to move quickly to address these challenges, so updating the mobile strategy should be a top priority in every IT organization.
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ios 8, agile mobility strategy, emm platform, data security, end-user privacy, corporate productivity, mobility trends, it management, wireless, enterprise applications
    
MobileIron
By: MobileIron     Published Date: Sep 22, 2014
The release of iOS 8 not only introduces a comprehensive list of features to enable greater enterprise mobility, it also highlights the pervasive need for an agile mobility strategy and EMM platform. According to a March 2014 study conducted by the Ponemon Institute, 50 percent of IT professionals in financial services say their company has no mobile strategy(1). Without a strategic approach to mobility and an EMM provider, organizations lack control over data security, end-user privacy, and mobile technologies that support corporate productivity. As iOS 8 becomes widely adopted, it will impact other mobility trends such as the continued migration away from Blackberry. Enterprises will need to move quickly to address these challenges, so updating the mobile strategy should be a top priority in every IT organization.
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ios 8, agile mobility strategy, emm platform, data security, end-user privacy, corporate productivity, mobility trends, it management, wireless, enterprise applications
    
MobileIron
By: DocuSign     Published Date: Jun 25, 2014
Regulatory actions have forced financial institutions to re-strategize their business models, an approach that could increase or decrease profitability depending on the strategy chosen. Banking executives who want to stay competitive must focus on differentiating their services based on the customer experience and streamline related costs.
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docusign, financial institutions, regulatory actions, streamline, reinvention strategies, customer experience, banking executives, enterprise applications
    
DocuSign
By: SilverSky     Published Date: May 09, 2014
Download this report for access to all the data from the most recent report, as well as expert analysis from respected industry leaders.
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silversky, financial institution, threat report, security report, cloud strategy, security products, security vendor, silversky methods, compromised institutions, the cloud, security incidents, security, it management
    
SilverSky
By: Collaborative Consulting     Published Date: Dec 20, 2013
In this case study, a company needed to find a way to update and improve a legacy trade portal application. With the help of Collaborative, using domestic resources, the company completely replaced several legacy trade portal applications, allowing for the retirement of several application platforms and legacy databases.
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collaborative consulting, trade portal, right price, infrastructure, better application, business documentation, inspire engagement, financial metrics, investment management, strategic technology, financial strategy, technology platforms, financial services, integration, business activity monitoring, business intelligence, it spending
    
Collaborative Consulting
By: Thomson Reuters     Published Date: Jul 30, 2012
Thomson Reuters QA Studio, powered by Palantir, provides easy and rapid financial time series analysis, multi-asset class portfolio simulation, factor testing, and other portfolio analytics.
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starmine, equity, trading, strategy, financial, tool, long, portfolio, s&p, strategy, volatility, backtesting, rebalancing, financial management
    
Thomson Reuters
By: UNIT4 CODA     Published Date: Aug 22, 2011
Financial executives need to have a no-compromise approach to financial modeling and application choice, irrespective of where these applications are deployed.
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unit4 coda, best-of-class strategy, cloud computing, saas, aberdeen group, financial executives, financial modeling, applications choice, business applications, cfo, financial management, solution deployment methods, it spending, risk management, spend management, expense management
    
UNIT4 CODA
By: UNIT4 CODA     Published Date: Jul 13, 2011
This white paper features insight from about the issues facing companies that need an adaptable financial system but not necessarily a full-blown enterprise resource planning (ERP) solution.
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unit4 coda, coda financials, erp, enterprise resource planning, financial software, best-of-class systems strategy
    
UNIT4 CODA
By: SAP     Published Date: Apr 07, 2011
In companies of all sizes, the chief financial officer (CFO) is the crucial link between strategy and execution. The CFO acts as a trusted advisor to the chief executive officer (CEO) in mapping out your company's strategic vision, and plays a key role in making sure that vision is realized in all business activities in a profitable way.
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financial planning, budgeting, forecasting, sap, business intelligence, business activity monitoring, spend management, financial management
    
SAP
By: Zycus     Published Date: Nov 30, 2009
If the go-go 1990s, with its fast money and flush credit seeking rapid and steep returns, created the demand for "renaissance" Chief Financial Officers ("CFO"), who could manage (and market) both the strategic and financial operations of the enterprise, the more sobering decade that followed led directly to the creation and subsequent rise of the Chief Procurement Officer ("CPO"), who could reduce costs, build internal relationships, and develop strategic suppliers efficiently and effectively.
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zycus, cfo, chief financial officer, procurement, chief procurement officer, sourcing companies, sourcing services, sourcing, reverse auction, e sourcing, eprocurement, strategic planning, procurement and outsourcing, [sourcing companies], [sourcing services], procurement strategy, procurement services, reverse auctioning, procurement management, electronic procurement
    
Zycus
By: Aprimo, Inc.     Published Date: Dec 19, 2008
Financial Company Marketing maintains all key functions of marketing in-house to include: marketing strategy, creative services, direct mail, lead management, eCommerce, emerging markets, database, reporting analytics, strategic partnerships & cross-sell, and print vendor management.
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marketing process improvement, marketing resource management, aprimo, marketing productivity, data management, network management, network performance management, marketing automation, project management
    
Aprimo, Inc.
By: Breece Hill, LLC     Published Date: Mar 15, 2007
Once a business clears the financial hurdle and begins to plan their data protection strategy the choices can appear daunting. Do they select tape or disk? Apply differential or incremental backups? How much will a new system cost and how much time will it take to implement? What data should be included in the backup? This article attempts to address these concerns.
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smb, storage, archiving, backup, hardware, small business networks, storage, backup and recovery, data protection, data management, breece hill
    
Breece Hill, LLC
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