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Customer Relationship Management (CRM) | Customer Service (General) | Business Intelligence Solutions | Customer Experience Management (CEM) | Business Process Management (BPM) | Customer Interaction Management | Enterprise Resource Planning (ERP) | Customer Information Management/ Customer Databases | Supply Chain Management | Treasury / Cash / Risk Management

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Enhance Your Business Banking Client Relationships with RIA Technologies by Actuate September 10, 2009 - (Free Research) Web 2.0 applications have forever changed the way that consumers interact with financial firms and those experiences have raised their expectations for online banking. Banks can now deliver Rich Internet Applications that automate business processes while providing a user experience that elicits real enthusiasm in the marketplace. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Increasing Customer Experience via Rich Information Applications by Actuate September 09, 2009 - (Free Research) This whitepaper shares key points and recommendations from leading analysts such as Forrester to assist organizations in leveraging RIAs to enhance online user experience. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Optimizing the Order-to-Cash Process: Managing Documents throughout the Process by Dolphin Corporation October 21, 2009 - (Free Research) This paper examines an array of solutions for SAP customers to optimize the Order-to-Cash processes in ways that contain costs and achieve optimum organizational efficiency, high customer retention and successful cash management. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Beyond Boundaries: A New Role for Finance in Driving Business Collaboration by SAP America Inc June 01, 2008 - (Free Research) In June 2008, CFO Research Services conducted a research program among senior finance executives in the United States, Europe, Asia, and Australia. The research looked at what kinds of alliances companies are forming and how finance sees itself working with internal and external partners to establish and assess successful alliances. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

Financial Services Company Gains Improved Sales Performance with Easy-to-Use Solution by Microsoft January 01, 2008 - (Free Research) Security Benefit needed a customer relationship management (CRM) solution that would provide its remote sales force with access to real-time information. In July 2007, the company implemented Microsoft Dynamics™ CRM 3.0. Now, Security Benefit gains from increased agility, new sales opportunities, and reduced IT costs. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Microsoft Dynamics RoleTailored Business Productivity: "Software Designed for Your People" by Microsoft March 01, 2007 - (Free Research) By automating and streamlining financial, customer relationship and supply chain processes, Microsoft Dynamics brings together people, processes and technologies, increasing the productivity and effectiveness of the business, and helping drive business success. Explore the Microsoft Dynamics Customer Model and how it's reflected in this software. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

2009 Top 10 in Investment Management by Actuate September 09, 2009 - (Free Research) The investment management business in 2009 will be dominated by the ramifications of the events of 2008. In this report, TowerGroup has compiled a list of the top 10 business drivers and the resulting major strategic responses and technology initiatives. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

Making Interactions More Intelligent Across All Channels in the Retail Finance Industry by Infor CRM July 22, 2009 - (Free Research) In this paper you will learn the best practices and the bottom-line benefits in multi-channel inbound marketing. Read on to learn more about multi-channel inbound marketing and how Infor CRM Epiphany Inbound Marketing for Retail Finance can help drive revenue out of each customer interaction. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

How 4 Companies Saved by Moving to the Cloud by NetSuite October 14, 2009 - (Free Research) This paper presents 4 customer success stories of how a change to NetSuite improved efficentcy as well as the bottomline. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Innovative Marketing Strategies for Individual and Personal Lines Insurers by Infor CRM July 22, 2009 - (Free Research) In this paper you will learn just how important each customer interaction is and how companies are turning to Infor CRM Epiphany Inbound Marketing for Insurance to be able to manage their customers on a highly personal basis which greatly increases customer loyalty and satisfaction which will ultimately increase sales and profitability. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Next Generation Customer Focus: Strategies and Business Activities Necessary for World-Class Performance and Success by Infor CRM October 23, 2009 - (Free Research) This paper focuses on consumer products manufacturers and the strategy of customer-focused innovation, exploring NGM study questions and examines business areas where customer-focused innovation has potential to influence performance outcomes. Read on to learn how ways to effectively identify and satisfy customer demand. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Retailers' Response to the Global Economy Downturn - Enabling Immersive Shopping Experiences by Oracle Corporation March 09, 2009 - (Free Research) This white paper will explore the global retail industry's movement towards the attainment of total immersive shopping experience (ISE) abilities, and discuss how integrated customer relationship management (CRM) software suites will represent the key technological enabler to achieve this fundamental strategic business objective. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution February 20, 2009 - (Free Research) This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

How to Profit in a Downturn: 4 Customer-centric Strategies for Growth in a Challenging Market by Pivotal CRM, a CDC Software solution February 20, 2009 - (Free Research) In this white paper, learn how your organization can use customer-centric strategies and CRM tools to maximize the value and loyalty of your customer base. Gain insight into new areas of opportunity and do more with less in a time of economic uncertainty. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Optimize Customer Experience to Achieve Competitive Advantage by Wipro Technologies October 21, 2009 - (Free Research) Outsourcing Center and Wipro performed a survey that aimed to gauge how banking institutions are doing with their customer experience initiatives. While not a complete picture of how these financial institutions are progressing with their customer experience efforts, survey results point to some general trends and beliefs in this important area. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Global Small or Medium-Sized Business (SMB) by Cisco Systems, Inc. August 14, 2009 - (Free Research) Raymond Boggs, vice president of SMB research for the global market intelligence firm IDC, recently talked to Cisco® about how companies can use unified communications to successfully conduct business in multiple countries - with or without offices in those countries. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Cashing in on Customer Intelligence in the Financial Services Industry by Infor CRM October 22, 2009 - (Free Research) In this 1to1 Executive Dialogue, Don Peppers and Steve Muran talk about the importance of customer retention, the need to integrate disparate sources of data, and the opportunity for financial institutions to rebuild customer trust as a means to competitive advantage. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Long-Term Data Protection and Retention: Finding the Correct Balance by Quantum Corporation March 18, 2009 - (Free Research) Tape remains the most cost effective, energy efficient and reliable program technology for storing large amounts of inactive, off-line or near-line data while complimenting disk-based data protection and retention solutions. Read this paper and find out why. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Infor - ERP VISUAL by Infor September 2008 - (Free Research) Infor ERP VISUAL combines affordability and deep functionality, and is ideal for high growth, mixed-mode manufacturers who need a modular solution. Learn why more than 4,000 businesses trust Infor ERP VISUAL to run their operations. (DEMO) VIEW ABSTRACT | GO TO DEMO

The Total Economic Impact™ Of Progress Actional Management for Interconnected Applications by Progress Software November 2009 - (Free Research) The purpose of this study is to provide readers with a framework to evaluate the financial impact of Progress Actional on its organizations. Forrester Research, Inc.'s aim is to clearly show all calculations and assumptions used in the analysis. Readers should use this study to better communicate a business case for investing in Progress Actional. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

Best Practices of the Best-Run Sales Organizations: Sales Opportunity Blueprinting by SAP America Inc April 2009 - (Free Research) Leadership teams in today's strongest sales groups have discovered best practices to achieve exponential results. This SAP Executive Insight looks at leading-edge companies and examines how they excel in areas where most sales organizations struggle. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Management Excellence: Leveraging Technology and Techniques by Oracle Corporation November 2008 - (Free Research) One in a series of white papers about management excellence, this white paper describes the techniques and technologies that organizations should master on their way to management excellence. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Advent Portfolio Exchange Demo by Advent Software, Inc July 2008 - (Free Research) Learn more about this integrated portfolio and client relationship management system: an end-to-end solution for accounting and reporting, client servicing and marketing. (DEMO) GO TO DEMO

Protecting and Nurturing Your Brand: Maintain and Grow Brand Value in a Time of Crisis by SAP America Inc June 2009 - (Free Research) There are many elements that impact a company's brand. Concentrating on a select few lets you control financial investment while maximizing the returned benefit. This SAP Executive Insight focuses on efforts that target a key set of brand-related opportunities and describes how companies can strengthen brand value even in a recession. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Total Economic Impact™ Of Esker DeliveryWare by Esker Inc. July 2009 - (Free Research) Read this commissioned Total Economic Impact (TEI) study conducted by Forrester Consulting on behalf of Esker to learn more about how beneficial going paperless can be for your company and how Esker DeliveryWare can help today. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

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