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The UNIT4 product Agresso is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.
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Organizations seeking the services of a value-added reseller (VAR), channel partner, implementer, vendor, or consultant require an evaluation of what this service provider has to offer. This report will assist organizations looking to determine the best-fit service provider for their implementation needs. Based on information provided to TEC by Cre8tive Technology and Design and its clients, this report focuses on real-life implementation projects delivered by the service provider to three of its existing clients.
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Banks are facing high levels of scrutiny from their customers and find themselves under great pressure to create value, win back lost customers, and maintain existing relationships as well as lower customer attrition levels. Three seemingly disparate trends—need for savings, growth in mobile usage and advent of coupon aggregators—together offer banks a way to create a sticky service. This paper discusses the idea of banks partnering with retailers to leverage their superior customer understanding to provide mobile coupons to their customers.
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Organizations seeking the services of a value-added reseller (VAR), channel partner, implementer, vendor, or consultant require an evaluation of what this service provider has to offer. This report will assist organizations looking to determine the best-fit service provider for their implementation needs. Based on information provided to TEC by itelligence and its clients, this report focuses on real-life implementation projects delivered by the service provider to three of its existing clients.
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Multicast-based messaging systems are limited in use to point applications under very controlled conditions due to their tight coupling to the Layer 2 network, lack of management and control, and lack of robustness. This white paper explores the key disadvantages of multicast, and explains the benefits of a hardware-based solution with embedded support for point-to-point ‘unicast’ distribution and message routing.
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Three kinds of messaging need to be supported in Single Dealer Platforms (SDPs) in investment banking: real-time for quote distribution, persistent for order flow, and streaming over the web to rich internet applications. It has historically taken three separate messaging products to meet these needs, but the implementation and integration of these systems introduces many challenges, including the complexity and fragility of the system and scalability issues. This white paper shows how an integrated messaging platform that handles all of the messaging requirements for SDPs reduces these challenges while increasing flexibility and robustness.
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The increasing volume of orders, pervasiveness of algorithmic trading systems and customer demand for lower latency are outpacing the capabilities of the software- and server-based systems sell-side firms use to do process trades in financial markets globally. This is causing many of these firms to experience lower trading performance, dissatisfied customers and high operational complexity and costs. This white paper looks at the disadvantages of traditional approaches to achieving the guaranteed messaging requirements of order execution and explains the benefits of solutions that perform message routing entirely in hardware.
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SimplyDigi LMS is now TEC Certified for online evaluation of learning management systems solutions in the Human Capital Management (HCM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.
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Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.
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Lawmakers and auditors have begun to require extensive safeguards for personal data residing on laptops, distributed personal computers, and handheld devices. They are also mandating protections for data being transferred to and from mobile employees over wireless connections and public networks. This white paper discusses the ensuing challenges faced by financial institutions and describes some of the tools that exist to prove compliance.
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Professional services organizations rely on their employees to drive business and deliver value to clients. A major factor for these companies is the speed at which clients are billed and the accuracy of information regarding billable time and travel. Download this Aberdeen report to learn why cloud-based expense management is ideal for professional services organizations.
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Westminster Saving Credit Union (WSCU) is one of Canada’s largest credit unions, with 12 branches, 50,000 members and more than $2.1 billion in assets. To meet its rigorous accounting and financial reporting needs, WSCU migrated from Sage PFW ERP to Sage ERP MAS 500 based on the advice of business partner The Answer Company. Download this case study to learn about the benefits WSCU realized after the transition.
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Sage 100 Standard ERP (formerly Sage ERP MAS 90), v. 4.5, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.
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Sage 300 ERP (formerly Sage ERP Accpac) 6.0 is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.
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The emerging class of digitally savvy bank customers, including small and midsized businesses, increasingly wants to use bank branches for sophisticated financial advice, support, and products--as opposed to conventional transactions such as cashing pay checks. This white paper, produced jointly by Knowledge@Wharton and Wipro Technologies, captures the emerging business models for bank branches. It is based on comprehensive, globally conducted customer surveys, as well as interviews with Wharton faculty and Wipro executives.
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In the current regulatory environment, banks are facing two levels of challenges. While they are under pressure to expand beyond home territories, they also face stifling regulatory constraints. These restrictions are forcing banks to maximize on every capital expenditure they make. Such financial and regulatory reforms, in the face of the economic slowdown, have positive effects on quality assurance, governance and data management. But it also forces banks to hold capital that they would otherwise invest. This environment has made it vital for banks to sharpen their analytical and forecasting capabilities. Find out how the burden of regulation, expansion, cost optimization, and business transformation can be shared by an expert partner to foster an environment for growth.
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Traditionally, robots have not played a prominent role in the implementation of lean strategies. However, due to their repeatability, speed, accuracy, and flexibility, the role of robots in lean implementations is constantly increasing. Automation equipment, which includes robots, is rapidly becoming a core component to lean manufacturing and the reduction of manufacturing costs. Download this white paper to learn more about the 10 ways large and small manufacturers are benefiting from robotic automation in lean manufacturing environments.
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As a company in the financial sector, you place extremely high demands on your call center. The complicated and sensitive nature of the calls requires an agent who is highly trained and experienced. This leads to a high cost per call. At the same time, sacrificing caller satisfaction is not an option. This creates a tough challenge: How do you decrease the cost per call, while improving the customer experience? Download this white paper to find out.
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The underlying challenge facing financial institutions is serving today’s mobile, security-conscious, and loyalty-reluctant customers. However, many financial institutions are trapped by legacy systems and islands of in-house development. How can they customize their payment platforms quickly, easily, and cost-effectively to unlock the opportunities that new market dynamics offer? Download this report to find out.
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The slump in the wealth management industry has its roots in the financial crisis in America and Europe. This has led to high-net-worth individuals (HNI) getting increasingly attracted to low risk, low management investments. Dr. Ashok Hegde, Global Head of Financial Services, Business Analyst Practice, Wipro, shares his expertise on the current challenges faced by and opportunities available to wealth managers. Read more.
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The recent financial meltdown has led to the downfall of some of the biggest universal investment banks (UIBs). Tightened regulatory norms have put pressure on global conglomerates in the Corporate and Investment Banking (CIB) regions to re-strategize. Angan Guha, Head of Investment & Universal Banking, Wipro, gives his insights on the modifications UIBs have had to make to their services and products after the financial crisis.
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The Proximity Hotel in Greensboro, North Carolina, is the first hotel in the US to receive Leadership in Energy and Environmental Design (LEED) certification at the platinum level from the U.S. Green Building Council. Combining luxury with energy efficiency and environmental sustainability, the hotel places the highest priority on guest comfort. The owner's goal is a sustainable, energy-efficient hotel that never compromises guest comfort. Learn more now.
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Bank chief financial officers (CFOs) are being forced to reexamine their roles and responsibilities. Simply closing the books no longer works. Finance departments are being asked to perform strategic budgeting and planning, monitor risk and compliance, and improve overall performance. To meet these demands while competing in a turbulent marketplace, bank CFOs need sound planning and forecasting support. Find out more.
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Analytics has moved from the specialty of a dedicated few to a necessity for groups of business professionals to do their job. This white paper considers the use of analytics and business intelligence (BI) for improving decision making in the banking industry. It also examines the benefits of prebuilt analytic applications for achieving this objective across functions in a banking organization.
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Davidson Companies is a leading regional financial services holding company in northwestern United States composed of five subsidiaries and 1,200 employees. The company’s back-office infrastructure could no longer support the timely and efficient administrative and financial reporting across all business units. Find out how TEC’s approach to software selection helped Davidson choose a fully integrated system in just 6 months.
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Banks need robust risk analysis and reporting solutions to improve reporting accuracy and efficiency, while reducing the costs and burdens of compliance. Yet many forces hamper efficient enterprise risk reporting, including regulatory and stakeholder pressures, process inefficiencies, and disparate data. This paper focuses on the risk reporting challenges facing banks, and outlines the best practices banks need to improve reporting and manage risk.
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Bizagi BPM Suite 9.1 by Bizagi is now TEC Certified for online evaluation of business process management solutions in TEC's BPM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for this BPM product's highlights, competitive analysis, product analysis, and in-depth BPM analyst commentary.
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Accept360 by Accept Corporation is now TEC Certified for online evaluation of product development and portfolio management solutions in the Product Lifecycle Management (PLM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.
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Pacific Life needed to bring enterprise-wide learning technology into the company to ensure the success of compliance training. So it implemented a strategic compliance training initiative powered by SumTotal Learning Management to deliver critical online training and to streamline learning management across the enterprise. Find out the results of this initiative, including a shortened compliance training cycle by 82%.
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When the JPMorgan Chase’s Card Services organization began experiencing rapid growth across multiple sites, their performance improvement team quickly realized it would need a new content authoring solution to continue meeting its training objectives. The company chose SumTotal ToolBook authoring software to create media-rich online courses integrated with SumTotal Learning Management to deliver training and track results.
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The South African retail bank Capitec needed to comply with new legislation on lending policies and track learning activities across bank branches, etc. So, Capitec, with SumTotal® partner LR Learning Solutions, launched a companywide talent management program dubbed “e-village” based on the SumTotal Learning Management solution that delivers, tracks, and analyzes the progress of online learning. Read about the benefits.
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In business, much depends on the timeliness of report¬ing. But one of the largest financial institutions in the Czech Republic was struggling in this regard. “We had been working on a single report for about one month and were facing two ways out: request the report from IT, or outsource the reporting to an external supplier.” Find out how GE Money dramatically reduced reporting times with an automated reporting solution from SAS.
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A man leaves his farm in search of the richest diamond mine in the world only to die penniless when, all along, unknown to him, his own land was rich with the jewels he longed to find. That’s the fable at the heart of AXA Equitable’s ongoing successful marketing program called Mining Diamonds. And the customer intelligence behind the program? SAS. Read the full story now.
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For public-facing Web sites or those with a large consumer audience, finding a way to implement strong security that is easy to use is a great challenge. This paper examines the security threats associated with weak authentication practices on the Web, why businesses need to strengthen online authentication, and new approaches for delivering one-time passwords and two-factor authentication. Increase your Web site security now.
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Learn how communication-enabled business processes (CEBPs)—processes enabled by communication systems that are tightly integrated with business applications—can help resolve customer relationship management (CRM) issues by reducing latency, providing recording of and visibility into interactions, and better enabling end-to-end processes involving employees, customers, suppliers, and partners.
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Building on the limitations of traditional learning management systems—e.g., in federating information to external reps, SumTotal’s Extended Enterprise solution can bring about the efficient delivery of knowledge for the strategic purpose of transforming business performance. See how this platform can help specific verticals, such as financial services/insurance, promote and sell their products to external audiences.
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Promoting band image, improving overall business performance, and keeping customers happy is a main concern of many businesses. This paper demonstrates how the Extended Enterprise platform can help specific verticals to promote and sell their products to external audiences. Know the value of the Extended Enterprise solution in financial services, insurance, government, retail, manufacturing, healthcare, and associations.
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The case company is rolling out new professional service concepts, addressing the customer need for services fitting the information technology infrastructure library (ITIL) framework. A centrally located team needed ITIL service knowledge and certification before training service development, consulting, and sales. Implement applied the Foundation Fasttrack concept—fast-paced, flexible learning in a familiar environment.
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The case company decided to carry out an information technology infrastructure library (ITIL) implementation, and in so doing hoped to make production in IT more visible, increase customer satisfaction, and maintain or increase employee satisfaction in IT. Implement Consulting Group facilitated the process selection and design and managed the requirement collection, selection, and implementation phases of the project.
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The case company implemented an information technology services management (ITSM) system to support information technology infrastructure library (ITIL)–inspired processes. Implement Consulting Group had the project management responsibility during the entire process—from the preliminary requirement collection to selection and implementation to testing and go-live.
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Banks have progressed farther than companies in many other industries in automating financial processes and have more to lose from inefficient processes, facing intensified regulatory compliance. Effective governance, risk, and compliance (GRC) initiatives can multiply efficiency advantages of more conservative automation efforts while providing accurate, timely insight into the entire financial picture of the enterprise.
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Integrated water resources management (IWRM) is a framework that supports collaboration and fosters proactive decision making for efficient management of scarce water resources. GoldSim is a software tool for conducting simulations of complex systems to support management and decision making in engineering, science, and business. This paper provides a brief overview of GoldSim, with special emphasis on IWRM applications.
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With $1 billion in assets under management, Hillview Capital Advisors, LLC had to pull data from a dozen different sources to gain a complete client view. The firm had been relying on a mix of applications that now seemed inadequate for its growing needs. Learn how a new customer relationship management (CRM) system helped the firm increase productivity and get instant access to know-your-client information.
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North American wealth management clients, recovering from the market downturn of 2008 and current market conditions have new expectations of their wealth management firms. Market changes present a tremendous business opportunity for wealth management firms that can adapt to the changing needs of investors. Learn about customer relationship management (CRM) solutions that address the demands of today’s market.
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Based in London, this company is a major financial institution. As such, it must comply with the Basel II Capital Accord, a set of regulations governing data consolidation and risk management. To comply, it constructed a new data warehouse, but badly needed a single view of all data, as well as the ability to analyze risk data relating to millions of customers. Learn how a business intelligence (BI) solution helped.
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The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excelbased tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.
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More than 30 million users within businesses, government agencies, schools and other organizations world-wide have switched to Google Apps. Unfortunately, Google Apps does not have any built-in document compliance or records management features to meet organizational standards and legal regulations. This document discusses how to achieve regulatory and policy compliance with Google Apps.
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Whether in a business-to-consumer (B2C) or business-to-business (B2B) context, customers demand multiple channels through which they can find information, purchase goods, view and pay their bills, request services, or get support based on their specific needs and preferences. Discover solutions that can help you deliver the channels customers demand, and provide a consistently positive customer experience.
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What should occupational health and safety (OHS) managers be looking for as they consider taking their incident reporting capabilities to a more robust online solution? This white paper takes you through a number of key issues that need to be dealt with, the best way to solve these issues and, finally, what online solutions are available today, including their pros and cons.
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Royal Bank of Canada (RBC) is Canada’s largest bank and one of North America’s leading diversified financial services companies. To deliver regulatory-based courses and learning through a global, cost-effective channel, RBC replaced its homegrown learning management system (LMS) with a cost-effective, enterprise-wide solution, and consolidated its LMS for streamlined operations. Find out how they did it.
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Based in Canton, Ohio (US), Diebold provides automatic teller machines (ATMs), security systems, and integrated self-service solutions for the financial and retail industries. To accelerate technician training and assure regulatory compliance, Diebold integrated a learning management system (LMS) within its Oracle environment. Learn how Diebold’s solution reduced technicians’ speed-to-competency from 18 months to just 4.
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Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.
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