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Documents related to » trusts


ScotiaMcLeod
ScotiaMcLeod.Secure Documents and Other Package to Use In Your Complex System of ScotiaMcLeod. Upgrading to CRM solution increases value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank, one of Canada's largest financial organizations with over $280 billion in assets. ScotiaMcLeod's financial advisors specialize in helping individuals and small business customers plan financial solutions for trusts, estate planning, borrowing and banking services. ScotiaMcLeod has more than 800 financial advisors working in 84 branches across the country. According to Chris Carter, Associate Director and Branch Manager for ScotiaMcLeod's North Vancouver office, the financial services sector is a people-driven business where customer service is critical to success.

TRUSTS: plan financial solutions for trusts, estate planning, borrowing and banking services. ScotiaMcLeod has more than 800 financial advisors working in 84 branches across the country. According to Chris Carter, Associate Director and Branch Manager for ScotiaMcLeod s North Vancouver office, the financial services sector is a people-driven business where customer service is critical to success. ScotiaMcLeod style= border-width:0px; />   comments powered by Disqus Related Topics:   Customer Relationship Man
12/19/2005 9:39:00 AM

Megasol Technologies KB


TRUSTS: Megasol Technologies KB has its headquarters, and programming and training divisions in Uppsala, Sweden, and a branch in the Cayman Islands.

PKI RFP Template


TRUSTS: Public Key Infrastructure (PKI) RFP Template covers industry-standard functional criteria of PKI that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your PKI software project. Includes: PKI Functionality,PKI Technology

Looking for a Better Way
Accounting firm Fox and Fiorino P.A. knew there had to be a better way to take care of billing. With most of its billing being entered manually, no real-time reporting was available to ensure accuracy. So in 2003, the company implemented BillQuick. With this automated time-keeping and billing solution, Fox and Fiorino has improved the quality of its information, reduced overtime, and increased revenues and cash flow.

TRUSTS: Activities,   Funds,   Trusts,   and Other Financial Vehicles Source: BQE Software Learn more about BQE Software Readers who downloaded this case study also read these popular documents! Sales Process Map Talent Management for Small and Medium-size Businesses: Steer Your Business to Handle Change by Creating the Right Road Map for Your Talent Journey How to Use Projects to Master Asset Management The Importance of Data Representation: Best Practices in Creating a Usable Report Quality Management BEGINL
11/13/2007 2:23:00 PM

Building Relationship Capital: Client Relationship Management for the Capital Markets
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects, institutions, syndicate partners, and other contacts, the right CRM system enables capital-markets firms to share intelligence, coordinate activities, and derive advantage from an integrated body of corporate knowledge and relationships.

TRUSTS: Insurance,   Funds,   Trusts,   and Other Financial Vehicles,   Management,   Scientific,   and Technical Consulting Services,   Management of Companies and Enterprises Source: Aptean (CDC Software) Learn more about Aptean (CDC Software) Readers who downloaded this white paper also read these popular documents! Extending BI’s Reach: Anticipate Outcomes, Forecast Results, and Respond Proactively Sales Process Map Best Practices for ERP Implementation Talent Management for Small and Medium-size Bus
3/28/2007 4:51:00 PM

Information Security RFP Template


TRUSTS: Information Security RFP Template covers industry-standard functional criteria of Information Security that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your Information Security software project. Includes: Firewall System,Intrusion Detection System,Anti-Virus System,Virtual Private Network (VPN),Public Key Infrastructure (PKI),Enterprise Applications,Cryptographic Module

Information Security Selection Software Evaluation Report


TRUSTS: Information Security Selection Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision.

Mid-Market Strategy: International Enterprise Solutions
Adonix marks its strategy with two catchwords:

TRUSTS: partners that the mid-market trusts, and VARs, system integrators (SI), and consultants are carefully chosen and trained. They are selected for their integration and industry skills, and local presence, and are in charge of implementation, customer coverage, and industry specific enhancements. Adonix also emphasizes its capacity to provide its customers with a wide choice of functionalities and underlying technologies. Vendor tend to appreciate open technologies and leading industry platforms, and Adonix
9/20/2005

CRM for Financial and Insurance Markets RFP Template


TRUSTS: CRM for Financial and Insurance Markets RFP Template covers industry-standard functional criteria of CRM for Financial and Insurance Markets that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your CRM for Financial and Insurance Markets software project. Includes: Insurance and Investment,Marketing Automation,Sales Force Automation (SFA),CRM Analytics,Call Center and Customer Service,Professional Services Automation (PSA),e-CRM,E-Mail Response Management,Industry Vertical Module Availability,Product Technology

CRM, Success, and Best Practices: A Wake Up CallPart Two: Modeling Success with Senior Management and CRM Culture
To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

TRUSTS: hires, manages, develops, and trusts its employees impacts the degree to which the full potential of the organization will be achieved. Many organizational studies have demonstrated a significant correlation between employee satisfaction and customer satisfaction. The heart of CRM is the entirety of the customer experience. In most cases, this includes either the productivity or interface with employees. Customers The heart of CRM of course is the customer. However, saying that the organization is custome
10/22/2004

Data Quality Strategy: A Step-by-step Approach
Success start with data quality strategy: a step-by-step approach.Read Technology Evaluation Centers (TEC) whitepapers. To realize the full benefits of their investments in enterprise computing systems, organizations must have a detailed understanding of the quality of their data—how to clean it, and how to keep it clean. The companies that approach this issue strategically are the companies that will be successful. Learn the six factors that go into a good data quality strategy, and find out how to go from strategy to implementation.

TRUSTS: account (revocable or joint trusts, and so on) Supply chain data—part numbers, descriptions, quantities, supplier codes, and the like Telemetry data—for example, height, speed, direction, time, and measurement type Context can be matched against the appropriate type of cleansing algorithms. For example, title is a subset of a customer name. In the customer name column, embedded within the first name or last name or by itself, are a variety of titles —VP, President, Pres, Gnl Manager, and Shoe Shin
1/25/2010 1:13:00 PM


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