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Software Functionality Revealed in Detail
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 wealth management industry


Wipro Point of View: Changing Nature of the Wealth Management Industry
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

wealth management industry  Changing Nature of the Wealth Management Industry 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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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

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Compare Software Solutions

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Document Management for the Health Care Industry

Document management (DM) for health care and hospitals manages the storage, display, faxing, and scanning of paper and electronic documents.  

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Documents related to » wealth management industry

The Impact of IT Service on Business Process Management


There are potential benefits of operating business process management (BPM) side-by-side with business service management (BSM). BPM and BSM are emerging technologies: BPM is concerned with the orchestration and management of effective business processes, while BSM focuses on the operational effectiveness of the enabling IT services. These technologies are mutually beneficial to one another. This white paper is intended for managers interested in implementing robust BPM solutions in IT-dependent business scenarios or managers looking to lay down a basic foundation for effective on-demand utility computing. It addresses the partnership between Fuego and Proxima Technology, vendors in BPM and BSM solutions.

wealth management industry  system dimension, although a wealth of information exists about the status of the IT infrastructure, this data is meaningful only to IT technicians responsible for operating the service. Therefore, a bridge is required to translate this data into a form more meaningful to BPM and, in doing so, establish an IT pillar for BPM. Centauri Business Service Manager provides this solution. By integrating with a current IT infrastructure for data collection, it can be quickly and easily layered on top of the Read More

Cash Management 101


Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work, it is human intelligence in the financial decision making that does the rest.

wealth management industry  direct vehicle to a wealth of information on cash management. One highly recommended source is the Internet-based tutorial from the Hancock Bank : Cash Flow Management . Another is an article from the Business Development Bank of Canada : Techniques for Better Cash Flow Management . The Treasury Management Association of Canada ( TMAC ) offers onsite and Internet-based full-day training courses on cash management. Its web page contains the topics covered in the course and bullets the areas you should Read More

Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

wealth management industry  better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life sciences, retail/consumer products, communications/media, public sector, and automotive/manufacturing.   Having dealt with its Read More

The Case for Pricing Management


Savvy and dynamically optimized pricing can mean the difference between survival and failure. In many environments it might be smarter, quicker, and more useful to calculate pricing based on systematic analysis rather than on fuzzy thinking or human emotions.

wealth management industry  combine and condense this wealth of information. In theory, they give the salesperson a more definitive yes or no answer fairly quickly when it comes to offering specific pricing, while also giving management a higher-level view of business efficiency and profit/loss drivers. Thus, in many environments besides airlines and hotels, it might be smarter, quicker, and more useful for the IT system to calculate pricing based on systematic analysis rather than on human emotions (but of course people can be Read More

Talent Management Best Practices in 2010


Download your copy of the Aberdeen report Cracking the Code for Talent Management.

wealth management industry  Management Best Practices in 2010 How do you build a superior talent management program from recruitment right through to succession planning? Many best-in-class companies are exploiting Web 2.0 tools such as social networks, blogs, and Webcasts to achieve higher levels of employee productivity and retention, facilitate knowledge capture and transfer, connect employees with colleagues across the organization, and provide visibility into work/project progress by dispersed teams. Learn the strategies Read More

Enhancing Governance, Risk, and Compliance through Effective Risk Management


Embedding governance, risk, and compliance (GRC) management into all business process has become imperative. Companies need to adopt a holistic view when it comes to reducing and managing risks, and ensure better access risk management. This paper discusses the need for companies to take a proactive approach towards access risk management.

wealth management industry  Governance, Risk, and Compliance through Effective Risk Management Embedding governance, risk, and compliance (GRC) management into all business process has become imperative. Companies need to adopt a holistic view when it comes to reducing and managing risks, and ensure better access risk management. This paper discusses the need for companies to take a proactive approach towards access risk management. Read More

Making HR Strategic: Integrated Human Capital Management Holds the Key


Today’s human resources (HR) executives are leading forward-thinking organizations in integrating human capital management (HCM) to optimize organizational success over the long term. See how a complete view of the entire employee lifecycle—enabled with a centralized, integrated HCM platform—provides executives the information and t tools they need to ensure they have the most efficient teams in place to achieve success.

wealth management industry  HR Strategic: Integrated Human Capital Management Holds the Key Today’s human resources (HR) executives are leading forward-thinking organizations in integrating human capital management (HCM) to optimize organizational success over the long term. See how a complete view of the entire employee lifecycle—enabled with a centralized, integrated HCM platform—provides executives the information and t tools they need to ensure they have the most efficient teams in place to achieve success. Read More

Systems Monitoring and Management: Vendor Evaluation Checklist


This systems’ monitoring and management vendor evaluation checklist from Uptime Software is designed to help IT managers and administrators as they search for the right solution. It is intended to be a generic list that can be updated, expanded, and customized depending on your exact requirements. You are welcome to edit and modify each of the items as you see fit.

wealth management industry  Monitoring and Management: Vendor Evaluation Checklist This systems’ monitoring and management vendor evaluation checklist from Uptime Software is designed to help IT managers and administrators as they search for the right solution. It is intended to be a generic list that can be updated, expanded, and customized depending on your exact requirements. You are welcome to edit and modify each of the items as you see fit. Read More

Data Management and Analysis


From a business perspective, the role of data management and analysis is crucial. It is not only a resource for gathering new stores of static information; it is also a resource for acquiring knowledge and supporting the decisions companies need to make in all aspects of economic ventures, including mergers and acquisitions (M&As).

For organizational growth, all requirements and opportunities must be accurately communicated throughout the value chain. All users—from end users to data professionals—must have the most accurate data tools and systems in place to efficiently carry out their daily tasks. Data generation development, data quality, document and content management, and data security management are all examples of data-related functions that provide information in a logical and precise manner.

wealth management industry  Management and Analysis From a business perspective, the role of data management and analysis is crucial. It is not only a resource for gathering new stores of static information; it is also a resource for acquiring knowledge and supporting the decisions companies need to make in all aspects of economic ventures, including mergers and acquisitions (M&As). For organizational growth, all requirements and opportunities must be accurately communicated throughout the value chain. All users—from end users Read More

Industry Perspectives: Strategic Workforce Management in the Automotive Industry


There’s a buzz in the automotive industry around the concept of “strategic workforce management”—getting the right people, for the right job, at the right time, to improve overall business results. Strategic workforce management goes beyond the traditional role of human resources: it’s a strategic initiative and competitive weapon to help today’s automotive companies drive corporate goals and objectives.

wealth management industry  Perspectives: Strategic Workforce Management in the Automotive Industry Vurv Acquires People Business Network. ( Read More ) Taleo Acquires Vurv Technology. ( Read More ) Leading organizations worldwide use Taleo on-demand talent management solutions to assess, acquire, develop, and align their workforce for improved business performance. Source : Taleo Resources Related to Strategic Workforce Management in the Automotive Industry : Workforce Management (Wikipedia) Automotive industry (Wikipedia) Read More

Value Cycle Management: A Non-Linear Approach to Supply Chain Management


Companies are moving away from the linear production path of the supply chain to embrace value cycle management (VCM). VCM is the optimization of supply chain functions across all levels of suppliers, partners, and customers through the integration, collaboration, and synchronization of technology, data, and people-centric processes. Learn how companies can employ VCM to make business processes smoother, more productive, and more profitable.

wealth management industry  Cycle Management: A Non-Linear Approach to Supply Chain Management Companies are moving away from the linear production path of the supply chain to embrace value cycle management (VCM). VCM is the optimization of supply chain functions across all levels of suppliers, partners, and customers through the integration, collaboration, and synchronization of technology, data, and people-centric processes. Learn how companies can employ VCM to make business processes smoother, more productive, and more Read More

Incentive and Compensation Management


Enterprise incentive management (EIM) and employee compensation management sit between HR, CRM, Accounting, and sales force automation. These applications help sales executives gain perspective on sales performance, business operations, and manage compensation programs. EIM solutions are used to improve sales strategies.

wealth management industry  and Compensation Management Enterprise incentive management (EIM) and employee compensation management sit between HR, CRM, Accounting, and sales force automation. These applications help sales executives gain perspective on sales performance, business operations, and manage compensation programs. EIM solutions are used to improve sales strategies. Read More

Efficient Project Management


Successfully meeting today’s business challenges requires effective project management. How well your organization manages projects, tracks costs, and identifies and addresses project-related issues can have a big impact on your bottom line. But if your company still relies on traditional, stand-alone project management applications, most likely you lack the end-to-end process support you need to ensure success.

wealth management industry  Project Management Successfully meeting today’s business challenges requires effective project management. How well your organization manages projects, tracks costs, and identifies and addresses project-related issues can have a big impact on your bottom line. But if your company still relies on traditional, stand-alone project management applications, most likely you lack the end-to-end process support you need to ensure success. Read More

Supply Chain Management (SCM)


Supply chain management (SCM) systems are used to coordinate the movement of products and services from suppliers to customers (including manufacturers, wholesalers, and retailers). These systems are used to manage demand, warehouses, trade logistics, transportation, and other issues concerning facilities, and movement and transformation of materials on their way to customers.

wealth management industry  Chain Management (SCM) Supply chain management (SCM) systems are used to coordinate the movement of products and services from suppliers to customers (including manufacturers, wholesalers, and retailers). These systems are used to manage demand, warehouses, trade logistics, transportation, and other issues concerning facilities, and movement and transformation of materials on their way to customers. Read More