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Wall Street & Technology July 26, 2007 Beth Stackpole	Business Intelligence is Next Holy Grail, Says American Century's Gudrun Neumann This bank's CIO discusses future trends and key issues in bank technology management.
Wall Street & Technology July 17, 2006	AIM Management Group Works on Worldwide System Standardization AIM SVP and CTO John Deane aims to keep the financial firm flexible as it deploys technology across the globe to reduce costs and meet local and international compliance standards.
Wall Street & Technology July 19, 2006	Nicholas-Applegate Is Taking Advantage of Technological Advances to Improve Client Servicing and Lower Costs SVP and CTO Steve Rapp is centralizing applications at the financial firm for improved efficiency and quality management, and providing salespeople mobile access to the CRM database for better customer service.
Wall Street & Technology July 17, 2006	AXA Equitable Upgrades Customer Service, Reduces Expenses Executive vice president and CIO Kevin Murray is overseeing workflow automation projects set to streamline business sales and increase customer service at the financial firm.
Wall Street & Technology July 19, 2006	State Street Corp. Is Building Out Its Outsourcing Service Along With Its Client Portal Joseph Antonellis is intent on technology upgrades as he oversees the fusion of the firm's outsourcing service technology with the core infrastructure and develops the next-generation of the interactive client portal mystatestreet.com.
Wall Street & Technology July 26, 2007 Jessica Pallay	Nicholas-Applegate Saves $800k With Consolidated Matching & Settlement Platform This banking firm's technology chief discusses the challenges of being a CIO and identifies key information chiefs outside of the banking community. He also shares his vision for future banking IT projects.
CRM June 7, 2013 Peter Chase	Five Steps to Giving Marketers Data Ownership Integration is key. Collecting data is the easy part; the real challenge comes from connecting the different types of data across multiple channels.
Wall Street & Technology July 18, 2006	TD Ameritrade's CIO Jerry Bartlett Focuses on Integrating TD Waterhouse Systems and Business Intelligence The CIO will also focus on increasing the advanced programmed trading capabilities for active traders as well as further developing analytics to predict customer behavior.
Wall Street & Technology July 21, 2006	Credit Suisse Has a Plan to Integrate Its Three Divisions, and CIO Tom Sanzone is Up to the Challenge The firm's corporate CIO is in the midst of the three-year OneBank integration program, which will bring together the firm's investment banking, private banking and asset management divisions to tap into cross-business opportunities.
Wall Street & Technology July 19, 2006	Wachovia Corp. CIO Targets Customer Loyalty, Efficiency, and Mergers and Acquisitions CIO Martin Davis makes customer loyalty initiatives, IT organization efficiency, and M&A top priorities.
Wall Street & Technology July 19, 2006	Project Enhance, Prime Broker Globalization, and Development of Equity Analytics and Systematic Trading (EAST) Are Key Initiatives for Bear Stearns & Co. CIO and director of e-commerce Peter Cherasia initiates Project Enhance to position a mortgage subsidiary for growth, as well as streamlines processes, and continues the development of Equity Analytics and Systematic Trading to further the company's trading position.
Wall Street & Technology July 21, 2006	Raymond James Financial Looks to CRM, Income Processing and a Financial Planning Package CIO Tim Eitel directs the company with an eye on installing a corporation actions income processing system, a customer relationship management system and the rollout of Sungard's financial planning package.
Wall Street & Technology July 18, 2006	With the INET Integration Underway, Nasdaq's CIO Looks to Crossing Networks Next CIO Anna Ewing has a full agenda with the INET integration, crossing networks, and technology cost reductions on tap for 2006.
CRM July 1, 2003 Phillip Britt	Eight Building Blocks for CRM Success Companies are continuing to pursue CRM projects in 2003 despite the discontent from many about earlier failures and the harsh business climate. But most companies are now taking a more cautious approach to their implementations.
Wall Street & Technology July 19, 2006	Credit Infrastructure Transformation, Credit Flow Trading and Securitized Products Trading in the Queue for JPMorgan Investment Bank CIO Michael Ashworth directs the firm's attention to a credit infrastructure transformation through a complete re-engineering of the credit risk department.
Wall Street & Technology July 17, 2006	Barclays Global Investors Works to Align Business With Technology to Support Growth CTO Derek Stein innovates by implementing SOA applications to continually roll out products at the financial firm.
Wall Street & Technology July 18, 2006 Ivy Schmerken	PHLX Is Finetuning its Options Trading Platform to Compete in Penny-Quoting The Philadelphia Stock Exchange's EVP and CIO Bill Morgan cites an increase in tech spending and the expanding role of the CIO as evidence of the importance of the CIO in strategic business planning.
Wall Street & Technology July 19, 2006	Processing Information More-Readily and Mobile Information Access Are in Putnam Investments' Near Future Senior Managing Director and CTO Philippe Bibi is taking advantage of 64-bit technology to gain more in-memory distributed processing and is upgrading mobile information access capabilities.
Financial Planning July 29, 2010	Schwab's Competition Has Its Say Schwab's competitors manage to be politely dismissive of the new platform, while still emphasizing that they got the CRM concept first. Here's how various executives see it.
Wall Street & Technology July 26, 2007 Maria Wakem	Tom Sanzone Moves IT Ahead at Credit Suisse Here, the financial firm's CIO discusses what's next in tech management, 2008 IT initiatives and his top three current IT projects.
Wall Street & Technology July 18, 2006	ING Investment Management Chief Operating Officer Scott Fox Lays Out the Current and Future Technology Hurdles for His Business COO Scott Fox is out to improve risk management, enhance the trading system, and develop new product lines for the firm. He also intends to make a major push into the derivatives market in 2007.
CRM March 28, 2014 Glenn Johnson	5 Tips for Making CRM an Enterprise Portal Focus on revenue to drive project objectives.
Wall Street & Technology July 19, 2006	Equities Markets, Technology Infrastructure and Virtual Servers Are Top-of-Mind for ISE SVP International Securities Exchange's SVP and CIO Daniel Friel plans to launch a midpoint match facility for trading stocks, invest in technology infrastructure and run multiple virtual servers on a single server.
Wall Street & Technology July 26, 2007 Beth Stackpole	Multi-Asset, Multi-strategy Is the Future at State Street Global Advisors Here, the financial firm's chief technology officer discusses the future of banking technology strategies.
CRM July 2003 Martin Schneider	Getting IT Together Integration is a four-letter word in the world of CRM, but it doesn't have to be. What follows are the real issues behind integrating CRM solutions with an enterprise's existing systems, and how to simplify what could otherwise grind CRM initiatives to a halt.
Wall Street & Technology July 18, 2006	NYSE Group Continues With Hybrid Implementation, Options Platform, With CTO Steve Rubinow at the Helm The CTO continues the implementation of the hybrid market structure as well as the roll out of the exchange's options platform. Rubinow also shares the story behind his ascent into one of the most visible tech positions in the financial industry.
Wall Street & Technology March 18, 2008 Cory Levine	Lack of Standardization in Data, Reporting to Hinder Basel II Compliance Lack of standardization in the reporting process will be a major hurdle for financial institutions in complying with Basel II requirements.
CRM October 2004 Ginger Conlon	Get Your Facts Straight Customer data aggregation is the number one data issue right now. Find out how companies are handling it and turning it into a positive.
InternetNews January 22, 2008 Larry Barrett	IBM Teams Up With SAP on 'Atlantic' IBM and SAP on Monday announced plans to release a jointly developed application that allows employees to access SAP's Business Suite applications through their Lotus Notes desktop client.
CRM September 8, 2010 Ed Jenks	So Many CRM Service Providers, So Little Time Whether your strategy is operational excellence, product innovation, or customer intimacy, CRM is essential to achieve customer satisfaction. So how do you choose?
CRM September 2015 Leonard Klie	Integrate CRM and ERP for Better Intelligence Businesses benefit when information flows freely between systems
InternetNews May 19, 2011	SAP Launches New Software at Sapphire It was all about real-time, mobile applications at this week's SAP Sapphire Now conference.
CRM June 8, 2012 Sanjay Bhatia	How Time Data Virtualization Turns Customers into Raving Fans Adding real-time capabilities keeps you - and your clients - up to date.
CRM February 15, 2012 Leonard Klie	SAP Embraces Cloud, Mobile Solutions SAP's new focus includes product enhancements that center around mobility, hosted offerings, analytics, and databases.
IndustryWeek May 18, 2011	How to Measure Your Suppliers' Sustainability Efforts Follow these four steps to launch a supplier viability initiative.
CRM May 9, 2014 Peter Chase	Leveraging Data to Drive Personalized Marketing Overcoming core obstacles is key to successful data integration.
Wall Street & Technology August 22, 2006 Cory Levine	Get On the Omnibus: The Mutual Fund Industry Gears up for 22c-2 Mutual fund companies have October 16, the compliance date for SEC Rule 22c-2, circled in red ink on their calendars, and as it draws nearer the industry is putting the finishing touches on solutions to view and report trade activity in omnibus accounts.
Bank Systems & Technology February 22, 2007 Nancy Feig	A Happy Marriage: Finding the Right Technology Mate for Compliance Programs Banks are turning to GRC software platforms to maximize compliance technology's effectiveness and gain greater return on investment.
Insurance & Technology December 23, 2005 Maria Woehr	Steering Compliance To help insurers manage the entire compliance process, e-know launched Compliance Cockpit, a Web-based solution that works in conjunction with an e-mail client and browser to deploy policies, collect employee responses, track progress in real time and meet compliance objectives.
Insurance & Technology July 16, 2007 Peggy Bresnick Kendler	Virtualization: Does It Have A Positive Impact On Insurance Operations? How can insurance enterprises benefit from virtualization.
Wall Street & Technology October 27, 2005 Leslie Kramer	CIO Challenge - Measuring IT's Value To ensure that IT dollars are spent wisely, business executives often require CIOs to quantify the return on technology investments. But ROI isn't always the best measure of an IT project's value. To prove IT's worth, many CIOs are employing new metrics.
CRM March 1, 2004 David Myron	Vertical Focus: Integrators: Necessary Evil or Indispensible Resource? North American companies shelled out $16.8 billion for CRM services last year. Large enterprise customers find professional services firms often add complexity to CRM implementations, but most are likely to use at least one services firm.
Wall Street & Technology July 26, 2007 Maria Wakem	John Galante Applies Strong Work Ethic at JPMorgan The financial giant's tech leader discusses career influences, past work experiences, 2008 initiatives and his top three current IT projects.
CRM October 2003 Martin Schneider	Stand By Me As IT staffs shrink and CRM projects get increasingly complex, more and more service providers are playing a long-term role to ensure that CRM systems run smoothly and generate ROI.
Bio-IT World Dec 2005/Jan 2006 Scott Lundstrom	Buying Innovation in Web Services Delivering improved rates of innovation and change to the life science organization may be the largest value a company gets from Web services.
CRM September 2004 Barton Goldenberg	Don't Put the Cart Before the Horse Process excellence helps some companies enhance business processes like streamlining new product development and improving CRM.
InternetNews September 1, 2009	RSA Warns of Virtualization Risks RSA today warned that organizations face complex security and compliance risks when they adopt virtualization, but added that those companies that succeed in managing the challenge will achieve a "security bonus."
Wall Street & Technology July 18, 2006	E*Trade Plans to Leverage New Web to Increase Market Penetration and Service Ubiquity The firm's tech chief Greg Framke reports that he is exploring the new and future capabilities of Web 2.0 as a means of expanding the online brokerage's platform and service offering.
CRM June 2004 Jim Dickie	The Bake-at-Home Version of CRM Some companies still prefer to whip up their own CRM systems--and are having success doing so.
Insurance & Technology August 12, 2005 Peggy Bresnick Kendler	The Compliance Challenge Industry experts offer opinions on what the biggest challenges carriers currently face in terms of regulatory compliance.