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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.   |
Wall Street & Technology
July 18, 2006 |
Janis Capital Group Strengthens Workflows, Reporting and Access to Information SVP and CIO Andrea Young oversees the building of financial metrics and reporting systems to streamline workflows, information access and control over compliance, leading to lower total cost of ownership. |
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 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 18, 2006 |
Innovative Home Page Involves Fidelity Investments' Customers in Retirement Plan Development CIO Steven Elterich drives service improvements at the financial firm by utilizing the Internet, bringing in active traders and engaging customers to find out what would benefit them the most. |
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. |
PC Magazine
November 14, 2007
Matthew D. Sarrel |
Mobile Customer Relations Pyxis Mobile's Wholesaler mobile CRM will help you integrate sales and operations tracking. |
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 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. |
Wall Street & Technology
May 25, 2005
Anthony Guerra |
Marrying Wireless and CRM According to the manager of application management of Pioneer Investments, the firm needed a solution to get its salespeople the vital CRM information they needed while on the road. Blackberry, Pyxis Mobile and Epiphany provide the answer. |
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. |
CRM
March 2003
Jim Dickie |
Are We Too Tech Focused? Use high-touch strategies to support CRM technologies. |
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 |
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
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. |
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. |
CRM
May 2006
Colin Beasty |
Barriers to CRM Success Tech obstacles to CRM success can be considerable, but others include process and people concerns -- read here about two companies' experiences. |
CIO
May 1, 2002
Susannah Patton |
Get the CRM You Need at the Price You Want As the economy cuts into CRM spending, companies are looking for ways to move ahead without breaking the bank. Why a small-step implementation adds up to big ROI, why patching together different software solutions can work, and when outsourced models may be the answer... |
CRM
November 2013
Paul Korzeniowski |
Mobile CRM Is Slow to Take Hold Integration hurdles slow deployments as systems largely fail to deliver significant value to users. |
Bank Technology News
May 2002
David Rountree |
CRM the Hard Way Banks that are capitalizing on the wealth of CRM technology that does work are peopled by managers willing to work at it, every day... |
CRM
August 27, 2003
Lisa Picarille |
Vertical Focus: Government Some of the major trends in government CRM include increasing the amount of services offered online and improving the metrics to gauge CRM efforts. |
CRM
March 2014
Jim Dickie |
The Adoption Rate Challenge Give sales reps the right tools to drive CRM success. |
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. |
CRM
June 1, 2007
Denis Pombriant |
Truly Mobile Strategies The availability of true mobile strategies will better enable users to support CRM 2.0 business processes through which employees are capable of delivering high-quality services and better customer experiences because they have better access to information. |
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. |
CRM
July 2004
Barton Goldenberg |
Whose Portal is it, Anyway? CRM's next big challenge is deciding which application will rule the desktop. |
CRM
September 1, 2004
As told to Joshua Weinberger |
PADI Worldwide's CRM Plans Surface Four steps to a smoother CRM rollout. |
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. |
CRM
October 2013
Barton Goldenberg |
Software Advances Are Propelling CRM to New Heights Seven trends businesses cannot afford to ignore. |
CRM
September 2015
Jim Dickie |
Make Sure Your CRM Is Well Informed Sales reps won't adopt your software if they don't trust its data |
CRM
December 2004
Coreen Bailor |
10 Technologies That Are Reinventing the CRM Industry Many of today's most effective CRM processes and strategies are so successful because of the underlying technologies that enable and support them. Consider the potential of the following 10 technologies. |
CRM
July 2007
Marshall Lager |
The Alignment CRM capabilities and business processes enable technology to shine. |
CRM
September 2015
Michael Vickers |
Is Your CRM System Aligned with Your Entire Business? For peak efficiency, your enterprise solution needs to wear many hats |
CRM
January 2, 2004 |
Secret of My Success: Electronic Theatre Controls Electronic Theatre Controls uses CRM to deliver consistently superb service as the company grows. |
CRM
February 2008
Jessica Sebor |
CRM Gets Serious With customer loyalty an ever-more-fleeting commodity, businesses must deliver consistent - and consistently high-quality - service. In the five stages that define CRM maturity, is your company among the leaders? Not knowing means you're not there yet. |
CRM
April 1, 2004
Martin Schneider |
Market Watch: Mobile Sales Is on the Move Providing field salespeople real-time access to data is a central promise of CRM providers. |
CRM
July 2005
Marshall Lager |
Breaking Down the Silos Get back to the roots of CRM with this refresher course on integration. |
CRM
March 2008
Marshall Lager |
Selling CRM to Your Sales Force They're set in their ways, stubbornly independent, and resistant to change. But your staff doesn't have to be your toughest sale. |
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. |
CRM
July 2010
Donna Fluss |
The Siebel Effect -- And Its Survivors Failed CRM projects of the past may lead to a promising future. |
InternetNews
October 4, 2004
Sean Michael Kerner |
Sybase Eyes New Market for Mobile Integration Sybase this morning unveiled two new products as part of its efforts to make mobile application development and integration easier. |
CRM
February 2003
Ginger Conlon |
Can't Get No Dissatisfaction In an exclusive survey conducted, CRM magazine finds that a surprising number of executives are pleased with their CRM system -- and with their results. |
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. |
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
December 20, 2004
Jason Compton |
How to...Avoid CRM Upgrade and Replacement Mistakes in 5 Steps The worst thing is to take away an application salespeople are using and liking. Before committing to change, consider the following tips. |
CRM
April 1, 2004
Martin Schneider |
ROI on the Rise? Is CRM software getting better, or are companies learning from past mistakes? |
CRM
March 25, 2011
Jim Davies |
Applying the Eight Building Blocks of CRM to Social Media How to improve the effectiveness and long-term success of social CRM initiatives |
