business advisor

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Published By: ForUsAll     Published Date: Jun 18, 2018
The 401(k) market has rapidly changed.Is your plan up to date? Since 2012, there have been significant changes in 401(k)s which have created new risks and opportunities for small and midsized business 401(k) plans. With this rapid pace of change, many business owners, and even some small advisors and recordkeepers have not been able to keep up. We’ll summarize both changes to the 401(k) industry and the opportunities that exist for you to improve your plan, specifically in the following 5 areas: 1. Staying compliant with increasingly complicated regulations – New government regulations have increased burdens on companies offering both health plans and 401(k)s. What used to be compliant may no longer work. Furthermore, software has improved, allowing many error prone, manual retirement plan administration tasks to be automated. 2. Increasing plan effectiveness by lowering fees – Since 2009, average 401(k) plan costs have dropped by almost 30%*. While average costs have come down, not al
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ForUsAll
Published By: CEB Global     Published Date: Oct 27, 2016
As a leader in the field of talent assessment, we have identified 10 best practices for establishing a worldclass assessment function that leads to important business outcomes and helps transform talent leaders from process experts to talent advisors.
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ceb global, ceb, talent management, talent assessment, candidate data, data, hiring
    
CEB Global
Published By: FICO     Published Date: Aug 14, 2015
Learn how FICO's Blaze Advisor system enables Aviva's vision of doubling business volume and improving customer service.
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fico, analytics, solutions, decision management, rules management.
    
FICO
Published By: IBM     Published Date: Jan 27, 2016
Read this white paper to discover how predictive analytics and cognitive commerce make it possible to get instant access to integrated information and actionable insights so you can deliver superior—and profitable—interactions with customers.
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ibm, data, insights, results, analytics, cognitive commerce
    
IBM
Published By: Cisco     Published Date: Feb 23, 2016
Cisco's Business Cloud Advisor provides a source of comparative cloud adoption levels supported by an IDC research model that integrates benchmarks calculated from the responses of over 3,400 organizations that took part in the IDC CloudView survey and analysis supported by IDC's business outcomes research. This analysis of your responses places You with 31% of the overall organizations in the benchmarked group at cloud adoption level 2 – Opportunistic.
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cloud, organization strategies, information technology
    
Cisco
Published By: TIBCO Software     Published Date: May 16, 2019
Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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data, applications, analytics, algorithms, innovation, cloud, technology, customer, banking
    
TIBCO Software
Published By: Citrix Systems     Published Date: Oct 07, 2014
Mobile workspaces fulfill the vision for anywhere, anytime flexibility and productivity. People are empowered to get their work done in an always-on, fully secure environment that follows them everywhere, on any device. With seamless access to all corporate resources—even on the same devices that hold their personal content—people can get their work done faster and better for optimal business impact. By achieving true enterprise mobility, the organization as a whole gains new levels of agility and performance. This paper discusses the elements to a complete mobile workspace solution.
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business, growth, workspace, mobile, experience, launch, windows, desktop, advisory, management, customer, time-sensitive, productive, counsel, strategic, collaborate
    
Citrix Systems
Published By: Netsuite DWASF Leads Display Q1 2015     Published Date: Nov 19, 2015
Download this white paper on how cloud ERP can help IT meet rapidly evolving business needs. As an IT leader, a lot is being asked of you: drive transformational change, get the most out of your current IT investments with even higher performance, and be the strategic advisor to your business partners. What if you could transform your company's future by increasing the flexibility and agility of your IT infrastructure to support the rapidly evolving needs of your business? Read this paper to discover how modern enterprises like Williams-Sonoma and Knowledge Universe have adopted new ERP strategies to support their growth. In this paper you will learn: The challenges facing IT and how to evolve your IT architecture to support the modern business. A new strategy for the enterprise involving ERP that increases the flexibility and agility required to add new business models, integrate acquisitions and support innovation. Answers to frequently asked questions when modernizing IT.
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innovation through new products, information technology, customer-enabling, supply chain capabilities
    
Netsuite DWASF Leads Display Q1 2015
Published By: IBM Watson Health     Published Date: Jun 14, 2017
Learn how IBM Watson Health clinical application advisors helped Floyd Health Care System take full advantage of the platform’s many benefits. Business Challenge As part of its journey toward population health management, Floyd wanted to optimize the way it used the IBM® Phytel® solution from IBM Watson Health™ and take advantage of its analytical tools. Transformation With help from an IBM Watson Health clinical application advisor, Floyd expanded its IBM solutions and used their unique capabilities to progress toward a more robust population healthcare model by adding care coordination activities and improving key process measures.
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floyd health care system, ibm, ibm watson health, analytics, healthcare
    
IBM Watson Health
Published By: IBM     Published Date: Jul 28, 2016
Read this white paper to discover how predictive analytics and cognitive commerce make it possible to get instant access to integrated information and actionable insights so you can deliver superior-and profitable-interactions with customers. You'll learn: What it takes to uncover hidden trends and explore relationships across disparate data sources using natural language queries Ways to use in-depth insight to create highly relevant campaigns and content that's aligned with individual customer behaviors and preferences How to take product recommendations to new levels of accuracy with pinpoint prediction and targeting.
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ibm, commerce, analytics, business insight, business analytics, business advisor, commerce data, predictive analytics
    
IBM
Published By: IBM     Published Date: Sep 08, 2016
Read this white paper to discover how predictive analytics and cognitive commerce make it possible to get instant access to integrated information and actionable insights so you can deliver superior-and profitable-interactions with customers. You'll learn: What it takes to uncover hidden trends and explore relationships across disparate data sources using natural language queries Ways to use in-depth insight to create highly relevant campaigns and content that's aligned with individual customer behaviors and preferences How to take product recommendations to new levels of accuracy with pinpoint prediction and targeting
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ibm, ecommerce, b2c, b2c ecommerce, commerce, data, business advisor
    
IBM
Published By: IBM     Published Date: Oct 11, 2016
Read this white paper to discover how predictive analytics and cognitive commerce make it possible to get instant access to integrated information and actionable insights so you can deliver superior-and profitable-interactions with customers.
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ibm, ecommerce, b2c, b2c ecommerce, commerce, data, business advisor
    
IBM
Published By: IBM     Published Date: Mar 18, 2015
Your business depends on the easy, secure movement of data. But if you’re using outdated technologies and unsecure file transfer protocol (FTP), you’re exposing your organization to risk—and driving up costs as well. Use the FTP Risk Advisor to find out your risk level, and get a customized report with recommended actions you can take to protect your files—and your business.
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ibm, secure data movement, risk advisor, file transfer protocol, risk report, file protection
    
IBM
Published By: Optymyze     Published Date: Feb 05, 2018
Optymyze jumps to a new high in the 2018 Gartner Magic Quadrant for Sales Performance Management. Named a Leader for the third consecutive year, Optymyze distinguished itself through agile operations, a strong business model, and excellent market execution. Gartner Research, the world’s leading research and advisory firm, also recognized our efforts to deliver innovative solutions and respond to client and market needs. This objective vendor comparison from Gartner is a must-read for any company considering an SPM solution. Access the full 2018 report! • Practical guidance on evaluating SPM solutions • An in-depth review of Optymyze and 10 other vendors • Analysis of SPM vendor capabilities and industry trends. Get instant access to the full 2018 Gartner research report!
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2018 gartner magic quadrant for spm, gartner magic quadrant for spm, sales performance management, spm, sales team performance, sales operations, sales representative performance, spm vendors, incentive compensation
    
Optymyze
Published By: TIBCO Software     Published Date: Jul 22, 2019
FINANCIAL SERVICES’ HISTORY OF DISRUPTION Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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TIBCO Software
Published By: TIBCO Software     Published Date: Jul 22, 2019
FINANCIAL SERVICES’ HISTORY OF DISRUPTION Financial Services is an industry driven by disruption. Transformative business models such as low-cost brokerages, innovative investment products like ETFs, and the huge regulatory mandates like Gramm-Leach-Bliley are but a few examples. Here are some others: • New fintech firms such as a recent nine billion dollar investment in Ant Financial Services Group and myriad other venture capital-led fintech startups targeting well established segments across the financial services industry • Robo-advisor services powered by artificial intelligence and machine learning intermediating financial advisors and portfolio managers alike • Ever changing regulatory and risk management mandates, such as GDPR, Basel III, and Open Banking, transforming customer engagement and capital allocation Read this whitepaper to learn how you can overcome these and other disruptions.
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TIBCO Software
Published By: IBM     Published Date: Jun 19, 2008
We're dedicated to helping small and medium-sized businesses find the right systems hardware while protecting their investments with flexible, scalable products that can grow as business grows. The Systems advisor tool can help you, too. By answering a few quick questions, we'll identify products that can help meet your business needs. Let's get started.
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ibm, express seller, hardware, systems hardware, server hardware, servers, infrastructure
    
IBM
Published By: Cisco     Published Date: Jan 08, 2016
Financial services customers are increasingly going digital, but human assistance continues to play a pivotal role — especially in the purchase journey — and many banks still only allow customers to get this assistance over the phone or in a branch. To improve the customer experience, increase the productivity of frontline experts, and increase sales, eBusiness and channel strategy executives should consider weaving human advisors and digital technologies together with video banking. Success will require more than just a simple video call. eBusiness and channel strategy executives need to ensure that video banking capabilities let prospects collaborate effectively with an expert when and where they choose and that experts are supported by the right processes, tools, and training.
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cisco, video banking, driving digital sales, improving customer experience, best practices
    
Cisco
Published By: ServiceNow     Published Date: Nov 22, 2013
Whether you’ve embraced it or not, mobile is already part of your business. To remain relevant, IT must think like the business. IT must reinvent itself and become more of a technology advisor and less of a technology traffic cop. This paper sets out some of the key lessons learned by progressive organizations that have used mobile to get ahead.
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servicenow, enterprise it, mobile computing, mobile initiative, it managers, progressive enterprise, mobile users, bring your own device, mobile device management, mobile adoption, mobile maturity model, mobile savvy, actionable analytics, renew it
    
ServiceNow
Published By: NFP Advisor Services     Published Date: Feb 27, 2015
Clients, especially those with a high net worth, are increasingly demanding guidance for all of their financial needs from a single source. A multidiscipline practice enables you to provide them with complete wealth management solutions, resulting in higher rates of client satisfaction, retention and referral. Learn how to exploit social media opportunities, build a strategy that's right for you, design online profiles that match your goals and much more.
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business models, growth performance, advisor services, multidiscipline practices, business owners, complex mdp, iinvestments, insurance, financial needs
    
NFP Advisor Services
Published By: AWS     Published Date: Oct 07, 2019
Cyberattacks and undetected threats present constant risks to the safety of critical data and applications. CrowdStrike can help you overcome that risk with unified endpoint protection and real-time monitoring. This solution helps your organization gain visibility across your entire AWS environment and automatically detect and mitigate threats before they impact your business. Register now to learn how CrowdStrike has helped Oak Hill Advisors (OHA), a global investment firm, secure the assets in their AWS environment by immediately assessing issues and automating their incident responses.
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AWS
Published By: AWS     Published Date: Oct 09, 2019
Cyberattacks and undetected threats present constant risks to the safety of critical data and applications. CrowdStrike can help you overcome that risk with unified endpoint protection and real-time monitoring. This solution helps your organization gain visibility across your entire AWS environment and automatically detect and mitigate threats before they impact your business. Register now to learn how CrowdStrike has helped Oak Hill Advisors (OHA), a global investment firm, secure the assets in their AWS environment by immediately assessing issues and automating their incident responses.
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AWS
Published By: Epicor     Published Date: Apr 17, 2018
Running a successful firearms and shooting sports retail business offers unique challenges. To achieve growth, you need a software solution that streamlines nearly every aspect of your firearms business—letting you focus on running a more compliant, efficient, and profitable operation. Created in collaboration with Orchid Advisors, Epicor FFL Compliance Manager is a robust, cloud-based system for firearms retailers that seamlessly manages ATF compliance for higher profits and faster growth. This fast, easy-to-use bound book solution can: • Quickly package compliance reports on demand and review bound book activity with dashboards to support ATF inspections • Save time by scanning serial numbers instead of entering them manually • Relieve audit stress thanks to easy access to bound book data and on-demand, ATF-friendly reporting Read on to hear from businesses currently powered by Epicor FFL Compliance solutions.
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firearms collection software, firearms inventory software, firearms management system, firearms tracking software
    
Epicor
Published By: Salesforce.com     Published Date: Jul 02, 2014
With today's financial advisors and wealth managers facing such tough competition, the ability to thrive comes through maximizing efficiency and finding innovative ways to maintain and grow business. This white paper highlights how technology is a great partner for meeting this need: • Create more relevant interactions with customers by tracking your business in the cloud • Connect to your customer information from any mobile device • Increase sales to your customers with a deeper understanding of their needs Download this white paper to learn more!
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salesforce.com, customer tracking, business in the cloud, financial advisors, wealth managers, mobile devices
    
Salesforce.com
Published By: VMware AirWatch     Published Date: Jul 19, 2017
How can your business support new identity-defined workspaces across a variety of users — retail store associates checking inventory on a PC and a smartphone, hospital clinicians entering test results into a mobile workstation and an iPad, or financial advisors placing trades from Android devices and laptops? The answer is the digital workspace.
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VMware AirWatch
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