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Building Relationship Capital: Client Relationship Management for the Capital Markets

Source: Pivotal 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.

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Unified Human Capital Management and Talent Technology Survey Report: How Human Capital and Talent Technology Are Influencing Global Business
Source: Oracle This Unified Human Capital Management and Talent Technology Survey Report addresses how businesses are using human capital management (HCM) to meet their growth goals. The survey results are representative of large and smaller enterprises and reflect the input of 126 respondents.

By downloading this document, you agree to provide contact information and other data to select sponsors of this content. Read More...
To ERP or Not to ERP, that Is the C-level Question
Written By: Ted Rohm Published On: February 22 2013 Whether your organization is looking to take the leap into an enterprise resource planning (ERP) system for the first time or seeking to add to the current ERP system’s functionality, your organization no longer must be bound to a one-size-fits-all ERP solution. One can pick and choose from the best of the best from ERP component vendors to fit your needs. Read More...
10 Principles for Building an Effective Human Capital Plan
Source: TriNet Almost every business leader says that people are their most important asset, but few do anything about it. If you are going to take this principle seriously, then human capital planning is crucial. The 10 principles outlined in this white paper will help you establish a framework of policies, practices, and actions that guide your efforts to focus on your most important asset—your people. Read More...


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Opportunity Gained: Hillview Capital Advisors Finds a Solutions That Works the Way They Do
Source: Salentica Inc With $1 billion in assets under management, Hillview Capital Advisors, LLC had to pull data from a dozen different sources to gain a complete client view. The firm had been relying on a mix of applications that now seemed inadequate for its growing needs. Learn how a new customer relationship management (CRM) system helped the firm increase productivity and get instant access to know-your-client information. Read More...
ScotiaMcLeod
Source: Maximizer Software 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. Read More...
10 Principles for Building an Effective Human Capital Plan
Source: TriNet Almost every business leader says that people are their most important asset, but few do anything about it. If you are going to take this principle seriously, then human capital planning is crucial. The 10 principles outlined in this white paper will help you establish a framework of policies, practices, and actions that guide your efforts to focus on your most important asset—your people. Read More...

 
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