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Published By: Anaplan     Published Date: Mar 12, 2019
In 1973, CNL founder James M. Seneff, Jr. took a $5,000 loan from his father and began his own business by buying real estate in downtown Orlando for less than $3 a square foot. Forty years later, his investment has grown to become CNL Financial Group, one of the nation’s leading private investment management firms. Since its inception, CNL and/or its affiliates have formed or acquired companies with more than $33 billion in assets, and invested more than $15 billion in real estate assets.”
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Anaplan
Published By: SDL Web Content Management Solutions     Published Date: Jul 26, 2010
It's hard to believe, but some enterprises still use custom-coded Web content management (WCM)solutions. However, consumer demands have forced firms to shift from just managing and publishing Web sites to the daunting complexities of multichannel customer engagement, and it has becomeuntenable to build and maintain the required tools. With few exceptions, any firm with a custom-coded WCM platform should begin transitioning to a commercial or open source solution. For some firms,open source products offer the attractions of custom-coding with lesser software development and maintenance burdens.
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wcm, web content management, multichannel, sdl, custom code, engagement
    
SDL Web Content Management Solutions
Published By: EMC     Published Date: May 21, 2014
IDC report on its findings in relation to cloud computer models, firms approaches to building an infrastructure platform and insights about implementing an internal or private cloud technology model.
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private cloud, sdc, emc, infrastructure, platforms
    
EMC
Published By: Genesys     Published Date: Dec 20, 2018
Companies across the world are innovating with artificial intelligence (AI) to improve customer experience and forge deeper relationships with customers. Through surveys and interviews with 599 executives, from large and mid-sized companies across the globe, this MIT report reveals that most customer-centric firms have already deployed AI extensively in their customer-facing operations and customer experience management processes. Get the global report and regional spotlights on North America, Latin America, Europe and Asia to access complete results. Key insights include: • Nearly 90% of respondents report measurable improvements in the speed of complaint resolution; 80% note enhanced call volume processing using AI • 80% of respondents report measurable improvements in customer satisfaction, service delivery and contact center performance • In North America, 60% of the respondents believe they will deliver a 10% or more increase in customer lifetime value in the next year • Europe
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Genesys
Published By: Cisco     Published Date: Jan 08, 2016
Financial services organizations have a unique relationship with technology: electronic data and transactions are the core of this industry. Financial services firms remain vigilant because they are constantly under attack. Hackers that gain access to customer accounts or financial data can profit either by using it themselves or by selling it to other criminal organizations. - There are many differences between perception and reality when it comes to security in this industry. For example, its emphasis on fraud prevention creates the perception that financial services is highly evolved in terms of its security readiness. However, this study finds that financial services firms’ security is on a par with the security of firms in other industries. - Regulations may lead to change and investments, but they also take time to take effect. Organizations should not wait for such requirements before they make improvements. Neither should they assume that compliance gives them full protection. Regulations cannot cover every aspect in such a fast-paced environment.
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cisco, financial services, perception gaps
    
Cisco
Published By: Webroot UK     Published Date: Sep 25, 2013
Mobile applications are providing exciting new business opportunities for service providers and technology companies. Innovative firms are thriving by offering apps in app stores and app markets, by supporting apps with mobile services and infrastructure, and by managing apps through mobile device management (MDM) and mobile application management (MAM) products. Enterprises are providing mobile apps to their employees and customers through corporate app catalogs. But these business opportunities could be jeopardized by information security issues.
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webroot, app reputation, app, mobile app, mam, enterprise mobile apps, app markets, mobile viruses
    
Webroot UK
Published By: Adobe     Published Date: Jun 29, 2012
Where should you be advertising in 2012? How will consumer behavior change the way you interact with your audience? What mobile trends will impact you most this year? Marketers, retailer, content owners and technology firms are more focused than ever on obtaining results from investments in digital marketing. If past years were about amassing data from the touch points between companies, 2012 will be about curating, filtering and measuring that information to drive outcomes.
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adobe, marketing, emarketer, digital trends, digital marketing, advertising
    
Adobe
Published By: MuleSoft     Published Date: Jan 16, 2018
The future of financial services is under pressure from profound digital disruption. Across the globe, there are forces, both regulatory and customer-led, that open up the market to new entrants and disrupt what customers are buying — and how. The advent of Open Banking is one major influence, with Open APIs paving the way for third-party developers to build applications and services independently. This whitepaper outlines the challenges facing financial services firms and how a new approach to enterprise integration — API-led connectivity — can help banks and financial services firms not only survive, but thrive in an increasingly competitive future. Download this whitepaper to learn: What financial services firms should do about Open Banking, based on the experiences of the impact of PSD2 in Europe How an API strategy could define the future of financial services How a global bank successfully completed a digital transformation initiative
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MuleSoft
Published By: MuleSoft     Published Date: Nov 27, 2018
The market for financial services is changing fast. To evolve, banks are transforming their organizations into digital ecosystems using APIs. APIs have emerged as critical enablers to help financial services firms meet new consumer expectations. Through collaboration with fintechs, banks will use APIs to add new functionality from business partners and deliver internally-developed service offers to partner value chain and ecosystems. Read this whitepaper to learn more about the role of APIs and how this new ecosystem will allow banks to: Drive horizontal and vertical integration Foster a culture of collaboration Create new revenue streams and get solutions to market faster Deliver innovation and functionality to the business
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MuleSoft
Published By: MuleSoft     Published Date: May 22, 2019
Today’s digital era places strain on traditional financial firms, including increased customer expectations, the threat of disintermediation by market entrants, strict regulatory requirements, and more. How do banks, who face operational silos and aging systems, keep up? The answer lies in building a digital platform with APIs. In this session, hear directly from seasoned technologists to learn about the approach, tools, and operating model they use to successfully adapt and lead in the marketplace. Discover how to get more out of your existing legacy and cloud infrastructure and, in turn, deliver a flexible architecture that can easily adapt as new technologies emerge. During this session, you will learn: Why industry disruptions and increased customer expectations demand a bank that transforms into a digital platform. How an API-led approach to integration can help financial firms transform into digital platforms. SunTrust’s journey with MuleSoft’s Anypoint Platform and Salesf
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MuleSoft
Published By: Computhink     Published Date: Dec 10, 2007
Like most law firms, Salter Feiber deals with vast amounts of documents, a significant portion of which needs to be kept for long periods of time. "We tried to keep the files closed during the last 12 months onsite," says Kim Chewning, Firm Administrator. "Everything else was sent to a third party for storage in a secure facility." However, as the archive grew, so did the storage cost.
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documents, document, document management, storage, law firm, lawyer, secure content management, customer service, spend management, minimal storage, minimize storage, cut storage costs, viewwise, viewise, computhink
    
Computhink
Published By: Adobe     Published Date: Jul 13, 2012
Marketers, retailers, content owners and technology firms are more focused than ever on obtaining results from investments in digital marketing.
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emarketing, cloud computing, smartphone, tablet, ereader, mobile video, online video
    
Adobe
Published By: Jive Software     Published Date: Dec 02, 2014
Customer interactions today span multiple touch-points. As such, businesses are constantly seeking ways to adapt their activities to interact with buyers through the most relevant channels. While this pursuit helps firms better connect with clients, it also means capturing data related to different views / parts of the customer journey. Failure to connect these pieces results in disconnected customer messaging. Watch this webinar today to learn how social collaboration tools help companies overcome this challenge.
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customer interactions, customer data, social collaboration
    
Jive Software
Published By: Polycom     Published Date: Mar 27, 2017
Engineering firms are under increasing pressure to deliver on billable ratios, while the IT teams that support them are asked to minimize their administrative burden on the firm. What if a lead engineer could visit a job site without leaving the office? What if you could meet face-to-face with clients, partners, or subcontractors more frequently while budgeting less for travel costs? Watch this video to learn how collaboration technology allows you to be more agile, efficient, and effective. In under 30 minutes, we'll explain: • Common use cases for video collaboration - going way beyond team meetings to the tasks at the heart of engineering • Collaboration solution innovations - if you think an expensive, wall-mounted, on-premises solution is your only option, you may be surprised by what's available • Success stories - hear how a leading engineering firm is putting these solutions to use and the impact it has on their business
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engineer, engineering, collaboration, billable, video, communication, content-sharing, client, contractor, consulting, consultant, technology, polycom, microsoft, skype, lync, project
    
Polycom
Published By: Netsuite DWASF Leads Display Q1 2015     Published Date: Nov 19, 2015
Many firms—including those in the wholesale distribution sector—have achieved more efficient and business operations by using cloud-based ERP. Whatever the variations on the theme, wholesale distributors face challenges ranging from tight margins to supply chain and delivery-carrier dependencies. Succeeding in this demanding and fast-paced sector requires that companies operate with high efficiency and low error rates. Wholesale distributors that don’t closely track and optimize their core operations can put critical business relationships at risk, seriously undermining their profitability and growth potential.
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cloud-based erp, erp, wholesale distribution, business operations
    
Netsuite DWASF Leads Display Q1 2015
Published By: Polycom     Published Date: Mar 28, 2017
Engineering firms are under increasing pressure to deliver on billable ratios, while the IT teams that support them are asked to minimize their administrative burden on the firm. What if a lead engineer could visit a job site without leaving the office? What if you could meet face-to-face with clients, partners, or subcontractors more frequently while budgeting less for travel costs? Watch this video to learn how collaboration technology allows you to be more agile, efficient, and effective. In under 30 minutes, we'll explain: • Common use cases for video collaboration - going way beyond team meetings to the tasks at the heart of engineering • Collaboration solution innovations - if you think an expensive, wall-mounted, on-premises solution is your only option, you may be surprised by what's available • Success stories - hear how a leading engineering firm is putting these solutions to use and the impact it has on their business
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engineer, engineering, collaboration, billable, video, communication, content-sharing, client, contractor, consulting, consultant, technology, polycom, microsoft, skype, lync, project
    
Polycom
Published By: MuleSoft     Published Date: Oct 13, 2015
In partnering with the world’s leading financial services firms, we believe that there are three core legacy modernization drivers: aging back office systems, operational effectiveness, and open source adoption. In this whitepaper we address how each of these challenges is affecting the financial services industry, survey how organizations are responding, and propose best practices.
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financial services, legacy modernization drivers, back office systems, operational effectiveness
    
MuleSoft
Published By: MuleSoft     Published Date: Oct 13, 2015
Learn the recommendations to meet the following challenges: Financial services firms are deploying private clouds and PaaS to improve IT manageability and to empower developers, but still need to manage and monitor legacy environments and third party applications Many firms are adopting PaaS to manage microservices and break down legacy applications into discrete components, resulting in many more endpoints to make discoverable, secure, connect, manage and monitor Applications and container technologies deployed on the PaaS may lack the ability to generate “machine data”--detailed information on memory utilization, system resources, endpoint analysis and other critical monitoring statistics
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financial services paas, private clouds, disparate environments, memory utilization, it manageability
    
MuleSoft
Published By: MuleSoft     Published Date: Oct 13, 2015
Improving data management is critical for streamlining regulatory reporting, monetizing customer analytics, and democratizing data-driven decision-making. Financial firms must transform their data management approach to unlock data from its silos, incorporate unstructured information from non-traditional sources, and integrate information whether on-premises, in the cloud, batch-based, or real-time. As this evolution continues, technology leaders must consider integration holistically across the enterprise and create an agility layer that is key to future-proofing their data management architecture. Read this whitepaper to learn: -Data management challenges in financial services -Best practices to manage data in financial institutions -Integration strategies for optimal data management
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back office systems, operational effectiveness, unlocking data, business imperatives, modernizing legacy systems
    
MuleSoft
Published By: VISANOW     Published Date: Jan 05, 2016
The talent gap is widening worldwide, and the H-1B and other work visas are increasingly critical to continued growth and innovation.
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VISANOW
Published By: Oracle Service Cloud     Published Date: Mar 23, 2016
Consumer preference for customer service channels is changing across all ages and demographics. Adoption of digital customer service channels, with an emphasis on self-service channels such as web and mobile, is exploding as consumers expect relevant and seamless omnichannel customer service. However, firms’ technology and staffing plans are not keeping up with consumer demand for digital customer service. This report outlines communication channel customer use and major gaps in contact center technology and operations. It also provides data that will help application development and delivery (AD&D) pros align operations with customer expectations to garner their satisfaction and long-term loyalty.
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oracle, service cloud, forrester report, contact centers
    
Oracle Service Cloud
Published By: Oracle     Published Date: Jun 20, 2016
The number one technology issue in the C-suite today is cyber-security. And there’s no wonder—attacks are becoming more numerous and more sophisticated than ever. The cost of cyber-crime to the global economy has topped more than $445 billion2 – equivalent to 1% of global GDP. Sometimes cyber-crime can seem unstoppable – while firms spent more than $75 billion on cyber-defences in 20153 , cyber-crime grew by 38% that year. That’s why C-suite executives everywhere are asking: What can we do to make a difference in defending against hackers, cyber-criminals and digital spies?
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Oracle
Published By: Delta Risk     Published Date: Sep 21, 2016
This white paper offers the Delta Risk perspective on how boards, particularly those of financial services firms, should engage in managing cyber security risks, particularly in four key areas.
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cyber threats, security breaches, malware and vulnerabilities, internet security, security
    
Delta Risk
Published By: Canon Solutions America     Published Date: Feb 28, 2019
Limiting access to confidential client files is vital. But choosing the wrong document security solution can overwhelm your staff (and your IT department) and leave your data vulnerable. Learn five important features a security solution should offer.
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legal document management, best legal document management systems, law firm data breach, law firm security breach, law firm data security, legal document automation software
    
Canon Solutions America
Published By: Canon Solutions America     Published Date: Feb 28, 2019
Printers, scanners, mobile devices… It’s hard to imagine running a law office without them, but you should know they can expose your client data to theft or misuse. Learn why your office technology may not be as secure as you think.
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legal document management, best legal document management systems, law firm data breach, law firm security breach, law firm data security, legal document automation software
    
Canon Solutions America
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