Your Field Service Organization: Moving from Cost Center to Profit Center
Your field service personnel provide an essential service to your customers and are therefore vital to your company’s growth and customer satisfaction. But for many [...]
Your field service personnel provide an essential service to your customers and are therefore vital to your company’s growth and customer satisfaction. But for many [...]
Successful asset management firms are increasingly leveraging alternative data, or data sets, to provide an informational edge over their competitors. As these firms increase the [...]
Since 1998, LifeWorks, an Austin, Texas-based non-profit organization, works to provide a pathway to self-sufficiency for more than 4,000 youth and families facing difficult challenges, [...]
To stay competitive, asset management firms need to make intelligent decisions regarding every opportunity and utilize every resource to its fullest. Without the right technology, [...]
Over the years, as Microsoft Dynamics 365 has grown and matured, one thing has stayed pretty consistent: plug-ins. If you are unfamiliar with the concept, [...]
AI and machine learning for asset management firms sound like marketing hype—with no practical application. But before you dismiss these concepts, read on. AI and [...]
It’s that time again: COVITS 2018 is right around the corner. Hosted by Government Technology, COVITS offers an agenda that has been designed by a board [...]
AI. Machine learning. When you hear those terms, what comes to mind is a science fiction movie where machines achieve consciousness—and trouble ensues. At best, [...]
Part 2 of a 2-part series on upgrading from Dynamics CRM to Dynamics 365 for Sales in the Cloud If your data--or the software that [...]
Your firm is gearing up to replace or upgrade the software you use to manage business your asset management, wealth management, private equity, insurance or other financial [...]
Part 1 of a 2-part series on upgrading from Dynamics CRM to Dynamics 365 for Sales in the Cloud Do any of these qualities define [...]
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) Most technology suites are not able to fill [...]
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) The challenges faced by asset management firms on [...]
If your Microsoft Dynamics 365 for Sales (CRM) implementation has forms containing hundreds of custom attributes, you might notice some performance issues. These issues can [...]
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) Sales targeting. Trade resolution. Getting the data you [...]
With so many additions and improvements to Microsoft Azure Machine Learning, Microsoft has done a tremendous job of integrating it with Microsoft Dynamics 365—and businesses [...]
In financial services—whether you’re in wealth management, asset management, or other—there is no argument that the software you depend on for your business needs to [...]
What’s New in the Spring 2017 Microsoft Dynamics 365 Update Microsoft Dynamics 365 is an innovative, integrated new take on CRM and the spring 2017 [...]
Recently, Morgan Stanley announced that it is implementing a machine learning-based system to make its financial advisors (the human ones, that is) more effective. What [...]
The public sector is not known for having endless financial resources. Period. Quite the opposite is true, as budgets are frequently tight, and worker bees [...]
Sales & Marketing a Pharmaceutical companies are directly impacted by the dramatic changes that have occurred in the industry over recent years. Here are 6 [...]
Competing in financial services typically means expanding into new markets, whether by acquisition, organic growth or global expansion. Business growth is great for the bottom [...]
Many businesses, including those in the media and entertainment industry, deploy a content marketing strategy with the hope and intent that it strengthens customer relationships [...]
AKA Enterprise Solutions recently hosted a group of executives from leading firms in the financial services industry. Addressing issues common to their field, discussions focused [...]
Recently, we brought together a group of senior technical executives from a dozen leading financial service firms to discuss issues common to the field as [...]
Many brands and marketers are testing the potential offered in big data to predict a consumer’s next purchase. While valuable, there’s more to it than [...]
Modern business technology has taken a significant step forward with the merger of ERP and CRM systems within an app-centric model. Microsoft Dynamics 365 is [...]
There are many moving parts in the management of a city or county—large or small—including infrastructure, public transportation, parks and buildings, and so much more. [...]
The impacts of digital disruption are being seen in nearly every business sector, but much more so in the media and entertainment sector. The ramifications [...]
Customer experience (CX) is the interactions between a customer and an organization throughout their business relationship. Customer experience is an integral part of Customer Relationship [...]