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Bank Technology News
July 2009
Michael Sisk |
E*Trade Expands Offering to iPhone Online trading houses have been pushing smart phone technology the furthest, with E*Trade and TD Ameritrade releasing robust trading apps - first for BlackBerry, then for the iPhone - that are the most advanced mobile financial services on the market.   |
Wall Street & Technology
April 11, 2008
Melanie Rodier |
Is Wall Street Ready for the iPhone? Apple has addressed some of the security and connectivity concerns that had prevented the iPhone's adoption by corporate users. But with capital markets firms already exploring applications that can be easily implemented on BlackBerrys, will the iPhone be able to catch up? |
BusinessWeek
June 10, 2009
Steve Hamm |
Smartphone Roulette for App Makers The market for business apps is booming, but business-software makers face make-or-break choices among BlackBerry, Apple's iPhone, Palm, and others. |
CIO
August 25, 2008
Lisa Hoover |
New iPhone Business Apps: Designing for Usefulness Two months after the launch of Apple's App Store few companies have created business-class apps. Find out what it takes to create iPhone software that takes advantage of the environment. |
Bank Technology News
November 2009
John Adams |
Vendors Offer New School 'Wrappers' Vendors are flooding the market with products that suggest an intermediate step of usability and attractive screen appearance as the groundwork for future development. |
InternetNews
April 7, 2009
Andy Patrizio |
Salesforce Expands Smartphone Support New mobile offering will cover all three popular smart phone platforms and give access to basic Salesforce services. |
CRM
February 2013
Leonard Klie |
Financial Services: Brokers Yearn for Better CRM Few firms use CRM systems to their full effect. |
InternetNews
March 10, 2008
Andy Patrizio |
Is Apple's iPhone 2.0 Good Enough For Enterprises? Some feel Apple needs to do much more to make the iPhone business-ready. |
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. |
IndustryWeek
July 1, 2008
David Blanchard |
Now You Really Can Take it With You Users can now access SAP enterprise applications through a BlackBerry. |
Wall Street & Technology
August 21, 2006
Anthony Guerra |
Outer Defenses To win back investors' confidence following a seemingly endless parade of high-profile breaches, remote hardware security has become a differentiating factor for financial services firms. |
Financial Planning
December 1, 2012
Joel Bruckenstein |
Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most. |
CFO
June 1, 2010
David McCann |
Slate Expectations Will the iPad and other tablet computers redefine mobile computing for companies? |
Bank Systems & Technology
July 25, 2008
Nancy Feig |
Improved iPhone 3G Still Must Prove Itself to Bankers Despite enhancements, the financial services industry is going to be one of the toughest markets for the iPhone to penetrate on an enterprise level. |
Financial Planning
December 1, 2011
Joel Bruckenstein |
Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too. |
Bank Technology News
January 2009
Rebecca Sausner |
Smart Phones Now Dominate Mobile Usage Touch screen smart phones are making a significant impact on mobile banking. |
Bank Technology News
January 2002
Joseph McKendrick |
Branch Automation Tools Open New Channels The newest technology focuses on helping data to be everywhere at once... |
Financial Planning
December 1, 2010
Joel Bruckenstein |
Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient. |
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. |
Financial Planning
December 1, 2009
Joel Bruckenstein |
2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms. |
CRM
June 2, 2011
Brittany Farb |
SaaS CRM Deployments Fuel Competition Researchers rate Microsoft and Salesforce.com as leaders within the Value Matrix, while Sage and SAP are ones to watch. |
InternetNews
August 4, 2009 |
Thinking of Ditching Your iPhone? You Won't Miss It. The BlackBerry Bold helped me realize that I just don't miss my iPhone. |
CRM
August 2012 |
The 2012 CRM Market Leaders CRM is the most important area of investment to improve business over the next five years. Find out which vendors are ramping up these offerings and best responding to industry needs in this year's Market Leader awards. |
CRM
September 2014
Sarah Sluis |
Could Mobile CRM Solve Field Sales' Biggest Problems? Understanding the options could help your organization determine which solution is best. |
Investment Advisor
August 2010
Dan Skiles |
The Technology Coach: Advisors: What Is Your Mobile Technology Strategy? How can your advisory firm leverage mobile devices and smart phones to conduct business and better serve clients? |
InternetNews
May 12, 2009
David Needle |
Android, Palm Pre a New Headache for IT? First it was the iPhone, now a wave of new devices will challenge IT departments used to dealing with RIM BlackBerry and Windows Mobile. |
Financial Planning
January 1, 2012
Joel Bruckenstein |
Salesforce: More than Just CRM Social enterprise software is still in the early stages of development, but there is clearly a social media revolution taking place that advisors can't afford to ignore. |
Financial Planning
June 1, 2009
Joel P. Bruckenstein |
Smartphone Smarts Smartphones will change the way advisors work, letting them enhance productivity and better serve clients. |
CRM
July 2004
Joshua Weinberger |
Customers for Life How to transform loyalty into commitment into revenue. A look at CRM applied to: sports, wealth management, and alumni relationships. |
InternetNews
November 9, 2007
Tim Scannell |
Financial Execs Not Drawn To Dazzle of New Technology When it comes to managing lots of money and well-heeled clients, less technology clutter can mean more productivity. |
Financial Advisor
October 2007
Andrew Gluck |
Evaluating CRM Choices If you are not using a CRM system to record notes about every client contact, to track workflow and to store key data about your clients, you probably won't ever be a great financial advisory firm. |
CRM
March 1, 2005
Jason Compton |
Is 2005 the Year for Wireless CRM? The last big wireless CRM push began five years ago, and Liz Herbert, Forrester Research analyst, says the time is right for a rebirth. |
Insurance & Technology
October 1, 2009
Nathan Conz |
American Family Insurance Unveils Mobile Apps American Family Insurance has launched a series of new mobile applications designed for the Apple iPhone and BlackBerry Storm. |
InternetNews
December 22, 2009
David Needle |
iPhone Reigns in Mobile Use Nielsen examines the year in mobile activity and finds one name stands out. |
Wall Street & Technology
June 23, 2007
Penny Crosman |
Wall Street Firms Begin Delivering More Applications to Senior Managers' BlackBerry Devices Merrill Lynch and Blackstone Group are among firms providing mission-critical applications to managers' BlackBerry devices. |
BusinessWeek
August 5, 2010 |
The Call of the Wild Retrevo's Gadgetology Report on American cell phone use. |
InternetNews
June 23, 2009
Michelle Megna |
Apple Envy? 38% of Non-iPhone Users Mull Switch A new study finds Apple is tops in smartphone satisfaction, but RIM's BlackBerry still leads in market share. |
InternetNews
January 28, 2004
Jim Wagner |
Salesforce.com, Nextel Blast CRM into the Air If most field sales folks use wireless e-mail devices, why not add CRM on their hip? |
InternetNews
October 13, 2009 |
Why Are Most Mobile Phones So Awful? The iPhone is really the only good option out there - to the industry's detriment. |
Bank Technology News
October 2001
Amy Newell |
CRM: A Solution Evolution Some of financial institutions' latest dilemmas in customer relationship management don't involve technology, but rather how to complement it... |
PC Magazine
July 14, 2010 |
The Top 100 Free Apps for Your Phone 2010 Supercharge your iPhone, Android, BlackBerry or other smartphone with the 100 best free apps. |
InternetNews
April 3, 2008
Andy Patrizio |
Survey Finds iPhone Users Don't Talk Very Much A report that shows that talking doesn't constitute the majority of iPhone users time. |
Financial Advisor
December 2011
Eric Rasmussen |
Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages. |
Bank Systems & Technology
April 24, 2008
Maria Bruno-Britz |
Enterprise iPhone to Face a Variety of Opportunities and Challenges Apple's announcement that it will introduce an enterprise-ready version of its iPhone generated considerable buzz. But there still are questions around the popular device's viability as a corporate tool in financial services as well as other industries. |
InternetNews
August 16, 2007
Nicholas Carlson |
Egad! A Mobile Phone Without The Internet? In the wake of the iPhone and all the other phones that connect to the Internet and play music, people still tend to keep it simple. |
CRM
February 6, 2012 |
Microsoft Unveils Microsoft Dynamics CRM Mobile Microsoft Dynamics CRM service update will include a new, cloud-based, cross-platform, native mobile application. |
Registered Rep.
December 21, 2010
Lauren Barack |
There's a Financial Planner App for That Experts agree that while financial advisors are increasingly adopting mobile devices, they should still use caution and common sense when client data is involved. |
CRM
October 21, 2013
Maria Minsker |
Microsoft Dynamics CRM Forms Strategic Alliance with InsideView The new partnership will bring Social Insights to the cloud-based Microsoft Dynamics CRM Online service. |
Food Processing
November 2010
Erin Erickson |
On the Web: When Business Gets Personal A recent survey from the U.K.'s Institute of Leadership and Management revealed that nearly 40 percent of mid- to high-level U.K. employees and managers claim a vacation leaves them feeling "more anxious" than before they left the office. |
Financial Advisor
June 2012
David Lawrence |
The Right Fit Five steps that will help you choose the best CRM software. |
