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Financial Advisor
October 2007
David Lawrence |
Workflow Revisited New software offers more than just a calendar and a to-do list. Junxure-I... ProTracker Advantage... KnowledgePoint... etc.   |
Financial Advisor
January 2011
David Lawrence |
Keeping Track Mind mapping and reminder systems can be powerful tools that help organize your thoughts on work that needs to be done. |
Financial Advisor
September 2011
David Lawrence |
What Are You Doing? Ask yourself three key questions to find out how to improve your business. |
Financial Advisor
February 2006
David L. Lawrence |
Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc. |
Job Journal
June 19, 2005
Marty Nemko |
Quick Fix: Too Much to do? Are you overloaded, or just inefficient? |
Wall Street & Technology
April 17, 2008
Penny Crosman |
Merrill Lynch Speeds Up Application Development Merrill Lynch developers are turning Microsoft's Windows Workflow Foundation framework into a customized platform for rapid application development. |
Financial Advisor
December 2006
David L. Lawrence |
Merging Traffic Merging financial advisory practices has become quite popular in recent years. Settling operational issues in advance lays the foundation for a successful merger. |
Financial Advisor
May 2007
David Lawrence |
Walk The Line Typically, the financial advisor who runs his/her own practice wears a number of hats. Given that challenge, it might be prudent to consider more efficient ways of carrying out the various roles demanded of the financial advisor. |
Financial Advisor
October 2011
David Lawrence |
The Irony Of Micromanaging Micromanagers think they can perform most tasks better than experienced staff members, but in reality they stifle their firm's growth. |
Financial Planning
February 1, 2012
Stephanie Bogan |
Breaking Through Barriers The first few months of a new year is an ideal time for a company founder to make sure the business is ready to climb to the next level of success. |
Job Journal
August 31, 2003
Marty Nemko |
Six Steps to Better Time Management A quick fix for too few hours in the day. |
Investment Advisor
August 2009
Mark Tibergien |
First Things First Finding workflow solutions specific to your advisory firm can be made easier once you define the actual business you are in and the client service experience you want to deliver. |
Financial Planning
January 1, 2012
Mark Tibergien |
Moving Parts Once you have begun to look at the patterns unfolding in your advisory firm, it will be time to ask several critical questions. |
Investment Advisor
July 2009
Moseley & Spencer |
Right in Front of You A growing number of advisory firms are facing tough decisions about spending money on new technology. |
Financial Advisor
September 2004
David L. Lawrence |
Finding Profit In Written Policies And Procedures The exercise of writing the procedures for a financial practice can reveal ways to trim the process, refine your workflow systems and make things work better in a practice. Freeing up time and that of employee(s) can save money. |
Job Journal
July 4, 2004
Lona O'Connor |
Career Pros: Easy Way to Improve Your Day If you can live up to the single most important rule of time management, the rest of your time will practically manage itself. Are you ready? Here it is: Every day, do the most unpleasant task first. |
Entrepreneur
September 2006
Romanus Wolter |
Just Play It Cool Does it always feel like you've got a million things to do at once? Take a step back - sometimes procrastinating pays off. |
Job Journal
February 21, 2010
Brian Bartes |
Career Pros: One Thing You Should Put Off If procrastination is your problem, don't wait another day to try these tips. |
InternetNews
September 14, 2005
Susan Kuchinskas |
Microsoft WWF Flows Into Dev Apps Microsoft announced a set of software tools and a programming model to let developers include workflow management controls in their applications. |
Bio-IT World
August 2005
Chris Dwan |
Workflow Environments Guide As with many technology decisions, the choice of a workflow environment is seldom clear. Here's a short list of the comparable features to differentiate between various graphical workflow packages for scientific computing. |
On Wall Street
August 1, 2011
Todd Colbeck |
Triple Productivity and Cut Errors Is your practice stuck at a production level you just can't seem to break through? If so, you need help. And that help can come from your staff. |
D-Lib
February 2009
Justin Littman |
A Set of Transfer-Related Services As the Library of Congress (LC) expands its digital initiatives, one of the most pressing challenges is scaling digital content "transfer processes." |
Entrepreneur
July 2008
Romanus Wolter |
Time on Your Side How to keep your mind focused in the midst of multiple demands during your business' start-up phase. |
Financial Planning
February 1, 2011
Stephanie Bogan |
Find Your Focus As an advisory practice owner, your goal should be to continue limiting your tasks as your business grows so that ultimately you have a very narrow business focus while retaining a strategic overview of your firm. |
Investment Advisor
August 2009
Moseley & Spencer |
Technology by the Numbers Even in the challenging market and economic environment, independent advisory firms are looking for opportunities to position themselves for long-term growth by investing strategically in their businesses. |
CRM
November 2007
Marshall Lager |
Modern Times, Modern Methods As business models become increasingly complex, more and more processes are shunted to automated systems. But the best examples never lose touch with the human element. |
Information Today
November 13, 2014 |
Intota Debuts Workflow Feature; NSA Docs Go Digital Intota, ProQuest's library services platform, introduced a workflow feature called My Intota, which gives librarians a central point for managing the broad range of tasks associated with e-resources. |
Financial Planning
December 1, 2010
Neesha Hathi |
Integration Issues If you're doing technology implementation right, the process of self-improvement is never finished. |
Search Engine Watch
November 11, 2010
Mark Drummond |
The 2 Principles of Effective Performance Advertising Creating relevant ads is easy. Making people click on them? Not so much. Here's how to design a good user experience that leads to performance ads that work well. |
Global Services
October 23, 2008
Imrana Khan |
Safeguarding Life Insurance Apart from $5 million saving a year, the six-year old application outsourcing project has led to 100 percent system availability, improvement in system turnaround times and productivity. |
Insurance & Technology
February 19, 2004
Julie Gallagher |
Getting It Together Post-Consolidation After a series of mergers, UnumProvident relied on Staffware's Processing Suite to integrate claims and manage workflow. |
Entrepreneur
November 2006
Romanus Wolter |
Trust Your Team Don't be afraid to delegate. You'll empower and inspire your employees - and make the most of your own time, too. |
Insurance & Technology
March 15, 2009
Katherine Burger |
Chubb Signs Five-Year Contract with Symbility to Upgrade Claims Management Carrier will use Symbility.NET component to manage claims workflow, while field adjusters will use vendor's wireless application. |
IndustryWeek
January 20, 2010
Oliver W. Cummings |
Consider This -- What Do Manufacturing Supervisors Really Do on the Job? What you think your supervisors do and the duties listed in their job descriptions may bear little resemblance to how they really spend their time. |
CRM
July 16, 2015 |
Totango Launches Early Warning System with SuccessPlays and Account Scorecards The Totango Early Warning System provides automated business process capabilities and dynamic account benchmarking. |
AskMen.com
July 27, 2015
Eric Santos |
Productivity Apps Eight tools guaranteed to improve your productivity. |
PC World
January 31, 2001 |
Top 5 Information Managers These programs won't do your daily chores, but they'll help you organize them... |
Insurance & Technology
February 1, 2006
Peggy Bresnick Kendler |
Claims to Tame Experts weigh-in -- Q: What are the biggest challenges insurers currently face in the area of claims management?... Q: How does business intelligence affect claims handling?... etc. |
Investment Advisor
September 2009
Angela Herbers |
The Fast Track: All The King's Men Creating the right jobs for the right people |
Wall Street & Technology
November 30, 2006 |
Rep. Lifecycle Management Kaplan Financial released Compliance Management System Generation 2, a Web-enabled employment management system designed to provide automated workflow support for the processes associated with securities representatives at securities firms. |
Insurance & Technology
June 16, 2004
Eric Miller |
BPO With Confidence Early outsourcing initiatives focused on IT development, while many companies are now considering business process outsourcing. The shift comes with a strategic focus on improving business and strengthening core competencies. |
CIO
June 15, 2002
David L. Margulius |
Maximize Everything Now The latest optimization tools can help you get every dollar out of your operations. |
Insurance & Technology
March 11, 2010
Anthony O'Donnell |
Hyland Aims to Bridge Online/Offline Worlds with OnBase 9.2 Enhancements to the Hyland enterprise content management suite include a "full-featured" offline client, Mobile Workflow for BlackBerry and workflow integration with Microsoft Outlook. |
Bank Technology News
May 2011
Keith Button |
Moving Mountains to Save Trees In a time when most banks were scurrying to find ways to shave costs, Alabama's Superior Bank found a way to slice a quarter of a million dollars by overhauling its document workflow and reducing the paper used in documentation. |
Bio-IT World
March 8, 2005
Kevin Davies |
InforSense Approach to Data Sharing CEO Yike Guo discusses Shanghai's giant grid computing project to link scientists. |
Financial Advisor
July 2007
David Lawrence |
Space Odyssey Eliminating aisles full of files may seem difficult, but you'll benefit greatly from using office space efficiently. |
PC Magazine
September 2, 2003
M. David Stone |
Setting the TaskPad View Outlook's calendar TaskPad view isn't easy to customize, but we show you how it's done. |
CRM
October 8, 2014 |
Genesys Unveils Its Next-Generation User Experience The new release of the Genesys Customer Experience Platform delivers a simpler user experience |
AskMen.com
January 10, 2016 |
Workplace Productivity | Basics The indispensable guide to improving your productivity at work. |
CRM
March 3, 2003
Jason Flynn |
Not Just Another Acronym Business Process Automation: Buzzword or Business Imperative? |
