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Financial Advisor
November 2012
Andrew Gluck |
Rethinking The Advisor Desktop An onslaught of new apps comes at a poignant moment for financial advisors -- when their business model is in deep trouble.   |
CRM
November 5, 2012 |
SocialMotus Launches Social Media Management Tool for SMBs The new application features in-depth team management and analytics. |
Registered Rep.
November 5, 2012
Lauren Barack |
All By Myself You don't have to give up the best tech toys when you go independent, but the learning curve can be steep. |
CRM
October 26, 2012
Solem & Yeung |
CRM Plays a Critical Role in Sales Success A high-performing sales team starts with a strong manager. |
Financial Planning
November 1, 2012
Joel Bruckenstein |
Futuristic Roadshow: Technology Trends For Financial Advisors Several recent trade conferences show that advisory firms are seeking more from their technology vendors. |
CRM
October 30, 2012 |
Yammer Announces Deeper Microsoft Dynamics CRM Integration Yammer also announces expanded partner ecosystem with additional industry integrations. |
CRM
October 24, 2012 |
SocialChorus Announces Integration with Viralheat for Sentiment Analysis SocialChorus integrates with Viralheat API to measure sentiment analysis for large-scale advocate marketing programs and influencer-generated content. |
CRM
November 2012
Kelly Liyakasa |
Connecting Retail and E-tail More retailers are combining CRM data, social media, and personalization to improve the customer experience. |
CRM
November 2012
Leonard Klie |
The New Measure of Customer Service Success Why some traditional performance metrics are wrong and what you need to evaluate now. |
CRM
November 2012
Judith Aquino |
Transforming Social Media Data into Predictive Analytics More organizations are leveraging psychographic data to forecast positive -- and negative -- results. Companies are eagerly listening to what is being said about their brands and searching for ways to take advantage of all this data. |
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