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Registered Rep.
October 28, 2015 |
Merrill Lynch: A Simple and Streamlined Approach Merrill Lynch designed Merrill Lynch One, a multi-year, $100 million project that brought together five disparate money management platforms, each with their own fee structure, enrollment process and website.   |
Registered Rep.
October 28, 2015 |
Smarsh: Keeping Compliant As technology continues to evolve, both for advisors and the clients they serve, there will always be new regulations and new compliance challenges. |
CRM
October 27, 2015 |
Cision Upgrades PR Edition Influencer Marketing and Global Insights Tools Premium data from Gorkana, influencer searching, social dashboards, Google Analytics, and 50 other features now available |
CRM
October 27, 2015
Oren Smilansky |
Oracle OpenWorld 2015: Oracle Continues its Ascent into the Cloud Oracle addresses rising standards in customer experience with new cloud-based tools. |
CRM
October 23, 2015 |
Trapit Launches Android App and Twitter Integration The recent moves allow salespeople to extend their sales activities to mobile and Twitter. |
CRM
October 23, 2015
Leonard Klie |
Vibes Brings Mobile Solutions to IBM's UBX Vibes is one of the launch partners for the IBM Universal Behavior Exchange, adding its mobile wallet and mobile marketing technologies to the IBM Marketing Cloud. |
CRM
October 23, 2015
Oren Smilansky |
IBM Launches Universal Behavior Exchange for Marketers The new tool allows marketing professionals to consolidate customer data. |
CRM
November 2015
Leonard Klie |
How Amazon and Salesforce.com Are Shaping Mobile Customer Support Video chat apps such as Amazon's Mayday Button and Salesforce.com's Service SOS lead a new breed of mobile customer service apps |
CRM
November 2015
Phillip Britt |
Mobile-First Strategies Take Hold in Emerging Markets Improving technologies and economies enable marketers to connect with hard-to-reach consumers |
CRM
November 2015
Oren Smilansky |
Third-Party Power: The Rise of the B2B App Store How software development partners are shaping the future of CRM |
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