Wednesday, 10 March 2010 02:20
by
pgiza
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WYP-BLOG-ID:2271
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Currently rated 1.0 by 2 people - Currently 1/5 Stars.
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Friday, 2 October 2009 05:04
by
pgiza
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Pete Giza makes his opinion known about CRM...
Warning: This is my opinion about CRM and business automation and I am getting on my soapbox.
<soapbox>
My industry reading has taken me to many articles espousing the value of client relationship management (CRM) system as a workflow automation system (WA). It goes without saying tha...
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Currently rated 1.0 by 1 people - Currently 1/5 Stars.
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crm, crm, crm, crm, workflow, workflow, workflow, workflow, workflow-automation, workflow-automation, workflow-automation, workflow-automation, business-process, business-process, business-process, process-automation, process-automation, client, client, business-process, relationship, process-automation, relationship, process-automation, client, client, relationship, relationship
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Thursday, 1 October 2009 03:18
by
pgiza
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Integration of financial software is a hot button with many firms. The reasons are exposed and a solution is proposed.
Introduction:
For financial services firms’ integration is a watchword. Numerous articles have been written citing the need for better application and system. For many it is ultimate straight through processing dream. Several initiatives have been kicked off by but with limited success &nda...
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Currently rated 3.0 by 2 people - Currently 3/5 Stars.
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Friday, 27 March 2009 13:15
by
pgiza
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The final part of a two part series. SaaS applications make a lot of promises. Are they real? Is SaaS right for you?
SaaS is here to stay as are conventional applications. The lines have been drawn and there is significant religious debate over which is better. Which is better for you? The answer lies in the results of your analysis of your needs. How your business is structured, how it is operated and so...
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Currently rated 2.7 by 3 people - Currently 2.666667/5 Stars.
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saas, software-as-a-service, disaster-recovery, security, data, portfolio-management, rebalancing, asset-allocation, cfp, cpa, ria, family-office
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Friday, 27 March 2009 05:17
by
pgiza
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The first part of a two part series. SaaS applications make a lot of promises. Are they real? Is SaaS right for you?
SaaS (Software as a Service) along with Cloud Computing have become the buzzwords of late. Actually SaaS is not a new concept, it follows the principles of Service Bureaus such as those run by AT&T, EDS, IBM, etc., that of centralized computing and application access. The ad...
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Currently rated 2.3 by 3 people - Currently 2.333333/5 Stars.
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Tags:
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saas, software-as-a-service, disaster-recovery, security, data, portfolio-management, rebalancing, asset-allocation, cfp, cpa, ria, family-office
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Thursday, 26 March 2009 09:21
by
pgiza
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Are you getting what you need from your service providers?
The “Dark Ages” in history is defined as the “period between Classical Antiquity and the modern era.” So here we are in the so-called “modern era” – why are so many financial services providers living in the technological Dark Ages? We’r...
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Currently rated 4.0 by 1 people - Currently 4/5 Stars.
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Thursday, 26 March 2009 07:47
by
pgiza
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Stop running alongside your technology bicycle. Get on it and win!
Billy, gasping with exhaustion enters the classroom. “Why are you late!” barks his teacher. “Because I had to run all the way to school!” answers Billy. “Your bicycle is right outside, what do you mean you ran all the way to school?” his teacher dem...
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Currently rated 1.0 by 1 people - Currently 1/5 Stars.
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Tuesday, 17 March 2009 16:32
by
pgiza
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Why IT systems lag behind in the financial sector part I
Ah the romance of it all, writing novels of Shakespearian scale with quill and ink. Yeah right! Wait a minute while I go out and crank up my model T! Sadly this is the harsh reality many financial services firms face today. For example; let’s talk about something near and dear t...
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Currently rated 3.3 by 4 people - Currently 3.25/5 Stars.
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