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brokerage

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Did you mean online brokerage (2 results)

TechRepublic Resources

Revisiting Mid-Market CRM Solutions for Your Agency or Brokerage
With the maturation of the mid-market CRM industry, this is the time to review the own internal systems and evaluate how a reasonable investment can help one become more efficient and effective in the sales, marketing, and customer service aspects of managing the agency or brokerage. As in all areas...
Tags: Customer Service, Agency, CRM Software, Brokerage, CRM, Customer Relationship Management (CRM), Advertising & Promotion, Enterprise Software, Software, Marketing
White papers

Additional Resources

Case Study: Brokerage Group Migrates 60% of Primary Data to On-Line Archive - Saves $1.7 Million
JKL Brokerage Group realizes that end user demand, internet based services, and the need to deliver more and better services to their clients is dramatically increasing the amount of data being stored and the amount that needs to be kept online. The IT administrators at JKL know that up to...
Tags: Amount, JKL Brokerage Group, Sarbanes-Oxley, Regulations, Regulatory Compliance, Internet, Government, Financial Accounting, Finance, Human Resources, Policies And Procedures
Case studies
Quotation for an online stock trading/stock brokerage system
I am looking to outsource the development of an online stock trading/stock brokerage system to a excellent development team preferably in India. I hope to have the system developed in Java. I am not looking for a specific database but would prefer Or
Tags: software, programming, web, java, security, robertgak@..., stock
Discussion threads 2006-11-07
Bank of Montreal Forges M-Commerce Initiatives on Sun Technologies and Services
The Bank of Montreal is recognized as a leading innovator in e-business initiatives. One of the bank's key e-business initiatives is the further development of m-commerce banking and brokerage services. In the late 1990s, the Bank of Montreal began searching for the most expeditious means of deploying m-commerce banking and...
Tags: Bank, M-commerce, Sun Microsystems Inc., Bank Of Montreal, Sales Channel, Financial Services, Sales
Case studies
Pathfinder Helps Leading Online Brokerage optionsXpress Maximize Customer Adoption
optionsXpress (NASDAQ: OXPS), is a top-ranked Chicago-based online brokerage providing individual investors with powerful tools for stock and options trading education, evaluation and execution. Integral to the company's success is its commitment to continually enhance the overall customer experience with a philosophy it calls 'Iterative innovation'. The company partnered with...
Tags: Online Brokerage, Pathfinder Development, E-business/E-Commerce, Internet
Case studies 2007-12-01
International Network Services Case Study: Fidelity Investments Institutional Brokerage Group
Institutional Brokerage Group IBG is a business unit of Fidelity Investments, the nation's largest mutual fund company. IBG wanted to deploy a new high-speed network to realize the full benefits of planned business model enhancements focused on improving customer services and lowering costs. Engineers designed and deployed the new network,...
Tags: Fidelity Investments, Institutional Brokerage Group, Mutual Funds, Telephony, Retirement Plans, Telecom & Utilities, Telecommunications, Human Resources, Benefits, Networking
Case studies
Real Estate Brokerage Buys Custom Technology Solution for Competitive Edge
Real estate lags behind many other industries in its use of technology, largely because brokers are expected to foot the bill for agents' use of technological tools. This means brokers tend to invest minimally in technology and agents have to share - and compete for - a limited number of...
Tags: Agent, Microsoft Corp., Real Estate Brokerage, Real Estate, Business Operations
Case studies
West Ham and Plaistow New Deal for Communities (NDC) Employment Strategy
West Ham and Plaistow's employment strategy aims to reduce unemployment and remove barriers such as low skill levels and inadequate childcare facilities. Rather than creating new jobs locally, it seeks to help local people take advantage of job opportunities in the surrounding labour markets. Projects include a job brokerage and...
Tags: Strategy, Job, Recruitment & Selection, Human Resources, Workforce Management
Case studies
A Unified Front
First Command Financial Planning offers financial advice, banking, insurance, and brokerage services to more than 300,000 active and retired U.S. military professionals and their families. The company wanted to create a Web portal to give military members secure access to all of their financial services from banking to brokerage accounts....
Tags: Financial, Sonic Software, Financial Accounting, Portals, Web Services, Finance, Internet, Enterprise Software, Software
Case studies
QStar Technologies Case Study: A New York-Based Brokerage Firm
The client is a New York-based brokerage firm which consists of three groups. The Private Capital Management Group invests - through a $425 million fund - in companies with a sustainable competitive advantage in large and growing markets. For SEC-compliance, the solution had to include write-once media, data accessibility and...
Tags: Client, Plasmon Plc., Private Capital Management Group, Data Management, E-mail, Disaster Recovery, Tools & Techniques, Storage, Financial Accounting, Databases, Online Communications, Management, Hardware, Finance, Enterprise Software, Software
Case studies
Canadian Customs Brokerage Migrates Its Award-Winning Virtualized Linux Server Environment From Red Hat to SUSE Linux Enterprise Server and Reduces Administrative Burden and Cost
GHY International is a leading international trade and customs brokerage firm, based in Winnipeg, Manitoba. GHY began using Linux several years ago to reduce operating expenses. The company found it easy to run on Intel hardware and Linux offered a cost-effective development environment. However, the company had developed a large...
Tags: Novell Inc., Linux Server, Red Hat Inc., Enterprise Server, SuSE Linux Enterprise Server, SuSE Linux, SuSE, Customs Brokerage, GHY International, Linux, Open Source, Servers, UNIX, Operating Systems, Software, Hardware
Case studies
Augsburger Aktienbank AG: Web Update Puts Modern Face Forward; Increases Online Business
Augsburger AktienBank AG AAB is a small private bank, with only a single location and branch office in Augsburg, Germany. AAB needed to implement a modern Web presence - one that would support real-time Internet banking and brokerage transactions, streamline business processes, and increase the number of customers doing business...
Tags: Web, IBM Corp., Channel Management, Portals, Banking, Marketing, Internet, Financial Services
Case studies 2007-07-26
Track Your Trades (exe)
Track Your Trades TYT simplifies completion of the otherwise tedious federal Schedule D Capital Gains and Losses tax form. Created for investors, traders, and tax professionals, TYT supports stocks, options, mutual funds, short sales, wash sales, FIFO cost basis, Specific Shares cost basis, equity type filtering, and password protection. Users...
Tags: Track Your Trades, Taxes, Free Trade, Sales Strategy, Financial Planning, Finance, Sales
Software downloads 2007-12-20
MetaTrader CE (exe)
Professional online trading terminal for Forex, Futures and CFD markets. It is convenient and adjustable tool of active trader that allows trading from any point in the world. It contains charts, technical indicators and news. The different trading operations and orders, allow great flexibility to control trading. Low network traffic...
Tags: Microsoft Windows CE, E-business/E-Commerce, Operating Systems, Microsoft Windows, Software, Internet
Software downloads 2005-11-03
MetaTrader Mobile (exe)
Online terminal for mobile trading at Forex, Futures and CFD markets using PDAs. It is a convenient and adjustable tool of active trader that allows trading from any point in the world. Charts, 30 technical indicators, alerts, news. Various trading operations and orders allow to control trading with great flexibility...
Tags: PDAs, Productivity, Handhelds, Hardware
Software downloads 2005-11-03
What is the most blatant ponzi scheme you have seen? The subtlest?
http://www.ftc.gov/speeches/other/dvimf16.htmThat's easySocial Security.Can you imagine the outcry if any established insurance/investment/brokerage firm managed their client's "retirement account" in such a way? The indiscretions of Enron and WorldCom pale in comparison to those of the Social Security Administration and its managers in Congress.Dang...Here I am, back for only a couple of...
Tags: Absolutely
Discussion threads 2006-12-28
Leading Financial Institution Uses Data Matching Technology for Global Watch List Compliance
A global financial institution had a problem faced by any bank, insurer or brokerage: how to maintain compliance with emerging regulations such as Sarbanes-Oxley and OFAC. With DataFlux, the company could match transactional data to a third-party list of known criminals, terrorists or affiliated organizations. The solution lowered the amount...
Tags: Financial, Compliance, Financial Company, SAS Institute
Case studies
Union Trust Mortgage Rates (widget)
Union Trust Mortgage Rates provides current mortgage rate information for Union Trust Company. Union Trust Company provides a variety of banking, brokerage, insurance, retirement, employee benefit, investment, personal trust and financial planning services to individuals. businesses, municipalities, and non-profit organizations, at its 13 offices located along the coast of Maine,...
Tags: Mortgage Rate, Union Trust Mortgage Rates, Financial Planning, Financial Accounting, Finance
Software downloads 2007-06-01
CLSA Asia-Pacific Markets Unifies Operating Systems
As one of the leading brokerage, investment banking, and private equity houses in Asia, CLSA Asia-Pacific Markets couldn't afford to ignore its mounting need for reliable data storage and rapid backup and recovery. When CLSA evaluated industry leading vendor support, the company was looking for unmatched cost savings and superior...
Tags: Operating System, Sun Microsystems Inc., CLSA Asia-Pacific Market, Sun Solaris, Operating Systems, Investment, Financial Services, Servers, Software, Finance, Hardware
Case studies
Beyond the Trading Floor: Bear Stearns Brings Wireless Communication to Every Story
Bear Stearns is a leading investment banking, securities, and brokerage firm. They were looking for a wireless communication system that they could deploy throughout their new headquarters and avoid the problems and costs associated with using cellular phones in a high-rise building. Bear Stearns chose SpectraLink's Link Wireless Telephone System...
Tags: Wireless Communication, SpectraLink Corp., Bear Stearns Co., Wi-Fi, Wireless
Case studies
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