June 22, 2007 Volume VII, Issue XII FINANCIAL INSTITUTIONS Software & Services eBriefing CRM for FX Sales Like any other "Sales" function, Foreign Exchange Sales Desks depend upon access to important information about their customers. This information needs to be accessible quickly and at the appropriate time in the "sales cycle" of communications with customers. In other words, there is a "Customer Relationship Management" (CRM) component to how FX Sales runs their business. This functionality is largely overlooked in trade processing solutions. VIEW MORE EII versus Data Warehouse (DW): The Great Debate Enterprise Information Integration (EII) provides new capabilities for solving business intelligence and reporting challenges. An EII solution can be complementary to firms who have already purchased a data warehouse or completely replace the need for a data warehouse for firms contemplating the DW route. Yet companies are still unclear where the features of one technology end and those of the other begin. What is each technology designed to do? When is it better to use one versus the other? When is it best to use them together? VIEW MORE Spreadsheet Errors Inevitable In recent years, we have learned a good deal about the errors that people make when they develop spreadsheets. In general, errors seem to occur in a few percent of all cells, meaning that for large spreadsheets, the issue is how many errors there are, not whether an error exists. It's not surprising that the question, "What do we do about all the spreadsheets?" is increasingly on the minds of executives. VIEW MORE FOR MORE INFORMATION Request a Demo Request More Information CONTACT Colleen Nelsen 952-857-2701 Email us PRESS RELEASES 5/16/2013 Credential Securities Selects SS&C’s Global Wealth Platform 5/13/2013 SS&C GlobeOp Hedge Fund Performance Index: April performance 1.44%; Capital Movement Index: May net flows advance 0.63% PRODUCT ALERTS Recon 6.5 Now Available Lightning v3.9.09 Now Available Congratulations! June 08 Puzzler Solvers: Conrad Villanueva, CHSI Corrine Edwards, GSIM LLC Craig Einhorn, Allstate Investment, LLC Diane Lloyd, AXA Equitable Don Allen, SOA/EA Consulting, LLC Eric Tang, Ameritas Life Insurance Corp Ferdinand Wit, VvAA groep bv George Klören, Rabobank International Jean Litchko, Columbian Financial Group Jeffrey P. Ricker, CFA, Dreadnought. Limited Jeffrey Rosen, Seattle Pacific Realty, Inc. Jim Mowery, Transamerica Reinsurance Joe Balsarotti, Software To Go Joe Lally, UBS Joseph Dudajek, AXA Josh Grzadzielewski, State Bank of Arcadia Kevin Davis, Global Brokerage Corporation Kevin Strutz, Acuity Kishor M. Parekh, CGFM, Abaca Advisory Company Kristin Peura, Great Eastern Management L K Havanur, Canara Bank Louie Escamilla, Frankenmuth Insurance Mark Evans, AEGON USA Mark Webb, National Development Michael Germansky, Douglas Emmett Nate Eckloff, RBC Capital Markets Richard Leiser-Banks, Triangle Actuarial Services Rob Kugler, Archer & Greiner, PC Robert Polansky, General Mills Robert V. Gordon, CPA, JD, RVG Consulting Services, LLC Roger Hallquist, Transamerica Life Roger Mowrey, CSC Rosemarie Ottomanelli, AVID LLC Sandie Crago, The Richard E Jacobs Group Sherree Wisel, CNA Stephen A. Edwards, Kilpatrick Townsend & Stockton LLP Steve Kirkpatrick, Centra Partners, LLC Sue McCluskey, RBC Capital Markets Suresh Kumar, Canara Bank Tara Uebelhor Bayse, OneAmerica Teresa Wu Scott, Thomson Reuters William F. Gibson, Al Rajhi Capital © 2013 SS&C Technologies, Inc. | 80 Lamberton Road | Windsor | CT | 06095 This email was sent to {Email}. To view this email in a browser, please click here Should you not wish to receive communications, please unsubscribe.