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.

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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?

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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.

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FOR MORE INFORMATION

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CONTACT

Tom McMackin
203-270-4530
Email us



PRESS RELEASES

4/16/2014
SS&C PORTIA Expands Business Operations Leveraging SS&C’s Center of Excellence in Evansville

4/15/2014
Capital Institutional Services, Inc. Goes Live on SS&C’s Lightning TradeDesk


EVENTS

April 23 - 25, 2014
FMA’s 2014 Securities Compliance Seminar
Marriott Nashville Hotel at Vanderbilt University
Nashville, TN
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April 30, 2014
FATCA Deadline is Here – Panel Discussion
SS&C GlobeOp
New York, NY
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PRODUCT ALERTS

MarginMan 2014.1

Lightning v3.9.10 Now Available









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