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What are 2014 budgets for field technology looking like? How should CRM be used? What are the most common mistakes when rolling tablets out to the field? Insurance industry expert Matthew Josefowicz shares his insights in this exclusive Q&A.
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What makes a financial services marketing team successful in the rapidly evolving world that we live in? Three panelists at the 15th Annual PAICR Conference for marketing and communications professionals in financial services shared their insights. The speakers included Sue Matteson-King, Global Head of Marketing at Morgan Stanley Investment Management, Maureen Bromwell, Managing Director at Munder Capital Management and Jim Link, CMO at PFM Asset Management.
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Your PM is a brilliant researcher and has built a rock solid investment strategy. But if he or she can
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The CRM world is evolving quickly, and Microsoft Dynamics remains at the forefront of that evolution. Doug Adams, Director of CRM for Microsoft, delivered the keynote address at the Customer Effective conference last week in Greenville, SC to an excited group of attendees.
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Tom Fross, President of Fross & Fross Wealth Management, gave the afternoon keynote today at the 15th annual PAICR conference in a talk titled
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Employees need to share files with each other, so why are companies blacklisting enterprise file sharing applications? The short answer is data security, but that doesn
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Most NFL teams kick off their first preseason game tonight. Although I don
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