Execution remains the key factor in realizing the value of your technology investment. Hear from leading financial services organizations about their success in managing the toughest components of CRM � data management, client hub, integration, compliance, and user adoption. Learn how these companies capitalize on the value proposition of software as a service. Leverage experience that spans across retail, institutional and insurance segments, and over 15,000 users.

Track: Financial Services
Date and Time: October 10, 2006 12:45 PM

Presenters:

• Jeff Rossi, TD Ameritrade
• Geoffrey Capes, Deutsche Asset Management
• Anne Meskell, Thomson Financial

Resources: PDF, PPT