raymond james financial inc.

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Raymond James Financial to Provide CRM Solution, Distribute Best-Practices Workflow

Raymond James Financial employs over 3,000 financial advisors, 75 percent of whom are independent contractors. To attract and keep well-to-do clients, these advisors must apply sophisticated relationship building skills. Consequently, the use of CRM tools is ubiquitous at the firm. "As a company, we had over 2,000 discrete customer databases...

Tags: CRM Solution, Advisor, Raymond James Financial Inc., Microsoft Corp., Workflow, CRM, Advertising & Promotion, Customer Relationship Management (CRM), Enterprise Software, Marketing, Software

White papers 2009-08-01

Borland Software Case Study: Raymond James Financial

Raymond James Financial is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. The company wanted centralized repository for all IT project documents and artifacts. The challenge was to better streamline and automate established project management process and enhance flexibility, integration and...

Tags: Borland Software Corp., Raymond James Financial Inc., Project Management, Tools & Techniques, Financial Planning, Strategy, Financial Services, It Operations, It service Management, Management, Finance

Case studies 2007-07-11

Raymond James Financial Charts Course to 64-Bit Platform With Help From Symantec and HP

Raymond James, a diversified financial services firm, needed to carefully plan its migration to a next-generation computing platform. It worked with Hewlett-Packard HP to set up and perform a series of tests comparing the performance and load thresholds of 32- and 64-bit platforms. During the tests, VERITAS i3 software played...

Tags: Symantec Corp., Hewlett-Packard Co., Platform, Raymond James Financial Inc., 64-Bit, Network Technology, Processors, Semiconductors, Hardware, Components, Networking

Case studies

Additional Resources

Government datamining exploding at high rate

The federal government is hiring private firms to do datamining at a ferocious pace, the Washington Post reports on a Government Accountability Office report. The Pentagon pays a private company to compile data on teenagers it can recruit to the military. The Homeland Security Department buys consumer information to...

Tags: data mining

Blog posts 2006-06-15