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Posts Tagged Reinventing

RIAs are Reinventing the Industry. It’s Your Turn. Free white papers, case studies, magazines, and eBooks

As a Registered Investment Advisor, knowing how the industry will change and what tomorrow’s clients will want can make you unstoppable. At Schwab Advisor Services™, our mission is to equip you with the innovative products and solutions that firms and investment advisors need to maximize their potential.

In this white paper, we paint a picture of the future of the investment industry – and how independent RIAs will thrive in it – with attention given to these specific areas:

  • The needs of high-net-worth investors
  • Growth through mergers and acquisition (M&A) activity
  • Cultures centered on innovation
  • Technology that moves us forward
  • The era of dramatic pricing changes

These critical trends have put RIAs in a position to excel, and as a trusted custodian, we are here to help you seize the opportunity. Download this white paper to learn more.

 

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This is a sponsored feature developed by Charles Schwab and supported by ThinkAdvisor.

ThinkAdvisor is not affiliated with The Charles Schwab Corporation.

ThinkAdvisor will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.

©2020 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

TRG (0820-0FZZ) (07/20)

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Reinventing the Supply Chain Can Transform the Role of the Planner Free white papers, case studies, magazines, and eBooks

In a new white paper, Kinaxis and EY explain why sequential supply chains are ill-equipped to help you deliver on-demand products tailored to your customers’ preferences.

Discover the benefits of concurrent planning and learn how it can help transform the critical role of network planner. Read “How reinventing the supply chain can transform planning and the planner role."

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Automation, AI, and Analytics: Reinventing ITSM Free white papers, case studies, magazines, and eBooks

EMA’s research sought to understand the appetite, adoption, maturity, near-term plans, and transformational potential for automation, AI, and analytics, as well as explore areas such as:

  • The blurred line between IT and the business
  • ITSM’s relevance & effectiveness in a dynamic business environment
  • The role of ESM in the adoption of automation and AI
  • Rising service possibilities due to the confluence of AI/analytics with automation
  • The level of understanding around the different types of AI/analytics

Download this whitepaper to receive a use-case look at the state of AI and predictive analytics advances, learn more about the reinvention of ITSM, and gain a better understanding of how this reinvention enables integrated operations.

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Automation, AI, and Analytics: Reinventing ITSM Free white papers, case studies, magazines, and eBooks

EMA’s research sought to understand the appetite, adoption, maturity, near-term plans, and transformational potential for automation, AI, and analytics, as well as explore areas such as:

  • The blurred line between IT and the business
  • ITSM’s relevance & effectiveness in a dynamic business environment
  • The role of ESM in the adoption of automation and AI
  • Rising service possibilities due to the confluence of AI/analytics with automation
  • The level of understanding around the different types of AI/analytics

Download this whitepaper to receive a use-case look at the state of AI and predictive analytics advances, learn more about the reinvention of ITSM, and gain a better understanding of how this reinvention enables integrated operations.

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Reinventing the Close to Improve the Employee Experience Free white papers, case studies, magazines, and eBooks

| Friday, December 06, 2019 2:00 PM ET |

Join this webinar to learn how leading finance executives are automating and accelerating the financial close and reporting process to improve the employee experience. Through an interactive panel discussion, we’ll explore several topics, including:

  • Challenges that finance teams are facing when it comes to the close process
  • Warning signs that outdated reporting systems and manual processes are compounding these challenges
  • Leveraging financial close automation to improve business processes, increase efficiency, and create a better work-life balance for employees
  • Shifting the finance team’s time to more strategic activities

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Automation, AI, and Analytics: Reinventing ITSM Free white papers, case studies, magazines, and eBooks

EMA’s research sought to understand the appetite, adoption, maturity, near-term plans, and transformational potential for automation, AI, and analytics, as well as explore areas such as:

  • The blurred line between IT and the business
  • ITSM’s relevance & effectiveness in a dynamic business environment
  • The role of ESM in the adoption of automation and AI
  • Rising service possibilities due to the confluence of AI/analytics with automation
  • The level of understanding around the different types of AI/analytics

Download this whitepaper to receive a use-case look at the state of AI and predictive analytics advances, learn more about the reinvention of ITSM, and gain a better understanding of how this reinvention enables integrated operations.

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EMA Research: How Automation, AI and Analytics Are Reinventing ITSM Free white papers, case studies, magazines, and eBooks

Download this new research report to see what EMA’s study reveals about the relationship between digital transformation and enabling technologies as they converge in ITSM. Starting with the service desk as a central point of departure, the research takes a look at the state of automation, AI, and predictive analytics and how they are being applied to use cases like incident response, service requests, problem resolution, support cases, and broader levels of enterprise service management (ESM).

You’ll gain insights into:

  • How digital transformation is increasingly blurring the line between IT and the business and, in turn, changing the role of ITSM
  • How ITSM’s ongoing evolution and increasing levels of automation and AI are impacting organizational structures and necessary skillsets
  • What role enterprise service management (ESM) is playing in the adoption of automation and AI
  • Which IT use cases are driving the adoption of automation and AI technologies
  • The real-world (vs perceived) benefits organizations are achieving with automation and AI
  • Common obstacles to automation and AI implementation
  • Emerging adoption patterns for automation and AI to spark your imagination

Download the report today to see how your automation and AI initiatives stack up to EMA’s survey findings, plus get valuable insights to help hone your automation and ITSM strategy

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Reinventing Customer Service Free white papers, case studies, magazines, and eBooks

There are no rows of service agents robotically responding to random calls as quickly as possible. Instead, T-Mobile relies on co-located, collaborative teams of reps who manage specific accounts in a given locale, with a focus on autonomous problem solving. Reps get more-comprehensive training, managers get more time for coaching, and team members are evaluated on group performance as well as individual performance. In addition, teams are authorized and expected to manage their own P&L statements. The results are impressive: In three years, T-Mobile has dramatically reduced its customer churn rate, cost to serve, and employee attrition and absenteeism. Its Net Promoter Score is way up too. Other companies might likewise benefit from similar efforts to rethink standard industry practices.
 

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EMA Research: How Automation, AI and Analytics Are Reinventing ITSM Free white papers, case studies, magazines, and eBooks

Download this new research report to see what EMA’s study reveals about the relationship between digital transformation and enabling technologies as they converge in ITSM. Starting with the service desk as a central point of departure, the research takes a look at the state of automation, AI, and predictive analytics and how they are being applied to use cases like incident response, service requests, problem resolution, support cases, and broader levels of enterprise service management (ESM).

You’ll gain insights into:

  • How digital transformation is increasingly blurring the line between IT and the business and, in turn, changing the role of ITSM
  • How ITSM’s ongoing evolution and increasing levels of automation and AI are impacting organizational structures and necessary skillsets
  • What role enterprise service management (ESM) is playing in the adoption of automation and AI
  • Which IT use cases are driving the adoption of automation and AI technologies
  • The real-world (vs perceived) benefits organizations are achieving with automation and AI
  • Common obstacles to automation and AI implementation
  • Emerging adoption patterns for automation and AI to spark your imagination

Download the report today to see how your automation and AI initiatives stack up to EMA’s survey findings, plus get valuable insights to help hone your automation and ITSM strategy

Request Free!

Free IT – Data Management Magazines and Downloads from vcdynamics.tradepub.com

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Growth by Affiliation: Reinventing Acquisitions with Less Risk Free white papers, case studies, magazines, and eBooks

The history of business growth by Mergers & Acquisitions (M&A) is not a happy one. Stories of failure far exceed those stories of success. Yet, the compelling reasons for rapid growth, rather than via natural growth, mean many continue to try to grow by M&A only to fail.

This book explores a change to the way business has tried and mostly failed, to complete M&As. It covers the reasons behind M&As and the common pitfalls. Then continues onto an alternative approach that removes these common reasons for failure and provides a method to help make rapid growth a success. Several case studies are included that are based on the real experiences of these methods, which were used to achieve an M&A with less risk successfully.

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