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Investment Management White Papers (View All Report Types)
 
WEALTH MANAGER'S TAKE ON OUTSOURCING
sponsored by Wipro Technologies
WHITE PAPER: Wealth managers can ensure success of outsourcing relationships by ensuring a stringent service provider selection program based on service providers' processes, quality standards, cost efficiency and knowledge.
Posted: 26 Feb 2008 | Published: 01 Jan 2007

Wipro Technologies

Wealth Management Firms Choose CRM to Improve Productivity and Client Service
sponsored by Microsoft
WHITE PAPER: To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM.
Posted: 25 Aug 2009 | Published: 25 Aug 2009

Microsoft

A Best Practice Guide to Family Office Technology
sponsored by Advent Software, Inc
WHITE PAPER: Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
Posted: 08 Nov 2010 | Published: 08 Nov 2010

Advent Software, Inc

Pricing E-book: 5 Proven Tips for Maximizing Profits with BPM
sponsored by ConnectWise
WHITE PAPER: In this white paper, discover 5 best practices for determining a price-point to maximize profitability, including: know the difference between cost and value, prove your worth, and 3 more. Additionally, learn how a business management platform can assist you in putting these best practices to work.
Posted: 20 Jan 2016 | Published: 20 Jan 2016

ConnectWise

Digital Workplace Execution: Transform the Corporate Culture
sponsored by Aruba Networks
WHITE PAPER: With so many short-term goals on IT's agenda, many enterprises struggle to execute long-term goals of cultural change to maximize agility. This Gartner resource provides step-by-step recommendations to drive long-term cultural change with digital workplace initiatives.
Posted: 29 Apr 2016 | Published: 03 Mar 2016

Aruba Networks

A Guide to Essential Analytics Tools for New Healthcare Models
sponsored by SAS
WHITE PAPER: In this resource, you will compare the differing types of episode analytics, and discover how healthcare providers use these analytics for payment bundling in real-world scenarios. Read on now to discover how to reduce variations that will negatively impact care outcomes and lead to higher costs.
Posted: 06 Jan 2016 | Published: 31 Dec 2014

SAS

Which ERP Architecture Best Handles Business Change
sponsored by Unit4
WHITE PAPER: Access this special report for an in-depth look at how five leading ERP solutions perform and to decide which is the right solution for you.
Posted: 07 Dec 2015 | Published: 31 May 2014

Unit4

Case Management and Smart Process Applications
sponsored by K2
WHITE PAPER: This report looks at the applicability of smart process applications, the drivers for improved case management, and the feature sets required of a modern case management system.
Posted: 20 Nov 2014 | Published: 20 Nov 2014

K2

Enterprise BI Platform Vendors Compared
sponsored by OpenText
WHITE PAPER: This resource dives into the top vendors in the BI sector, comparing them based on a wide array of criteria. Cut through the complexity and find out what providers should have your business, and save yourself a BI headache down the road.
Posted: 08 Dec 2015 | Published: 08 Dec 2015

OpenText

Uncovering Bust-Out Fraud with FICO Identity Resolution Engine
sponsored by FICO
WHITE PAPER: Discover how a powerful new social link analysis technology can help banks improve detection of bust-out fraud perpetrators, and better protect their funds.
Posted: 11 Jun 2014 | Published: 31 Dec 2013

FICO
 
 
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