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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

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

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

Cloud Computing Cost-Saving with a Hybrid Model
sponsored by Intel
WHITE PAPER: This whitepaper unveils a theoretical financial model that will help you analyze cloud costs now and into the future.
Posted: 19 May 2014 | Published: 08 May 2013

Intel

Build the Future: The Era of the Dynamic Data Center
sponsored by CA Technologies.
WHITE PAPER: Access this brief paper that explains why IT departments must take on the role of system integrator in organizations today. Learn how to foster greater collaboration between tech teams managing data center resources to meet increasingly stringent and time-critical business demands.
Posted: 24 Sep 2014 | Published: 31 Dec 2013

CA Technologies.

Create a Modern, Cohesive Finance Department with ERP
sponsored by FinancialForce
WHITE PAPER: This report, based on three Aberdeen surveys, outlines the pressures facing modern finance departments today, and examines how today's top organizations are improving financial management through carefully strategized enterprise resource planning (ERP).
Posted: 02 Jan 2015 | Published: 02 Jan 2015

FinancialForce

Financials - Killing your Business
sponsored by Workday
WHITE PAPER: Today's CFOs are strapped with old systems that are inflexible and holding back their business. It's no surprise that innovative CFOs are finding freedom with cloud-based financial management applications. See the infographic to learn how CFOs are transforming their organizations in the cloud.
Posted: 27 Mar 2014 | Published: 27 Mar 2014

Workday

Five Reasons to Consider SaaS for Your Business Applications
sponsored by Oracle Corporation
WHITE PAPER: Access this in-depth white paper to explore 5 potential benefits of deploying an SaaS business application with minimal risk, low initial investment, and great flexibility.
Posted: 04 Mar 2015 | Published: 31 Dec 2013

Oracle Corporation

The One that Got Away: How to Identify and Re-Engage Lapsed Customers
sponsored by Silverpop Systems Inc. an IBM Company
WHITE PAPER: Access this valuable resource to learn how you can reach out to lapsed customers and shore up your customer loyalty and retention using proven data-driven processes. Read on to learn how retailer Milk&More was able to implement these strategies to win over their lapsed customers.
Posted: 09 Feb 2015 | Published: 09 Feb 2015

Silverpop Systems Inc. an IBM Company

How the Convergence of Cloud, Big Data, Mobile, and Social Forces Impacts Global Business
sponsored by IBM
WHITE PAPER: This white paper details the results of a survey of IT professionals from around the world regarding the business impact of cloud, big data, mobile, and social forces.
Posted: 16 Jun 2014 | Published: 13 May 2014

IBM
 
 
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