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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

How to Kill Agility
sponsored by Rally Software
WHITE PAPER: This white paper highlights the nine mistakes organizations make involving agile measurement at enterprise scale—and how to do it right.
Posted: 31 Jul 2015 | Published: 31 Jul 2015

Rally Software

Solutions & Strategies for Supply Chain Assurance & Collaboration: A Retailer’s Quest for a Unified Buying Cycle
sponsored by GT Nexus
WHITE PAPER: In this informative white paper get solutions and strategies for supply chain assurance and collaboration, and learn more about how you can realize your need for a unified buying cycle.
Posted: 19 Feb 2015 | Published: 31 Dec 2014

GT Nexus

The Journey to Value: Transforming Procurement to Drive the Enterprise Agenda
sponsored by IBM
WHITE PAPER: You can learn more about the secrets behind the success of effective procurement professionals by accessing this exclusive case study. Learn more about how you can transform your procurement success into an enterprise driving agenda.
Posted: 20 Mar 2015 | Published: 31 Dec 2014

IBM

How TCO Benefits Make Cloud Computing a No-Brainer for Many SMBs and Mid-Market Enterprises
sponsored by NetSuite
WHITE PAPER: This resource analyzes the economic benefits of cloud computing in the ERP and CRM space, and details how embracing the cloud can be a competitive differentiator for SMBs.
Posted: 14 Feb 2014 | Published: 28 Feb 2013

NetSuite

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

The Technology of the Business Data Lake
sponsored by Pivotal
WHITE PAPER: This white paper discusses an approach other than enterprise data warehouses (EDWs) to meet organizations reporting and operational needs.
Posted: 05 May 2014 | Published: 31 Dec 2013

Pivotal

Survey insights: Marketing's impact on the customer experience
sponsored by IBM
WHITE PAPER: To understand the impact of marketing management on business outcomes, IBM surveyed more than 500 professionals across fifteen industries. In this paper, explore insights from the IBM State of Marketing 2013 survey to better understand how to measure the correlation between marketing sophistication and financial performance.
Posted: 19 Feb 2014 | Published: 31 Aug 2013

IBM
 
 
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