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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

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

Essentials of Financial Consolidation Applications
sponsored by Prophix Software
WHITE PAPER: In this white paper, discover the various financial consolidation solutions that can streamline and add value to existing processes and systems.
Posted: 28 May 2014 | Published: 31 Dec 2012

Prophix Software

Elavon - Improving Payment Accuracy While Reducing Monthly Processing from Two Weeks to Two Days
sponsored by IBM
WHITE PAPER: This resource explains why improving payment accuracy is essential to any business, in order to gain the most insight to employee performance across the company.
Posted: 30 Jul 2014 | Published: 01 Feb 2013

IBM

Now is the Time to Take Charge of 'The Last Mile of Finance'
sponsored by IBM
WHITE PAPER: Uncover the ins-and-outs of The Last Mile of Finance and find out why it has become so popular among CFOs.
Posted: 31 Jul 2014 | Published: 31 Jan 2012

IBM

Managing Complex Decision-Making Processes in the Financial Services Industry
sponsored by IBM
WHITE PAPER: In this whitepaper, you'll learn what strategies and technologies financial institutions can adopt in order to attain new levels of efficiency and competitive differentiation.
Posted: 30 Jul 2014 | Published: 30 Jul 2014

IBM

Information Governance: Why It Matters and How to Drive Success
sponsored by Hewlett-Packard Limited
WHITE PAPER: This resource describes the need for a proven, holistic approach to information governance. Read on to learn why governance matters, and learn where to start with your governance strategy in order to reduce risk and cost, improve productivity, and more.
Posted: 05 Feb 2014 | Published: 31 Oct 2013

Hewlett-Packard Limited

Five Lessons Learned from Deploying Workday Financial Management
sponsored by Workday
WHITE PAPER: In this case study, count down five important lessons that higher education institution Brown University learned from deploying its financial management system, and uncover the business impact of unified data.
Posted: 18 Feb 2014 | Published: 09 Sep 2013

Workday

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
 
 
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