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Investment Management White Papers (View All Report Types)
 
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

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

Turning Digital Challenges into Innovation Opportunities
sponsored by Magenic
WHITE PAPER: Even in today's unforgiving economic climate, many forward-thinking financial services companies like Deloitte and State Farm are tackling fast-paced digital innovation. See how the key needs of banking and insurance overlap and glean helpful insights into how you can increase operational efficiency and enhance the customer experience.
Posted: 06 Jul 2016 | Published: 30 Jun 2016

Magenic

Interaction Analytics: Go Beyond Standard Data Gathering & Analyze a Wider Range of Sources
sponsored by NICE Systems, Inc
WHITE PAPER: This infographic defines interaction analytics and how it goes beyond standard data gathering to analyze a wider range of sources including audio, chat, surveys, and social media. Learn how companies like Morgan Stanley, GoDaddy, and eBay use this solution to lower costs and increase sales.
Posted: 19 Aug 2016 | Published: 01 Jul 2016

NICE Systems, Inc

How to Turn Your Cloud into a Rainmaker
sponsored by Cloudyn
WHITE PAPER: In this white paper, learn how to compare the performance of the cloud to on-premise when it comes to IT infrastructure efficiencies, IT workforce productivity, and total-cost-of-ownership. Also, discover 5 ways to maximize your cloud ROI.
Posted: 16 Aug 2016 | Published: 16 Aug 2016

Cloudyn

Aberdeen Group Checklist: The Path from Historical Baselines to Advanced Analytics in FP&A
sponsored by IBM
WHITE PAPER: A recent study conducted by Aberdeen Group highlighted the benefits of using analytics in planning, budgeting, and forecasting. But creating accurate forecasts can be a challenge out of the gate. This checklist provides the steps for transforming organizations that are inexperienced with analytics into FP&A pros.
Posted: 26 Jul 2016 | Published: 26 Jul 2016

IBM

What'€™s the ROI of Embedded Analytics?
sponsored by GoodData
WHITE PAPER: Estimates say through 2015, more than 90% of business leaders will view content information as a strategic asset, yet fewer than 10% will quantify its economic value. This whitepaper dives into the world of embedded analytics, and how they impact a company's financials. Read on to see the ROI success of bussinesses that leverage embedded analytics.
Posted: 07 Dec 2015 | Published: 07 Dec 2015

GoodData

How Finance Teams Can Help Their Organizations Get Future-Ready
sponsored by IBM
WHITE PAPER: This white paper explores how finance teams can improve performance management, embrace lean practices, implement a scrum methodology, and more. Access now to find out what the best practices are for making your business future-ready.
Posted: 16 Jun 2016 | Published: 30 Jan 2015

IBM

FP&A Accuracy Is No Longer A Myth: How To Improve Financial Planning, Budgeting, and Forecasting
sponsored by IBM
WHITE PAPER: In this Aberdeen Group research report, learn how your organization can improve its approach to planning, budgeting, and forecasting while simultaneously increasing accuracy and efficiency using CPM or EPM.
Posted: 25 Jul 2016 | Published: 31 Dec 2015

IBM
 
 
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