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Investment Management White Papers (View All Report Types)
 
Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

Equipping Financial Advisors with Wealth Management Tools for the Digital Era
sponsored by Accenture
WHITE PAPER: Thanks to a proliferation of resources, the financial advisor no longer serves as the sole conduit between the individual client and the investment community. Discover which wealth management tools are making the greatest impact on the client experience so financial advisors can better equip themselves for the digital era.
Posted: 16 Nov 2016 | Published: 31 Dec 2015

Accenture

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

Using Finance Applications for Better Process Efficiencies and Data Accuracy
sponsored by Infor
WHITE PAPER: Discover how to identify and implement best-of-breed enterprise-level finance applications that improve process efficiencies and data accuracy, which Aberdeen Research reveals is increasingly critical to success.
Posted: 25 Jul 2016 | Published: 25 Jul 2016

Infor

Best Practices: Using Finance Applications for Better Process Efficiencies and Data Accuracy
sponsored by Infor
WHITE PAPER: Identifying and implementing modernized financial applications that improve process efficiencies and data accuracy is increasingly critical to success. Discover best practices for utilizing modern financial applications, backed by survey results.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

Infor

Define Team-Based Success and Choose the Right KPIs
sponsored by IBM
WHITE PAPER: Access this white paper to learn how you can identify and leverage KPIs to take advantage of the efficiency created by more streamlined, accountable teams of workers. Explore 6 implementation guidelines, including: identify the key teams, define the success factors for each team, and 4 more.
Posted: 21 Jul 2016 | Published: 31 Mar 2016

IBM

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

Software guide: Extending Planning & Forecasting with Analytics
sponsored by IBM
WHITE PAPER: This paper addresses the challenges of planning, budgeting and forecasting in a spreadsheet environment and highlights the advantages of using dynamic planning tools. Read on and learn how to join the ranks of companies that consistently deliver timely, reliable plans and forecasts.
Posted: 26 Jul 2016 | Published: 31 Mar 2014

IBM
 
 
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