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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

Fixing Finance: Work in Process
sponsored by Adaptive Insights
WHITE PAPER: In this brief paper, learn about CFOs' top priorities for process improvement and 3 motivations for fixing finance. Discover why CFOs are pushing for more process improvement, and the benefits that can come from these programs.
Posted: 22 Sep 2014 | Published: 27 Mar 2014

Adaptive Insights

How to Leverage Desktop Virtualization in the Financial Industry
sponsored by Dell, Inc.
WHITE PAPER: This whitepaper details a few scenarios in which VDI is best suited to help organizations improve business processes and performance, including its place in datacenters that support financial service companies.
Posted: 10 Jul 2014 | Published: 10 Jul 2014

Dell, Inc.

Stepping Out of the Confines of Finance
sponsored by Adaptive Insights
WHITE PAPER: Access this report to get gain deeper insight into why the CFOs role has changed, and get an outline of the main challenges facing the CFO. Inside, learn about the personal and professional competencies that the CFO must develop in order to succeed in the future.
Posted: 23 Sep 2014 | Published: 31 Mar 2013

Adaptive Insights

Prime Your HR and Finance Systems for Change
sponsored by Workday
WHITE PAPER: Businesses facing growth and change require systems that evolve with them. The fact is, traditional software is simply too rigid to keep pace. Your savvy peers are transforming their systems to run in the cloud. Read the whitepaper to learn how you can, too, and benefit long into the future.
Posted: 08 Oct 2014 | Published: 02 Nov 2012

Workday

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

Uncovering Bust-Out Fraud with FICO Identity Resolution Engine
sponsored by FICO
WHITE PAPER: Discover how a powerful new social link analysis technology can help banks improve detection of bust-out fraud perpetrators, and better protect their funds.
Posted: 11 Jun 2014 | Published: 31 Dec 2013

FICO

The Light at the End of the Travel Data Tunnel
sponsored by Concur Technologies
WHITE PAPER: Explore this resource to uncover the "best-in-class" pillars of expense management, and discover how modern technology and system integration can provide finance teams with the ability to manage and measure their T&E spending.
Posted: 03 Apr 2014 | Published: 31 Dec 2013

Concur Technologies
 
 
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