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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

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

How To Foster Greater Collaboration and Support Enterprise Objectives Through Business Networks
sponsored by Basware
WHITE PAPER: 40% of B2B activity in the US, and 20% world-wide, is done electronically through business networks. Access this white paper to learn what business networks are capable of, and discover how to create circles of improved collaboration and support enterprise objectives.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Basware

Improve the Odds of Your Change Initiatives With Stronger Employee Engagement
sponsored by POP, Inc.
WHITE PAPER: According to Gallup, 70% of change initiatives fail. But why? Does everyone define failure the same way? And in whose eyes do those initiatives fail? Learn how to get your employees to move together to the rhythm of your business with improved engagement for better alignment with business priorities.
Posted: 02 Nov 2016 | Published: 02 Nov 2016

POP, Inc.

Combating financial crime: The increasing importance of financial crimes intelligence units in banking
sponsored by SAS
WHITE PAPER: This white paper assesses how aware banks in Europe and North America are of FCIUs and what measures they have been taking to be more prepared for full implementation of their own FCIU. Understand the importance of banks' FCIUs and potential central intelligence services will offer to the banking industry and to crime prevention.
Posted: 02 Sep 2016 | Published: 01 Aug 2016

SAS

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

The New Thinking on KPIs
sponsored by IBM
WHITE PAPER: All performance measures are not KPIs. This white paper explores the most common myths surrounding KPIs that throw organizations off. Discover the 4 types of performance measures, the 7 characteristics of effective KPIs, as well as recommended next steps.
Posted: 18 Jul 2016 | Published: 30 Jan 2015

IBM
 
 
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