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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

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

Magic Quadrant for Strategic Sourcing Application Suites
sponsored by IBM
WHITE PAPER: Access this Gartner report, which identifies 29 vendors helping IT and procurement leaders in the strategic sourcing application suite market by offering diverse general-purpose, spend analysis suites, e-sourcing, contract management and supply base management.
Posted: 04 Dec 2014 | Published: 01 Jul 2013

IBM

The Future of Strategic Business Management: Unifying Finance and HR
sponsored by Workday
WHITE PAPER: Learn about the current state of financial and HR system, and uncover recommendations on how companies can change to remain competitive in the future.
Posted: 10 Sep 2014 | Published: 31 Aug 2012

Workday

Information-Driven Financial Services, Big Data and the Enterprise Data Hub
sponsored by Cloudera
WHITE PAPER: Find out how financial services firms are tackling the challenge of neutralizing inbound pressures and threats in order to gain opportunities from big data.
Posted: 05 Nov 2014 | Published: 05 Nov 2014

Cloudera

Finance’s Role in Bridging the S&OP Gap with Enterprise Performance Management
sponsored by Host Analytics, Inc
WHITE PAPER: Learn about the finance's role in bridging the gap between the different functions that support the manufacturing organization.
Posted: 02 Dec 2014 | Published: 02 Dec 2014

Host Analytics, Inc

Financials - Killing your Business
sponsored by Workday
WHITE PAPER: Today's CFOs are strapped with old systems that are inflexible and holding back their business. It's no surprise that innovative CFOs are finding freedom with cloud-based financial management applications. See the infographic to learn how CFOs are transforming their organizations in the cloud.
Posted: 27 Mar 2014 | Published: 27 Mar 2014

Workday

Changing Times, Changing Business: Why Finance Management is Moving to Cloud
sponsored by Workday
WHITE PAPER: A new study from Saugatuck Technology shows 51% of finance and IT executives feel their existing systems limit their ability to reach strategic goals. The culprits? No flexibility, siloed systems, poor access to information, and the high cost of maintenance. Read the report for the fascinating conclusions from the study.
Posted: 21 Feb 2014 | Published: 30 Jun 2013

Workday

Infographic: Bridging the Gap Between Business and IT
sponsored by IBM
WHITE PAPER: This infographic illustrates the necessity of integration between business and IT, as well as the fundamental disagreements that exist between the two groups.
Posted: 04 Sep 2014 | Published: 04 Sep 2014

IBM
 
 
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