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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

5 Steps to Help Assess the Total Cost of Ownership of your HR Technology Footprint
sponsored by Workday
WHITE PAPER: This whitepaper provides a "road map" for organizations to use for assessing their total cost of ownership for HR technology and building the business case to improve these technologies.
Posted: 20 Oct 2014 | Published: 06 Sep 2012

Workday

What Your Peers Are Doing to Prime Their Human Resources and Financial Systems
sponsored by Workday
WHITE PAPER: 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: 20 Mar 2014 | Published: 20 Mar 2014

Workday

The ROI of a New Learning Management System (LMS): How to Construct a Successful Business Case
sponsored by SuccessFactors
WHITE PAPER: This resource describes key features and capabilities of a new-generation learning management system (LMS), and counts down six steps for demonstrating LMS value, rooted in ROI. Learn how you can make a successful business case for an LMS by reading on now.
Posted: 20 Feb 2014 | Published: 20 Feb 2014

SuccessFactors

The Big 4 in IT Evolution and How They Affect Your Integration Strategy
sponsored by IBM
WHITE PAPER: This infographic illustrates the impact of the "Big 4" forces in the evolution of IT—big data, the cloud, mobility, and social forces—providing statistics that depict how each force is already impacting workplaces, as well as their effects on B2B integration.
Posted: 04 Sep 2014 | Published: 04 Sep 2014

IBM

Financial Management Essentials for Global Enterprises
sponsored by Infor
WHITE PAPER: In this white paper, take a look at a fundamental -- and often overlooked -- part of globalization: the capabilities of your financial management system. Discover 10 "global essentials" that are must-haves for any multinational finance system.
Posted: 18 Mar 2014 | Published: 31 Aug 2013

Infor

The Technology of the Business Data Lake
sponsored by Pivotal
WHITE PAPER: This white paper discusses an approach other than enterprise data warehouses (EDWs) to meet organizations reporting and operational needs.
Posted: 05 May 2014 | Published: 31 Dec 2013

Pivotal

Onboarding: The critical role of hiring managers
sponsored by SuccessFactors
WHITE PAPER: This white paper explores how onboarding optimizes the value of new employees and describes evidence-based best practices that hiring managers should follow to fuel onboarding success.
Posted: 21 Feb 2014 | Published: 31 Dec 2013

SuccessFactors
 
 
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