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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 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

Complex Decisions Made Simple With Structure and Tools
sponsored by Global Knowledge
WHITE PAPER: Structuring techniques are the foundation of decision making. There are a number of techniques that will quickly and easily improve the analysis of virtually any problem. This white paper introduces some of the simplest and most effective structuring techniques including sorting, sequencing, placement, decision trees, and ranking.
Posted: 23 Dec 2016 | Published: 23 Dec 2016

Global Knowledge

Better Project Management Means A Better Business & Less Worry
sponsored by TechData - Connectwise
WHITE PAPER: Your business has a lot going on, and your projects should help you keep track of all those moving pieces. But if your project management isn't up to par, projects become just one more thing to worry about. Learn how you can use ConnectWise Manage to achieve better control over your projects across departments and teams.
Posted: 23 Mar 2017 | Published: 23 Mar 2017

TechData - Connectwise

6 Critical Components of a Successful Purchase-to-Pay Initiative
sponsored by Basware
WHITE PAPER: 30% of financial practitioners expect business networks to become an influential trend in procure-to-pay (P2P) over the next three years. There are 6 critical components to implementing a successful P2P initiative. Access this white paper to learn these steps, why P2P is becoming vital to business growth, and more.
Posted: 18 Nov 2016 | Published: 18 Nov 2016

Basware

7 Capabilities in Performance Management for a World of Volatility, Uncertainty and Risk
sponsored by IBM
WHITE PAPER: Finance teams are often slow in delivering important data and analysis business executives to make informed decisions. Performance management tools can help, but in what ways? In this white paper, learn 7 key capabilities of performance management software, how you can accelerate analytics insights, and more.
Posted: 26 Jul 2016 | Published: 31 Dec 2015

IBM

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
 
 
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