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Investment Management White Papers (View All Report Types)
 
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

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

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

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

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

Business Management ROI Improvement Guide
sponsored by Sage Software
WHITE PAPER: Can the software you depend on grow alongside your business? Access this guide to business management ROI improvement to explore the 6 simple steps to optimizing software implementation, maximize ROI in the process, what to look for in KPIs, and more.
Posted: 14 Dec 2016 | Published: 14 Dec 2016

Sage Software

10 Capabilities of Global Finance Management Systems
sponsored by Infor
WHITE PAPER: Discover 10 key capabilities that can make your financial management system and processes an asset to global expansion. From finding and retaining the right talent to managing complex tax structures, your choices should enable you to easily handle the challenges of expanding your business globally.
Posted: 24 Aug 2016 | Published: 24 Aug 2016

Infor

Define Team-Based Success and Choose the Right KPIs
sponsored by IBM
WHITE PAPER: Access this white paper to learn how you can identify and leverage KPIs to take advantage of the efficiency created by more streamlined, accountable teams of workers. Explore 6 implementation guidelines, including: identify the key teams, define the success factors for each team, and 4 more.
Posted: 21 Jul 2016 | Published: 31 Mar 2016

IBM

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

Information, Technology and Innovation in Business Management, Part 1: Schumpeter's Gale
sponsored by IBM
WHITE PAPER: In this white paper, learn about the role and impact of information technology on management to date, and which of these recent developments will combine to have a transformative impact in the near future. Additionally, learn what to keep in mind when selecting a business analytics software option.
Posted: 16 Dec 2015 | Published: 30 Sep 2014

IBM
 
 
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