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Money Management White Papers (View All Report Types)
 
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

The ROI of Enterprise Performance Management
sponsored by Oracle Corporation UK Ltd
WHITE PAPER: Access this Ovum research report that provides key tips and guidance to help unlock the full value of Enterprise Performance Management (EPM). Learn about the key quantitative variables that help drive ROI for Oracle EPM, and 5 best practices to help maximize the ROI of your EPM investment.
Posted: 01 Dec 2014 | Published: 01 Dec 2014

Oracle Corporation UK Ltd

Rise of the Data-First Enterprise
sponsored by Hortonworks
WHITE PAPER: Discover how to manage data like the pros with this informative white paper.
Posted: 22 Jan 2015 | Published: 31 Dec 2014

Hortonworks

Sales PLanning 101: Count Your Revenue Before You Sell
sponsored by Host Analytics, Inc
WHITE PAPER: Learn about the key technologies and business process imperatives that can help your business align finance and sales.
Posted: 05 Jan 2015 | Published: 10 Jul 2013

Host Analytics, Inc

A Buyer’s Guide to Enterprise Performance Management Suites
sponsored by Host Analytics, Inc
WHITE PAPER: Uncover the 7 key requirements to evaluate in an EPM as you consider various options.
Posted: 21 Nov 2014 | Published: 21 Nov 2014

Host Analytics, Inc

Full-Fidelity Analytics and Regulatory Compliance in Financial Services
sponsored by Cloudera
WHITE PAPER: Find out how financial services firms should accommodate big data in wake of the new regulatory compliance laws.
Posted: 31 Oct 2014 | Published: 31 Oct 2014

Cloudera

Developing the Right Price for your Services
sponsored by ConnectWise
WHITE PAPER: When it comes to closing a sale, nothing can hold up a purchase quite like price. But what does it take to properly price goods or services? Consult the following white paper to uncover the top 5 proven tips for maximizing profit through properly assigning prices. Learn of to build pricing strategies, prove worth, and much more.
Posted: 16 Dec 2014 | Published: 16 Dec 2014

ConnectWise

Create a Modern, Cohesive Finance Department with ERP
sponsored by FinancialForce
WHITE PAPER: This report, based on three Aberdeen surveys, outlines the pressures facing modern finance departments today, and examines how today's top organizations are improving financial management through carefully strategized enterprise resource planning (ERP).
Posted: 02 Jan 2015 | Published: 02 Jan 2015

FinancialForce
 
 
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