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Money Management White Papers (View All Report Types)
 
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

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

Using SIPOC to Define ITIL® Processes
sponsored by Global Knowledge
WHITE PAPER: This white paper describes a technique for defining processes called SIPOC (Suppliers, Inputs, Process, Outputs, and Customers). SIPOC provides a structured way to define the key elements of any process. SIPOC can be used as a means of defining any of the service management processes presented in ITIL® best practices.
Posted: 30 Jun 2015 | Published: 30 Jun 2015

Global Knowledge

A New Age of Selling: Work Like a Network to Grow Your Business
sponsored by Microsoft
WHITE PAPER: How can sales organizations use technology to close more deals with less effort? Access now to see concrete examples of successful sales leaders who are transforming the way they sell their solutions.
Posted: 07 Apr 2016 | Published: 01 Jul 2014

Microsoft

Project Management for Maximum Profitability
sponsored by Sage (UK) Limited
WHITE PAPER: In this white paper, explore the possibilities of project management, including: enhanced scheduling and reporting, seamless integration of systems, effective resource management, and more. Learn how you can get faster, more reliable, and transparent results that can lead to improved profitability and reduced risk.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

Sage (UK) Limited

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

What Will My Enterprise Mobile App Cost?
sponsored by Magenic
WHITE PAPER: Mobile app development is a complex undertaking where a myriad of decision points can impact cost; so unfortunately, there is no one simple formula for calculating a reliable estimate. However, this white paper explores 7 strategic perspectives that will help you factor in key cost considerations and make the most of your mobile investments.
Posted: 21 Jul 2016 | Published: 21 Jul 2016

Magenic

Improved Operational Efficiencies through End-To-End Financial Reconciliation
sponsored by Infogix
WHITE PAPER: This case study investigates how an insurance company transformed financial reconciliation using automation, which they gained after adopting a data analysis platform. Learn the benefits they achieved as a result, including improved operational efficiency, reduced costs, and more.
Posted: 08 Jul 2016 | Published: 31 Dec 2015

Infogix

Q&A: Strategic Financial Planning and Management
sponsored by IBM
WHITE PAPER: In this Ventana Research paper, uncover the answers to 8 common financial planning and management questions, including: What are the most important trends? How do companies use analytics in planning and budgeting? And 6 more.
Posted: 01 Mar 2016 | Published: 31 Dec 2015

IBM
 
 
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