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Money 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

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

Going global: Get up and running quickly no matter where you need to go
sponsored by Infor
WHITE PAPER: Dated financial systems tie you to old processes that can limit growth and increase risk. You must be agile and capable of supporting international growth, rather than hindering it. Explore how you can make your financial management system and processes an asset to global expansion, not an obstacle.
Posted: 25 Jul 2016 | Published: 25 Jul 2016

Infor

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

Gain Insight into the Right Data at the Right Time for Spend Management
sponsored by Concur Technologies
WHITE PAPER: Explore an approach to data management that integrates data from key systems – like ERP – and leverages tools to create dashboards, reports, and automated alerts. You'll discover a single, simplified strategy that enables highly visual and easy-to-use analytics to help you take control of your budget and spend management.
Posted: 15 Dec 2016 | Published: 30 Apr 2015

Concur Technologies

The State of Customer Success
sponsored by LogMeIn, Inc.
WHITE PAPER: Customer success is spreading rapidly across the tech industry. No one has been able to perfect it yet, but many have taken the right first steps. Access this white paper to learn about top industry trends affecting customer success, top challenges and capabilities, and more.
Posted: 09 Jan 2017 | Published: 12 Apr 2016

LogMeIn, Inc.

Inspiring disruption: Tech Trends 2014
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: This in depth study from Deloitte assesses the top 10 business technology trends in 2014 ranging from the role of the CIO to the impact pf wearable technology.
Posted: 26 Feb 2014 | Published: 26 Feb 2014

ComputerWeekly.com

The Impact of E.U. Internet Copyright Regulations on Early-Stage Investment
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: This study from Booz&Co reveals industry concerns that anti-piracy measures will deter venture capital organisations from investing in internet start-ups.
Posted: 20 Feb 2012 | Published: 20 Feb 2012

ComputerWeekly.com

Countering Cyber-Crime with a Sharp Eye and a Clear Plan
sponsored by SearchSecurity.com
EBOOK: Bigger, more diverse networks mean a bigger attack surface for hackers. Today's networking pros must assess and update network security strategies to account for new vulnerabilities and respond to inevitable attacks.
Posted: 14 Aug 2014 | Published: 21 Aug 2014

SearchSecurity.com

A Whale of a Tale: How to Stop the Rising Tide of Impersonation Attacks
sponsored by Mimecast North America
WHITE PAPER: Learn how whaling works, what the tell-tale signs are, and what can be done to safeguard your organization from its ravages. Read on for an in-depth breakdown of a typical whaling attack and where to look for help for threat protection.
Posted: 03 Jan 2017 | Published: 03 Jan 2017

Mimecast North America

Five Tactics to Stop Email Attacks
sponsored by Mimecast North America
WHITE PAPER: Access this resource now to get a breakdown of traditional phishing, spear-phishing, and whaling, and uncover 5 tips to help you prevent this email fraud.
Posted: 03 Jan 2017 | Published: 03 Jan 2017

Mimecast North America

How the Cloud Has Changed Email Archiving Forever
sponsored by Mimecast North America
WHITE PAPER: Learn how the cloud has revolutionized email archiving and what your enterprise can do to ensure its compliance, security, and retrieval capabilities.
Posted: 11 Jan 2017 | Published: 11 Jan 2017

Mimecast North America

Network Purchasing Intentions 2013
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: This exclusive Computer Weekly/TechTarget research ,based on a survey of over 400 European IT professionals, reveals organisations’ investment plans for networking technology.
Posted: 02 Dec 2013 | Published: 02 Dec 2013

ComputerWeekly.com

How MDM and the Consumerization of IT are Reshaping IT Decision-Making
sponsored by SearchSecurity.com
WHITE PAPER: Access this white paper to learn why your organization needs to start integrating IT consumerization and BYOD into its business – and how to get there.
Posted: 10 Oct 2012 | Published: 10 Oct 2012

SearchSecurity.com

Why IT Leaders Are Buying into Mobile Security
sponsored by Lookout
WHITE PAPER: See how CIOs have zeroed-in the threat to mobile security and how they shut down attempts at breaching their networks. Read on to ensure mobility doesn't become a liability to your organization and learn how pros fend off today's data breaches.
Posted: 17 May 2016 | Published: 17 May 2016

Lookout

WAN Speak Musings – Volume I
sponsored by ComputerWeekly.com
ANALYST REPORT: Analysts Clive Longbottom and Bob Tarzey discuss all things network related in this series of 12 short business focused articles.
Posted: 02 May 2013 | Published: 02 May 2013

ComputerWeekly.com

Automating Information Governance - assuring compliance
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: This report from AIIM takes an in-depth look at information governance policies, privacy and records management issues, policy enforcement, and how well technology can set or correct metadata, detect security risks, and enforce deletion policies.
Posted: 16 Jun 2014 | Published: 16 Jun 2014

ComputerWeekly.com

EMM: Only One Ingredient in the Mobile Enablement Stew
sponsored by SearchMobileComputing
EBOOK: Enterprise mobility management (EMM) it isn't the end-all, be-all for mobility strategies. Every company starting a mobile initiative needs an extensive, tailor-made plan to meet its specific needs and goals. Read on to learn about the role EMM should play in your mobile strategy.
Posted: 28 Jan 2016 | Published: 28 Jan 2016

SearchMobileComputing

Digital identities and the open business
sponsored by ComputerWeekly.com
ANALYST REPORT: Analysts Bob Tarzey and Rob Bamforth explain the business drivers that encouraging companies to invest in Identity and access management (IAM) despite tight budgets.
Posted: 21 Oct 2013 | Published: 21 Oct 2013

ComputerWeekly.com

How to enhance your network for the future
sponsored by ComputerWeekly.com
EGUIDE: The world of networking is broad in its scope, and touches on almost every other aspect of enterprise IT.
Posted: 21 Apr 2016 | Published: 15 Aug 2016

ComputerWeekly.com

7 Steps to Selecting the Right CPM Solution
sponsored by SearchFinancialApplications
EBOOK: This resource provides guidelines for implementing an effective corporate performance management (CPM) without sacrificing capabilities or costs.
Posted: 12 Apr 2012 | Published: 12 Apr 2012

SearchFinancialApplications

API Management Platforms: Seamless Integration between Physical and Digital Worlds
sponsored by TIBCO Software Inc.
WHITE PAPER: Explore how an API management platform provides seamless integration across multiple channels and ensures easy communication between your company and its employees, customers, and partners. Find out how retail companies like Coca Cola have already started to leverage APIs to change the transaction experience and boost customer relations.
Posted: 16 Nov 2016 | Published: 22 Sep 2015

TIBCO Software Inc.

Controlling the Uncontrollable: Why You Need to Enable, Protect, and Manage Mobile
sponsored by Microsoft
WHITE PAPER: This guide details how you can ensure a productive and secure mobile workplace through enterprise mobility management. Learn how to control what once seemed uncontrollable now.
Posted: 18 May 2016 | Published: 11 May 2016

Microsoft

Transforming Data Center Security for Business Mobility with Smart Networking
sponsored by vmware airwatch
WHITE PAPER: In this white paper, you'll learn ways to secure proprietary applications and data in the cloud data center. Learn what these cloud security approaches can offer over traditional security methods.
Posted: 18 Sep 2015 | Published: 18 Sep 2015

vmware airwatch

Tablets and Smartphones in the Enterprise
sponsored by SearchSecurity.com
EBOOK: This expert ebook takes an in-depth look at the BYOD trend, its impact on business and IT, and what your organization can do to ensure its success in your environment.
Posted: 19 Aug 2013 | Published: 19 Aug 2013

SearchSecurity.com

Mobile Security: A global perspective on emerging mobile security issues
sponsored by SearchSecurity.com
EZINE: This in-depth expert guide examines the mobile security issues that arise as organizations seek to empower their workers and connect better with consumers through increased enterprise mobility.
Posted: 09 Aug 2013 | Published: 09 Aug 2013

SearchSecurity.com

Security Think Tank: Bring your own device
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: With the growth of BYOD, what measures can IT take to ensure the security of enterprise data and does Mobile Device Management (MDM) really have a role? Leading security specialists offer their advice.
Posted: 21 Jun 2013 | Published: 21 Jun 2013

ComputerWeekly.com

BYOD Security Policy, not MDM, at Heart of Smartphone Security
sponsored by SearchSecurity.com
EGUIDE: This expert guide discusses how effective policies can solve corporate mobile device security issues, and why these policies are better at protecting smartphones than an MDM solution.
Posted: 19 Sep 2013 | Published: 19 Sep 2013

SearchSecurity.com

Mobile: The Technology Game-Changer in 2013
sponsored by SearchSecurity.com
EGUIDE: TechTarget's recent IT Security Trends 2013 revealed mobility took the cake for biggest fear. In this E-Guide, uncover the results and analysis of the survey to better understand what's in store for your organization.
Posted: 28 Feb 2013 | Published: 28 Feb 2013

SearchSecurity.com

Enterprise Mobile Security by the Numbers
sponsored by SearchSecurity.com
EGUIDE: This expert guide examines the current state of enterprise mobile security, discussing what vulnerabilities are being exploited, what kinds of attacks are being perpetrated, and much more.
Posted: 19 Sep 2013 | Published: 19 Sep 2013

SearchSecurity.com
 
 
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