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In Conversation: Société Générale Private Banking’s Bruno Lèbre
sponsored by IBM
WHITE PAPER: The Wealth Management industry has evolved dramatically in recent years. However, a number of kinks have yet to be worked out. In this informative Q&A, gain insight into the evolution of this industry and find out how analytics can help its progression.
Posted: 18 Mar 2014 | Published: 31 Dec 2013

IBM

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

What Your Peers Are Doing to Prime Their Human Resources and Financial Systems
sponsored by Workday
WHITE PAPER: Your savvy peers are transforming their systems to run in the cloud. Read the whitepaper to learn how you can, too, and benefit long into the future.
Posted: 20 Mar 2014 | Published: 20 Mar 2014

Workday

Changing Times, Changing Business: Why Finance Management is Moving to Cloud
sponsored by Workday
WHITE PAPER: A new study from Saugatuck Technology shows 51% of finance and IT executives feel their existing systems limit their ability to reach strategic goals. The culprits? No flexibility, siloed systems, poor access to information, and the high cost of maintenance. Read the report for the fascinating conclusions from the study.
Posted: 21 Feb 2014 | Published: 30 Jun 2013

Workday

Rising to the Challenge—Achieving Real-time Visibility across the Organization
sponsored by NetSuite
WHITE PAPER: This report explores how outdated, unintegrated information systems are preventing effective financial management and analytics, and describes how you can achieve real-time visibility across your organization.
Posted: 13 Feb 2014 | Published: 31 Dec 2013

NetSuite

Modernizing Finance with Oracle Financials Cloud
sponsored by Oracle Corporation
WHITE PAPER: This resource introduces Oracle Financials Cloud as the key to unlocking financial management success. Read on to learn how a cloud-based financial approach can give you the power to improve efficiencies, reduce costs, and more.
Posted: 25 Mar 2014 | Published: 25 Mar 2014

Oracle Corporation

The optimization of everything: OTC derivatives, counterparty credit risk and funding
sponsored by IBM
WHITE PAPER: In this white paper, learn about risk management practices and analytics that can aid in the optimization of everything – from OTC derivatives to counterparty credit risk to funding.
Posted: 18 Mar 2014 | Published: 31 Dec 2013

IBM

IBM Cognos Lifecycle Manager - Streamline upgrades. Meet changing business and IT requirements quickly.
sponsored by IBM
WHITE PAPER: The process of verifying that business intelligence report content has not been adversely affected following a change in the IT environment can be time-consuming and tedious. This resource introduces a utility that automates the testing process – read on to learn more.
Posted: 15 Jan 2014 | Published: 30 Sep 2012

IBM
 
 
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