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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

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

Web Intelligence to the Rescue
sponsored by Global Knowledge
WHITE PAPER: In this white paper, you'll discover what SAP BusinessObjects and Web Intelligence can deliver. When it comes to accessing large amounts of data and then creating customized and sophisticated analytical reports, you'll see why Web Intelligence is a wise choice.
Posted: 30 Jun 2015 | Published: 30 Jun 2015

Global Knowledge

Strategic Financial Planning and Management
sponsored by IBM
WHITE PAPER: Managing your business' finances can be difficult, and you need to ensure that you have the strongest plan possible. In this Ventana Research report, uncover answers to 8 important questions that will help keep your financial planning on track, and explore suggested solutions to possible challenges that may arise along the way.
Posted: 09 Jun 2016 | Published: 31 Dec 2015

IBM

FP&A Accuracy Is No Longer A Myth: How To Improve Financial Planning, Budgeting, and Forecasting
sponsored by IBM
WHITE PAPER: In this Aberdeen Group research report, learn how your organization can improve its approach to planning, budgeting, and forecasting while simultaneously increasing accuracy and efficiency using CPM or EPM.
Posted: 04 Mar 2016 | Published: 31 Dec 2015

IBM

Improving Cash Flow and Customer Service with e-invoicing
sponsored by Netsend
WHITE PAPER: It's critical to invoice quickly and accurately, encouraging prompt payment to bring cash into the business. But many enterprises still use inefficient processes that rely on print and postage, creating inconveniences for customers. Discover how e-invoicing can improve free cash flow and optimize the customer experience.
Posted: 20 Apr 2016 | Published: 31 Oct 2015

Netsend

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

What’s Your Supply Chain Operational Intelligence IQ?
sponsored by Axway
WHITE PAPER: Here are 8 tips for running a smarter supply chain. Within, you'll learn how to optimize order-to-cash processes, minimize errors and their associated costs and boost your market competitiveness.
Posted: 08 Jun 2016 | Published: 31 Dec 2015

Axway

Create an e-invoicing Solution that Suits Your Needs
sponsored by Netsend
WHITE PAPER: This buyer's guide reveals the pros and cons of 5 different e-invoicing models. Learn the technical considerations to keep in mind when implementing e-invoicing, and discover the major pitfalls and challenges that come along with e-invoicing adoption.
Posted: 18 Apr 2016 | Published: 31 Dec 2015

Netsend
 
 
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