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Money Management White Papers (View All Report Types)
 
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

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

How Digital Services Can Give Your Building Society a Competitive Edge
sponsored by IPL
WHITE PAPER: With in-house development being too costly for most, third-party digital delivery platforms offer a genuine alternative by lowering the barriers to those new customers, who will suddenly be within much closer reach of even the smaller building societies and mutuals. 2015 is here, now is the time to act.
Posted: 06 Feb 2015 | Published: 31 Dec 2014

IPL

CFOs on Managing Finance Technology
sponsored by Workday
WHITE PAPER: Uncover a complete list of findings from a recent study which questioned finance executives about the systems-related challenges they have faced, in addition to challenges they are currently working to overcome for the future.
Posted: 09 Sep 2014 | Published: 31 Oct 2012

Workday

Clarifying the Value of Human Capital for Finance Professionals
sponsored by Workday
WHITE PAPER: HR and Financials together? Research indicates 81% of organizations believe it's important to align the workforce to goals and financials, yet 46% say Finance doesn't work with HR to improve the process. Read this whitepaper from Ventana Research for a complete report on unifying the management of people and financials.
Posted: 25 Mar 2014 | Published: 25 Mar 2014

Workday

Changing Times, Changing Business- Why Finance Management is Moving to Cloud
sponsored by Workday
WHITE PAPER: Find out why finance and IT executives agree there is a great need for cloud-based finance management solutions.
Posted: 10 Sep 2014 | Published: 31 Dec 2013

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

Strategic Reuse in Engineering: Building On What's Common to Create Something New
sponsored by IBM
WHITE PAPER: Access this informative white paper to explore the concept of strategic reuse. Read on to learn about strategic reuse in terms of product line engineering, and the broader world of continuous engineering to gain greater insights into the context and benefits of the strategy.
Posted: 17 Mar 2015 | Published: 30 Nov 2014

IBM

The Big 4 in IT Evolution and How They Affect Your Integration Strategy
sponsored by IBM
WHITE PAPER: This infographic illustrates the impact of the "Big 4" forces in the evolution of IT—big data, the cloud, mobility, and social forces—providing statistics that depict how each force is already impacting workplaces, as well as their effects on B2B integration.
Posted: 04 Sep 2014 | Published: 04 Sep 2014

IBM
 
 
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