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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

How IFS Delivers Greater Business and Operational Knowledge
sponsored by IFS
WHITE PAPER: Find out how enterprise resource planning (ERP), enterprise asset management (EAM) and service management products can help you better understand your business.
Posted: 09 Dec 2014 | Published: 09 Dec 2014

IFS

CFO Research - Beyond Numbers: The Challenge of Telling your Company's Story
sponsored by IBM
WHITE PAPER: This white paper explains how a narrative analysis can ultimately help CFOs with their planning and assist company growth.
Posted: 16 Jul 2014 | Published: 31 Jul 2013

IBM

Data Consolidation and Multi-Tenancy in Financial Services
sponsored by Cloudera
WHITE PAPER: Find out why the idea of applying a data hub strategy to the enterprise architecture so enticing to financial services firms.
Posted: 14 Nov 2014 | Published: 14 Nov 2014

Cloudera

Managing Complex Decision-Making Processes in the Financial Services Industry
sponsored by IBM
WHITE PAPER: In this whitepaper, you'll learn what strategies and technologies financial institutions can adopt in order to attain new levels of efficiency and competitive differentiation.
Posted: 30 Jul 2014 | Published: 30 Jul 2014

IBM

Outsourcing Mid-to-Back Office Processes: Where Should You Be Investing?
sponsored by OpenText GXS
WHITE PAPER: Find out how outsourcing non-core competencies allows security firms to focus on improving the overall client experience while managing processes to remain compliant.
Posted: 13 Jun 2014 | Published: 30 Apr 2014

OpenText GXS

The Light at the End of the Travel Data Tunnel
sponsored by Concur Technologies
WHITE PAPER: Explore this resource to uncover the "best-in-class" pillars of expense management, and discover how modern technology and system integration can provide finance teams with the ability to manage and measure their T&E spending.
Posted: 03 Apr 2014 | Published: 31 Dec 2013

Concur Technologies

Expenses, VAT and HMRC Compliance in a Nutshell
sponsored by Concur Technologies
WHITE PAPER: 75% of senior finance leaders say they wish they knew more about employee expenses and VAT reclaim. If you're a member of that overwhelming population, then this e-book is for you. Download now to get a crash course on the often-misunderstood concepts of VAT, compliance, HMRC policies, and expenses.
Posted: 01 Apr 2014 | Published: 30 Nov 2013

Concur Technologies
 
 
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