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Money Management White Papers (View All Report Types)
 
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

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

The Power of Big Data Analytics
sponsored by IBM
WHITE PAPER: Find out more about big data analytics, and learn some key characteristics and types that define your data and how to handle it.
Posted: 11 Feb 2015 | Published: 31 Dec 2014

IBM

Achieve Success in the Cloud Without Straining Your Budget
sponsored by CenturyLink Technology Solutions
WHITE PAPER: This white paper shares tips on how to keep the total cost of ownership low for your business with the addition of cloud applications.
Posted: 09 Jun 2014 | Published: 09 Jun 2014

CenturyLink Technology Solutions

Oracle eBusiness suite - Financial Close Process
sponsored by Automic
WHITE PAPER: This white paper examines the key capabilities IT departments need to address when it comes to simplifying financial close processes and how to successful leverage automation for reduced reporting times and management complexity.
Posted: 02 Mar 2015 | Published: 02 Mar 2015

Automic

Elavon - Improving Payment Accuracy While Reducing Monthly Processing from Two Weeks to Two Days
sponsored by IBM
WHITE PAPER: This resource explains why improving payment accuracy is essential to any business, in order to gain the most insight to employee performance across the company.
Posted: 30 Jul 2014 | Published: 01 Feb 2013

IBM

Improve Business Performance with Strategic Performance Management
sponsored by IBM
WHITE PAPER: This white paper explores a strategic performance management system that is designed to help enhance your organizations ability to perform key processes such as planning, forecasting, narrative reporting, and more. Read on to learn if this technology is something that would work within your own business.
Posted: 03 Mar 2015 | Published: 03 Mar 2015

IBM

CFO Insights from IBM C-suite Study 2013
sponsored by IBM
WHITE PAPER: This whitepaper examines the results of a survey of over 4,000 top executives across 20 industries, focusing on the answers of the more than 500 CFOs who responded and what they are doing to become more efficient, more forward-looking and more proficient at creating profitable growth today.
Posted: 30 Jul 2014 | Published: 30 Jul 2014

IBM

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
 
 
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