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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

Evolving SRM to Meet Enterprise IT's Long-term Challenges
sponsored by IBM
WHITE PAPER: Read this whitepaper to learn about a management application that monitors your storage infrastructure and automates management processes.
Posted: 12 Nov 2014 | Published: 31 Oct 2012

IBM

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

The Future of Strategic Business Management: Unifying Finance and HR
sponsored by Workday
WHITE PAPER: Learn about the current state of financial and HR system, and uncover recommendations on how companies can change to remain competitive in the future.
Posted: 10 Sep 2014 | Published: 31 Aug 2012

Workday

Innovation in Financial Management: How Workday is Breaking the Barriers of Legacy ERP
sponsored by Workday
WHITE PAPER: Access this informative white paper to learn more about the potential benefits of replacing your legacy ERP system with new innovative technology. Read on to get 5 steps to a better financial management solution.
Posted: 06 Mar 2015 | Published: 31 Dec 2012

Workday

Commerzbank Goes Mobile for Enhanced Customer Service
sponsored by Kofax, Inc.
WHITE PAPER: This white paper describes how Commerzbank can now integrate data from any database, application, or website. Read on to learn how you can also gain a solid and flexible foundation for delivering additional mobile capabilities to millions of users within a very short time frame.
Posted: 06 May 2015 | Published: 31 Oct 2013

Kofax, Inc.

The Agile Business Analyst: How Much Is Enough?
sponsored by Global Knowledge
WHITE PAPER: The principles in this white paper help you introduce greater predictability into your own Agile requirements activities, both individually and across your organization.
Posted: 11 Jul 2014 | Published: 11 Jul 2014

Global Knowledge

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
 
 
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