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Money ManagementWhite 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

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

Solutions for Accounting + Financials: Invoice Processing
sponsored by Perceptive Software
WHITE PAPER: Find out how the combination of process and content management products can optimize your accounts payable process, and uncover the ins-and-outs of 3 different invoice processing solutions.
Posted: 15 Jul 2014 | Published: 31 Dec 2012

Perceptive Software

Total Cost of Ownership
sponsored by Workday
WHITE PAPER: This whitepaper provides a “road map” for organizations to use for assessing their total cost of ownership for HR technology and building the business case to improve these technologies.
Posted: 20 Mar 2014 | Published: 20 Mar 2014

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

Information Governance: Why It Matters and How to Drive Success
sponsored by Hewlett-Packard Limited
WHITE PAPER: This resource describes the need for a proven, holistic approach to information governance. Read on to learn why governance matters, and learn where to start with your governance strategy in order to reduce risk and cost, improve productivity, and more.
Posted: 05 Feb 2014 | Published: 31 Oct 2013

Hewlett-Packard Limited

Optimizing Collateral Connectivity: A Time for Change
sponsored by OpenText GXS
WHITE PAPER: Find out how banks, brokers and investment managers are using collateral management to adjust to their new environment.
Posted: 16 Jun 2014 | Published: 30 Apr 2014

OpenText GXS

The ROI of a New Learning Management System (LMS): How to Construct a Successful Business Case
sponsored by SuccessFactors
WHITE PAPER: This resource describes key features and capabilities of a new-generation learning management system (LMS), and counts down six steps for demonstrating LMS value, rooted in ROI. Learn how you can make a successful business case for an LMS by reading on now.
Posted: 20 Feb 2014 | Published: 20 Feb 2014

SuccessFactors

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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