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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 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

Build the Future: The Era of the Dynamic Data Center
sponsored by CA Technologies.
WHITE PAPER: Access this brief paper that explains why IT departments must take on the role of system integrator in organizations today. Learn how to foster greater collaboration between tech teams managing data center resources to meet increasingly stringent and time-critical business demands.
Posted: 24 Sep 2014 | Published: 31 Dec 2013

CA Technologies.

Five steps to successful application consolidation and retirement
sponsored by IBM
WHITE PAPER: Explore this white paper to gain valuable insight into processes that can streamline your application infrastructure and consolidate your data in five steps.
Posted: 26 Jan 2015 | Published: 30 Jun 2014

IBM

Accounts Payable FAQ Guide: 15 Questions to Differentiate Automation Solutions
sponsored by Esker Inc.
WHITE PAPER: Read this resource to find out how automating accounts payable could help your business get accurate intelligent data capture, improve vendor communications, increase global presence, and much more.
Posted: 22 Jan 2015 | Published: 22 Jan 2015

Esker Inc.

Case Management and Smart Process Applications
sponsored by K2
WHITE PAPER: This report looks at the applicability of smart process applications, the drivers for improved case management, and the feature sets required of a modern case management system.
Posted: 20 Nov 2014 | Published: 20 Nov 2014

K2

Five Lessons Learned from Deploying Workday Financial Management
sponsored by Workday
WHITE PAPER: In this case study, count down five important lessons that higher education institution Brown University learned from deploying its financial management system, and uncover the business impact of unified data.
Posted: 18 Feb 2014 | Published: 09 Sep 2013

Workday

Are You Ready For a New Era in B2B Collaboration?
sponsored by IBM
WHITE PAPER: This white paper examines what companies can do to modernize their approach to business-to-business collaboration in response to trends like globalization, consumerization, and mobility.
Posted: 03 Sep 2014 | Published: 31 Mar 2014

IBM

Embedded Analytics for Financial Management in Workday 19
sponsored by Workday
WHITE PAPER: This brief article reveals how the latest update to Workday's financial management system puts embedded analytics in the palm of your hands.
Posted: 20 Feb 2014 | Published: 09 May 2013

Workday
 
 
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