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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

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

Five Security Concerns with Mobile Payment Systems
sponsored by Global Knowledge
WHITE PAPER: This white paper details the 5 security concerns you should keep in mind before linking your finances to a mobile payment solution.
Posted: 31 Mar 2015 | Published: 10 Mar 2015

Global Knowledge

Policy-Based Payments Reconciliation Does Not Have to be a Headache
sponsored by Infogix
WHITE PAPER: Download this white paper to discover a system to help your organization simplify policy-based payments reconciliation especially surrounding the 820.
Posted: 26 Apr 2016 | Published: 26 Apr 2016

Infogix

A New Age of Selling: Work Like a Network to Grow Your Business
sponsored by Microsoft
WHITE PAPER: How can sales organizations use technology to close more deals with less effort? Access now to see concrete examples of successful sales leaders who are transforming the way they sell their solutions.
Posted: 07 Apr 2016 | Published: 01 Jul 2014

Microsoft

Best Practices to Shorten Budgeting, Planning, and Forecasting Windows
sponsored by IBM
WHITE PAPER: This resource offers best practices for accelerating the budgeting, planning, and forecasting cycle (BP&F). Technology selection is critical, planning should be iterative but automation should be prioritized, and don't forget about data security. Learn more inside...
Posted: 02 Mar 2016 | Published: 10 Mar 2015

IBM

Five Reasons to Consider SaaS for Your Business Applications
sponsored by Oracle Corporation
WHITE PAPER: Access this in-depth white paper to explore 5 potential benefits of deploying an SaaS business application with minimal risk, low initial investment, and great flexibility.
Posted: 04 Mar 2015 | Published: 31 Dec 2013

Oracle Corporation

Checklist: Selecting the Right e-invoicing Provider
sponsored by Netsend
WHITE PAPER: It can be challenging to choose between potential e-invoicing partners to find a solution that fits your needs. Access a checklist of key considerations to keep in mind when evaluating e-invoicing providers. Inside, discover the pros and cons of open and closed networks.
Posted: 18 Apr 2016 | Published: 18 Apr 2016

Netsend

The Big 4 in IT Evolution and How They Affect Your Integration Strategy
sponsored by IBM
WHITE PAPER: This infographic illustrates the impact of the "Big 4" forces in the evolution of IT—big data, the cloud, mobility, and social forces—providing statistics that depict how each force is already impacting workplaces, as well as their effects on B2B integration.
Posted: 04 Sep 2014 | Published: 04 Sep 2014

IBM
 
 
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