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Money Management White Papers (View All Report Types)
 
Equipping Financial Advisors with Wealth Management Tools for the Digital Era
sponsored by Accenture
WHITE PAPER: Thanks to a proliferation of resources, the financial advisor no longer serves as the sole conduit between the individual client and the investment community. Discover which wealth management tools are making the greatest impact on the client experience so financial advisors can better equip themselves for the digital era.
Posted: 16 Nov 2016 | Published: 31 Dec 2015

Accenture

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

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

Better Project Management Means A Better Business & Less Worry
sponsored by TechData - Connectwise
WHITE PAPER: Your business has a lot going on, and your projects should help you keep track of all those moving pieces. But if your project management isn't up to par, projects become just one more thing to worry about. Learn how you can use ConnectWise Manage to achieve better control over your projects across departments and teams.
Posted: 23 Mar 2017 | Published: 23 Mar 2017

TechData - Connectwise

Transforming Finance Processes for the Digital Economy
sponsored by SAP
WHITE PAPER: Finance is at the heart of the digital business, but the financial processes and technology platforms that have been utilized in the last 20 years aren't agile enough for the digital economy. Access this white paper to explore a modern approach to managing critical processes like planning and analysis, risk management, compliance, and more.
Posted: 17 Oct 2016 | Published: 17 Oct 2016

SAP

A Structured Design Approach to Business Process Automation & Custom Software Development
sponsored by Red Hat
WHITE PAPER: Discover how to modernize business automation by capitalizing on advances in software development infrastructure, and incorporate them into a new structured, 6-step design approach that eliminates additional risk.
Posted: 21 Jul 2016 | Published: 21 Jul 2016

Red Hat

Leading the Data-Driven Transformation: The CIO & The New Age of Data Quality
sponsored by Trillium Software
WHITE PAPER: Discover the top 6 challenges modern CIOs face, and explore how to leverage data quality to propel CIO success. Learn the best practices for sustainable information management strategies, allowing your CIOs to transform your business models through data-driven digitization.
Posted: 15 Aug 2016 | Published: 01 Aug 2016

Trillium Software

The Game Changes: 10 Essential Elements for Truly Effective Compliance Programs
sponsored by IBM
WHITE PAPER: Finding a way to make compliance effective is imperative and yet still elusive for many organizations. In this white paper from Steinberg Governance Advisors, Inc., learn what "effective" compliance really means by exploring 10 essential elements.
Posted: 26 Jul 2016 | Published: 31 Dec 2012

IBM
 
 
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