Money Management White Papers

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May 25, 2013

Business of Information Technology > Business Management > Financial Management >
Money Management

Money Management White 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 TOPICS: Outsourcing \| Trends \| Vendor Selection \| Wealth Management \| Wealth Management Industry

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 TOPICS: CRM \| CRM Software \| Customer Data Integration \| Customer Data Management \| Customer Profiles \| Customer Service \| Microsoft Outlook \| Wealth Management

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 TOPICS: Compliance Best Practices \| Financial Industry Organizations \| Financial reporting software \| Financial Service Providers \| Financial Services Industry \| Risk Management \| Wealth Management

Steps to Take Before Choosing a Business Continuity Partner sponsored by Asigra WHITE PAPER: This research brief will highlight certain actions necessary in formulating a business continuity strategy and help determine if they need to outsource part, or all of the business continuity process. Posted: 23 May 2013 \| Published: 31 Jan 2013 TOPICS: Budgeting \| Business Continuity Planning \| Disaster Planning \| Disaster Recovery \| Financial Management \| Storage Management \| Strategic Planning \| Surveys

Bringing Together ESB and Big Data sponsored by Talend WHITE PAPER: This resource describes how enterprise service buses (ESBs) can drive the success of big data initiatives by integrating data from disparate systems securely and reliably. Inside, learn how ESBs can help you realize the full potential of big data and boost business performance. Posted: 15 Mar 2013 \| Published: 15 Mar 2013 TOPICS: Business Intelligence \| Business Intelligence Software \| Business Management \| Business Performance Management \| Data Analytics \| Data Integration \| Data Management \| Data Mining \| Data Mining Software \| ESB \| SOA

The Essential Guide to Developing a Social Recruiting Strategy: Bigger. Better. Hired. Part 1 sponsored by Jobvite WHITE PAPER: In this comprehensive, three-part guide, business leaders will learn all they need to know to develop an effective social recruitment strategy of their own in order to find more qualified, quality talent and drive business success. Posted: 25 Apr 2013 \| Published: 25 Apr 2013 TOPICS: Business Management \| Business Performance Management \| Human Resources Management \| Human Resources Services \| Recruiters \| Recruiting Services \| Social Computing \| Social Networking \| Talent Management \| Workforce Management Software \| Workforce Planning

Sharpen your focus on core business goals: Business Process Outsourcing sponsored by Hewlett-Packard Company WHITE PAPER: This resource describes how business process outsourcing (BPO) can help relieve the managerial burden on your organization by solving complex industry-specific and cross-industry challenges while supporting better business outcomes. Posted: 28 Mar 2013 \| Published: 31 Oct 2010 TOPICS: Business Management \| Business Performance Management \| Business Process Management \| Business Process Outsourcing \| Business Processes \| Customer Satisfaction \| Financial Industry Organizations \| Financial Service Providers \| Financial Services \| Health Care Industry \| Public Sector \| Transportation Industry

Achieve Your Vision for Growth: Credit Services for EMEA sponsored by Hewlett-Packard Company WHITE PAPER: This resource describes how the right financial service partner can help you reduce costs, manage credit risk, decrease capital expenditure, and more. See if an outsourcing strategy meets your business needs by reading on to learn more now. Posted: 28 Mar 2013 \| Published: 31 Aug 2010 TOPICS: Accounting \| Business Management \| Business Process Management \| Business Process Outsourcing \| Business Processes \| Financial Management \| Financial Service Providers \| Financial Services \| Financial Services Industry \| Outsourcing \| Risk Management

Accelerate Your Financial Close with Peer-to-Peer Intercompany Reconciliation sponsored by SAP America, Inc. WHITE PAPER: This resource describes how the SAP Intercompany application can remove the biggest barrier from your financial close process – enabling reporting units to reconcile intercompany balances earlier while liberating central finance from labor-intensive involvement. Posted: 20 Mar 2013 \| Published: 31 Dec 2012 TOPICS: Accounting \| Accounting Software \| Financial Applications Software \| Financial Management \| Financial Reporting \| Financial reporting software \| Financing \| Sales \| SAP (Product)

The Power of Three: The Benefits of an Integrated Approach to Contract, Revenue and Compliance Management sponsored by Revitas, Inc. WHITE PAPER: This Forrester report evaluates the expectations that manufacturing and technology firms have of the software used to manage three critical business processes behind channel partner relationships. Also inside, discover whether integrated strategies are viable for contract, revenue, and compliance management. Posted: 17 May 2013 \| Published: 17 May 2013 TOPICS: Analytic Applications Software \| Benefits \| Business Intelligence \| Business Intelligence Software \| Business Process Management \| Business Process Management Software \| Channel Management \| Channel Management Software \| Financial Management \| Incentive Management \| Incentive Management Software \| IT Industry \| Manufacturing \| Manufacturing Industry \| Manufacturing Industry Organizations \| Manufacturing Software \| Partnerships \| Regulatory Compliance \| Sales \| Sales Channels

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