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Money Management White Papers (View All Report Types)
 
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

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

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

Mitigate Model Risk and Reduce Model-Related Costs
sponsored by SAS
WHITE PAPER: By establishing risk mitigation and cost reduction strategies targeted at model implementation and operation, you can easily identify models that are vital for guiding the direction of your business. Discover an approach to model risk management that supports your internal decision-making processes.
Posted: 25 Jul 2016 | Published: 31 Dec 2015

SAS

THE ZEN OF A CONNECTED BUSINESS
sponsored by Sage Live
WHITE PAPER: This white paper describes 3 warning signs that indicate your disconnected financial applications are holding you back. Also, learn how migrating to a unified cloud solution can improve financial forecasts, enable you to act on more accurate information, increase productivity, and more.
Posted: 23 Jun 2016 | Published: 23 Jun 2016

Sage Live

The Top 10 Industries with Data Monetization Opportunities
sponsored by Birst
WHITE PAPER: Explore the 10 industries that can monetize the data they're already generating. Learn who gains from the data found in retail, manufacturing, telecommunications, and other industries. In addition, discover what it is that can be gained from the sale of this data and how you can cater to those needs.
Posted: 22 Nov 2016 | Published: 22 Nov 2016

Birst

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

Aberdeen Group Checklist: The Path from Historical Baselines to Advanced Analytics in FP&A
sponsored by IBM
WHITE PAPER: A recent study conducted by Aberdeen Group highlighted the benefits of using analytics in planning, budgeting, and forecasting. But creating accurate forecasts can be a challenge out of the gate. This checklist provides the steps for transforming organizations that are inexperienced with analytics into FP&A pros.
Posted: 26 Jul 2016 | Published: 26 Jul 2016

IBM
 
 
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