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| Nov 22, 2009 |
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The Financial Close: Optimizing Performance and Driving Financial Excellence
sponsored by SAP America Inc
WHITE PAPER:
The term "financial close" describes a corporation's ability to complete its accounting cycles and produce financial statements for internal management and external legal reporting. This paper identifies solutions to help organizations improve and sustain their close times and address the challenges associated with automating internal controls
Posted: 05 Jun 2009 | Published: 05 Jun 2009
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Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools
sponsored by Pivotal CRM, a CDC Software solution
WHITE PAPER:
In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity.
Posted: 20 Feb 2009 | Published: 20 Feb 2009
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