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Investment Management Reports
 
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

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

CIO and leadership survey 2017
sponsored by ComputerWeekly.com
RESEARCH CONTENT: This survey of 80 CIOs and IT leaders by Coeus Consulting shows the technology and financial trends facing IT leaders and businesses.
Posted: 27 Jan 2017 | Published: 27 Jan 2017

ComputerWeekly.com

The Service Business Game-Changer: How Business Management Technology Can Benefit You
sponsored by TechData - Connectwise
WHITE PAPER: There are many challenges to overcome in the service business, a lot of which stem from manual activities. Doing things the manual way can waste time, precious data, and money. Switching to automated processes with a business management technology can help remedy these challenges. Read the following white paper to find out how.
Posted: 23 Mar 2017 | Published: 23 Mar 2017

TechData - Connectwise

The need for data automation in Hyperion Financial Management
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: Hyperion Financial Management (HFM) is a core tool for many organisations in dealing with their financial planning, consolidations and reporting. Although it has its strengths, its weaknesses can open organisations up to major problems, say Quocirca analysts Clive Longbottom and Rob Bamford.
Posted: 19 Jan 2017 | Published: 19 Jan 2017

ComputerWeekly.com

The Challenge: Aligning IT with Business Objectives
sponsored by Hosting.com
EBOOK: Open this e-book to discover whether or not your IT and business objectives are in alignment, as well as some tips on how to make this happen.
Posted: 22 Jun 2017 | Published: 22 Jun 2017

Hosting.com

The gender pay gap
sponsored by ComputerWeekly.com
RESEARCH CONTENT: This survey of 1,000 UK workers by CV-Library found that the pay gap is still a concern for professionals working in the UK.
Posted: 26 Apr 2017 | Published: 26 Apr 2017

ComputerWeekly.com
 
 
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