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Investment Management Reports
 
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

Embedded BI Gives Business Users the Inside Track on Analytics
sponsored by SearchBusinessAnalytics
EBOOK: Analytics-savvy users find that embedded BI software gives them more control over their data as self-service business intelligence gains greater popularity.
Posted: 26 Jul 2016 | Published: 25 Jul 2016

SearchBusinessAnalytics

How to Turn Your Cloud into a Rainmaker
sponsored by Cloudyn
WHITE PAPER: In this white paper, learn how to compare the performance of the cloud to on-premise when it comes to IT infrastructure efficiencies, IT workforce productivity, and total-cost-of-ownership. Also, discover 5 ways to maximize your cloud ROI.
Posted: 16 Aug 2016 | Published: 16 Aug 2016

Cloudyn

Tips for Streamlining Financial Processes and Providing Real Time Reporting
sponsored by Infor
WHITE PAPER: Discover how to address the growing gap between what a modern financial department should be able to and what they are actually able to accomplish with their current toolset. See detailed breakdowns of time spent, how to set a strategy, how to banish silos, and how to maximize ROI.
Posted: 25 Jul 2016 | Published: 25 Jul 2016

Infor

Interaction Analytics: Go Beyond Standard Data Gathering & Analyze a Wider Range of Sources
sponsored by NICE Systems, Inc
WHITE PAPER: This infographic defines interaction analytics and how it goes beyond standard data gathering to analyze a wider range of sources including audio, chat, surveys, and social media. Learn how companies like Morgan Stanley, GoDaddy, and eBay use this solution to lower costs and increase sales.
Posted: 19 Aug 2016 | Published: 01 Jul 2016

NICE Systems, Inc

Affordable Business Transformation: "Just Right" IT for SMBs
sponsored by HPE and Intel®
CASE STUDY: Examine several case studies which demonstrate how to facilitate successful digital transformation in your small to midsize business (SMB). Whether your organization is in the retail, construction, beverage, or energy industry, discover how to make the most of your investments by directing your efforts in 4 key areas.
Posted: 10 Jun 2016 | Published: 10 Jun 2016

HPE and Intel®

Northwestern University Builds Customized Financial Models Across Departments to Attract the Best Students
sponsored by IBM
WEBCAST: Watch this brief video to see how Northwestern University gained real-time insight into costs, tuition and enrollment, and enhanced its forecasting, budgeting and reporting capabilities by replacing its spreadsheets. Learn how the tool Northwestern adopted streamlined financial practices, eliminating administrative hiccups and saving time.
Posted: 02 Aug 2016 | Premiered: Jun 25, 2015

IBM

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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