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Investment Management Reports
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

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


Automating Accounts Payable – What You Need to Know
sponsored by Kofax from Lexmark
VIDEO: Watch this recorded webinar where Andrew Bartolini, Chief Research Officer of Ardent Partners, shares key strategies and approaches that AP and finance teams should consider when launching an AP automation initiative.
Posted: 28 Aug 2015 | Premiered: 28 Aug 2015

Kofax from Lexmark

5 Myths of Supplier Portals
sponsored by Kofax from Lexmark
VIDEO: View this on-demand webinar and learn how to get ahead with supplier self-service portals with The Hackett Group's Amy Fong, and watch the demo to learn how a supplier portal simplifies the work for AP organizations.
Posted: 31 Aug 2015 | Premiered: 31 Aug 2015

Kofax from Lexmark

SAP Simple Finance: Real-time Office of the CFO
sponsored by SAP
VIDEO: This video is your chance to get an inside look into the office of the CFO. Discover how tools like real-time analytics and comprehensive financial management platforms can help give CFO one single source of truth when making important decisions. Access now to determine if your CFO can benefit from a technological update.
Posted: 22 Sep 2015 | Premiered: 31 Mar 2015


How to Integrate AP Applications on Mobile Devices
sponsored by Kofax from Lexmark
WHITE PAPER: This guide provides implementation advice, real-world use cases and information about software solutions that extend AP Automation benefits, such as increased productivity, enhanced visibility and optimized cash management to mobile devices.
Posted: 27 Aug 2015 | Published: 27 Aug 2015

Kofax from Lexmark

Accounts Payable Efficiency Study
sponsored by Kofax from Lexmark
RESOURCE: This resource presents the results of a recent accounts payable study. Access now to learn why researchers found a mixed bag for the AP profession and discover the next steps you should be taking to better manage AP complexities.
Posted: 27 Aug 2015 | Published: 27 Aug 2015

Kofax from Lexmark

Preparing to Go Public: An€“ IPO Readiness Best Practice Guide
sponsored by Oracle Corporation
WHITE PAPER: Preparing for an IPO must be well thought out and skillfully managed. While the preparation process for an IPO is lengthy and complex, touching nearly all aspects of your business, you can access this white paper now for 4 modern finance best practices for IPO readiness to help you in your journey
Posted: 11 Nov 2015 | Published: 11 Nov 2015

Oracle Corporation

Can Compliant Communication Help the Financial Industry Rebuild Trust?
sponsored by BlackBerry
WHITE PAPER: This white paper serves as a guide for financial services CIOs seeking a mobile-ready solution for their business, one which both empowers employees and ensures compliance. Access this paper now to learn the benefits of secure chat
Posted: 14 Oct 2015 | Published: 14 Oct 2015

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