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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

How Digital Services Can Give Your Building Society a Competitive Edge
sponsored by IPL
WHITE PAPER: With in-house development being too costly for most, third-party digital delivery platforms offer a genuine alternative by lowering the barriers to those new customers, who will suddenly be within much closer reach of even the smaller building societies and mutuals. 2015 is here, now is the time to act.
Posted: 06 Feb 2015 | Published: 31 Dec 2014

IPL

Adaptive IT
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: The CEB, a member-based advisory company, which represents major IT users, explains adaptive IT – a new model developed from feedback from CIO's worldwide – in this presentation.
Posted: 20 Oct 2014 | Published: 20 Oct 2014

ComputerWeekly.com

Mobile App Helps Simplify Business Processes, Lead-to-Cash Workflow
sponsored by Cisco & Fujitsu
VIDEO: View this concise video now to find out how I Heart Studios solved their business process problem, and what benefits they are enjoying because of it. Find out how they integrated a mobile application that manages the entire business process and lead-to-cash workflow.
Posted: 29 Oct 2014 | Premiered: 29 Oct 2014

Cisco & Fujitsu

Profitability Analysis at Your Fingertips
sponsored by IBM
WHITE PAPER: Find out how your business can survive rocky economic times by identifying your most profitable customers, products and sales channels to improve financial performance.
Posted: 31 Jul 2014 | Published: 31 Jul 2012

IBM

Overcoming the CFO's Blind Spot: The Sales Plan
sponsored by Anaplan
WHITE PAPER: Unfortunately for many CFOs, there exists quite a prominent blind spot when it comes to forecasting future earnings. The following white paper explores this problem and offers insights into the technology that can help shed light on these darkened, yet critical areas.
Posted: 09 Jan 2015 | Published: 09 Jan 2015

Anaplan

Fortune 500 Benefits provider solves the challenge of faster price quotes and quick business rules changes
sponsored by Progress
WHITE PAPER: Simply Unum is a major product and service platform that makes it easier for customers to do business with Unum.This innovative approach improves virtually every aspect of managing benefits, from making benefits selection with thousands of product combinations available to simplifying and reducing administration costs.
Posted: 29 Jan 2015 | Published: 30 Jun 2014

Progress

IBM Concert and IBM Cognos TM1 – Improving Performance by Reducing Decision-Making Latency
sponsored by IBM
WHITE PAPER: Discover a new performance management solution capable of delivering the speed and agility needed for a mobile workforce, all available in a cloud-based deployment.
Posted: 01 Aug 2014 | Published: 30 Apr 2014

IBM
 
 
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