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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

Preparing Audit-Ready Financials: Best Practices to Avoid Common Pitfalls
sponsored by Intacct Corporation
WHITE PAPER: Uncover the 4 ways to get "audit-ready", as well as a complete list of best practices to avoid common audit pitfalls.
Posted: 28 May 2014 | Published: 28 May 2014

Intacct Corporation

The Nonprofit CFO's Survival Guide
sponsored by Intacct Corporation
WHITE PAPER: Uncover the top nonprofit CFO challenges and unusual constraints of their financial management, as well as tips and best practices to overcome such challenges from nonprofit finance experts.
Posted: 27 May 2014 | Published: 31 Dec 2012

Intacct Corporation

How Investments in ERP Impacts Key Business Outcomes
sponsored by Sage Software
WHITE PAPER: Discover a complete list of key findings from a recent ERP survey conducted to better understand the associations between the overall effectiveness of the ERP infrastructure and business profitability.
Posted: 30 May 2014 | Published: 28 Feb 2014

Sage Software

Product Preview: Financial Management Overview
sponsored by Workday
WEBCAST: Watch this concise webcast now to uncover the ins-and-outs of an industry-leading real-time data analytics tool so you can accelerate financial efficiencies.
Posted: 23 Apr 2014 | Premiered: Jan 28, 2014

Workday

Product Preview: Business Driven Insights
sponsored by Workday
WEBCAST: Watch this brief webcast now for a demo of data visibility financial software, and uncover its key features.
Posted: 24 Apr 2014 | Premiered: Dec 2, 2013

Workday

Customer Video: AAA NCNU
sponsored by Workday
WEBCAST: Watch this concise webcast now to discover the single tool which integrates HR's and the financial department's information, so you can have transparent, real-time access to your data.
Posted: 22 Apr 2014 | Premiered: Oct 17, 2013

Workday

Outsourcing Mid-to-Back Office Processes: Where Should You Be Investing?
sponsored by OpenText GXS
WHITE PAPER: Find out how outsourcing non-core competencies allows security firms to focus on improving the overall client experience while managing processes to remain compliant.
Posted: 13 Jun 2014 | Published: 30 Apr 2014

OpenText GXS
 
 
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