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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

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

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

What are the Key Challenges Facing Process Manufacturers?
sponsored by Sage Software
RESOURCE: Uncover the key challenges facing process manufacturers and 6 components you need to look for when looking for flexible cost-effective business management solutions.
Posted: 28 Nov 2016 | Published: 28 Nov 2016

Sage Software

Harnessing Creativity to Make Powerful Decisions
sponsored by Global Knowledge
WHITE PAPER: Creativity is the "due diligence" of effective problem analysis. It is through creativity that the best possible solution for a problem is discovered. Without creativity, decisions are often one-dimensional, superficial, and near-sighted.
Posted: 13 Dec 2016 | Published: 13 Dec 2016

Global Knowledge

3 Risks in the Oil and Gas Industry to Overcome
sponsored by SNP America, Inc.
WHITE PAPER: During mergers and acquisitions (M&As), business operations must stay intact (and, in fact, speed up) while reducing risks. Learn how oil and gas companies are overcoming M&A challenges, and 3 key strategies for your organization to do the same.
Posted: 24 Jan 2017 | Published: 24 Jan 2017

SNP America, Inc.

6 Critical Components of a Successful Purchase-to-Pay Initiative
sponsored by Basware
WHITE PAPER: 30% of financial practitioners expect business networks to become an influential trend in procure-to-pay (P2P) over the next three years. There are 6 critical components to implementing a successful P2P initiative. Access this white paper to learn these steps, why P2P is becoming vital to business growth, and more.
Posted: 18 Nov 2016 | Published: 18 Nov 2016

Basware

How Cloud Providers Bridge the Gap Between IT and the rest of the Enterprise
sponsored by VMWare and CenturyLink
EGUIDE: While 95% of C-level executives have a 5-year cloud strategy, only 38% have integrated their business and cloud computing strategies. Access this e-guide to get advice from four expert cloud service providers, as well as three considerations to improve your cloud orchestration toolbox.
Posted: 14 Feb 2017 | Published: 10 Feb 2017

VMWare and CenturyLink
 
 
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