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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

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

CFO Research Study - Linking Numbers and Narratives
sponsored by IBM
ANALYST REPORT: This white paper explains the importance of understanding financial numbers and how to get the most out of your narrative analysis.
Posted: 16 Jul 2014 | Published: 31 Jul 2012

IBM

Banco Galicia Plans its Global Future with the Help of IBM and SAP
sponsored by IBM
CASE STUDY: In this case study you will learn how one of Argentina's top three private banks deployed this infrastructure and was able to develop and launch new banking and financial products much faster, helping the bank to win new customers from private and corporate banks and improve its competitiveness.
Posted: 24 Jul 2014 | Published: 30 Jun 2013

IBM

Solutions for Accounting + Financials: Invoice Processing
sponsored by Perceptive Software
WHITE PAPER: Find out how the combination of process and content management products can optimize your accounts payable process, and uncover the ins-and-outs of 3 different invoice processing solutions.
Posted: 15 Jul 2014 | Published: 31 Dec 2012

Perceptive Software

CFO Research - Beyond Numbers: The Challenge of Telling your Company's Story
sponsored by IBM
WHITE PAPER: This white paper explains how a narrative analysis can ultimately help CFOs with their planning and assist company growth.
Posted: 16 Jul 2014 | Published: 31 Jul 2013

IBM

Bridging the Business/IT Divide in B2B Integration
sponsored by IBM
WHITE PAPER: This research report presents results from a survey of 360 line of business managers in regards to B2B integration, and also offers recommendations on narrowing the gap between business and IT to maximize returns from B2B integration initiatives.
Posted: 16 Jun 2014 | Published: 30 May 2014

IBM

Oracle e-business suite financial close processes
sponsored by Automic
WHITE PAPER: If you're scrambling to meet financial reporting deadlines or stay compliant, automation can help. Dive into this white paper that explores the key capabilities that can help your organization automate the financial close period.
Posted: 08 Sep 2014 | Published: 08 Sep 2014

Automic

Case Study: Latham & Watkins Optimize Their Workflow Management
sponsored by ServiceNow
WEBCAST: In this informative case study, discover how Latham & Watkins was able to optimize their business operations with new workflow management solutions.
Posted: 05 Sep 2014 | Premiered: Jul 30, 2014

ServiceNow
 
 
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