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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

Common Pitfalls of a High Growth Business Infographic
sponsored by Sage Software - Live
RESOURCE: Explore 4 ways you could improve your chances of seamless business growth, including: keep your competitors close, find the right resources, and 2 more.
Posted: 12 Jul 2016 | Published: 12 Jul 2016

Sage Software - Live

Orrstown Bank Invests in Centralized Security Visibility to Promote Business Intelligence
sponsored by Splunk
CASE STUDY: Read this case study to determine how Orrstown Bank leveraged a cloud security platform to provide increased visibility into its complex hybrid IT infrastructure, resolve threats and maintain required compliance.
Posted: 02 Jun 2016 | Published: 02 Jun 2016

Splunk

Assessment Tool: How Do Your Financial Analytics Measure Up?
sponsored by IBM
RESOURCE: Complete this free assessment to discover recommendations from Ventana Research for potential avenues of improvement to your financial analytics.
Posted: 04 Mar 2016 | Published: 04 Mar 2016

IBM

Tips for Streamlining Financial Processes and Providing Real Time Reporting
sponsored by Infor
WHITE PAPER: Discover how to address the growing gap between what a modern financial department should be able to and what they are able to accomplish with their current toolset. See detailed breakdowns of time spent, how to set a strategy, how to banish silos, and how to maximize ROI.
Posted: 25 Jul 2016 | Published: 25 Jul 2016

Infor

THE ZEN OF A CONNECTED BUSINESS
sponsored by Sage Software - Live
WHITE PAPER: This white paper describes 3 warning signs that indicate your disconnected financial applications are holding you back. Also, learn how migrating to a unified cloud solution can improve financial forecasts, enable you to act on more accurate information, increase productivity, and more.
Posted: 23 Jun 2016 | Published: 23 Jun 2016

Sage Software - Live

Take Back Control of your Business
sponsored by Sage Software
WHITE PAPER: To sustain profitable growth, you must take back control of your business processes. Learn how the right business management system integrates all information and workflows so your entire company is operating from the same information.
Posted: 17 May 2016 | Published: 17 May 2016

Sage Software

Evaluating the Top CPM Vendors
sponsored by IBM
WHITE PAPER: In this Nucleus Research paper, compare the top CPM vendors—including Oracle, IBM, Infor, and more—and learn which are the most competitive when it comes to offering features like out-of-the-box capabilities that drive accelerated time to value.
Posted: 02 Mar 2016 | Published: 31 May 2015

IBM
 
 
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