Business of Information Technology  >   Business Management  >   Financial Management  >  

Investment Management

RSS Feed    Add to Google    Add to My Yahoo!
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 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

CIO Trends #3: Nordics
sponsored by ComputerWeekly.com
EGUIDE: In this Nordic e-guide we look at how CIOs can succeed in the age of digital transformation. Find out if you have what it takes because the opportunity is massive if you get digital right. There is also some advice for CIOs looking to get more out of their budget so they can fund digital initiatives.
Posted: 19 Dec 2016 | Published: 19 Dec 2016

ComputerWeekly.com

Overcoming Project Portfolio Management's Common Challenges
sponsored by Innotas
DATA SHEET: Many companies struggle to keep up with the requests generated my the constant stream of projects; that's where project portfolio management (PPM) comes in. Access this data sheet to gain an understanding how PPM will benefit your business. Learn about the most common challenges facing PPM, how to overcome them, and more.
Posted: 29 Nov 2016 | Published: 29 Nov 2016

Innotas

How To Foster Greater Collaboration and Support Enterprise Objectives Through Business Networks
sponsored by Basware
WHITE PAPER: 40% of B2B activity in the US, and 20% world-wide, is done electronically through business networks. Access this white paper to learn what business networks are capable of, and discover how to create circles of improved collaboration and support enterprise objectives.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Basware

Turbocharge your Oracle ERP with the Ultimate Superpower
sponsored by Coupa
WHITE PAPER: ERP is the financial backbone that holds your organization together, but what if you could make it stronger? Access this white paper to discover 9 ways to supercharge your ERP to become a trendsetter in your field.
Posted: 11 Jan 2017 | Published: 30 Dec 2016

Coupa

Go to Market with a New Analytic Product in Just 8 Weeks
sponsored by Birst
CASE STUDY: In considering analytics to improve customer value and boost product differentiation, Qvidian (a sales software provider) needed to make a build vs. buy decision. And they decided to buy. Explore how they got up and running with embedded analytics in just 8 weeks, and learn 6 benefits they're now experiencing.
Posted: 12 Jan 2017 | Published: 01 Nov 2015

Birst
 
 
Visit WhatIs.com - a knowledge exploration and self-education tool about information technology.

About TechTarget:

TechTarget provides enterprise IT professionals with the information they need to perform their jobs - from developing strategy, to making cost-effective IT purchase decisions and managing their organizations' IT projects - with its network of technology-specific Web sites, events and magazines

All Rights Reserved, Copyright 2000 - 2017, TechTarget | Read our Privacy Statement