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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

Real-Time Data and Analytics Transforming Finance
sponsored by Workday
EGUIDE: Learn from Robert Kugel and Kristina West about how in-memory technology and real-time data are transforming finance and current barriers to adoption.
Posted: 29 Sep 2014 | Published: 29 Sep 2014

Workday

Managing Complex Decision-Making Processes in the Financial Services Industry
sponsored by IBM
WHITE PAPER: In this whitepaper, you'll learn what strategies and technologies financial institutions can adopt in order to attain new levels of efficiency and competitive differentiation.
Posted: 30 Jul 2014 | Published: 30 Jul 2014

IBM

Cloud enabling the banking industry
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: This report explores how the banking industry architecture network (Bian) service landscape may be used to define a comprehensive commercial blueprint that could be used to cloud-enable the banking industry.
Posted: 20 Oct 2014 | Published: 20 Oct 2014

ComputerWeekly.com

Implementing Global E-Invoicing with Guaranteed Legal Certainty
sponsored by OpenText GXS
WHITE PAPER: This white paper explains the role local tax compliance plays in successful supply chain management and e-business initiatives, and how leading global brands and governments are addressing this need.
Posted: 11 Aug 2014 | Published: 11 Aug 2014

OpenText GXS

How Enterprising Companies Are Moving Business Reporting to the Cloud
sponsored by Workiva
WHITE PAPER: Learn about a cloud-based solution that can help your company transform business reporting.
Posted: 18 Sep 2014 | Published: 31 Aug 2014

Workiva

The Value of Automating Sales Compensation
sponsored by IBM
WHITE PAPER: Access this resource to discover the story behind automating sales compensation management.
Posted: 30 Jul 2014 | Published: 30 Jul 2014

IBM

Stepping Out of the Confines of Finance
sponsored by Adaptive Insights
WHITE PAPER: Access this report to get gain deeper insight into why the CFOs role has changed, and get an outline of the main challenges facing the CFO. Inside, learn about the personal and professional competencies that the CFO must develop in order to succeed in the future.
Posted: 23 Sep 2014 | Published: 31 Mar 2013

Adaptive Insights
 
 
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