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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

The Great Excel Escape
sponsored by SearchFinancialApplications
EBOOK: With finance professionals holding fast to their Excel spreadsheets, it's been a struggle to prove that companies need more modern, collaborative tools.
Posted: 11 Aug 2014 | Published: 11 Aug 2014

SearchFinancialApplications

Outsourcing Mid-to-Back Office Processes: Where Should You Be Investing?
sponsored by OpenText GXS
WHITE PAPER: Find out how outsourcing non-core competencies allows security firms to focus on improving the overall client experience while managing processes to remain compliant.
Posted: 13 Jun 2014 | Published: 30 Apr 2014

OpenText GXS

Co-operative Financial Services
sponsored by HID
CASE STUDY: Explore this case study to learn how a financial services organization in the UK implemented a solution to address identity and access issues.
Posted: 31 Jul 2014 | Published: 25 Mar 2013

HID

What Ever Happened to the Virtual Close?
sponsored by Adaptive Insights
WHITE PAPER: Access this exclusive paper that discusses how CFOs are once again trying to perfect the process of closing the books, and this time, not in a way that should be solely focused on doing it faster. Learn from several financial executives why patience is vital when dealing with the virtual close.
Posted: 17 Sep 2014 | Published: 30 Nov 2011

Adaptive Insights

Are You Ready For a New Era in B2B Collaboration?
sponsored by IBM
WHITE PAPER: This white paper examines what companies can do to modernize their approach to business-to-business collaboration in response to trends like globalization, consumerization, and mobility.
Posted: 03 Sep 2014 | Published: 31 Mar 2014

IBM

The Changing Landscape of ITSM
sponsored by SearchCIO.com
EBOOK: It's a brave new world for IT service management. Managing IT services today requires CIOs to keep up with cloud, mobile and users' insistence on self-service IT.
Posted: 18 Jun 2014 | Published: 18 Jun 2014

SearchCIO.com

Uncovering Bust-Out Fraud with FICO Identity Resolution Engine
sponsored by FICO
WHITE PAPER: Discover how a powerful new social link analysis technology can help banks improve detection of bust-out fraud perpetrators, and better protect their funds.
Posted: 11 Jun 2014 | Published: 31 Dec 2013

FICO
 
 
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