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Investment Management Reports
 
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

The Digital Effect on Business Process Management
sponsored by SearchCIO.com
EBOOK: Business process management in the digital era is a whole new deal. In this SearchCIO handbook, find out how businesses must adapt BPM systems to meet the needs of the digital customer.
Posted: 13 Apr 2015 | Published: 13 Apr 2015

SearchCIO.com

Rethinking Cloud Content Collaboration in Financial Services
sponsored by Box
WHITE PAPER: Access this white paper to see how cloud-based content collaboration can meet customer demands in financial services while increasing productivity, and allowing the business to get around capacity and speed-to-market issues.
Posted: 20 May 2015 | Published: 20 May 2015

Box

2015 Cloud PSA Evaluation Guide
sponsored by FinancialForce
RESOURCE: Learn how to properly evaluate PSA systems in this essential guide. Discover the role cloud technology plays in modern PSA's and what capabilities matter most when selecting a PSA system for your organization.
Posted: 27 Apr 2015 | Published: 31 Dec 2014

FinancialForce

The Perfect Accounts Payable Process
sponsored by Esker Inc.
RESOURCE: Converting paper to digital is key to making the perfect accounts payable process. This infographic lists the ingredients and directions for creating a more efficient accounts payable process.
Posted: 23 Jan 2015 | Published: 23 Jan 2015

Esker Inc.

Scalability Testing of an IBM Cognos Business Intelligence V10.1 Enterprise Deployment
sponsored by IBM
WHITE PAPER: This paper describes scalability testing performed with IBM Cognos Business Intelligence – a simple but complete enterprise platform that addresses the needs of business intelligence (BI) in a single architecture.
Posted: 26 Feb 2015 | Published: 26 Feb 2015

IBM

Performance Management Without Biases
sponsored by Information Builders
WHITE PAPER: Discover how your organization can find a single, unified solution for your performance management needs. Learn how you can address all your performance requirements to deliver a holistic view of performance across your enterprise by easily accessing any metric from any source without compromise.
Posted: 27 May 2015 | Published: 27 May 2015

Information Builders

Projects
sponsored by Workday
VIDEO: This short video introduces a suite of applications that can give you insight into the elements that make a team or project successful, the areas of the company that may be weak or struggling, and ways to improve overall effectiveness and productivity.
Posted: 20 Mar 2015 | Premiered: 30 Oct 2014

Workday
 
 
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