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Investment Management Reports
 
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

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

IT Market Clock for Financial Management Applications, 2014
sponsored by Workday
WHITE PAPER: Access this in-depth Gartner report to learn about the IT Market Clock for financial management applications.
Posted: 03 Apr 2015 | Published: 26 Aug 2014

Workday

Strategies for the age of digital disruption
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: Disruption can happen at any time, in any sector, and its effect on traditional organisations can be fundamental. Capgemini offers some strategic advice.
Posted: 25 Feb 2015 | Published: 25 Feb 2015

ComputerWeekly.com

Paper-Free AP Invoicing: Achieving Best-in-Class Results with Automation
sponsored by Esker Inc.
VIDEO: Despite the obvious benefits, many organizations are still hesitant to go paperless for their AP. Access this exclusive webinar to hear from Jon seaman, account executive at Esker and learn about how AP automation software could change the way your organization does business.
Posted: 08 Apr 2015 | Premiered: 12 Mar 2015

Esker Inc.

Robust Data Collection Functionality Combined with Finance Controls, Data Validation and Comprehensive Auditability
sponsored by Winshuttle, LLC
VIDEO: In this exclusive video, learn the benefits of SAP finance software which can improve and standardize your financial operations by using resources you already have with no new programming. Read on to learn about benefits like easy SAP downloads, streamlined business processes, faster closing times, and shorter billing cycles.
Posted: 04 Mar 2015 | Premiered: 04 Mar 2015

Winshuttle, LLC

Realize the Importance of Data Analytics for Storage Purposes
sponsored by Catalogic Software
WHITE PAPER: This white paper profiles one large financial institution that found a scalable approach to cataloging meta-data from many sources including intelligent storage devices, hypervisors, and cloud infrastructure.
Posted: 23 Mar 2015 | Published: 23 Mar 2015

Catalogic Software

Understand the role of the hybrid cloud in the business world
sponsored by IBM
EBOOK: Check out this guide to find out how the hybrid cloud can impact 4 major business units, including finance, marketing, operations, and human resources.
Posted: 05 Jan 2015 | Published: 01 Nov 2014

IBM

Eyewear Company Settles 250,000 Transactions Annually With Payment Integration Suite
sponsored by Delego
CASE STUDY: One of the world's fastest growing manufacturers of fashion eyewear needed a scalable system to process over 250,000 transactions each year. Read this case study to discover how this eyewear company was able to anticipate a 50% increase in revenue while reducing risk of a credit card data breach.
Posted: 02 Dec 2014 | Published: 02 Dec 2014

Delego
 
 
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