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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

The Best-of-Breed Advantage for Financial Management: Get the Full Benefit of the Cloud
sponsored by Intacct Corporation
WHITE PAPER: Uncover all the ins-and-outs of SaaS applications delivered via the cloud, and find out how this technology can help organizations meet their fluctuating business needs.
Posted: 22 May 2014 | Published: 31 Dec 2013

Intacct Corporation

Solutions for Accounting + Financials: Invoice Processing
sponsored by Perceptive Software
WHITE PAPER: Find out how the combination of process and content management products can optimize your accounts payable process, and uncover the ins-and-outs of 3 different invoice processing solutions.
Posted: 15 Jul 2014 | Published: 31 Dec 2012

Perceptive Software

Product Preview: Procurement
sponsored by Workday
WEBCAST: Watch this brief webcast now to learn how you can manage and control your organization's indirect spending.
Posted: 24 Apr 2014 | Premiered: Dec 2, 2013

Workday

Transforming Into Senior Digital Business Executives
sponsored by Gartner
WEBCAST: Tune in to this informative webcast to learn how you can make the most out of your role as CIO or IT manager and refocus your efforts on adding real business value to you enterprise. Click on the link and stream this informative webcast from the experts at Gartner to find out more.
Posted: 03 Jul 2014 | Premiered: Jul 3, 2014

Gartner

Transforming Customer Service in Financial Services: The 10 Rules
sponsored by Hewlett-Packard Company
WHITE PAPER: Find out why understanding and engaging customers is critical in order to successfully leverage both new and existing technologies, and uncover the 10 rules for transforming customer service in financial services.
Posted: 01 Jul 2014 | Published: 31 May 2014

Hewlett-Packard Company

How to Leverage Desktop Virtualization in the Financial Industry
sponsored by Dell, Inc.
WHITE PAPER: This whitepaper details a few scenarios in which VDI is best suited to meet the special requirements and budgetary constraints of datacenters that support financial service companies.
Posted: 10 Jul 2014 | Published: 10 Jul 2014

Dell, Inc.

The Hidden Costs of Quickbooks
sponsored by Intacct Corporation
WHITE PAPER: Find out when to move away from QuickBooks, and toward a cloud-computing based financial system, so your organization can continue to grow and prosper.
Posted: 23 May 2014 | Published: 31 Dec 2011

Intacct Corporation
 
 
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