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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

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 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

Case Study: Enhancing Risk Mitigation with Automated, Flexible Analytics
sponsored by Infogix
CASE STUDY: Meta Payments Systems wanted to identify and mitigate information risks proactively within their processing environment by deploying automated analytics. Find out how they enhanced visibility, generated valuable operational insight, and resolved information risks with an advanced analytics platform.
Posted: 08 Aug 2016 | Published: 31 Dec 2015

Infogix

7 Capabilities in Performance Management for a World of Volatility, Uncertainty and Risk
sponsored by IBM
WHITE PAPER: Finance teams are often slow in delivering important data and analysis business executives to make informed decisions. Performance management tools can help, but in what ways? In this white paper, learn 7 key capabilities of performance management software, how you can accelerate analytics insights, and more.
Posted: 26 Jul 2016 | Published: 31 Dec 2015

IBM

Revenue Manager's Guide: Demystifying Price Optimization
sponsored by SAS
WHITE PAPER: Revenue management has changed and evolved to include an analytics approach to price optimization. Get the facts about this approach and the trends affecting its evolution. Plus, discover a flexible, integrated optimization technology that calculates both optimal price and protection levels.
Posted: 21 Jul 2016 | Published: 31 Dec 2013

SAS

Expense Management: Flexible Systems for More Efficiency and Compliance Capabilities
sponsored by Infor
VIDEO: This video explores how Raymond James Financial implemented expense management, enabled flexibility, and enhanced compliance capabilities. Find out how they improved reporting, sped up turnaround on payment and expense reports, eliminated manual routing and exception reporting, and more.
Posted: 12 Aug 2016 | Premiered: 12 Aug 2016

Infor

Software guide: Extending Planning & Forecasting with Analytics
sponsored by IBM
WHITE PAPER: This paper addresses the challenges of planning, budgeting and forecasting in a spreadsheet environment and highlights the advantages of using dynamic planning tools. Read on and learn how to join the ranks of companies that consistently deliver timely, reliable plans and forecasts.
Posted: 26 Jul 2016 | Published: 31 Mar 2014

IBM

Turning Digital Challenges into Innovation Opportunities
sponsored by Magenic
WHITE PAPER: Even in today's unforgiving economic climate, many forward-thinking financial services companies like Deloitte and State Farm are tackling fast-paced digital innovation. See how the key needs of banking and insurance overlap and glean helpful insights into how you can increase operational efficiency and enhance the customer experience.
Posted: 06 Jul 2016 | Published: 30 Jun 2016

Magenic

Secure, Scalable Content Collaboration
sponsored by IBM
VIDEO: This short video highlights how a CIO of a national leading bank improved critical steps of a loan application process to ensure sensitive customer information and documents are being handled in the best way. Gain ideas on how you can improve your content management processes to keep important information secure and help improve customer service.
Posted: 27 Jul 2016 | Premiered: 17 Mar 2016

IBM
 
 
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