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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

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

Gaining Business Agility in the Cloud Through Smarter Sourcing
sponsored by Sungard
WHITE PAPER: This white paper examines how smart sourcing provides enterprises with a flexible tool for dealing with uncertain futures by supplying a platform for agility and greater visibility into spending and the value of their investments.
Posted: 24 Sep 2014 | Published: 24 Sep 2014

Sungard

Clarifying the Value of Human Capital for Finance Professionals
sponsored by Workday
WHITE PAPER: HR and Financials together? Research indicates 81% of organizations believe it's important to align the workforce to goals and financials, yet 46% say Finance doesn't work with HR to improve the process. Read this whitepaper from Ventana Research for a complete report on unifying the management of people and financials.
Posted: 08 Oct 2014 | Published: 31 Dec 2013

Workday

Customer Video: Yahoo!
sponsored by Workday
VIDEO: This video details the solution Yahoo! HR chose in order to replace their legacy system, speed up data analytics and become a strategic business partner.
Posted: 14 Oct 2014 | Premiered: 04 Apr 2012

Workday

Managing Complex Decision-Making Processes in the Financial Services Industry
sponsored by IBM
WHITE PAPER: In this whitepaper, you'll learn what strategies and technologies financial institutions can adopt in order to attain new levels of efficiency and competitive differentiation.
Posted: 30 Jul 2014 | Published: 30 Jul 2014

IBM

Enhancing the Customer Experience and Securing Endpoints with Biometrics
sponsored by NEC Corporation of America
TRANSCRIPT: This resource introduces NEC Corporation's NeoFace suite, a set of highly accurate facial recognition tools that use advanced facial processing and matching algorithms, and describes the business applications of biometrics.
Posted: 14 Oct 2014 | Published: 14 Oct 2014

NEC Corporation of America

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

Resolving Key Integration Challenges For Financial Applications
sponsored by Workday
EGUIDE: Learn about how regulatory pressures and the need to improve quality are forcing financial institutions to rethink their reference data management strategies, and how analytics are playing a key role in the integration process.
Posted: 29 Sep 2014 | Published: 29 Sep 2014

Workday
 
 
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