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Investment Management Reports
 
Equipping Financial Advisors with Wealth Management Tools for the Digital Era
sponsored by Accenture
WHITE PAPER: Thanks to a proliferation of resources, the financial advisor no longer serves as the sole conduit between the individual client and the investment community. Discover which wealth management tools are making the greatest impact on the client experience so financial advisors can better equip themselves for the digital era.
Posted: 16 Nov 2016 | Published: 31 Dec 2015

Accenture

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

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

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

Social Collaboration is Still in the Stone Age
sponsored by POP, Inc.
RESOURCE: 67% of executives say that employees are slow to adopt new ideas, but why is that? Is it really on the employees if the percentage is that high? Access this infographic to uncover some alarming statistics concerning workplace communication, and learn why collaborative efforts within your organization are failing.
Posted: 27 Oct 2016 | Published: 27 Oct 2016

POP, Inc.

What are the Key Challenges Facing Process Manufacturers?
sponsored by Sage Software
RESOURCE: Uncover the key challenges facing process manufacturers and 6 components you need to look for when looking for flexible cost-effective business management solutions.
Posted: 28 Nov 2016 | Published: 28 Nov 2016

Sage Software

Combating financial crime: The increasing importance of financial crimes intelligence units in banking
sponsored by SAS
WHITE PAPER: This white paper assesses how aware banks in Europe and North America are of FCIUs and what measures they have been taking to be more prepared for full implementation of their own FCIU. Understand the importance of banks' FCIUs and potential central intelligence services will offer to the banking industry and to crime prevention.
Posted: 02 Sep 2016 | Published: 01 Aug 2016

SAS

Going big: why companies need to focus on operational analytics
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: This report from Capgemini Consulting shows how the search for competitive advantage has driven organisations to shift the focus of their analytical efforts to back office operations
Posted: 27 Sep 2016 | Published: 27 Sep 2016

ComputerWeekly.com

How Hailo Cab Co. Consolidated Multiple Legacy Systems into One Unified Platform
sponsored by NetSuite
VIDEO: Hailo, a cab company operating in 7 countries, was dealing with 7 different legacy systems and needed to consolidate them into a single, unified business management system. Watch this 3 minute video to uncover how Hailo can now rapidly add new subsidiaries in line with its ambitious expansion plans, easily manage financial consolidation, and more.
Posted: 17 Oct 2016 | Premiered: 04 Jul 2014

NetSuite
 
 
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