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Investment Management Reports
 
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

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

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

Report: Procure-to-Pay Navigator
sponsored by Coupa
RESEARCH CONTENT: Uncover objective, quantifiable analysis of 15 Procure-to-Pay (P2P) platforms that assesses the software across 12 essential categories. Leverage metrics to help you identify and evaluate P2P providers' strengths more easily and efficiently.
Posted: 12 Jan 2017 | Published: 12 Jan 2017

Coupa

How Well Do You Know Your Customers?
sponsored by BAE Systems
WEBCAST: This webcast explores how KYC and anti-money laundering (AML) technology fit into your institution by viewing the organization in terms of a financial crime and risk management framework. Discover how to go beyond initial customer onboarding to implement ongoing risk management.
Posted: 07 Mar 2017 | Premiered: Mar 7, 2017

BAE Systems

10 Ways to Use ERP and Best-of-Breed Spend Management
sponsored by Coupa
WHITE PAPER: Many companies find themselves in the debate between ERP and best-of-breed cloud app suites, not recognizing that – if given the right strategy – the two can work together. Uncover 10 of these strategies that help revitalize ERP, including surround ERP at a master data level, don't equate a single vendor with a single app suite, and 8 more.
Posted: 12 Jan 2017 | Published: 12 Jan 2017

Coupa

What CFOs Can Learn From Lean Manufacturing
sponsored by Sage Software
EGUIDE: Leaders in a company's manufacturing organization wish their CFO understood one thing: Traditional accounting does not tell the whole story. In this expert guide, explore what you can learn from lean manufacturing and how one vendor is bringing accountants into the fold with their partner program.
Posted: 25 Jan 2017 | Published: 20 Jan 2017

Sage Software

Procurement Automation 101: 4 Components of Automated P2P Success
sponsored by Basware
WHITE PAPER: Many organizations are facing challenges under the umbrella of indirect expenses, and are looking to automated purchase-to-pay (P2P) for answers. Explore the 4 critical components of P2P and their key drivers. Learn how to successfully deploy automated P2P, and how much your organization can save.
Posted: 22 Nov 2016 | Published: 22 Nov 2016

Basware
 
 
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