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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

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

7 Best Practices for Sales Tax Compliance
sponsored by Avalara
WHITE PAPER: This white paper highlights 7 smart business practices for keeping on top of transactional tax compliance and getting your best return on investment. Access these strategies now.
Posted: 10 Aug 2015 | Published: 10 Aug 2015

Avalara

Financial Services: Risk Management
sponsored by Red Hat
WHITE PAPER: Risk in the financial services industry has emerged as a key factor in competitiveness, reputation, management, and regulatory compliance. Read this technology overview to learn about a cloud-ready and cost-effective solution to help you manage risk.
Posted: 05 Mar 2015 | Published: 05 Mar 2015

Red Hat

Data Governance and Maintenance for Financial Institution Monitors
sponsored by IntraLinks, Inc
WHITE PAPER: This white paper explores a data gathering and organizing strategy to keep up with government monitors. Read on to learn how to ensure maintenance of enterprise governance and risk controls throughout the investigation process.
Posted: 18 May 2015 | Published: 10 Dec 2014

IntraLinks, Inc

Gartner Report: New CIO Responsibilities in a Digital Business World
sponsored by Mendix
ANALYST REPORT: This Gartner report divulges findings from the latest research on how CIOs are staking out their digital leadership roles, for which one size doesn't fit all. Read on to learn experts' recommendations for clarifying CIOs' new set of responsibilities for the modern era of IT.
Posted: 30 Jul 2015 | Published: 28 May 2015

Mendix

A SANS Survey: How Does Your Security Stack Up?
sponsored by LogRhythm, Inc.
WHITE PAPER: Information security continues to be a work in progress for many financial services companies. In this white paper, you will key into an annual SANS survey on the security of the financial services sector, and learn how to apply your enterprise's resources to the specific categories of threats that you face, both internal and external.
Posted: 04 Aug 2015 | Published: 04 Aug 2015

LogRhythm, Inc.

Becoming a Proactive Bank
sponsored by Axway
WHITE PAPER: This white paper explains the steps to become a proactive bank.
Posted: 04 Aug 2015 | Published: 04 Aug 2015

Axway

Key Requirements for Automating the Financial Close Process
sponsored by Automic
WHITE PAPER: This brief white paper presents close process automation as the key to mitigating problematic financial period endings. Eliminate root causes of messy closings such as cumulative unresolved transaction issues, end-to-end transparency issues and tedious manually-driven tasks.
Posted: 13 Aug 2015 | Published: 13 Aug 2015

Automic
 
 
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