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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

The Five Foundations of Portfolio Management
sponsored by Innotas
WEBCAST: Watch this On-Demand webinar, featuring PPM thought leader, Andy Jordan, and find out what Andy considers the key things to address for PPM to be successful.
Posted: 12 Aug 2014 | Premiered: Jun 26, 2014

Innotas

The unlikely origins of online banking
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: Bryan Johnston, former CEO of TSB Northern Ireland, tells the story behind the bank's development of the first online real-time banking system in Europe.
Posted: 12 Sep 2014 | Published: 12 Sep 2014

ComputerWeekly.com

Let It Roll: Why More Companies Are Abandoning Budgets in Favor of Rolling Forecasts
sponsored by Adaptive Insights
WHITE PAPER: Access this CFO report to learn why more companies are abandoning budgets in favor of rolling forecasts. Discover the top priorities for CFOs and how they see the budget factoring into business decisions in the future.
Posted: 23 Sep 2014 | Published: 31 May 2011

Adaptive Insights

Implementing Global E-Invoicing with Guaranteed Legal Certainty
sponsored by OpenText GXS
WHITE PAPER: This white paper explains the role local tax compliance plays in successful supply chain management and e-business initiatives, and how leading global brands and governments are addressing this need.
Posted: 11 Aug 2014 | Published: 11 Aug 2014

OpenText GXS

Advance Case Management: Empower the Knowledge Worker
sponsored by IBM
WHITE PAPER: This exclusive whitepaper details the strategic business value of case management.
Posted: 31 Jul 2014 | Published: 10 Oct 2013

IBM

Automated Workflow Solutions Reduce Errors in Financial Services Institutions
sponsored by Perceptive Software
RESOURCE: Find out how efficient, automated workflows can help your business drastically reduce opportunities for mistakes.
Posted: 30 Jul 2014 | Published: 16 May 2014

Perceptive Software

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
 
 
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