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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

Calculating the Meals and Entertainment FBT Liability
sponsored by Concur Technologies
WEBCAST: Most organizations don't have the tools (or even the data) to calculate their actual amount of meals and entertainment expense, causing excessive spend on these obligations. Learn which tools can help you accurately manage the expenses of each attendee at your events with ease.
Posted: 16 Dec 2016 | Premiered: Aug 13, 2014

Concur Technologies

CIO Trends #3
sponsored by ComputerWeekly.com
EGUIDE: This guide offers a collection of our most popular articles for IT leaders during the last part of 2016, looking at what it takes to be a great CIO and how to get the most out of your IT budget.
Posted: 12 Dec 2016 | Published: 12 Dec 2016

ComputerWeekly.com

Building Better Business Analytics to Improve BI
sponsored by Pyramid Analytics
RESOURCE: Many organizations struggle with inefficient, overly complex business intelligence processes that leave them with fragmented data and incomplete information. Learn about a business intelligence platform that empowers users outside of IT to dive into data with the security of a governed analytics environment.
Posted: 28 Nov 2016 | Published: 28 Nov 2016

Pyramid Analytics

Guide: 9 Steps the CIO Must Take for Successful Divestitures
sponsored by SNP America, Inc.
WHITE PAPER: Since divestitures are not considered everyday business for most organizations, they typically land on the CIO's already-full plate. But for a CIO, there can be great benefits for doing things the right way, but a wrongly done divestiture can lead to dire consequences. Inside, discover 9 steps CIOs can take to achieve a successful divestiture.
Posted: 24 Jan 2017 | Published: 24 Jan 2017

SNP America, Inc.

5 Steps to an Agile Business Plan
sponsored by ConnectWise
EBOOK: Having the right business plan in place can put you on the fast track to exceeding your business goals. This e-book has taken several industry best practices and curated them into 5 simple steps to help you develop and implement an agile business plan that facilitates grow and defines your business needs.
Posted: 23 Dec 2016 | Published: 23 Dec 2016

ConnectWise
 
 
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