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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

Q&A: Strategic Financial Planning and Management
sponsored by IBM
WHITE PAPER: In this Ventana Research paper, uncover the answers to 8 common financial planning and management questions, including: What are the most important trends? How do companies use analytics in planning and budgeting? And 6 more.
Posted: 01 Mar 2016 | Published: 31 Dec 2015

IBM

Policy-Based Payments Reconciliation Simplified
sponsored by Infogix
RESOURCE: In this infographic learn how you can simplify the 820 policy based payment reconcilliation process.
Posted: 28 Apr 2016 | Published: 28 Apr 2016

Infogix

Rabobank Case Study: Enhancing Competitiveness with Simple, Cost-Efficient management of 5X More Trading Partners
sponsored by IBM
CASE STUDY: With nimble competitors on the rise, financial services company Rabobank aimed to maintain its leading market position by outsourcing non-core activities. In this exclusive case study uncover how Rabobank was able to create a scalable, secure and resilient platform to support its electronic data interchange (EDI) with all its trading partners.
Posted: 15 Oct 2015 | Published: 31 Jul 2015

IBM

Subscription Commerce Is Here - Are You Ready?
sponsored by Oracle Corporation
RESOURCE: A subscription based pricing model is quickly becoming the new norm, but are businesses equipped with the financial tools to manage this new trend? Download this infographic to learn how cloud tools can help your business thrive in the new subscription economy.
Posted: 26 Apr 2016 | Published: 26 Apr 2016

Oracle Corporation

Nucleus Research Value Matrix: Evaluation of the Top CPM Vendors
sponsored by IBM
WHITE PAPER: In this Nucleus Research paper, compare the top CPM vendors—including Oracle, IBM, Infor, and more—and learn which are the most competitive when it comes to offering features like out-of-the-box capabilities that drive accelerated time to value.
Posted: 02 Mar 2016 | Published: 31 May 2015

IBM

Data Monetization Strategies: Make and Save Money With Data and Analytics
sponsored by Information Builders
WHITE PAPER: Are you sitting on your data with no plan? Do you know how to capitalize on information you already have? This whitepaper dives into the world of profiting from data. Access now to discover 4 essential steps to getting started, as well as challenges to overcome and a discussion on the importance of data integrity.
Posted: 26 Oct 2015 | Published: 26 Oct 2015

Information Builders

The Great Debate: One Integrated Business System vs. Siloed Applications
sponsored by NetSuite
WHITE PAPER: This white paper analyzes the inefficiencies caused by running disparate business applications and systems across your various departments, and demonstrates how a cloud-based software can unify your critical-business processes.
Posted: 04 Dec 2015 | Published: 04 Dec 2015

NetSuite
 
 
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