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Investment Management Reports
 
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

Real-Time Data and Analytics Transforming Finance
sponsored by Workday
EGUIDE: Learn from Robert Kugel and Kristina West about how in-memory technology and real-time data are transforming finance and current barriers to adoption.
Posted: 29 Sep 2014 | Published: 29 Sep 2014

Workday

The ROI of Enterprise Performance Management
sponsored by Oracle Corporation UK Ltd
WHITE PAPER: Access this Ovum research report that provides key tips and guidance to help unlock the full value of Enterprise Performance Management (EPM). Learn about the key quantitative variables that help drive ROI for Oracle EPM, and 5 best practices to help maximize the ROI of your EPM investment.
Posted: 01 Dec 2014 | Published: 01 Dec 2014

Oracle Corporation UK Ltd

Case Management and Smart Process Applications
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: This report looks at the applicability of smart process applications, the drivers for improved case management, and the feature sets required of a modern case management system.
Posted: 25 Sep 2014 | Published: 25 Sep 2014

ComputerWeekly.com

Gearing Up For Growth With Integrated ERP
sponsored by SAP
CASE STUDY: Access this informative case study to learn more about this retailer's specific needs, and how they were able to tackle specific challenges, and maintain growth through the use of integrated ERP strategies.
Posted: 26 Jan 2015 | Published: 26 Jan 2015

SAP

Unlocking Data to Transform Financial Services
sponsored by MuleSoft
WHITE PAPER: This white paper discusses data management in financial services, the key business drivers affecting the industry, how organizations are responding, and strategies you can use to transform your organization and accelerate data management optimization.
Posted: 23 Jan 2015 | Published: 23 Jan 2015

MuleSoft

The Future of Strategic Business Management: Unifying Finance and HR
sponsored by Workday
WHITE PAPER: Learn about the current state of financial and HR system, and uncover recommendations on how companies can change to remain competitive in the future.
Posted: 10 Sep 2014 | Published: 31 Aug 2012

Workday

Resolving Key Integration Challenges For Financial Applications
sponsored by Workday
EGUIDE: Learn about how regulatory pressures and the need to improve quality are forcing financial institutions to rethink their reference data management strategies, and how analytics are playing a key role in the integration process.
Posted: 29 Sep 2014 | Published: 29 Sep 2014

Workday
 
 
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