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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

The Great Excel Escape
sponsored by SearchFinancialApplications
EBOOK: With finance professionals holding fast to their Excel spreadsheets, it's been a struggle to prove that companies need more modern, collaborative tools.
Posted: 11 Aug 2014 | Published: 11 Aug 2014

SearchFinancialApplications

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

Automated Workflow: Reduce Errors in Banking Processes
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

Build for Change – the Risk of Customerpocalypse
sponsored by ComputerWeekly.com
BOOK: The enterprise must focus on how it engages customers and responds to their expectations, or face Customerpocalypse, writes Alan Trefler, in this extract from his book Build for Change.
Posted: 15 Aug 2014 | Published: 15 Aug 2014

ComputerWeekly.com

Business Process Management Suite Gives Key Reporting
sponsored by Red Hat
BROCHURE: View this brochure now to see information on a platform that provides a new generation of open source BPM and BRM solutions. Providing standards-based modeling, automation, simulation and monitoring of business processes, companies can rapidly adjust based on compliance needs.
Posted: 23 Oct 2014 | Published: 23 Oct 2014

Red Hat

Duke University Libraries Adds Automated Process Management
sponsored by IBM
CASE STUDY: This exclusive case study reveals the centralized, automated process management solution Duke University chose to solve its problems.
Posted: 22 Oct 2014 | Published: 16 Apr 2014

IBM

Best Practices in Cloud Financial Systems
sponsored by Workiva
EGUIDE: Is the cloud helpful or harmful in financial accounting software? Find out as experts discuss adoption, reporting and the apps that are the gateway to the cloud that you should be aware of.
Posted: 14 Oct 2014 | Published: 14 Oct 2014

Workiva
 
 
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