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Money 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

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

Full-Fidelity Analytics and Regulatory Compliance in Financial Services
sponsored by Cloudera
WHITE PAPER: Find out how financial services firms should accommodate big data in wake of the new regulatory compliance laws.
Posted: 31 Oct 2014 | Published: 31 Oct 2014

Cloudera

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

Adaptive IT
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: The CEB, a member-based advisory company, which represents major IT users, explains adaptive IT – a new model developed from feedback from CIO's worldwide – in this presentation.
Posted: 20 Oct 2014 | Published: 20 Oct 2014

ComputerWeekly.com

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

Prime Your HR and Finance Systems for Change
sponsored by Workday
WHITE PAPER: Businesses facing growth and change require systems that evolve with them. The fact is, traditional software is simply too rigid to keep pace. Your savvy peers are transforming their systems to run in the cloud. Read the whitepaper to learn how you can, too, and benefit long into the future.
Posted: 08 Oct 2014 | Published: 02 Nov 2012

Workday

Health and Beauty Company Manages 2,000 Transactions per Minute
sponsored by Delego
CASE STUDY: Access this case study to find out how this $3 billion a year company found a platform that helps securely manage large volumes of transactions without hesitation.
Posted: 02 Dec 2014 | Published: 02 Dec 2014

Delego

CW Europe – October 2014 Edition
sponsored by ComputerWeekly.com
EZINE: BYOD policies: What's allowed and what's banned? As IT departments still try to come to terms with the notion of BYOD, CW Europe takes a look at what policies are being implemented to keep security under control.
Posted: 03 Oct 2014 | Published: 03 Oct 2014

ComputerWeekly.com
 
 
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