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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

Solving for "Total Cost" in The Cloud
sponsored by CenturyLink Technology Solutions
WHITE PAPER: This white paper shares tips on how to keep the total cost of ownership low for your business with the addition of cloud applications.
Posted: 09 Jun 2014 | Published: 09 Jun 2014

CenturyLink Technology Solutions

Transforming Customer Service in Financial Services
sponsored by Hewlett-Packard Company
CASE STUDY: Find out how HP is helping the UK Post Office manage over 3 million customer accounts, and enhance their customer experience.
Posted: 01 Jul 2014 | Published: 31 May 2014

Hewlett-Packard Company

New Realities of Replacing your Accounting System
sponsored by Intacct Corporation
WHITE PAPER: Find out whether you should try to salvage your existing accounting system, or completely replace it to prepare for future business growth.
Posted: 27 May 2014 | Published: 30 Nov 2012

Intacct Corporation

SaaS for Corporate Performance Management
sponsored by Prophix Software
WHITE PAPER: This white paper provides an in-depth look at the use of cloud software for CPM applications, and why it is important to evaluate its appropriateness based on economic, technical, and strategic perspectives.
Posted: 27 May 2014 | Published: 27 May 2014

Prophix Software

Security Testing For Financial Institutions
sponsored by Ixia
WHITE PAPER: Security breaches can result in loss of data, services and brand damage. Discover the benefits of engaging in early and frequent security analysis.
Posted: 05 May 2014 | Published: 31 Jan 2014

Ixia

Outsourcing Mid-to-Back Office Processes: Where Should You Be Investing?
sponsored by OpenText GXS
WHITE PAPER: Find out how outsourcing non-core competencies allows security firms to focus on improving the overall client experience while managing processes to remain compliant.
Posted: 13 Jun 2014 | Published: 30 Apr 2014

OpenText GXS

Support Your Shared Services Center with AP Automation
sponsored by Esker Inc.
EBOOK: Find out how cloud-based accounts payable (AP) automation to support your shared services center (SSC) can maximize its benefits.
Posted: 16 May 2014 | Published: 16 May 2014

Esker Inc.
 
 
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