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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


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

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

HR and Financial Apps: Tap into Hidden Opportunities
sponsored by Workday
VIDEO: Access this brief video to receive an overview of a cloud financial and HR tool that can help your entire organization identify untapped talent, seamlessly open new markets, and find new potential investments.
Posted: 20 Nov 2015 | Premiered: 20 Nov 2015


3 Ways Automation Improves Financial Operations Visibility
sponsored by OnBase by Hyland
WHITE PAPER: By automating the processes surrounding AP and AR, organizations reduce costs, improve cash management and increase visibility while providing workers with the tools they need to increase efficiency. Discover how automation benefits your financial operations.
Posted: 21 Sep 2015 | Published: 21 Sep 2015

OnBase by Hyland

A New, Technology-Drive Approach to Finance
sponsored by SAP
VIDEO: This brief video introduces a new, app-driven method of doing finance that enables you to speed up reporting, track KPIs in real time, and gain financial insight for future planning.
Posted: 18 Sep 2015 | Premiered: 18 Sep 2015


Experience Transformation with SAP Fiori UX – Process Receivables
sponsored by SAP
VIDEO: This video demonstrates how a cash collections specialist benefits from SAP Fiori UX vs. SAP GUI. Discover if these systems could benefit your organization's financial workers and learn more about how you can streamline your financial operations.
Posted: 21 Sep 2015 | Premiered: 15 May 2015


Enabling Finance in a Digital Enterprise to Plan, Monitor, and Predict
sponsored by SAP America, Inc.
WHITE PAPER: Access this IDC technology spotlight today to discover how you can enable finance in a digital enterprise by providing the right information to plan, monitor, and predict the future.
Posted: 20 Nov 2015 | Published: 20 Nov 2015

SAP America, Inc.

Accounts Payable Efficiency Study
sponsored by Kofax from Lexmark
RESOURCE: This resource presents the results of a recent accounts payable study. Access now to learn why researchers found a mixed bag for the AP profession and discover the next steps you should be taking to better manage AP complexities.
Posted: 27 Aug 2015 | Published: 27 Aug 2015

Kofax from Lexmark

How Grainger Achieved a More Efficient AP Operation with SAP integrated Systems
sponsored by OpenText
VIDEO: Access this short video to hear from Dan Metz, Group Manager of Business Systems at Grainger. Discover how Grainger was able to pair accounts payable tools with their existing SAP systems to move to a more efficient, paperless AP operation.
Posted: 04 Nov 2015 | Premiered: 04 Nov 2015

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