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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

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

Transforming Customer Service in Financial Services: The 10 Rules
sponsored by Hewlett-Packard Company
WHITE PAPER: Find out why understanding and engaging customers is critical in order to successfully leverage both new and existing technologies, and uncover the 10 rules for transforming customer service in financial services.
Posted: 01 Jul 2014 | Published: 31 May 2014

Hewlett-Packard Company

CFO Research - Beyond Numbers: The Challenge of Telling your Company's Story
sponsored by IBM
WHITE PAPER: This white paper explains how a narrative analysis can ultimately help CFOs with their planning and assist company growth.
Posted: 16 Jul 2014 | Published: 31 Jul 2013

IBM

CIO briefing on agile development
sponsored by ComputerWeekly.com
PRESENTATION: How do we create agile organisations and behave in a more agile way? Kelly Waters executive Consultant, Coach, and Interim CTO, offers some answers in this presentation.
Posted: 25 Apr 2014 | Published: 25 Apr 2014

ComputerWeekly.com

Insights from the Value Chain Synchronization Study
sponsored by IBM
WHITE PAPER: Access this paper that looks into the results of a Vanson Bourne research study that targeted 700 organizations to find out how they are transforming their business communities to better respond to their customers.
Posted: 20 Aug 2014 | Published: 30 Jun 2012

IBM

CFO Insights from IBM C-suite Study 2013
sponsored by IBM
WHITE PAPER: This whitepaper examines the results of a survey of over 4,000 top executives across 20 industries, focusing on the answers of the more than 500 CFOs who responded and what they are doing to become more efficient, more forward-looking and more proficient at creating profitable growth today.
Posted: 30 Jul 2014 | Published: 30 Jul 2014

IBM

Solve the Mystery of Strategic Alignment with Time Tracking
sponsored by Innotas
WEBCAST: In this on-demand webinar, Mark Mullaly of ProjectManagement.com investigates issues relating to time tracking as a part of the project management process.
Posted: 13 Aug 2014 | Premiered: Apr 22, 2014

Innotas
 
 
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