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Money Management Reports
 
Equipping Financial Advisors with Wealth Management Tools for the Digital Era
sponsored by Accenture
WHITE PAPER: Thanks to a proliferation of resources, the financial advisor no longer serves as the sole conduit between the individual client and the investment community. Discover which wealth management tools are making the greatest impact on the client experience so financial advisors can better equip themselves for the digital era.
Posted: 16 Nov 2016 | Published: 31 Dec 2015

Accenture

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

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

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

Microsoft Dynamics 365 for Financials: The Case for a United, Cloud-Based Software Platform
sponsored by Microsoft
WHITE PAPER: The problem with using multiple software tools to run your business is how easy it is to lose track of important information. Explore this guide to learn how to help your customers realize the benefits of running their business from a cloud-based system that unifies financials, sales, inventory, purchasing, and project management.
Posted: 16 Jan 2017 | Published: 16 Jan 2017

Microsoft

Building Better Business Analytics to Improve BI
sponsored by Pyramid Analytics
RESOURCE: Many organizations struggle with inefficient, overly complex business intelligence processes that leave them with fragmented data and incomplete information. Learn about a business intelligence platform that empowers users outside of IT to dive into data with the security of a governed analytics environment.
Posted: 28 Nov 2016 | Published: 28 Nov 2016

Pyramid Analytics

The Power of Linking Business Analysis and TOGAF® to Achieve IT Results
sponsored by Global Knowledge
WHITE PAPER: This white paper addresses the The Open Group's Architecture Framework (TOGAF) framewo­­­rk and a high-level overview of the key business analysis techniques that IT professionals would benefit from to achieve IT results and establish a valued partnership with the business.
Posted: 06 Jan 2017 | Published: 03 Jan 2017

Global Knowledge

Bridging The Gap Between Sales & Finance
sponsored by Xactly
WHITE PAPER: Imagine a company where sales and finance agree on everything – it's not a thought so far removed. The key to bridging the infamous divide between these two departments is technology. In this white paper, uncover 7 reasons why finance needs to get a better grip on sales incentive compensation to wield it to your company's advantage.
Posted: 17 Feb 2017 | Published: 17 Feb 2017


3 Risks in the Oil and Gas Industry to Overcome
sponsored by SNP America, Inc.
WHITE PAPER: During mergers and acquisitions (M&As), business operations must stay intact (and, in fact, speed up) while reducing risks. Learn how oil and gas companies are overcoming M&A challenges, and 3 key strategies for your organization to do the same.
Posted: 24 Jan 2017 | Published: 24 Jan 2017

SNP America, Inc.
 
 
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