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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

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

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

Harnessing Creativity to Make Powerful Decisions
sponsored by Global Knowledge
WHITE PAPER: Creativity is the "due diligence" of effective problem analysis. It is through creativity that the best possible solution for a problem is discovered. Without creativity, decisions are often one-dimensional, superficial, and near-sighted.
Posted: 13 Dec 2016 | Published: 13 Dec 2016

Global Knowledge

Why Calculating The Fringe-Benefit Tax of Your Entertainment Budget Matters
sponsored by Concur Technologies
WHITE PAPER: In this white paper, you'll discover a program that could help you optimize the FBT calculation process. Learn why accurately measuring your FBT matters, view some examples of calculation methods, and more.
Posted: 16 Dec 2016 | Published: 16 Dec 2016

Concur Technologies

CIO Trends #3
sponsored by ComputerWeekly.com
EGUIDE: This guide offers a collection of our most popular articles for IT leaders during the last part of 2016, looking at what it takes to be a great CIO and how to get the most out of your IT budget.
Posted: 12 Dec 2016 | Published: 12 Dec 2016

ComputerWeekly.com

Business Management ROI Improvement Guide
sponsored by Sage Software
WHITE PAPER: Can the software you depend on grow alongside your business? Access this guide to business management ROI improvement to explore the 6 simple steps to optimizing software implementation, maximize ROI in the process, what to look for in KPIs, and more.
Posted: 14 Dec 2016 | Published: 14 Dec 2016

Sage Software

How Can You Leverage Your Entire Spend Ecosystem To Improve e-Procurement Results?
sponsored by Basware
EBOOK: e-Procurement is what enables employees to get the tools they need to do their jobs, but can automating the process save money? Access this e-book to learn how to leverage your entire spend ecosystem by taking your strategy from a top-down management style to a bottom-up collaborative approach.
Posted: 21 Nov 2016 | Published: 21 Nov 2016

Basware
 
 
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