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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

Microsoft

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

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

Why Practices Choose Allscripts Revenue Cycle Management
sponsored by Allscripts Healthcare Solutions
VIDEO: View now to discover how your practice can run more smoothly with revenue cycle management services.
Posted: 19 Jan 2016 | Premiered: 19 Jan 2016

Allscripts Healthcare Solutions

Adopt a faster, simpler, more flexible business management solution
sponsored by Sage (UK) Limited
WHITE PAPER: Access this white paper now to get a flexible data model that supports complex organizational deployment and reporting structures to simplify management across multiple facilities, companies or business units, regions and countries from a common installed instance of the solution.
Posted: 21 Oct 2015 | Published: 21 Oct 2015

Sage (UK) Limited

The economy in 2015
sponsored by ComputerWeekly.com
RESEARCH CONTENT: Deloitte chief economist Ian Stewart charts the prospects for the economy in 2015 in this presentation for the CW500 Club.
Posted: 20 Feb 2015 | Published: 20 Feb 2015

ComputerWeekly.com

Your Chief Data Officer: Re-imagining the Business of Data
sponsored by IBM
WHITE PAPER: In this white paper, you will discover the emerging value of the chief data officer (CDO). Read on to learn how CDOs are mobilizing their organizations around an enterprise-wide data strategy, activating the use of data in new ways, and building more data-driven cultures.
Posted: 03 Feb 2016 | Published: 31 Dec 2015

IBM

Insights for a New Chief Data Officer: Define Data Strategy and Align Business Goals
sponsored by IBM
EBOOK: In this e-book, specially designed for aspiring chief data officers (CDOs), discover how to collaborate, prioritize, and spearhead your organization's efforts to put data at the center of the business. Learn new CDO best practices and how you can better support strategic enterprise goals.
Posted: 03 Feb 2016 | Published: 31 Dec 2014

IBM

Exclusive Advice for Professional Services Industries
sponsored by FinancialForce
WHITE PAPER: In this white paper, learn how Purple Vision leveraged professional services automation to overcome project visibility issues. Explore the benefits the PSA option they chose provided, including greater control over tasks, assignments, and budgets, as well as better billing management, and much more.
Posted: 18 Dec 2015 | Published: 18 Dec 2015

FinancialForce

What'€™s the ROI of Embedded Analytics?
sponsored by GoodData
WHITE PAPER: Estimates say through 2015, more than 90% of business leaders will view content information as a strategic asset, yet fewer than 10% will quantify its economic value. This whitepaper dives into the world of embedded analytics, and how they impact a company's financials. Read on to see the ROI success of bussinesses that leverage embedded analytics.
Posted: 07 Dec 2015 | Published: 07 Dec 2015

GoodData
 
 
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