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Money Management Reports
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 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


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

Assessing the Impact of Organizational Change on Financial Systems
sponsored by Infor
WHITE PAPER: In this white paper, discover how stovepipe systems and legacy applications on life-support hamper your ability to respond to change. Find out how you can prep for organizational change by building flexibility into your cloud and analytics strategies.
Posted: 25 Jul 2016 | Published: 25 Jul 2016


Secure, Scalable Content Collaboration
sponsored by IBM
VIDEO: This short video highlights how a CIO of a national leading bank improved critical steps of a loan application process to ensure sensitive customer information and documents are being handled in the best way. Gain ideas on how you can improve your content management processes to keep important information secure and help improve customer service.
Posted: 27 Jul 2016 | Premiered: 17 Mar 2016


Fundamental Review of the Trading Book Standardised Model Approach From SAS®
sponsored by SAS
WHITE PAPER: The new standardized model from The Fundamental Review of the Trading Book (FRTB) will have a massive impact on all financial institutions, and is already creating compliance challenges. Uncover an innovative, cost-effective route to improving data quality and gaining regulatory compliance. Discover the technology that will simplify implementation.
Posted: 22 Jul 2016 | Published: 22 Jul 2016


Leading the Data-Driven Transformation: The CIO & The New Age of Data Quality
sponsored by Trillium Software
WHITE PAPER: Discover the top 6 challenges modern CIOs face, and explore how to leverage data quality to propel CIO success. Learn the best practices for sustainable information management strategies, allowing your CIOs to transform your business models through data-driven digitization.
Posted: 01 Aug 2016 | Published: 01 Aug 2016

Trillium Software

Embedded BI Gives Business Users the Inside Track on Analytics
sponsored by SearchBusinessAnalytics
EBOOK: Analytics-savvy users find that embedded BI software gives them more control over their data as self-service business intelligence gains greater popularity.
Posted: 26 Jul 2016 | Published: 25 Jul 2016


Best Practices: Using Finance Applications for Better Process Efficiencies and Data Accuracy
sponsored by Infor
WHITE PAPER: Identifying and implementing modernized financial applications that improve process efficiencies and data accuracy is increasingly critical to success. Discover best practices for utilizing modern financial applications, backed by survey results.
Posted: 22 Aug 2016 | Published: 22 Aug 2016


The Game Changes: 10 Essential Elements for Truly Effective Compliance Programs
sponsored by IBM
WHITE PAPER: Finding a way to make compliance effective is imperative and yet still elusive for many organizations. In this white paper from Steinberg Governance Advisors, Inc., learn what "effective" compliance really means by exploring 10 essential elements.
Posted: 26 Jul 2016 | Published: 31 Dec 2012

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