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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

Leadership and Technology: A Total-Cost-of-Ownership Comparison for Unified Communications and Collaboration
sponsored by North Sydney IT and Cisco
WHITE PAPER: Download this exclusive whitepaper now to find out about an affordable, leading, unified communications solution.
Posted: 16 Sep 2014 | Published: 30 Nov 2013

North Sydney IT and Cisco

Transforming the financial industry with virtualized desktops
sponsored by HGST
CASE STUDY: This case study outlines how the recent growth in the premium financial industry and workforce caused a leading company to transition to a virtual desktop infrastructure and how a leading product helped with their challenges.
Posted: 10 Oct 2014 | Published: 30 Sep 2014

HGST

Implementing Global E-Invoicing with Guaranteed Legal Certainty
sponsored by OpenText GXS
WHITE PAPER: This white paper explains the role local tax compliance plays in successful supply chain management and e-business initiatives, and how leading global brands and governments are addressing this need.
Posted: 11 Aug 2014 | Published: 11 Aug 2014

OpenText GXS

Stepping Out of the Confines of Finance
sponsored by Adaptive Insights
WHITE PAPER: Access this report to get gain deeper insight into why the CFOs role has changed, and get an outline of the main challenges facing the CFO. Inside, learn about the personal and professional competencies that the CFO must develop in order to succeed in the future.
Posted: 23 Sep 2014 | Published: 31 Mar 2013

Adaptive Insights

Finance Shared Services Centers: Top Issues Facing Managers and How to Overcome Them
sponsored by Perceptive Software
WHITE PAPER: This white paper discusses the challenges and benefits of implementing a shared services center.
Posted: 09 Jul 2014 | Published: 31 Dec 2013

Perceptive Software

Fixing Finance: Work in Process
sponsored by Adaptive Insights
WHITE PAPER: In this brief paper, learn about CFOs' top priorities for process improvement and 3 motivations for fixing finance. Discover why CFOs are pushing for more process improvement, and the benefits that can come from these programs.
Posted: 22 Sep 2014 | Published: 27 Mar 2014

Adaptive Insights

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
 
 
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