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Money Management Reports
 
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

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

The One that Got Away: How to Identify and Re-Engage Lapsed Customers
sponsored by Silverpop Systems Inc. an IBM Company
WHITE PAPER: Access this valuable resource to learn how you can reach out to lapsed customers and shore up your customer loyalty and retention using proven data-driven processes. Read on to learn how retailer Milk&More was able to implement these strategies to win over their lapsed customers.
Posted: 09 Feb 2015 | Published: 09 Feb 2015

Silverpop Systems Inc. an IBM Company

So Much Data, So Little Time: Easy, Your Data Consolidation Solution
sponsored by Progress
VIDEO: Manually tracking down data in its various formats: excel, databases, the cloud, can be time consuming and complicated. Learn how to consolidate your data and increase data quality with ease.
Posted: 23 Feb 2015 | Premiered: 15 Jan 2015

Progress

Are Your Everyday Business Activities Creating Tax Risk?
sponsored by Avalara
WHITE PAPER: This white paper discusses how to spot risk and improve compliance in 7 key business functions and explains the benefits of integrating and automating sales tax compliance in your ERP.
Posted: 07 Jan 2015 | Published: 02 Dec 2014

Avalara

Analytics in a Big Data World
sponsored by ComputerWeekly.com
BOOK: This extract from Bart Baesen's book gives an overview of big data and analytics, its applications, analytic models, and job profiles in analytics, and includes a discount code for Computer Weekly readers.
Posted: 20 Oct 2014 | Published: 20 Oct 2014

ComputerWeekly.com

How one Australian Company Built Efficiencies Around their All-Star Team
sponsored by ConnectWise
WHITE PAPER: This white paper describes how ConnectWise, a leading business management platform, enabled Australian-based IT solution provider PowerNET to create profitability through efficiency and make sales predictable.
Posted: 19 Feb 2015 | Published: 19 Feb 2015

ConnectWise

A Holistic Approach to Source-to-Pay
sponsored by GT Nexus
WHITE PAPER: Discover how taking a holistic approach to supply chain procurement and accounts payable with source-to-pay platforms can enable business progress. Learn more about the mutually beneficial system and how you could shorten your supply cycle and optimize operations.
Posted: 05 Mar 2015 | Published: 05 Mar 2015

GT Nexus

How to leverage desktop virtualization in finance
sponsored by Dell, Inc.
WHITE PAPER: Access this informative white paper to explore four scenarios in which VDI is well suited to meet the special requirements and budgetary constraints of data centers in finance.
Posted: 19 Mar 2015 | Published: 31 Dec 2014

Dell, Inc.
 
 
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