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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

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

Product Preview: Business Driven Insights
sponsored by Workday
WEBCAST: Watch this brief webcast now for a demo of data visibility financial software, and uncover its key features.
Posted: 24 Apr 2014 | Premiered: Dec 2, 2013

Workday

The 5 Levels of Corporate Performance Management (CPM) Maturity: Climbing to the Top Floor
sponsored by Prophix Software
WEBCAST: Tune into this webcast to discover the 5 levels of CPM maturity, and learn how to get from spreadsheet chaos to the precise alignment of business strategy with CPM initiatives that drive business growth.
Posted: 28 May 2014 | Premiered: Apr 15, 2014

Prophix Software

Insights from the Value Chain Synchronization Study
sponsored by IBM
WHITE PAPER: Access this paper that looks into the results of a Vanson Bourne research study that targeted 700 organizations to find out how they are transforming their business communities to better respond to their customers.
Posted: 20 Aug 2014 | Published: 30 Jun 2012

IBM

The Five Foundations of Portfolio Management
sponsored by Innotas
WEBCAST: Watch this On-Demand webinar, featuring PPM thought leader, Andy Jordan, and find out what Andy considers the key things to address for PPM to be successful.
Posted: 12 Aug 2014 | Premiered: Jun 26, 2014

Innotas

Intelligent Data Capture: Driving Efficiency Within Finance Shared Services Centers
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

8 Features You Should Look for in a Reporting Mangement Package
sponsored by Prophix Software
WHITE PAPER: Explore the 8 features you should look for in a reporting management package.
Posted: 14 Aug 2014 | Published: 31 Dec 2012

Prophix Software

Warning Signs That Your Budget Process has Outgrown the Spreadsheet
sponsored by Prophix Software
WHITE PAPER: Read this whitepaper to learn how to break the spreadsheet habit and make the migration to a purpose-built budgeting solution.
Posted: 05 Jun 2014 | Published: 05 Jun 2014

Prophix Software
 
 
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