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Money Management Reports
 
Equipping Financial Advisors with Wealth Management Tools for the Digital Era
sponsored by Accenture
WHITE PAPER: Thanks to a proliferation of resources, the financial advisor no longer serves as the sole conduit between the individual client and the investment community. Discover which wealth management tools are making the greatest impact on the client experience so financial advisors can better equip themselves for the digital era.
Posted: 16 Nov 2016 | Published: 31 Dec 2015

Accenture

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

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 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

How Hailo Cab Co. Consolidated Multiple Legacy Systems into One Unified Platform
sponsored by NetSuite
VIDEO: Hailo, a cab company operating in 7 countries, was dealing with 7 different legacy systems and needed to consolidate them into a single, unified business management system. Watch this 3 minute video to uncover how Hailo can now rapidly add new subsidiaries in line with its ambitious expansion plans, easily manage financial consolidation, and more.
Posted: 17 Oct 2016 | Premiered: 04 Jul 2014

NetSuite

See Your Financial Data in a New Way
sponsored by Commvault
WHITE PAPER: 82% of CFOs would like to integrate enterprise-wide information but only 24% feel their teams are up to the task. So what can CFOs do to get their teams ready to handle all of that data? Access this solution brief to discover which preparations CFOs need to make in order to take advantage of all the data their enterprises have to offer.
Posted: 26 Oct 2016 | Published: 26 Oct 2016

Commvault

5 Steps to Sales Proposals that Win
sponsored by ConnectWise
EBOOK: The business proposal solidifies the relationship between the sales rep and the buyer, and you never get a second change at a first impression. This e-book explores 5 steps to building the best sales proposals for your business. Learn how to make the process easier, improve your overall proposal quality, and make the best first impression possible.
Posted: 05 Oct 2016 | Published: 05 Oct 2016

ConnectWise

Move to Cloud for Unified Business System
sponsored by NetSuite
RESOURCE: Learn about the benefits of a cloud-based unified business system that provides global scaling, real-time visibility, and much more.
Posted: 14 Oct 2016 | Published: 14 Oct 2016

NetSuite

Procurement Automation 101: 4 Components of Automated P2P Success
sponsored by Basware
WHITE PAPER: Many organizations are facing challenges under the umbrella of indirect expenses, and are looking to automated purchase-to-pay (P2P) for answers. Explore the 4 critical components of P2P and their key drivers. Learn how to successfully deploy automated P2P, and how much your organization can save.
Posted: 22 Nov 2016 | Published: 22 Nov 2016

Basware
 
 
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