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Money Management Reports
 
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

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

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

CIO Trends #3: Nordics
sponsored by ComputerWeekly.com
EGUIDE: In this Nordic e-guide we look at how CIOs can succeed in the age of digital transformation. Find out if you have what it takes because the opportunity is massive if you get digital right. There is also some advice for CIOs looking to get more out of their budget so they can fund digital initiatives.
Posted: 19 Dec 2016 | Published: 19 Dec 2016

ComputerWeekly.com

Gain Insight into the Right Data at the Right Time for Spend Management
sponsored by Concur Technologies
WHITE PAPER: Explore an approach to data management that integrates data from key systems – like ERP – and leverages tools to create dashboards, reports, and automated alerts. You'll discover a single, simplified strategy that enables highly visual and easy-to-use analytics to help you take control of your budget and spend management.
Posted: 15 Dec 2016 | Published: 30 Apr 2015

Concur Technologies

Identify and Manage Fraud Better with Analytics
sponsored by BAE Systems
WHITE PAPER: This white paper explores how to put the right analytics tools and practices in place to fight financial crime in an era of cloud and big data. Discover how predictive analytics can help identify fraudulent behavior and improve strategic decision-making even in the face of high data volumes and proliferating attack vectors.
Posted: 14 Mar 2017 | Published: 14 Mar 2017

BAE Systems

Financial Services Cloud Adoption: Top Concerns for Making the Move
sponsored by Peak10
RESOURCE: The financial industry is known for being slow to adopt new technologies, and cloud is next on its agenda. Read on to learn about the top 5 concerns that are causing the financial services industry to take its time adopting cloud technology and why the benefits still outweigh the risks.
Posted: 14 Feb 2017 | Published: 03 Jan 2017

Peak10

Managing the Risks of Cryptocurrency
sponsored by BAE Systems
WHITE PAPER: This report explores how to defend against malware designed to attack cryptocurrencies in an increasingly virtual, mobile, and connected world. Read on to learn about the growing cryptocurrency landscape, how to navigate the cyber risks of virtual currencies, essential tips for protecting your financial institution, and more.
Posted: 28 Feb 2017 | Published: 31 Dec 2016

BAE Systems
 
 
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