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Money Management Reports
 
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

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

5 Steps to Help Assess the Total Cost of Ownership of your HR Technology Footprint
sponsored by Workday
WHITE PAPER: This whitepaper provides a "road map" for organizations to use for assessing their total cost of ownership for HR technology and building the business case to improve these technologies.
Posted: 20 Oct 2014 | Published: 06 Sep 2012

Workday

MicroScope E-Zine April 2015
sponsored by MicroScope
EZINE: In this issue, we look at how employers can check staff criminal records and get industry views on the progress of the partnership between IBM and Apple.
Posted: 09 Apr 2015 | Published: 09 Apr 2015

MicroScope

The Ultimate Manufacturing ERP Glossary
sponsored by IQMS
RESOURCE: Explore this useful glossary of ERP terms to decode most relevant ERP terminology. Empower your organization with these definitions to increase communication efficacy and make smarter business decisions surrounding future ERP solutions.
Posted: 06 Apr 2015 | Published: 06 Apr 2015

IQMS

Five Reasons to Consider SaaS for Your Business Applications
sponsored by Oracle Corporation
WHITE PAPER: Access this in-depth white paper to explore 5 potential benefits of deploying an SaaS business application with minimal risk, low initial investment, and great flexibility.
Posted: 04 Mar 2015 | Published: 31 Dec 2013

Oracle Corporation

Case Study: ConRes' Financial Application Overhaul
sponsored by Hewlett-Packard Limited
CASE STUDY: To discover what system ConRes chose to update their antiquated financial reporting software accesses this concise case study detailing ConRes' unique situation and the outcome of their new software implementation.
Posted: 03 Apr 2015 | Published: 28 Feb 2014

Hewlett-Packard Limited

10 Key Elements for Effective Dashboard Design
sponsored by IBM
EGUIDE: In this e-guide, readers will learn about data visualization tools for effective BI, including 10 key elements for successful dashboard design from expert Rick Sherman.
Posted: 02 Mar 2015 | Published: 27 Feb 2015

IBM

Case Management and Smart Process Applications
sponsored by K2
WHITE PAPER: This report looks at the applicability of smart process applications, the drivers for improved case management, and the feature sets required of a modern case management system.
Posted: 20 Nov 2014 | Published: 20 Nov 2014

K2
 
 
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