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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

Fighting Mobile Fraud: Protecting Businesses and Consumers from Cybercrime
sponsored by iovation, Inc.
WHITE PAPER: This white paper highlights the continuous fight against mobile fraud, and introduces a device-based solution that protects businesses from online threats in real-time.
Posted: 26 Sep 2014 | Published: 26 Sep 2014

iovation, Inc.

Mobile App Helps Simplify Business Processes, Lead-to-Cash Workflow
sponsored by Cisco & Fujitsu
VIDEO: View this concise video now to find out how I Heart Studios solved their business process problem, and what benefits they are enjoying because of it. Find out how they integrated a mobile application that manages the entire business process and lead-to-cash workflow.
Posted: 29 Oct 2014 | Premiered: 29 Oct 2014

Cisco & Fujitsu

What Ever Happened to the Virtual Close?
sponsored by Adaptive Insights
WHITE PAPER: Access this exclusive paper that discusses how CFOs are once again trying to perfect the process of closing the books, and this time, not in a way that should be solely focused on doing it faster. Learn from several financial executives why patience is vital when dealing with the virtual close.
Posted: 17 Sep 2014 | Published: 30 Nov 2011

Adaptive Insights

Fixing Finance: Work in Process
sponsored by Adaptive Insights
WHITE PAPER: In this brief paper, learn about CFOs' top priorities for process improvement and 3 motivations for fixing finance. Discover why CFOs are pushing for more process improvement, and the benefits that can come from these programs.
Posted: 22 Sep 2014 | Published: 27 Mar 2014

Adaptive Insights

Leadership and Technology: A Total-Cost-of-Ownership Comparison for Unified Communications and Collaboration
sponsored by North Sydney IT and Cisco
WHITE PAPER: Download this exclusive whitepaper now to find out about an affordable, leading, unified communications solution.
Posted: 16 Sep 2014 | Published: 30 Nov 2013

North Sydney IT and Cisco

CFO Research Study - Linking Numbers and Narratives
sponsored by IBM
ANALYST REPORT: This white paper explains the importance of understanding financial numbers and how to get the most out of your narrative analysis.
Posted: 16 Jul 2014 | Published: 31 Jul 2012

IBM

Invoice Processing: Why Process Automation Pays Off
sponsored by Perceptive Software
WHITE PAPER: Uncover the benefits of accounts payable automation, and learn about an advanced invoice processing solution capable of helping your company tackle the common challenges.
Posted: 15 Jul 2014 | Published: 31 Jan 2013

Perceptive Software
 
 
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