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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

Business Process Management Suite Gives Key Reporting
sponsored by Red Hat
BROCHURE: View this brochure now to see information on a platform that provides a new generation of open source BPM and BRM solutions. Providing standards-based modeling, automation, simulation and monitoring of business processes, companies can rapidly adjust based on compliance needs.
Posted: 23 Oct 2014 | Published: 23 Oct 2014

Red Hat

How to Leverage Desktop Virtualization in the Financial Industry
sponsored by Dell, Inc.
WHITE PAPER: This whitepaper details a few scenarios in which VDI is best suited to help organizations improve business processes and performance, including its place in datacenters that support financial service companies.
Posted: 10 Jul 2014 | Published: 10 Jul 2014

Dell, Inc.

Gaining Business Agility in the Cloud Through Smarter Sourcing
sponsored by Sungard
WHITE PAPER: This white paper examines how smart sourcing provides enterprises with a flexible tool for dealing with uncertain futures by supplying a platform for agility and greater visibility into spending and the value of their investments.
Posted: 24 Sep 2014 | Published: 24 Sep 2014

Sungard

What Your Peers Are Doing to Prime Their Human Resources and Financial Systems
sponsored by Workday
WHITE PAPER: Your savvy peers are transforming their systems to run in the cloud. Read the whitepaper to learn how you can, too, and benefit long into the future.
Posted: 14 Oct 2014 | Published: 02 Nov 2012

Workday

Reinventing the CFO: How Financial Managers Can Transform Their Roles and Add Greater Value
sponsored by Adaptive Insights
WHITE PAPER: In this introduction to "Reinventing the CFO" from Harvard Business Press, learn about the challenges that face CFOs today, and how they can transform their roles and add greater value to their organization.
Posted: 24 Sep 2014 | Published: 31 Dec 2009

Adaptive Insights

Mining Valuable Data From Financial Analysis
sponsored by Workday
EGUIDE: Learn from experts Praveen Jhamnani and Krishman Raman who discuss the importance of data aggregation.
Posted: 26 Sep 2014 | Published: 26 Sep 2014

Workday

The Future of Strategic Business Management: Unifying Finance and HR
sponsored by Workday
WHITE PAPER: Learn about the current state of financial and HR system, and uncover recommendations on how companies can change to remain competitive in the future.
Posted: 10 Sep 2014 | Published: 31 Aug 2012

Workday
 
 
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