Money Management White Papers, Software Downloads, Definition and Webcasts

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May 21, 2013

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Money Management

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 TOPICS: CRM \| CRM Software \| Customer Data Integration \| Customer Data Management \| Customer Profiles \| Customer Service \| Microsoft Outlook \| Wealth Management

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 TOPICS: Outsourcing \| Trends \| Vendor Selection \| Wealth Management \| Wealth Management Industry

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 TOPICS: Compliance Best Practices \| Financial Industry Organizations \| Financial reporting software \| Financial Service Providers \| Financial Services Industry \| Risk Management \| Wealth Management

Extending Planning & Forecasting with Analytics sponsored by IBM WHITE PAPER: This white paper examines the current state of analytics in today's accounting systems, and ventures to find ways to enhance and strengthen this foundation. Learn how automation can help support accounting systems. Posted: 07 May 2013 \| Published: 07 May 2013 TOPICS: Analytic Applications Software \| Budgeting \| Business Intelligence \| Business of Information Technology \| Business Process Automation \| Financial Management \| Financial Metrics \| Financial Reporting \| Financing

The Power of Three: The Benefits of an Integrated Approach to Contract, Revenue and Compliance Management sponsored by Revitas, Inc. WHITE PAPER: This Forrester report evaluates the expectations that manufacturing and technology firms have of the software used to manage three critical business processes behind channel partner relationships. Also inside, discover whether integrated strategies are viable for contract, revenue, and compliance management. Posted: 17 May 2013 \| Published: 17 May 2013 TOPICS: Analytic Applications Software \| Benefits \| Business Intelligence \| Business Intelligence Software \| Business Process Management \| Business Process Management Software \| Channel Management \| Channel Management Software \| Financial Management \| Incentive Management \| Incentive Management Software \| IT Industry \| Manufacturing \| Manufacturing Industry \| Manufacturing Industry Organizations \| Manufacturing Software \| Partnerships \| Regulatory Compliance \| Sales \| Sales Channels

Increase Employee Referrals in 5 Easy Steps sponsored by Jobvite WHITE PAPER: This white paper counts down five easy ways that you can encourage employee referrals, allowing you to expand your organization's network, reduce costs, drive quality hires, and more. Posted: 25 Apr 2013 \| Published: 25 Apr 2013 TOPICS: Business Management \| Business Performance Management \| Employee Performance Management (EPM) \| Human Resources Management \| Human Resources Services \| Networking \| Recruiters \| Recruiting Services \| Talent Management

Podcast: JBoss Enterprise BRMS 5.3 – Business Rules Management System sponsored by Red Hat PODCAST: In this podcast, solutions architect Peter Larsen provides a technical overview of the features and capabilities of a business rules management system (BRMS), as well as strategic advice to help you get the most out of your system and support organizational agility and responsiveness. Posted: 15 Apr 2013 \| Premiered: Apr 1, 2013 TOPICS: Business Management \| Business Performance Management \| Business Performance Management Software \| Business Process Management \| Business Processes \| Configuration Management \| Enterprise \| Enterprise Resource Management \| Enterprise Systems

Ramco HCM & Talent Management - The Return on Investment (ROI) sponsored by Ramco Systems WHITE PAPER: This white paper explores the ROI that your organization can achieve by employing the right human capital management (HCM) and talent management applications to address your human resources (HR) needs. Posted: 08 May 2013 \| Published: 08 May 2013 TOPICS: Employee Performance Management (EPM) \| Financial Management \| Human Resources Management \| Human Resources Service Providers \| Human Resources Services \| Human Resources Software \| ROI \| Talent Management \| Workforce Management Software \| Workforce Planning

How to Get Rid of Stage Fright Before Your Next Presentation sponsored by Citrix Online Go To Meeting WHITE PAPER: This brief by Matt Abrahams, communication and presentation expert, explores how you can shake your stage fright to present with confidence. Posted: 01 Apr 2013 \| Published: 01 Apr 2013 TOPICS: Business Environment \| Business IT Alignment \| Business Management \| Business of Information Technology \| Business Process Management \| Collaboration \| Collaborative Applications Software \| Collaborative Commerce \| Communications Hardware \| Communications Networks \| Communications Software \| Communications Systems

Performance Management in Financial Services Isn’t Only for Executives sponsored by Information Builders WHITE PAPER: Sponsored by Information Builders, this Ventana research paper explains how performance management can improve operations while aligning processes with strategy and goals. Posted: 03 May 2013 \| Published: 31 Dec 2012 TOPICS: Business Management \| Business Performance Management \| Business Performance Management Software \| Business Process Management \| Data Analytics \| Data Management \| Data Mining \| Financial Industry Organizations \| Financial Services Industry

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