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Money Management Reports
 
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

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

Product Introduction: CCH Tagetik Revenue Accounting Solution
sponsored by Tagetik Software
PRODUCT OVERVIEW: It can be tough weeding through the thicket of accounting programs and revenue tools available. How can you find one that is fast, flexible, and right for you? Allow this introduction to the CCH Tagetik Revenue Accounting solution to help you identify what features and functionalities are most important for your business needs.
Posted: 25 Oct 2017 | Published: 25 Oct 2017

Tagetik Software

The Subscription Economy Index Research Report: Which Industries Thrive in the Subscription Economy?
sponsored by Zuora, Inc
RESEARCH CONTENT: In this Zuora Subscription Economy Index (SEI) research study, learn about how subscription-based business sales have grown, SEI vs. American GDP growth, market trends, top business growth leaders by model, and much more.
Posted: 29 Aug 2017 | Published: 01 Jun 2017

Zuora, Inc

The IoT business model: Reduce inefficiencies, make money with IoT
sponsored by SearchCIO
EBOOK: The internet of things could revolutionize modern business models, but the quest to make money with IoT requires a major investment in IT resources.
Posted: 13 Sep 2017 | Published: 13 Sep 2017

SearchCIO

7 Ways To Improve Inventory Management
sponsored by Sage Software
WHITE PAPER: For many businesses, inventory management is mission critical. Ensuring stock levels without tying up excessive capital might sound easy. But with a myriad of potential problems, it can be a major challenge. Discover 7 ways to improve your inventory management using business management technology.
Posted: 06 Apr 2017 | Published: 06 Apr 2017

Sage Software

Future-proof Your Business: 5 Ways to Empower Your Employees
sponsored by Sage (UK) Limited
WHITE PAPER: Work is no longer just a 9 – 5 ... it's tangled up in our everyday lives. That's why it's so important for you to understand – and work with – your employees. Learn 5 ways to match employee expectations of your company seamlessly and effectively.
Posted: 19 Jul 2017 | Published: 19 Jul 2017

Sage (UK) Limited

MicroScope September Ezine
sponsored by MicroScope
EZINE: For many, the looming Brexit has stalled IT purchasing all together. But what can your organisation do to counteract this and navigate the complicated matter better than your peers? What does it mean for your employees? Take a look at this article of MicroScope for more information on Brexit's effect on the IT industry.
Posted: 25 Aug 2017 | Published: 25 Aug 2017

MicroScope

Artificial intelligence creeps into business applications
sponsored by SearchDataManagement
EZINE: Uncover how artificial intelligence apps and explore how AI, ironically, makes human resources more human. Plus, learn about the many options available to mine valuable customer insights from big data, how chatbots are sales and customer service, and more.
Posted: 05 Apr 2017 | Published: 05 Apr 2017

SearchDataManagement
 
 
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