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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

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

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

Magic Quadrant for Corporate Performance Management Providers
sponsored by Tagetik Software
WHITE PAPER: Access this white paper for an in-depth buyer's guide to the major players in the CPM suite market.
Posted: 11 May 2015 | Published: 02 Apr 2015

Tagetik Software

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

Data Governance and Maintenance for Financial Institution Monitors
sponsored by IntraLinks, Inc
WHITE PAPER: This white paper explores a data gathering and organizing strategy to keep up with government monitors. Read on to learn how to ensure maintenance of enterprise governance and risk controls throughout the investigation process.
Posted: 18 May 2015 | Published: 10 Dec 2014

IntraLinks, Inc

Strategies for the age of digital disruption
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: Disruption can happen at any time, in any sector, and its effect on traditional organisations can be fundamental. Capgemini offers some strategic advice.
Posted: 25 Feb 2015 | Published: 25 Feb 2015

ComputerWeekly.com

Gartner CIO & IT Executive Summit 2015: Topics, Speakers, and Vendors
sponsored by Gartner
BROCHURE: The Gartner CIO & IT Executive Summit 2015, focusing on Digital Leadership: Evolving the Core and Accelerating Business Value is coming to Munich, Germany on May 20 – 21. Take a look at the following brochure to view the events taking place this year and explore the topics that will be covered.
Posted: 03 Mar 2015 | Published: 03 Mar 2015

Gartner

Key Financial Management Software Features
sponsored by Workday
WHITE PAPER: In this e-guide, explore the various tools available that help facilitate financial reporting and analysis. Additionally, uncover valuable steps to take before switching from Excel spreadsheets to financial management software.
Posted: 18 May 2015 | Published: 18 May 2015

Workday

AP automation a guide for AP professionals & SAP users why it’s crazy not to go to the cloud as a SAAS solution
sponsored by Esker Inc.
WHITE PAPER: Access this handy guidebook to learn the basics of automation as a service for accounts payable. Uncover best practices for implementation and usage and learn valuable information to help you along the way.
Posted: 20 Apr 2015 | Published: 20 Apr 2015

Esker Inc.
 
 
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