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Money Management Reports
 
Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

Equipping Financial Advisors with Wealth Management Tools for the Digital Era
sponsored by Accenture
WHITE PAPER: Thanks to a proliferation of resources, the financial advisor no longer serves as the sole conduit between the individual client and the investment community. Discover which wealth management tools are making the greatest impact on the client experience so financial advisors can better equip themselves for the digital era.
Posted: 16 Nov 2016 | Published: 31 Dec 2015

Accenture

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

ITSM Plays Beyond IT
sponsored by Cherwell
EBOOK: ITSM is reaching beyond IT's borders into every aspect of the business. This playbook showcases several businesses that successfully applied ITSM practices throughout their organization. Learn how giants in several industries were able to better manage processes, create inviting customer experiences, and more.
Posted: 11 Apr 2017 | Published: 30 Dec 2016

Cherwell

Social Impact, Accelerated: How Your Nonprofit's Back Office Can Change The World
sponsored by NetSuite
WHITE PAPER: For most organizations, having a system that runs their business properly is essential for success. For nonprofit organizations, it's even more crucial. Inside, learn how nonprofits can use NetSuite, a cloud ERP and CEM technology, to tackle challenges including the "starvation cycle," properly handling donations and partnerships, and more.
Posted: 22 May 2017 | Published: 22 May 2017

NetSuite

Business Management Software ROI Improvement Guide
sponsored by Sage Software
WHITE PAPER: Aligning technology with your business goals is one of the smartest ways to optimize any software investment (especially when it comes to the cloud). Access this ROI improvement guide to learn how to maximize your business management software solutions to drive great agility and SaaS cost savings.
Posted: 28 Nov 2016 | Published: 28 Nov 2016

Sage Software

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

Magic Quadrant for Procure-to-Pay Suites
sponsored by Basware
RESOURCE: IT leaders are looking for suites of integrated solutions to manage their procurement and payment processes. This vendor-neutral expert report examines the P2P market and offers a comparison of the top 12 vendors. Access this report to see which P2P suite vendor will best suit your business needs.
Posted: 23 Nov 2016 | Published: 22 Jun 2016

Basware
 
 
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