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Money Management Reports
 
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

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

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

Do You Know Who I Am? Know Your Customer Systems Market Update
sponsored by BAE Systems
WHITE PAPER: Explore how Know Your Customer (KYC) systems provide organizations with the processes and workflows they need to assess the risk customers pose both at account opening and over time. Learn how to leverage KYC to boost customer onboarding and due diligence, improve risk management, integrate AML with KYC systems, and more.
Posted: 02 Mar 2017 | Published: 31 Aug 2016

BAE Systems

Fighting the Latest Evolution of Money Laundering
sponsored by BAE Systems
WHITE PAPER: This report explores how to meet the ever-growing threat of financial cybercrime. Discover how to take an integrated approach to detecting and preventing cybercrime that leverages anti-money laundering (AML) technologies, blockchains, machine learning, and more.
Posted: 08 Mar 2017 | Published: 31 Dec 2016

BAE Systems

6 Critical Components of a Successful Purchase-to-Pay Initiative
sponsored by Basware
WHITE PAPER: 30% of financial practitioners expect business networks to become an influential trend in procure-to-pay (P2P) over the next three years. There are 6 critical components to implementing a successful P2P initiative. Access this white paper to learn these steps, why P2P is becoming vital to business growth, and more.
Posted: 18 Nov 2016 | Published: 18 Nov 2016

Basware

Sourcing and Procurement: The 2016-2017 Technology and Innovation Outlook Report
sponsored by Basware
RESOURCE: Supply management technologies are a major factor in what sets market leaders apart from the pack. Strong usage of sourcing and procurement technologies delivers a competitive edge that is only going to grow in the coming years. Access this report to learn how to become a game-changer in sourcing and procurement technology.
Posted: 18 Nov 2016 | Published: 30 Sep 2016

Basware
 
 
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