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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

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

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

Research Report: Priorities and Challenges of Bank Payment Processing
sponsored by Axway
WHITE PAPER: This research report explores banks' priorities in their payment business, the challenges they face in their operations, and their current use of operational tools for delivering real-time business analytics and decision support.
Posted: 30 Jul 2015 | Published: 31 Mar 2015

Axway

Getting ROI Out Of Your ERP System
sponsored by IFS
EGUIDE: You can ensure that even the most complex facets of your ERP system are running smoothly by accessing this expert e-guide produced by SearchManufacturingERP. Discover 5 ways to reduce long-term total cost of ownership for your organization's ERP system.
Posted: 13 Apr 2015 | Published: 13 Apr 2015

IFS

Hybrid Generations: Managing the New Face of the Workforce
sponsored by NGA Human Resources
WHITE PAPER: In this white paper, discover tips for navigating the upcoming "knowledge crunch" the boomers will leave behind and insights on how to tap the potential of the new generations coming into your organization.
Posted: 01 May 2015 | Published: 01 May 2015

NGA Human Resources

Are You Ready For a New Era in B2B Collaboration?
sponsored by IBM
WHITE PAPER: This white paper examines what companies can do to modernize their approach to business-to-business collaboration in response to trends like globalization, consumerization, and mobility.
Posted: 03 Sep 2014 | Published: 31 Mar 2014

IBM

HP Financial Services in brief
sponsored by Hewlett-Packard Limited
WHITE PAPER: This white paper explores the investment solutions that support the transition to the updated styles of IT. Learn how these solutions can provide the flexibility for change that new technology is bringing and how it can adapt to future requirements.
Posted: 21 Oct 2014 | Published: 31 Dec 2013

Hewlett-Packard Limited

Infographic: Bridging the Gap Between Business and IT
sponsored by IBM
WHITE PAPER: This infographic illustrates the necessity of integration between business and IT, as well as the fundamental disagreements that exist between the two groups.
Posted: 04 Sep 2014 | Published: 04 Sep 2014

IBM
 
 
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