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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

Simplify and Shorten Oracle - Financial Close With Automation
sponsored by Automic
WHITE PAPER: This white paper examines the most pressing difficulties involved in performing the financial period close process without automation tools in place.
Posted: 04 Mar 2015 | Published: 04 Mar 2015

Automic

Scalability Testing of an IBM Cognos Business Intelligence V10.1 Enterprise Deployment
sponsored by IBM
WHITE PAPER: This paper describes scalability testing performed with IBM Cognos Business Intelligence – a simple but complete enterprise platform that addresses the needs of business intelligence (BI) in a single architecture.
Posted: 26 Feb 2015 | Published: 26 Feb 2015

IBM

How Digital Services Can Give Your Building Society a Competitive Edge
sponsored by IPL
WHITE PAPER: With in-house development being too costly for most, third-party digital delivery platforms offer a genuine alternative by lowering the barriers to those new customers, who will suddenly be within much closer reach of even the smaller building societies and mutuals. 2015 is here, now is the time to act.
Posted: 06 Feb 2015 | Published: 31 Dec 2014

IPL

Solution Overview: Visibility Redefined
sponsored by GT Nexus
VIDEO: Hear directly from supply chain executives as to how they are utilizing visibility in the cloud to manage both the physical and financial supply chain.
Posted: 23 Feb 2015 | Premiered: 23 Feb 2015

GT Nexus

Oracle eBusiness suite - Financial Close Process
sponsored by Automic
WHITE PAPER: This white paper examines the key capabilities IT departments need to address when it comes to simplifying financial close processes and how to successful leverage automation for reduced reporting times and management complexity.
Posted: 02 Mar 2015 | Published: 02 Mar 2015

Automic

Five steps to successful application consolidation and retirement
sponsored by IBM
WHITE PAPER: Explore this white paper to gain valuable insight into processes that can streamline your application infrastructure and consolidate your data in five steps.
Posted: 26 Jan 2015 | Published: 30 Jun 2014

IBM

Customer Video: Yahoo!
sponsored by Workday
VIDEO: This video details the solution Yahoo! HR chose in order to replace their legacy system, speed up data analytics and become a strategic business partner.
Posted: 14 Oct 2014 | Premiered: 04 Apr 2012

Workday
 
 
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