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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 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

Transforming the financial industry with virtualized desktops
sponsored by HGST
CASE STUDY: This case study outlines how the recent growth in the premium financial industry and workforce caused a leading company to transition to a virtual desktop infrastructure and how a leading product helped with their challenges.
Posted: 10 Oct 2014 | Published: 30 Sep 2014

HGST

Are You Ready for Real-Time Information?
sponsored by Hitachi Data Systems
WHITE PAPER: Enterprises today have a special appetite for real-time data to enable better decision making - and it's no long a luxury, but an expectation.
Posted: 17 Sep 2014 | Published: 17 Sep 2014

Hitachi Data Systems

Changing Times, Changing Business- Why Finance Management is Moving to Cloud
sponsored by Workday
WHITE PAPER: Find out why finance and IT executives agree there is a great need for cloud-based finance management solutions.
Posted: 10 Sep 2014 | Published: 31 Dec 2013

Workday

What Lies Ahead for Financial Services IT?
sponsored by ComputerWeekly.com
RESOURCE: Investments are finally being made in technology as customers demand new ways of interacting with banks. Download Computer Weekly's exclusive article providing the top 10 financial services IT stories. To access your copy, please complete our short Financial Software Survey.
Posted: 10 Nov 2014 | Published: 10 Nov 2014

ComputerWeekly.com

4 Tips to Fire Up Productivity
sponsored by North Sydney IT and Cisco
WHITE PAPER: Read this list of four tips that can help you capitalize on new revenue opportunities so you can grow your business.
Posted: 16 Sep 2014 | Published: 16 Sep 2014

North Sydney IT and Cisco

Case Management and Smart Process Applications
sponsored by K2
WHITE PAPER: This report looks at the applicability of smart process applications, the drivers for improved case management, and the feature sets required of a modern case management system.
Posted: 20 Nov 2014 | Published: 20 Nov 2014

K2

Stepping Out of the Confines of Finance
sponsored by Adaptive Insights
WHITE PAPER: Access this report to get gain deeper insight into why the CFOs role has changed, and get an outline of the main challenges facing the CFO. Inside, learn about the personal and professional competencies that the CFO must develop in order to succeed in the future.
Posted: 23 Sep 2014 | Published: 31 Mar 2013

Adaptive Insights
 
 
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