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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

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 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

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

Open Banking and the Future of Financial Services: Will You Survive or Thrive?
sponsored by MuleSoft
WHITE PAPER: This white paper defines what Open Banking is and explores the disruptive role that APIs will play in the future of financial services. Learn about the developing relationship between the API economy and banking, 3 challenges to Open Banking, Banking-as-a-Service and API-led connectivity, and more.
Posted: 28 Mar 2017 | Published: 28 Mar 2017

MuleSoft

Product Overview: Sage Evolution Software – ERP, Business Management Software for Your Business
sponsored by Sage Software
PRODUCT OVERVIEW: If you're looking for a cost-effective ERP tool to help you manage your finances and relationships with suppliers, customers and employees, there are a lot of market choices. Uncover 10 reasons to consider Sage Evolution – offering 22 features (incl. project tracking, graphs) and 33 add on modules (like lot tracking, POS, multi-currency).
Posted: 07 Jul 2017 | Published: 07 Jul 2017

Sage Software

Cash Management in the Digital Age, Podcast Part 2
sponsored by Dell EMC, Axxiome & Intel®
PODCAST: In this podcast, hear from experts Leon Sinclair and Jody Ellis on how to improve cash management, as well as how SAP HANA appliances accelerate the analysis of cash management information.
Posted: 01 Aug 2017 | Premiered: Jul 26, 2017

Dell EMC, Axxiome & Intel®

Understand Your eProcurement Options
sponsored by Coupa
RESEARCH CONTENT: Enterprises are increasingly implementing eProcurement platforms to enable employees to buy what they need quickly, safely, and cost-effectively. In this Forrester Research report, learn what to consider to choose the right eProcurement product for your business out of the 12 most significant providers.
Posted: 18 Aug 2017 | Published: 30 May 2017

Coupa
 
 
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