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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

Enhancing the Customer Experience and Securing Endpoints with Biometrics
sponsored by NEC Corporation of America
TRANSCRIPT: This resource introduces NEC Corporation's NeoFace suite, a set of highly accurate facial recognition tools that use advanced facial processing and matching algorithms, and describes the business applications of biometrics.
Posted: 14 Oct 2014 | Published: 14 Oct 2014

NEC Corporation of America

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

NexentaStor Unified Storage at Top 10 Global Financial Firms Case Study
sponsored by Nexenta
CASE STUDY: This whitepaper examines a comprehensive, long-term storage strategy that uses data dispersion, compression and thin-provisioning to address data storage issues in the financial industry head on.
Posted: 19 Nov 2014 | Published: 19 Nov 2014

Nexenta

The Great Excel Escape
sponsored by SearchFinancialApplications
EBOOK: With finance professionals holding fast to their Excel spreadsheets, it's been a struggle to prove that companies need more modern, collaborative tools.
Posted: 11 Aug 2014 | Published: 11 Aug 2014

SearchFinancialApplications

The unlikely origins of online banking
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: Bryan Johnston, former CEO of TSB Northern Ireland, tells the story behind the bank's development of the first online real-time banking system in Europe.
Posted: 12 Sep 2014 | Published: 12 Sep 2014

ComputerWeekly.com

Using StorageConsole Backup Manager for IT Chargeback and Showback
sponsored by APTARE
WHITE PAPER: This white paper introduces APTARE StorageConsole Backup Manager, which automatically provides the reporting metrics to create chargeback/showback invoices that detail data consumption by group, cost of data, and bottom line total.
Posted: 18 Nov 2014 | Published: 30 Jun 2014

APTARE
 
 
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