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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

Case Management and Smart Process Applications
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: 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: 25 Sep 2014 | Published: 25 Sep 2014

ComputerWeekly.com

Fusion Cell Planning Process for Strategic Budgeting and Planning
sponsored by Host Analytics, Inc
WHITE PAPER: Uncover 6 steps to support the planning process, how to budget to the plan, and measuring performance metrics along the way.
Posted: 25 Nov 2014 | Published: 25 Nov 2014

Host Analytics, Inc

Best Practices in Planning and Budgeting
sponsored by Host Analytics, Inc
WHITE PAPER: Uncover best practices to improve the planning and budgeting processes within your organization.
Posted: 24 Nov 2014 | Published: 24 Nov 2014

Host Analytics, Inc

Developing the Right Price for your Services
sponsored by ConnectWise
WHITE PAPER: When it comes to closing a sale, nothing can hold up a purchase quite like price. But what does it take to properly price goods or services? Consult the following white paper to uncover the top 5 proven tips for maximizing profit through properly assigning prices. Learn of to build pricing strategies, prove worth, and much more.
Posted: 16 Dec 2014 | Published: 16 Dec 2014

ConnectWise

Duke University Libraries Adds Automated Process Management
sponsored by IBM
CASE STUDY: This exclusive case study reveals the centralized, automated process management solution Duke University chose to solve its problems.
Posted: 22 Oct 2014 | Published: 16 Apr 2014

IBM

The Big 4 in IT Evolution and How They Affect Your Integration Strategy
sponsored by IBM
WHITE PAPER: This infographic illustrates the impact of the "Big 4" forces in the evolution of IT—big data, the cloud, mobility, and social forces—providing statistics that depict how each force is already impacting workplaces, as well as their effects on B2B integration.
Posted: 04 Sep 2014 | Published: 04 Sep 2014

IBM

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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