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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

Invoice Processing: Solutions for Accounting
sponsored by Perceptive Software
WHITE PAPER: Uncover the benefits of accounts payable automation, and learn about an advanced invoice processing solution capable of helping your company tackle the common challenges.
Posted: 15 Jul 2014 | Published: 31 Jan 2013

Perceptive Software

Build for Change – the Risk of Customerpocalypse
sponsored by ComputerWeekly.com
BOOK: The enterprise must focus on how it engages customers and responds to their expectations, or face Customerpocalypse, writes Alan Trefler, in this extract from his book Build for Change.
Posted: 15 Aug 2014 | Published: 15 Aug 2014

ComputerWeekly.com

What Ever Happened to the Virtual Close?
sponsored by Adaptive Insights
WHITE PAPER: Access this exclusive paper that discusses how CFOs are once again trying to perfect the process of closing the books, and this time, not in a way that should be solely focused on doing it faster. Learn from several financial executives why patience is vital when dealing with the virtual close.
Posted: 17 Sep 2014 | Published: 30 Nov 2011

Adaptive Insights

Outsourcing Mid-to-Back Office Processes: Where Should You Be Investing?
sponsored by OpenText GXS
WHITE PAPER: Find out how outsourcing non-core competencies allows security firms to focus on improving the overall client experience while managing processes to remain compliant.
Posted: 13 Jun 2014 | Published: 30 Apr 2014

OpenText GXS

Transforming Into Senior Digital Business Executives
sponsored by Gartner
WEBCAST: Tune in to this informative webcast to learn how you can make the most out of your role as CIO or IT manager and refocus your efforts on adding real business value to you enterprise. Click on the link and stream this informative webcast from the experts at Gartner to find out more.
Posted: 03 Jul 2014 | Premiered: Jul 3, 2014

Gartner

Solve the Mystery of Strategic Alignment with Time Tracking
sponsored by Innotas
WEBCAST: In this on-demand webinar, Mark Mullaly of ProjectManagement.com investigates issues relating to time tracking as a part of the project management process.
Posted: 13 Aug 2014 | Premiered: Apr 22, 2014

Innotas

Advance Case Management: Empower the Knowledge Worker
sponsored by IBM
WHITE PAPER: This exclusive whitepaper details the strategic business value of case management.
Posted: 31 Jul 2014 | Published: 10 Oct 2013

IBM
 
 
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