Business of Information Technology  >   Business Management  >   Financial Management  >  

Investment Management

RSS Feed   
Investment Management White Papers (View All Report Types)
 
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

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

Cloud ERP: Emerging As A Replacement To On-Premise
sponsored by Sage Software
WHITE PAPER: Today, businesses of all sizes and industries are accessing core enterprise applications via the cloud. Since ERP is the most important suite of software applications for many businesses, it makes sense that this, too, is making the move to the cloud. Learn about the journey to cloud ERP, and what this shift spells for your business.
Posted: 07 Apr 2017 | Published: 07 Apr 2017

Sage Software

The New Thinking on KPIs
sponsored by IBM
WHITE PAPER: All performance measures are not KPIs. This white paper explores the most common myths surrounding KPIs that throw organizations off. Discover the 4 types of performance measures, the 7 characteristics of effective KPIs, as well as recommended next steps.
Posted: 18 Jul 2016 | Published: 30 Jan 2015

IBM

Define Team-Based Success and Choose the Right KPIs
sponsored by IBM
WHITE PAPER: Access this white paper to learn how you can identify and leverage KPIs to take advantage of the efficiency created by more streamlined, accountable teams of workers. Explore 6 implementation guidelines, including: identify the key teams, define the success factors for each team, and 4 more.
Posted: 21 Jul 2016 | Published: 31 Mar 2016

IBM

Strategic performance management
sponsored by IBM
WHITE PAPER: This white paper explores a strategic performance management system that is designed to help enhance your organizations ability to perform key processes such as planning, forecasting, narrative reporting, and more. Read on to learn if this technology is something that would work within your own business.
Posted: 23 Jun 2016 | Published: 30 Jan 2015

IBM

Improving Planning, Budgeting and Forecasting with Advanced Analytics
sponsored by IBM
WHITE PAPER: This report, based on a survey of 167 organizations of all sizes, uncovers the challenges organizations face when using performance data, the steps needed to create a base-line budget. Access now and you'll also find tactics for taking planning to the next level through advanced analytics, as well as the benefits of predictive business solutions.
Posted: 16 Dec 2015 | Published: 29 Aug 2014

IBM

HP Financial Services in brief
sponsored by Hewlett-Packard Enterprise
WHITE PAPER: This white paper explores the investment solutions that support the transition to the updated styles of IT. Learn how these solutions can provide the flexibility for change that new technology is bringing and how it can adapt to future requirements.
Posted: 21 Oct 2014 | Published: 31 Dec 2013

Hewlett-Packard Enterprise

Maximize Your Data for the Finance Audience
sponsored by Infogix
WHITE PAPER: If your financial team doesn't have data controls, you could be risking inaccurate revenue recognition, fines exposure for inadequate compliance, or high costs from inefficient manual operating controls. Learn how to free your team from flying blind by maximizing your data.
Posted: 28 Aug 2017 | Published: 28 Aug 2017

Infogix
 

About TechTarget:

TechTarget provides enterprise IT professionals with the information they need to perform their jobs - from developing strategy, to making cost-effective IT purchase decisions and managing their organizations' IT projects - with its network of technology-specific Web sites, events and magazines

All Rights Reserved, Copyright 2000 - 2018, TechTarget | Read our Privacy Statement