Investment Management

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

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

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

CASE STUDY: Access this case study to find out how Mitel helped BSN Sports enable its employees to coordinate and collaborate from diverse locations with effective cloud-based communications solutions.

Posted: 25 Jan 2017 | Published: 25 Jan 2017

ESSENTIAL GUIDE: There is a significant opportunity for organisations to gain economic and environmental benefits through operating a more efficient print environment, this report from analyst Quocirca reveals.

Posted: 13 Jul 2017 | Published: 13 Jul 2017

EGUIDE: Artificial Intelligence is red hot. But what lies beyond the hype? Once it was big data, then cloud, now it is artificial intelligence, and that sub-set of it which is machine learning, that's generating more heat than light. Is there business value here?

Posted: 06 Nov 2017 | Published: 06 Nov 2017

WHITE PAPER: Others in your organization may view IT as a financial black hole, with high spend and a difficult-to-quantify value add. You need greater visibility into your IT financials. Read this white paper to learn more about the benefits of a financial management platform.

Posted: 25 Jan 2018 | Published: 25 Jan 2018

EGUIDE: In this Nordic e-guide we look at how CIOs can succeed in the age of digital transformation. Find out if you have what it takes because the opportunity is massive if you get digital right. There is also some advice for CIOs looking to get more out of their budget so they can fund digital initiatives.

Posted: 19 Dec 2016 | Published: 19 Dec 2016

EGUIDE: In this Middle East e-guide we look at how CIOs can succeed in the age of digital transformation. Find out if you have what it takes because the opportunity is massive if you get digital right. There is also some advice for CIOs looking to get more out of their budget so they can fund digital initiatives.

Posted: 19 Dec 2016 | Published: 19 Dec 2016

RESOURCE: By 2020, at least 25% of large organizations will increase planning accuracy by integrating key operational planning processes with financial planning and analysis, according to Gartner Research. Explore these 9 trends that are pushing businesses to use a single interactive environment for budgeting, planning and forecasting processes.

Posted: 12 Apr 2018 | Published: 12 Apr 2018