Money Management

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

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

EGUIDE: In this e-guide, learn how Microsoft is dominating the Software-as-a-Service space thanks to its strength in collaboration software and how the new generation of collaboration software could be stoking communication overload. Also, check out our chart comparing Slack, Microsoft Teams and Spark.

Posted: 31 Aug 2018 | Published: 31 Aug 2018

WHITE PAPER: A Fortune 500 company was using a manual order to cash process involving 50 full time staff (FTEs) performing more than 16 validations against quotes in their ERP. Read this case study to find out how implementing Automation Anywhere's IQ Bot has helped this company save time and money.

Posted: 26 Sep 2018 | Published: 26 Sep 2018

CASE STUDY: With Optimizely's experimentation software, businesses are delivering consistent and quality results. In this comprehensive e-book, see the success stories of leading brands who have used Optimizely to boost their revenue, improve lead quality, and beat the odds.

Posted: 07 Dec 2018 | Published: 07 Dec 2018

WHITE PAPER: Federal contracting can be one of the most lucrative, long-term business industries to enter. Download this white paper for an in-depth look at 2 of the most important federal compliance regulations—FAR and CAS—as well as additional details that occur after an audit is complete.

Posted: 24 Sep 2018 | Published: 24 Sep 2018

WEBCAST: Finance leaders have to be the change agents of their organization, innovating today, predicting tomorrow and shaping the future. Watch this webinar to find out what CFOs should be doing now to take advantage of transformational tech to gain a competitive edge.

Posted: 04 Dec 2018 | Premiered: Dec 4, 2018

WHITE PAPER: Systems that support large volumes of both structured and unstructured data will continue to rise this year, according to Tableau. Download this white paper for a closer look at the top 10 big data trends, and how they could affect your organization.

Posted: 20 Sep 2018 | Published: 20 Sep 2018

WEBCAST: In this upcoming webinar, you'll hear how one major asset management company made the shift to cloud data visualization with Tableau Server on AWS. Hear from their experience, get best practices tailored to financial services organizations, and learn how you can get started with scalable analytics on the cloud.

Posted: 18 Sep 2018 | Premiered: Sep 18, 2018