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Client Relationship Management for Asset Managers by Pivotal CRM, a CDC Software solution
February 20, 2009 - (Free Research) This white paper describes how client relationship management (CRM) technology can help mutual fund wholesalers and institutional asset managers address these core industry challenges and effectively foster.
Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc
July 2008 - (Free Research) This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.
Best Practices in Creating a Strategic Finance Function by SAP America Inc
January 2009 - (Free Research) the following article will share the results of SAP research as well as APQC's Open Standards Benchmarking Collaborative (OSBC) research. The OSBC research is the first global set of common standards for business processes and data, giving organizations an independent, authoritative resource for evaluating and improving business practices.
Banking on Confidence: 5 Core Competencies of Compliance by Tripwire, Inc.
January 2009 - (Free Research) Read this case study to learn how Rothschild Bank in Zurich has achieved banking and financial reporting regulatory compliance by getting a handle on change and getting down to basics - the five core competencies of compliance.
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