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  1 - 5 of 5

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. 
(WHITE PAPER) READ ABSTRACT |

Best Practices in Creating a Strategic Finance Function by SAP America Inc

January 23, 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. 
(WHITE PAPER) READ ABSTRACT |

Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution

February 20, 2009 - (Free Research)
This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity. 
(WHITE PAPER) READ ABSTRACT |

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. 
(WHITE PAPER)

Q4 2008 HFN Hedge Fund Industry Asset Flow/Performance Report by Advent Software, Inc

April 2009 - (Free Research)
The HFN Hedge Fund Industry Asset Flow/Performance Report is an in-depth guide to the flow of assets and performance for the hedge fund industry. 
(ANALYST REPORT)

1 - 5 of 5

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