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. 

In this white paper, learn how your organization can use customer-centric strategies and CRM tools to maximize the value and loyalty of your customer base. Gain insight into new areas of opportunity and do more with less in a time of economic uncertainty. 

In August 2007, CFO Research Services launched a research program to explore the ways in which the role of the finance team has changed in recent years. This report presents the findings of our online survey of 255 senior finance executives. 

Read why top CFOs are shifting from their traditional financial role dealing with standardized business processes and systems to that of change agent and strategic advisor to the CEO. 

Learn how you can deliver more services with fewer tax dollars and deliver unparalleled public value, lower cost of ownership and scalability to grow affordably over time. 

This white paper identifies the many challenges companies face when implementing International Financial Reporting Standards (IFRS) in corporate reporting and explores tightly integrated solutions that together centrally manage data and metadata on a unified platform--the first step in implementing a complete performance management solution. 

This paper reviews multiple compelling issues of establishing and maintaining connectivity to manufacturing operations to achieve the Perfect Plant through an existing ERP system. 

This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them. 

In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors. 

As organizations seek new ways to increase brand awareness and generate demand in more complex market environments, there has been a renewed interest in co-marketing programs. This paper provides techniques to achieve this. 

The term "financial close" describes a corporation's ability to complete its accounting cycles and produce financial statements for internal management and external legal reporting. This paper identifies solutions to help organizations improve and sustain their close times and address the challenges associated with automating internal controls 

In this research, we examine the lessons that have been learnt from the current financial crisis, and propose ten practical lessons that could help to address perceived weaknesses in risk identification, assessment and management. 

This paper reviews the forces that affect the professional services market today, defines and explains the main pillars of service delivery innovation, and reviews the benefits firms derive from service delivery innovation.