Industry Accounting Firms and White Papers, Webcasts, Case Studies and Research Papers

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)

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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)

Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc

July 2009 - (Free Research)

This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options.

(WHITE PAPER)

Emerging Opportunities for Accounting Firms in a Changing Economy by BlackBerry

October 2009 - (Free Research)

In this research report, we examine five of the critical issues that are creating new opportunities for the accounting profession and nine key strategies for obtaining competitive advantage.

(WHITE PAPER)

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Webcast: Emerging Opportunities for Accounting Firms in a Changing Economy by BlackBerry

November 2009 - (Free Research)

The global economy has gone through a painful restructuring in the last year. The economic downturn has however presented many opportunities for firms to cut costs and enhance their productivity. In this webcast you'll learn how to leverage those opportunities using Blackberry® solutions for accounting firms.

(WEBCAST)

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Using Total Cost of Ownership to Determine Optimal PC Refresh Lifecycles by Dell, Inc. and Intel

May 2009 - (Free Research)

Wipro analysts gathered information from 106 IT organizations in North America, Great Britain, and Germany in March 2009. This whitepaper explores contributing factors that determine the optimal refresh rate for laptop and desktop PCs, using examples from the firms that participated in the survey.

(WHITE PAPER)

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Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc

January 2009 - (Free Research)

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.

(WHITE PAPER)

SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc

August 2008 - (Free Research)

This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.

(WHITE PAPER)

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution

February 2009 - (Free Research)

In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity.

(WHITE PAPER)

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2009 Top 10 in Investment Management by Actuate

September 2009 - (Free Research)

The investment management business in 2009 will be dominated by the ramifications of the events of 2008. In this report, TowerGroup has compiled a list of the top 10 business drivers and the resulting major strategic responses and technology initiatives.

(ANALYST REPORT)

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The Buyside and the Three Phase Evolution of Electronic Trading by Advent Software, Inc

December 2006 - (Free Research)

The objective of this paper is to present the buyside with a framework in which to understand the changes in the U.S. trading market, to offer a vision for the trading platforms that will support this new world and to explain why the future belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers.

(WHITE PAPER)

Winning the Performance Battle: Standardizing Best Practices with Technology by Oracle Corporation

March 2009 - (Free Research)

This white paper highlights the important elements and key benefits of standardizing business processes and operating procedures based on uniform, organization wide technology. It also serves as a guide for engineering and construction (E&C) firms choosing the right technology to promote standardization across their organizations.

(WHITE PAPER)

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Business Agility as Growth Enabler: How Can Midsize Firms Manage Change in an Increasingly Demanding World? by SAP AG

August 2007 - (Free Research)

Your company's ability to meet changing customer requirements and drive revenue growth in a continually changing environment is essential. This whitepaper examines the related issues of growth and flexibility from a number of perspectives.

(WHITE PAPER)

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Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc

January 2009 - (Free Research)

This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.

(WHITE PAPER)

Research Management Solutions: Bringing the Benefits of Automation to the Front Office by Advent Software, Inc

December 2008 - (Free Research)

How does a firm or fund manager assess his/her research management needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions.

(WHITE PAPER)

Winning Strategies for the Evolving Legal Marketplace by BlackBerry

October 2009 - (Free Research)

Law firms have had to develop new strategies to compete and win in a legal market that contains greater uncertainty than any that has come before it. This paper will briefly outline strategies for success in the evolving legal marketplace.

(WHITE PAPER)

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Webcast: Winning Strategies for the Evolving Legal Marketplace by BlackBerry

October 2009 - (Free Research)

In this webinar, you'll learn about the rapidly changing state of law firms, how law firms must pay closer heed to business management issues to remain competitive. You'll hear the voice of the client and what law firms must do to succeed in the face of change.

(WEBCAST)

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Service Delivery Innovation: Creating Client Value and Enhancing Profitability by SAP AG

January 2007 - (Free Research)

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.

(WHITE PAPER)

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Leveraging the Talent Supply Chain for a Competitive Advantage by SAP AG

January 2007 - (Free Research)

This paper identifies the market trends driving the need for an integrated talent supply chain and describes the internal inefficiencies professional services firms must overcome to optimize their talent supply chains.

(WHITE PAPER)

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Preparing to Stay in Business - Storage Continuity Critical in 24-Hour World by CDW Corporation

September 2009 - (Free Research)

You probably think it couldn't happen to you, but disastrous events occur more often than not. Perhaps not a hurricane or earthquake or malicious attack, but there are potential risks for every business. Developing a solid data-recovery plan can keep your business up and running in the event of a disaster or other unfortunate event.

(WHITE PAPER)

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Risk Management: Bridging Policies and Procedures - Fundamental Security Concepts by Global Knowledge

October 2008 - (Free Research)

This white paper discusses risk management as a key process in designing security architectures, including a better way for security managers to approach the security ROI issue.

(WHITE PAPER)

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CIO Decisions Ezine Volume 4: Disaster Recovery and Unified Communications by CIO Decisions

December 2008 - (Free Research)

This eguide explains how Midmarket companies are embracing server virtualization and updating their disaster recovery strategies to ensure they minimize risk-affordably.

(EZINE)

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Hidden Costs in an SAP Virtualization Project by Arrow ECS HP Group and Intel

September 2009 - (Free Research)

This videocast takes a close look at what companies should consider before embarking on an SAP virtualization project, including costs, skills, data center and hardware requirements.

(VIDEO)

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The New Voice of the CIO: 2009 Global CIO Study - Perspectives for Midsize Organizations by IBM

November 2009 - (Free Research)

How can today's CIO make the biggest impact on their organization? Learn more here.

(ANALYST REPORT)

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Tame the Beast: Reduce the Complexity of IT Risk and Compliance by OpenPages, Inc.

December 2009 - (Free Research)

Join us for a discussion with Tommy Thompson, IT Security and Compliance Coordinator at Williams Company and Bob Shapiro, Principal Business Analyst at OpenPages, in which we will uncover strategies for implementing a more effective IT risk and compliance management program.

(WEBCAST)

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