WHITE PAPER - 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.
Posted: August 10, 2009 | Published: July 1, 2008


Topics:  Asset Management (Finance) | Best Practices | Budgeting | Customer Service | Market Trends | Portfolio Management (Finance) | Risk Assessment | Risk Management | Workflow Management Coalition

WHITE PAPER - 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.
Posted: February 20, 2009 | Published: February 20, 2009


Topics:  Asset Management Services | Budgeting | Business Process Management | Collaboration | CRM | Financial Services Industry | Workflow Management Coalition | Workflow Software