Financial Services White Papers

Financial Services pervades the entire IT industry. No matter what your particular business entails, you need to need to get up to speed on essential financial areas such as Regulatory Compliance, Business Continuity, Financial Reporting, and Financial Management. The bottom line? Financial knowledge is essential to the success of your business.

Use this Bitpipe Research Guide on financial services to locate the latest white papers, webcasts, case studies, and product information for Financial Systems, industry issues and related topics, including Business Process Automation, Identity Management (Security), Data Security and Risk Management.

Recent Financial Services Industry Reports
(topics include Decision Support Databases, Information Lifecycle Management, Records Management, ROI, return on investment)


2015 Cloud PSA Evaluation Guide

sponsored by FinancialForce
Learn how to properly evaluate PSA systems in this essential guide. Discover the role cloud technology plays in modern PSA's and what capabilities matter most when selecting a PSA system for your organization. (RESOURCE: December 31, 2014) more..

Outsourcing Security Services: What You Need to Know

sponsored by Digital Guardian
In this expert guide, discover tips for choosing the right security service provider, writing an SLA, and more. (EGUIDE: April 27, 2015) more..

Spreadsheets or PSA? A Self-Assessment Guide to Your Professional Services Automation Decision

sponsored by FinancialForce
Access this self-assessment tool to discover if your professional services organization is ready for automation. Discover how you can manage resources, plan and track projects, monitor project cost information, and more with this flexible scalable application. (ASSESSMENT TOOL: April 27, 2015) more..

Future Trends in UK Banking

sponsored by
The number of people using mobile and online banking will increase dramatically over the next five years, with major technology implications for banks, this report from the Centre for Economics and Business Research (Cebr) and Fiserv reveals. (RESEARCH CONTENT: April 27, 2015) more..

AP automation a guide for AP professionals & SAP users why it’s crazy not to go to the cloud as a SAAS solution

sponsored by Esker Inc.
Access this handy guidebook to learn the basics of automation as a service for accounts payable. Uncover best practices for implementation and usage and learn valuable information to help you along the way. (WHITE PAPER: April 20, 2015) more..

Success Won't Drive Itself When Google Impacts Insurance

sponsored by GMC Software
In this exclusive white paper discover how Google's search engine success is leading them to price auto insurance online more accurately than traditional insurers. Learn how your organization can compete with their success and uncover strategies you can implement to remain competitive. (WHITE PAPER: April 17, 2015) more..

Communicating in the New Age of the Digital Banker

sponsored by GMC Software
In this white paper discover how your bank can devise a plan to cater to connected customers. Find new ways to communicate in the modern world including mobile, multichannel, and more. (WHITE PAPER: April 17, 2015) more..

Case Study: Insurer raises the bar on CCM

sponsored by GMC Software
In this exclusive case study, pick up tips and tricks for your organization in your journey to transition your legacy CCM software to a new system. Discover how one North American insurance agency was able to achieve outstanding customer service. (CASE STUDY: December 31, 2014) more..

Mobile Management Compliance Checklist in Financial Services

sponsored by BlackBerry
This white paper provides you with the essential questions to ask when evaluating an EMM solution and how to ensure compliance. (WHITE PAPER: December 4, 2014) more..

Who’s Profitable: Going Beyond Traditional Business Intelligence

sponsored by SAS
Access this informative white paper to help you determine who and what is profitable in the face of big data. Join the discussion on integrating analytics into performance management, and how doing so can enable you to measure the profitability of multiple distribution channels. (WHITE PAPER: December 31, 2014) more..

AP Automation Case Study: Malaysia Airlines

sponsored by Esker Inc.
To discover what solution Malaysia airlines chose to reduce invoice costs through AP automation, access this exclusive case study. (CASE STUDY: December 31, 2014) more..

Getting ROI Out Of Your ERP System

sponsored by IFS
You can ensure that even the most complex facets of your ERP system are running smoothly by accessing this expert e-guide produced by SearchManufacturingERP. Discover 5 ways to reduce long-term total cost of ownership for your organization's ERP system. (EGUIDE: April 13, 2015) more..

Changing the Equation on Big Data Spending

sponsored by BlueData Software, Inc.
While big data's big price tag is turning off some organizations, discover the risks of ignoring big data in this exclusive white paper. Learn how your organization can explore the potential of big data even under budget and expertise constraints with big data analytics in the cloud. (WHITE PAPER: December 14, 2014) more..

How the Financial Industry can Prepare for Cybercrime

sponsored by Hewlett-Packard Limited
The financial services industry needs to evolve to meet the cybercrime of today. In this white paper, learn more about what these crimes look like and how to stop them. (WHITE PAPER: March 31, 2014) more..

Case Study - ABnote launches TransPromo platform for brazilian bank Bradesco

sponsored by GMC Software
When ABnote in Sao Paolo Brazil wanted to add promotional or educational messages to their transactional correspondence they turned to one platform to fulfill their communications needs and create a competitive advantage.Discover what platform enabled ABnote to implement this communications strategy with a very short timeline. (CASE STUDY: April 9, 2015) more..

An IT Auditor's Guide to Security Controls & Risk Compliance

sponsored by Bit9 + Carbon Black
This white paper provides a framework for simplifying compliance enforcement and audits through six key policy controls.  Access now to learn how to achieve compliance harmony. (WHITE PAPER: November 5, 2014) more..

How to Write a Compelling IT Budget Application

sponsored by Welldata
This concise overview reveals a real-world example of how one IT manager was able to get his budget approved in just one day after weeks of failed attempts to convince his company's C-suite to approve additional funds. (WHITE PAPER: April 3, 2015) more..

Paper-Free AP Invoicing: Achieving Best-in-Class Results with Automation

sponsored by Esker Inc.
Despite the obvious benefits, many organizations are still hesitant to go paperless for their AP. Access this exclusive webinar to hear from Jon seaman, account executive at Esker and learn about how AP automation software could change the way your organization does business. (VIDEO: March 12, 2015) more..

Accounts Payable Automation: As Easy as 1-2-3!

sponsored by Esker Inc.
Access this brief video to learn more about an automated AP platform that can help you modernize your AP Process in 3 easy steps by using innovative technology to automate workflow, archive invoices to the web, and integrate seamlessly with your ERP software. (VIDEO: February 28, 2014) more..

A New Aproach to Payment Verification

sponsored by Nexmo
This white paper explores how to use phone number verification to ensure security and compliance in a simple process. Access now to learn why this technology is rising in prominence and uncover the seven key components to look for in a third-party service. (WHITE PAPER: March 11, 2015) more..

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