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Finance Industry White Papers (View All Report Types)
 
Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

Financial services must gain speed and go mobile to satisfy customers
sponsored by ComputerWeekly.com
WHITE PAPER: This nine-page Buyer’s Guide to Financial Services IT assesses the implications and challenges facing CIOs and senior IT professionals.
Posted: 21 Oct 2011 | Published: 19 Jan 2011

ComputerWeekly.com

Turning Digital Challenges into Innovation Opportunities
sponsored by Magenic
WHITE PAPER: Even in today's unforgiving economic climate, many forward-thinking financial services companies like Deloitte and State Farm are tackling fast-paced digital innovation. See how the key needs of banking and insurance overlap and glean helpful insights into how you can increase operational efficiency and enhance the customer experience.
Posted: 06 Jul 2016 | Published: 30 Jun 2016

Magenic

Unlocking Data to Transform Financial Services
sponsored by MuleSoft
WHITE PAPER: Access this white paper to learn more about how businesses in the financial services industry can get the most out of their data management system.
Posted: 23 Jan 2015 | Published: 23 Jan 2015

MuleSoft

A Complete View Of The Enterprise: Linking Operational And Financial Planning In Global Organizations
sponsored by SAP America, Inc.
WHITE PAPER: In February 2008, CFO Research Services, a unit of CFO Publishing and part of The Economist Group, began a research project with Business Objects, an SAP company, asking senior finance executives to give views on their priorities and challenges around integrating operational and financial planning processes.
Posted: 05 Jun 2009 | Published: 01 May 2008

SAP America, Inc.

Get Global. Get Specialized. Or Get Out.
sponsored by IBM Line of Business
WHITE PAPER: This paper from IBM explores strategies that can help you capitalize on the opportunities globalization will bring about.
Posted: 17 Jun 2008 | Published: 17 Jun 2008

IBM Line of Business

Staying Ahead of Cyberthreats: Recommendations for Financial Institutions
sponsored by Dell SecureWorks
WHITE PAPER: Today’s investment firms and banks continue to struggle with the growing number of security and regulatory challenges they face. This paper explores the serious threats that financial institutions face and what they can do to address them.
Posted: 02 Mar 2012 | Published: 02 Mar 2012

Dell SecureWorks

Credit Issuers: Stop Application Fraud At The Source With Device Reputation
sponsored by iovation, Inc.
WHITE PAPER: Read this white paper to learn about new and innovative techniques and solutions can be used to combat fraud, and how you can realize a true return on investment by reducing losses from fraud exposure and increasing operational efficiency within your fraud prevention process.
Posted: 09 Jun 2009 | Published: 09 Jun 2009

iovation, Inc.

CRM Solutions For The Finance And Insurance Industries
sponsored by SAP America, Inc.
WHITE PAPER: Read this report to learn how Forrester Research rated 24 CRM solutions in terms of their strengths and weaknesses in supporting four key cross-functional processes in the finance and insurance industry.
Posted: 28 Mar 2012 | Published: 14 Feb 2011

SAP America, Inc.

Building a Clear and Socially Connected Enterprise
sponsored by SAP America, Inc.
WHITE PAPER: Read this white paper to learn how financial services firms can leverage social channels to better understand changing customer needs and interaction styles, develop products and services that address those changes, and create marketing campaigns that target these customers.
Posted: 27 Mar 2012 | Published: 31 Dec 2010

SAP America, Inc.
 
 
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