Financial Services and Insurance Industry

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: 28 Mar 2012

WHITE PAPER: 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.

Posted: 10 Aug 2009 | Published: 10 Aug 2009

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: 27 Mar 2012

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: 21 Oct 2011

WHITE PAPER: 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.

Posted: 10 Aug 2009 | Published: 10 Aug 2009

WHITE PAPER: Whether you are looking to upgrade your current PeopleSoft software or implementing for the first time, this white paper provides a clear description of the value added benefits you can expect to see from PeopleSoft Enterprise Financial management 9.1.

Posted: 23 Apr 2012 | Published: 23 Apr 2012

WHITE PAPER: Inside this white paper, learn how to meet the necessary compliance requirements that will ensure a smooth transition when planning for the succession of your advisory firm.

Posted: 12 Mar 2012 | Published: 12 Mar 2012

WHITE PAPER: This paper shows how SuperLoader directly addresses the increased storage requirements and shrinking resources of smaller, distributed organizations, the need to centrally administer and simply manage distributed data, the security, data restoration.

Posted: 29 Jul 2004 | Published: 29 Jul 2004

WHITE PAPER: In today's unstable mortgage environment, the management of your loan documents, both paper and digital, has never proved more paramount. This brief paper outlines five common challenges associated with mortgage filing and offers up a five-step mortgage records management plan to help you save money and increase efficiency.

Posted: 14 Mar 2012 | Published: 14 Mar 2012

WHITE PAPER: PCI DSS expert and QSA Walter Conway demystifies tokenization by discussing use cases, comparing tokenization vs. encryption and providing various alternatives for implementing tokenization. Also find guidance on how to prepare for implementing tokenization and select a solution appropriate for your needs.

Posted: 23 Feb 2012 | Published: 23 Feb 2012