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ALSO CALLED: Payment Services
DEFINITION: Services that provide a range of financial services.
Financial Services White Papers (View All Report Types)
1 - 25 of 91 Matches Previous Page  |  Next Page
Data Governance, Customer Experience & The GDPR
sponsored by Informatica
WHITE PAPER: A top priority for any financial services company should be customer-centricity. Eventually, data governance will be a primary way of enhancing the customer experience. So how does complying with the European General Data Protection Regulation (GDPR) help reach this goal? Learn how data governance, customer experience, and the GDPR go hand-in-hand.
Posted: 25 May 2017 | Published: 01 Jul 2016

Informatica

Digital Transformation: Why Financial Services Companies Are Adopting A Suite Approach To Software
sponsored by NetSuite
WHITE PAPER: As the pace of change continues to accelerate in the financial services industry, digital transformation has become key for staying ahead of the curve. But where to begin on the digital transformation journey? Learn how to take the first step for your financial services firm to keep competitive, improve application security, and more.
Posted: 23 May 2017 | Published: 23 May 2017

NetSuite

Millennial Disruption and the Planning Dysfunction at Banks
sponsored by Tagetik Software
WHITE PAPER: This white paper explores how to prepare for a new customer and new competition in the banking industry: the rise of millennials and FinTech. Uncover 5 ways to plan for millennial disruption with a unified corporate performance management platform.
Posted: 10 May 2017 | Published: 10 May 2017

Tagetik Software

Tackling the Disrupted Customer Journey: A Customer 360 View for Financial Institutions
sponsored by DataStax
WHITE PAPER: Why do 63% of customers feel their banks don't understand their needs when 70% of banking executives claim customer centricity to be highly important? Access this report to get a 360 degree view of the disrupted customer journey, and learn how to close the customer expectancy gap.
Posted: 09 May 2017 | Published: 09 May 2017

DataStax

Preparing for PSD2: The Role of Data in the Future of Banking
sponsored by DataStax
WHITE PAPER: To meet the requirements around customer experience from PSD2, the key will be your data management strategies. Learn how to cleanse and integrate your data for a single customer view and reduce the risk of opening up bank systems to third party access.
Posted: 08 May 2017 | Published: 08 May 2017

DataStax

Financial Services Toolkit: A Guide to Position Your Financial Services Business for Success
sponsored by Microsoft
WHITE PAPER: Few businesses have faced as much change in such a short period of time as financial services firms. Rapid-fire technology innovation & deregulation have transformed this industry – and many firms can't keep up with the new IT technology to secure customer loyalty. Explore this toolkit to propel your business to success in achanging industry.
Posted: 28 Apr 2017 | Published: 28 Apr 2017

Microsoft

How Transactional Analytics is Enabling Digital Payments Transformation
sponsored by Aerospike
WHITE PAPER: Learn how transactional analytics can help you keep up with the rapid changes wrought on eCommerce by technologies like mobile payment apps and non-banking payment service providers (FinTech). Discover how to leverage a database with a hybrid memory architecture and machine learning to transform digital payments.
Posted: 20 Apr 2017 | Published: 20 Apr 2017


Open Banking and the Future of Financial Services: Will You Survive or Thrive?
sponsored by MuleSoft
WHITE PAPER: This white paper defines what Open Banking is and explores the disruptive role that APIs will play in the future of financial services. Learn about the developing relationship between the API economy and banking, 3 challenges to Open Banking, Banking-as-a-Service and API-led connectivity, and more.
Posted: 28 Mar 2017 | Published: 28 Mar 2017

MuleSoft

Custom App Development and Integrations for Your Fintech Needs
sponsored by Sphere Software
WHITE PAPER: Diversifying the apps and services you offer can open up a number of critical business opportunities, but it can also be incredibly taxing on your development teams and IT. Discover how a partnership can help you enable rapid app development, custom fintech app integrations, DevOps practices, and more.
Posted: 10 Mar 2017 | Published: 10 Mar 2017

Sphere Software

Industry Highlight: Flash Storage System Speeds Financial Services
sponsored by IBM
WHITE PAPER: Illustrated here is how one financial services company implemented an all-flash array to accelerate revenue-generating financial apps. Read on to learn how flash combats the relatively lengthy response times of disk drives, and more.
Posted: 21 Feb 2017 | Published: 21 Feb 2017

IBM

Equipping Financial Advisors with Wealth Management Tools for the Digital Era
sponsored by Accenture
WHITE PAPER: Thanks to a proliferation of resources, the financial advisor no longer serves as the sole conduit between the individual client and the investment community. Discover which wealth management tools are making the greatest impact on the client experience so financial advisors can better equip themselves for the digital era.
Posted: 16 Nov 2016 | Published: 31 Dec 2015

Accenture

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

10 Capabilities of Global Finance Management Systems
sponsored by Infor
WHITE PAPER: Discover 10 key capabilities that can make your financial management system and processes an asset to global expansion. From finding and retaining the right talent to managing complex tax structures, your choices should enable you to easily handle the challenges of expanding your business globally.
Posted: 24 Aug 2016 | Published: 24 Aug 2016

Infor

Financial Data Integrity Starts with Breaking Down the Silos
sponsored by Infogix
WHITE PAPER: Data quality is increasingly more important to organizations to guarantee compliance and prevent bad data from proliferating through multiple systems unchecked. Learn about the positive effects that data quality and data integrity tools can help you gain.
Posted: 26 Apr 2016 | Published: 26 Apr 2016

Infogix

Bringing Accounts Payable Out of the Paper Age
sponsored by Epson
WHITE PAPER: 80% of businesses would like to streamline their accounts payable (AP) processes, but are being held back by fear. But of what? Access this white paper to learn how you can automate your AP process and gain an understanding of the future of data and records management.
Posted: 30 Nov 2016 | Published: 31 May 2016

Epson

5 Ways Electronic Invoicing Helps Businesses Get Paid Faster
sponsored by Basware
WHITE PAPER: Every business wants to get paid as fast as possible. Access this white paper to learn about the inefficiencies plaguing the billing process and whether electronic invoicing actually accelerates the accounts receivable cycle.
Posted: 17 Nov 2016 | Published: 17 Nov 2016

Basware

Transforming Finance Processes for the Digital Economy
sponsored by SAP
WHITE PAPER: Finance is at the heart of the digital business, but the financial processes and technology platforms that have been utilized in the last 20 years aren't agile enough for the digital economy. Access this white paper to explore a modern approach to managing critical processes like planning and analysis, risk management, compliance, and more.
Posted: 17 Oct 2016 | Published: 17 Oct 2016

SAP

Financial Services: Creating the Connected Customer Experience
sponsored by Avaya TSG
WHITE PAPER: Success in the financial services industry means creating a connected customer experience in every interaction, in every part of the institution. This guide walks you through each step and the different roles to be played in creating connected customers.
Posted: 30 Jun 2016 | Published: 30 Jun 2016

Avaya TSG

Breaking the barriers to financial planning with exploratory analytics
sponsored by IBM
WHITE PAPER: Financial planning and analysis (FP&A) is about to experience explosive growth due largely to cloud computing as well as exploratory and predictive analytics. Explore this comprehensive guide to learn about the booming growth that's about to happen in FP&A and prepare to take advantage of it.
Posted: 16 Jun 2016 | Published: 10 Jun 2016

IBM

Accelerating Speed to Market & Creating Trust in the Cloud
sponsored by Adapt Services
WHITE PAPER: This white paper provides an overview of cloud adoption strategies, using the financial services sector as an example. Uncover market statistics and perspectives from cloud users.
Posted: 30 Mar 2016 | Published: 30 Mar 2016

Adapt Services

Compliant Calling: How Mobile Industry Regulations Influence Financial Services
sponsored by BlackBerry
WHITE PAPER: In this white paper, you will discover how to enforce the highest standard of call compliance in your enterprise by ensuring mobile calls are recorded and under the control of network administrators. Access this white paper to understand how financial organizations are addressing the challenges of mobile call recording compliance.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

BlackBerry

How to Combat Cyber-Risk Using Data Analytics
sponsored by SAS
WHITE PAPER: This report identifies the scope of the cyber-risk faced today in the financial services industry. Uncover statistics, case studies, and key actions to mitigate threats.
Posted: 06 Jan 2016 | Published: 06 Jan 2016

SAS

Top 4 Emerging Mobile App Strategies
sponsored by Magnet
WHITE PAPER: This e-book digs into the top 4 emerging mobile app strategies for 2016 that can help you win customer loyalty. Rely on this guide as your "cheat sheet" to enabling better mobile experiences for today's always on-the-go customers.
Posted: 18 Dec 2015 | Published: 18 Dec 2015

Magnet

Buyers Guide to Financial Management
sponsored by NetSuite
WHITE PAPER: To continue applying the necessary financial rigor to support rapid growth, your accounting department needs the right tools to most efficiently do their job. Access this buyer's guide to discover what financial management software is right for your organization.
Posted: 25 Nov 2015 | Published: 25 Nov 2015

NetSuite

Aggravation or Aggregation: Risk Data and Compliance
sponsored by SAS
WHITE PAPER: Access this survey now to uncover best practices that your bank may use as a guide in formulating a response to comply with BCBS 239 principles. Read on to learn more.
Posted: 14 Oct 2015 | Published: 31 Dec 2014

SAS
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