Business of Information Technology  >   Business Management  >   Financial Management  >  

Investment Management

RSS Feed    Add to Google    Add to My Yahoo!
Investment Management White Papers (View All Report Types)
 
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

Wealth Management Firms Choose CRM to Improve Productivity and Client Service
sponsored by Microsoft
WHITE PAPER: To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM.
Posted: 25 Aug 2009 | Published: 25 Aug 2009

Microsoft

WEALTH MANAGER'S TAKE ON OUTSOURCING
sponsored by Wipro Technologies
WHITE PAPER: Wealth managers can ensure success of outsourcing relationships by ensuring a stringent service provider selection program based on service providers' processes, quality standards, cost efficiency and knowledge.
Posted: 26 Feb 2008 | Published: 01 Jan 2007

Wipro Technologies

A Best Practice Guide to Family Office Technology
sponsored by Advent Software, Inc
WHITE PAPER: Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
Posted: 08 Nov 2010 | Published: 08 Nov 2010

Advent Software, Inc

Powering Digital Transformation Through the Cloud-Ready Enterprise
sponsored by Riverbed Technology, Inc.
WHITE PAPER: Digital transformation strategies are being revised to account for the cloud's recently proven viability. Access this IDC report looks at the near-future of cloud enablement and how it is going to impact digital transformation strategies.
Posted: 23 Feb 2017 | Published: 30 Sep 2016

Riverbed Technology, Inc.

Guide: 9 Steps the CIO Must Take for Successful Divestitures
sponsored by SNP America, Inc.
WHITE PAPER: Since divestitures are not considered everyday business for most organizations, they typically land on the CIO's already-full plate. But for a CIO, there can be great benefits for doing things the right way, but a wrongly done divestiture can lead to dire consequences. Inside, discover 9 steps CIOs can take to achieve a successful divestiture.
Posted: 24 Jan 2017 | Published: 24 Jan 2017

SNP America, Inc.

Firmwide Scenario Analysis and Stress Testing: Risk Perspective
sponsored by SAS
WHITE PAPER: Stress testing is a vital aspect of any business' success. Special techniques have emerged in recent years after the recent financial crisis. Access this white paper to learn about the future of firmwide stress testing, the importance of risk management, and more.
Posted: 09 Nov 2016 | Published: 09 Nov 2016

SAS

Evaluating the Top CPM Vendors
sponsored by IBM
WHITE PAPER: In this Nucleus Research paper, compare the top CPM vendors—including Oracle, IBM, Infor, and more—and learn which are the most competitive when it comes to offering features like out-of-the-box capabilities that drive accelerated time to value.
Posted: 22 Jul 2016 | Published: 31 Dec 2015

IBM

The State of Customer Experience in Financial Services
sponsored by Infor
WHITE PAPER: This white paper explores the gap between intimate interactions at banking institutions and "always on" digital channels. Learn ways to close it with data and analytics, content management, social media marketing, and more.
Posted: 23 Feb 2016 | Published: 23 Feb 2016

Infor

2016 Digital Channel Threat Report: Enabling Secure Convenience
sponsored by SAS
WHITE PAPER: To successfully prevent fraud while retaining the benefits of offering digital financial services, financial institutions must understand how cybercriminals exploit these capabilities. Read on to explore strategies for protecting mobile wallets, digital account opening, and more.
Posted: 06 Sep 2016 | Published: 31 May 2016

SAS

RBC Implements Virtual Agents to Improve Online Customer Experiences
sponsored by [24]7
CASE STUDY: RBC, a large financial services institution, wanted to improve customer relations while reducing the number of calls coming into its contact centers. Access this case study to learn how they implemented virtual agents across their banking, direct investing, and insurance websites to enhance the customer experience and improve their bottom line.
Posted: 24 Oct 2016 | Published: 24 Oct 2016

[24]7

Case Study: Enhancing Accuracy of Front-to-Back Office Information Flow
sponsored by Infogix
CASE STUDY: Société Générale, a leading European financial services institution, decided to adopt a process-centric approach to ensure the integrity of transactions end-to-end. This case study explains how they identified critical information exchanges between apps and assessed corresponding risk by embracing automated analytics.
Posted: 04 Aug 2016 | Published: 31 Dec 2015

Infogix

Why Data Quality is Vital for Compliance
sponsored by Infogix
EBOOK: This e-book explores ways to create effective risk models in the absence of a universal scale for measuring data quality. You will learn how these models will help you comply with BCBS 239 compliance guidelines by incorporating multiple data points, utilizing reconciliation checks, and more.
Posted: 12 Jul 2016 | Published: 12 Jul 2016

Infogix

Evolution of Regulatory Capital Planning, Measurement, and Management
sponsored by SAS
WHITE PAPER: A key drawback of the Basel framework is its focus on historical capital adequacy, which does not help assess the impact of stress events on banks. Learn about how banks need an appropriate system to combine compliance with these risk-based capital adequacy regulations.
Posted: 06 Sep 2016 | Published: 06 Sep 2016

SAS

Financial Services Report: Reshaping ICT, Reshaping Business
sponsored by ComputerWeekly.com
IT BRIEFING: This report from Fujtsu assesses the IT trends and prioirties in the financial services industry.
Posted: 30 Nov 2012 | Published: 30 Nov 2012

ComputerWeekly.com

What is Driving the Financial Services Industry to the Cloud?
sponsored by Hewlett Packard Enterprise
WHITE PAPER: In this technical white paper, you'll learn how one global banking organization decided on a cloud infrastructure that helped them quickly add features and iterate on their application. Discover how they did this while still providing a stable, secure experience for their banking customers.
Posted: 26 Sep 2016 | Published: 26 Sep 2016

Hewlett Packard Enterprise

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

RFA Selects All-Flash to Serve its 500+ Investment Management Clients
sponsored by NetApp SolidFire
CASE STUDY: Learn how financial services IT provider RFA leveraged scale-out, all-flash arrays to decrease storage performance issues by 100% and deliver near-instantaneous transaction processing to clients. Read on to integrate this appliance with high load apps, as well as with VMware and Microsoft SQL.
Posted: 13 Oct 2016 | Published: 13 Oct 2016

NetApp SolidFire

PCI Council issues mobile application rules for software developers
sponsored by SearchSecurity.com
EGUIDE: The Payment Card Industry (PCI) Security Standards Council has demanded the development of mobile applications that include comprehensive security controls. This expert resource will help you understand what the new guidelines call for in terms of security controls, the history behind these standards, and further developments.
Posted: 25 Apr 2013 | Published: 25 Apr 2013

SearchSecurity.com

CW Special report on Capgemini
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: This 8 page special report from Computer Weekly offers a critical assessment of Capgemini, its strategy, products and services and financial performance. Packed with graphs and charts it is essential reading for anyone thinking of working with Capgemini.
Posted: 24 Aug 2012 | Published: 24 Aug 2012

ComputerWeekly.com

The Economic Value of Data
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: Big data analytics promises to boost customer centricity and profitability for financial services firms, according to this report from Cognizant.
Posted: 17 Jun 2013 | Published: 17 Jun 2013

ComputerWeekly.com

CW Europe: December 2016 - February 2017
sponsored by ComputerWeekly.com
EZINE: Security continues to be a huge pan-European challenge for governments and businesses harnessing the latest technologies. In this quarter's CW Europe, we feature two articles focusing on security in Europe and what authorities and IT firms are doing to reduce risks.
Posted: 05 Dec 2016 | Published: 15 Dec 2016

ComputerWeekly.com

CW500 IN THE CITY - Jason Scott-Taggart
sponsored by ComputerWeekly.com
PRESENTATION: Jason Scott-Taggart, head of IT service management at Worldpay looks at how Barclays met the challenge of implementing technologies to support mobility and flexible working.
Posted: 08 Jul 2014 | Published: 08 Jul 2014

ComputerWeekly.com

Case Study: Enhancing Risk Mitigation with Automated, Flexible Analytics
sponsored by Infogix
CASE STUDY: Meta Payments Systems wanted to identify and mitigate information risks proactively within their processing environment by deploying automated analytics. Find out how they enhanced visibility, generated valuable operational insight, and resolved information risks with an advanced analytics platform.
Posted: 08 Aug 2016 | Published: 31 Dec 2015

Infogix

The Digital Transformation Agenda
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: This survey of business leaders by the Economist Intelligence Unit for Pegasystems finds that businesses are mostly confident they will reach their digital transformation agendas, but senior business leaders need to be more closely involved.
Posted: 09 Jan 2017 | Published: 09 Jan 2017

ComputerWeekly.com

Financial Services Cloud Adoption: Top Concerns for Making the Move
sponsored by Peak10
RESOURCE: The financial industry is known for being slow to adopt new technologies, and cloud is next on its agenda. Read on to learn about the top 5 concerns that are causing the financial services industry to take its time adopting cloud technology and why the benefits still outweigh the risks.
Posted: 14 Feb 2017 | Published: 03 Jan 2017

Peak10

Key Drivers for Adopting SaaS Financial Applications
sponsored by SearchFinancialApplications
EGUIDE: Read this e-guide to learn about today's key drivers for SaaS financial applications adoption, as well as what's currently available when it comes to selecting your cloud provider.
Posted: 11 Sep 2012 | Published: 11 Sep 2012

SearchFinancialApplications

Financial markets regulatory outlook 2017
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: Financial services companies will face new challenges from innovative financial technology (fintech) companies, regulatory technology (regtech) will push down compliance costs, and there will be a greater emphasis on planning for cyber breaches in 2017, Deloitte predicts in this report.
Posted: 20 Jan 2017 | Published: 20 Jan 2017

ComputerWeekly.com

Extracting actionable data from banking malware
sponsored by ComputerWeekly.com
ESSENTIAL GUIDE: This article in our Royal Holloway Security Series demonstrates how actionable data can be extracted from banking malware and how it can be used to defend against highly damaging cyber attacks from organised criminal gangs.
Posted: 17 Aug 2016 | Published: 17 Aug 2016

ComputerWeekly.com

Using Financial Reporting Software to Improve Operations and Boost Profitability
sponsored by SearchFinancialApplications
EGUIDE: This expert e-guide has been provided to offer suggestions on how you can automate your financial reporting processes to become more efficient, saving time and money, and increase compliance with SEC standards and regulation.
Posted: 08 Jun 2012 | Published: 07 Jun 2012

SearchFinancialApplications

PCI compliance in the cloud: Can cloud service providers manage PCI?
sponsored by SearchSecurity.com
EGUIDE: Outsourcing credit card processing has emerged as a sensible solution for staying compliant with Payment Card Industry (PCI) demands, as well as a great way to cost-effectively cut down on risk.Read this expert guide to learn how outsourcing can help make life easier with a number of benefits.
Posted: 25 Apr 2013 | Published: 25 Apr 2013

SearchSecurity.com

Improving Return on Assets in Asset-Intensive Process Manufacturing
sponsored by Infor
WHITE PAPER: This guide illustrates a plan for processing profitability in the manufacturing industry. Discover how successful enterprise asset management (EAM) lets this happen with several core components.
Posted: 04 Jan 2016 | Published: 04 Jan 2016

Infor
 
 
Visit WhatIs.com - a knowledge exploration and self-education tool about information technology.

About TechTarget:

TechTarget provides enterprise IT professionals with the information they need to perform their jobs - from developing strategy, to making cost-effective IT purchase decisions and managing their organizations' IT projects - with its network of technology-specific Web sites, events and magazines

All Rights Reserved, Copyright 2000 - 2017, TechTarget | Read our Privacy Statement