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Wealth Management Industry White Papers (View All Report Types)
 
Why Cloud is a Better Fit for Financial Companies
sponsored by Peak10
WHITE PAPER: Whether public or private cloud, the cloud is becoming an increasingly accepted and adopted option for the financial services industry. Read on to learn about 5 ways financial services CIOs are leveraging cloud to their advantage.
Posted: 03 Apr 2017 | Published: 22 Mar 2017

Peak10

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

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

Cisco IBSG Global Research Reveals New Ways for Banks To Prosper in an Omnichannel World
sponsored by Cisco Systems, Inc.
WHITE PAPER: Banking customers worldwide are ready for an omnichannel experience – are you ready to give it to them? This resource describes the concept of omnichannel banking, why your customers need it, and why you shouldn't wait to offer it to them.
Posted: 17 Aug 2012 | Published: 17 Aug 2012

Cisco Systems, Inc.

2010 Asset Management Operations and Compensation Survey Findings
sponsored by Advent Software, Inc
WHITE PAPER: In this survey you will learn how asset management has changed over the years and the different challenges asset management professionals have been facing.
Posted: 18 May 2011 | Published: 17 May 2011

Advent Software, Inc

Leveraging XBRL for Value in Organizations
sponsored by ISACA
WHITE PAPER: This white paper was developed jointly by ISACA and IFAC, providing guidance on how to leverage value from XBRL initiatives and compliance requirements, with examples and case studies included.
Posted: 18 Aug 2011 | Published: 18 Aug 2011

ISACA

Growing Market Share in a Highly Competitive Financial Services Industry
sponsored by Keynote Systems
WHITE PAPER: Financial services organizations strive to retain existing customers and attract new ones, many are introducing new, enhanced services over the Web. Ensure you are providing the best possible experience by focusing your SLM processes on the end user.
Posted: 23 Jan 2005 | Published: 01 Jan 2004

Keynote Systems

Practical Guide to Understanding and Complying with the Gramm-Leach-Bliley Act
sponsored by Ecora Software
WHITE PAPER: New whitepaper on GLBA - learn key steps for validating compliance with the Gramm-Leach-Bliley Act, the background of GLBA - what it is and who must adhere, and how senior management and IT departments must ensure that customer data is safeguarded.
Posted: 16 Jan 2007 | Published: 16 Jan 2007

Ecora Software

Big Data Integration and Governance Considerations for Financial Services
sponsored by IBM
WHITE PAPER: This white paper examines key big data integration and governance considerations for the financial services industry.
Posted: 23 Dec 2013 | Published: 23 Dec 2013

IBM

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
 
 
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