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Wealth Management Industry White Papers (View All Report Types)
 
Advanced Banking Reference Model: 5 Pillars to Banking Transformation Success
sponsored by Dell EMC, Axxiome & Intel®
WHITE PAPER: Learn about the 5 pillars of Axxiome's advanced banking reference model (ABRM) and how they can help banks streamline and simplify SAP-enabled banking transformations.
Posted: 15 Sep 2017 | Published: 15 Sep 2017

Dell EMC, Axxiome & Intel®

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

Social Impact, Accelerated: How Your Nonprofit's Back Office Can Change The World
sponsored by NetSuite
WHITE PAPER: For most organizations, having a system that runs their business properly is essential for success. For nonprofit organizations, it's even more crucial. Inside, learn how nonprofits can use NetSuite, a cloud ERP and CEM technology, to tackle challenges including the "starvation cycle," properly handling donations and partnerships, and more.
Posted: 23 May 2017 | Published: 22 May 2017

NetSuite

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

Demystifying Customer Service Correspondence Work Flow in Cards
sponsored by Wipro Technologies
WHITE PAPER: Methods for capturing customer attention and loyalty may have changed over the years, but the basic DNA of business has not - a focus on establishing new customer relationships and retaining existing ones. This paper provides both a business & technology insight into the credit card customer service workflow.
Posted: 13 May 2009 | Published: 12 May 2009

Wipro Technologies

Dark Pools of Liquidity: Understanding & Technology dependencies for the future
sponsored by Wipro Technologies
WHITE PAPER: This white paper provides insight into the dark pools of liquidity, discusses the mechanism of dark pools trading, advantages and how technology would impact the operations or provide benefits in trading over this medium.
Posted: 13 May 2009 | Published: 12 May 2009

Wipro Technologies

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

Top 5 Business Challenges in Financial Services: Oracle Process Accelerators as a Solution
sponsored by Oracle Corporation
WHITE PAPER: This paper identifies the top five business challenges in the financial services industry and outlines how adopting Oracle Process Accelerators can give a competitive edge. Read on to learn more!
Posted: 31 Oct 2013 | Published: 31 Oct 2013

Oracle Corporation

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.

Top Information Leakage Threats Facing Today's Financial Service Industry
sponsored by Vericept Corporation
WHITE PAPER: This white paper shows how content-aware risk management systems combat information leakage through a combination of detection methods including data-matching, database-matching and linguistic analysis.
Posted: 05 Apr 2007 | Published: 01 Apr 2007

Vericept Corporation
 
 
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