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Wealth Management Industry

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Wealth Management Industry White Papers (View All Report Types)
 
EmpCenter® for Financial Services
sponsored by Workforce Software
WHITE PAPER: This white paper introduces workforce software that can help schedule the right employees for the right time, simplify time and labor management, streamline the associated employee payment processes, and manage absences and compliance with the full battery of regional and corporate regulations.
Posted: 09 Mar 2015 | Published: 09 Mar 2015

Workforce Software

Integrated Mobile Access Control Has Become a Top Priority
sponsored by Axway
WHITE PAPER: Find out how one particular financial institution used an application programming interface (API) to simplify its security architecture, while saving software license, software maintenance, hardware and administration costs.
Posted: 25 Feb 2015 | Published: 31 Dec 2013

Axway

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

Distributed Capture Platforms: Reducing Costs, Removing Bottlenecks and Mitigating Risks
sponsored by EMC Corporation
WHITE PAPER: Remote workforces are a growing trend that has documentation implications on your business processes. This paper explores that, placing special emphasis on a distributed capture strategy for resolving remote workforce-related issues.
Posted: 21 Aug 2008 | Published: 15 Aug 2008

EMC Corporation

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

Building a Clear and Socially Connected Enterprise
sponsored by SAP America, Inc.
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: 31 Dec 2010

SAP America, Inc.

The Seven MegaTrends of Professional Services: The Forces That Are Transforming Professional Services Industries and How to Respond
sponsored by Epicor Software Corporation
WHITE PAPER: In this paper we will study the seven MegaTrends of professional services that will provide us with a sound foundation for responding strategically, and taking advantage of these fundamental changes.
Posted: 03 Oct 2005 | Published: 01 Sep 2005

Epicor Software Corporation

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

Streamlined corporate payment systems: Increase flexibility, save time and money
sponsored by IBM
WHITE PAPER: This white paper explores how business process management (BPM) can be used to streamline corporate payment operations for increased customer satisfaction and significantly reduced operational costs.
Posted: 12 Aug 2011 | Published: 12 Aug 2011

IBM

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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