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Wealth Management Industry

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Wealth Management Industry White Papers (View All Report Types)
 
Application Performance Lifecycle Management: Reduce Time, Effort, and Cost in Pre-production, Production
sponsored by Mercury
WHITE PAPER: Application performance problems continue to occur, despite the strides companies have made with performance testing and tuning technologies.
Posted: 20 Dec 2005 | Published: 01 Dec 2005

Mercury

Capturing a Competitive Advantage with a Secure Payments Infrastructure
sponsored by Intel
WHITE PAPER: A number of factors are driving financial institutions to re-evaluate their payment methods.  These factors include regulations such as Single Euro Payments Area in Europe, which calls for new payment vehicles for customers. Find out how one financial institution was able to meet compliance demands by utilizing a secure payments infrastructure.
Posted: 05 May 2011 | Published: 05 May 2011

Intel

CRM Solutions For The Finance And Insurance Industries
sponsored by SAP America, Inc.
WHITE PAPER: Read this report to learn how Forrester Research rated 24 CRM solutions in terms of their strengths and weaknesses in supporting four key cross-functional processes in the finance and insurance industry.
Posted: 28 Mar 2012 | Published: 14 Feb 2011

SAP America, Inc.

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

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

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

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

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

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
 
 
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