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Wealth Management IndustryWhite Papers (View All Report Types)
 
CFO Executive Briefing: How confident are you about your company expenses?
sponsored by Concur Technologies
WHITE PAPER: Miscalculations, human error, and outdated software can all add extra zeros to your expenses bill. This resource explores the risks of errors related to travel and entertainment (T&E) spending, and offers insight to help CFOs cut costs and fuel success.
Posted: 01 Apr 2014 | Published: 01 Apr 2014

Concur Technologies

Developing an Information Strategy in the Financial Services Industry
sponsored by Information Builders
WHITE PAPER: In this resource, financial services organizations will learn how they can use five key actions to develop a successful information strategy in order to improve processes, boost productivity, enhance decision-making, and more.
Posted: 01 May 2013 | Published: 31 Dec 2012

Information Builders

Making Financial Services Cloud-Ready
sponsored by INetU Inc.
WHITE PAPER: This whitepaper details how the financial industry can finally take advantage of the cloud.
Posted: 31 Mar 2014 | Published: 06 Mar 2013

INetU Inc.

Safeguard your organization from Red Flags Rule non compliance
sponsored by Iron Mountain
WHITE PAPER: Since the Red Flags Rule took effect in 2011, there has been a lot of confusion over which businesses must comply and develop identity theft prevention programs. Is your business covered? This paper clearly defines which businesses are affected, explains the key aspects of the Red Flags Rule and more.
Posted: 13 Jun 2012 | Published: 01 Jun 2012

Iron Mountain

Financial Institutions: Managing Operational Risk with RSA® Archer®
sponsored by RSA, The Security Division of EMC
WHITE PAPER: Access this white paper to discover a solution that today's financial institutions can use to balance risk quantity with management quality in order to ensure an efficient and effective program.
Posted: 05 Dec 2013 | Published: 30 Nov 2013

RSA, The Security Division of EMC

PCI DSS Compliance in the UNIX/Linux Datacenter Environment
sponsored by BeyondTrust Corporation
WHITE PAPER: Read this whitepaper to discover a solution that enables IT organizations to create a secure access control infrastructure through granular authorization and "delegation" of the UNIX/Linux root or super user password to users based on their role and duties in the organization.
Posted: 17 Feb 2009 | Published: 16 Feb 2009

BeyondTrust Corporation

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.

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

Best Practices in Data Management
sponsored by SAS
WHITE PAPER: The key enterprise risk management (ERM) issue for many financial institutions is to get enriched data in a single place in order to report on it. Learn best practices for data management that are critical for ERM.
Posted: 06 Mar 2008 | Published: 01 Jan 2007

SAS

ATL SuperLoader™
sponsored by Quantum Corporation
WHITE PAPER: This paper shows how SuperLoader directly addresses the increased storage requirements and shrinking resources of smaller, distributed organizations, the need to centrally administer and simply manage distributed data, the security, data restoration.
Posted: 29 Jul 2004 | Published: 01 Nov 2002

Quantum Corporation
 
 
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