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Wealth Management IndustryReports
 
Mutual Fund Giant Securely Encrypts Multiple Customer Applications in the Cloud
sponsored by CipherCloud
CASE STUDY: This case study features a Boston-based investment services company, and reveals how they made the switch to cloud applications successfully.
Posted: 23 Sep 2014 | Published: 23 Sep 2014

CipherCloud

How IFCG Protects Their Data With Managed Security
sponsored by No Panic Computing
CASE STUDY: Independent Financial Concepts Group (IFGC) knew that they needed a solution to help them configure, secure and support the devices containing sensitive information at a low cost. Read on to learn who IFGC turned to in order to help them do just that.
Posted: 14 Jun 2013 | Published: 14 Jun 2013

No Panic Computing

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

Staying Ahead of Cyberthreats: Recommendations for Financial Institutions
sponsored by Dell SecureWorks
WHITE PAPER: Today’s investment firms and banks continue to struggle with the growing number of security and regulatory challenges they face. This paper explores the serious threats that financial institutions face and what they can do to address them.
Posted: 02 Mar 2012 | Published: 02 Mar 2012

Dell SecureWorks

Six tips for getting the most out of SAP Workflow
sponsored by Dolphin
EGUIDE: View this expert E-guide to learn more about how you can implement SAP Workflow in your organization. Discover how a properly designed SAP workflow will help your business with automated routine financial processes with areas like asset accounting and auditing.
Posted: 21 Nov 2012 | Published: 21 Nov 2012

Dolphin

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

Mortgage Company Uses DataFlux Technology to Improve Reporting, Manage Compliance
sponsored by DataFlux Corporation
CASE STUDY: Read how using DataFlux technology, this financial company implemented a data governance program, creating more complete and accurate data and drastically reducing the time needed to comply with Federal reporting regulations.
Posted: 14 Jan 2009 | Published: 14 Jan 2009

DataFlux Corporation

How Controlling Access to Privileged Accounts Can Keep Insider Threat from Hurting Your Bottom Line
sponsored by BeyondTrust Corporation
WHITE PAPER: Access control is a necessity. Read this paper to identify a line of identity and access solutions that address these problems inside the perimeter and, ultimately, your enterprise's bottom line and reputation.
Posted: 24 Jul 2014 | Published: 16 Feb 2009

BeyondTrust Corporation

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

A Best Practice Guide to Family Office Technology
sponsored by Advent Software, Inc
WHITE PAPER: Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
Posted: 08 Nov 2010 | Published: 08 Nov 2010

Advent Software, Inc
 
 
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