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Wealth Management IndustryReports
 
Performance Management in Financial Services Isn’t Only for Executives
sponsored by Information Builders
WHITE PAPER: Sponsored by Information Builders, this Ventana research paper explains how performance management can improve operations while aligning processes with strategy and goals.
Posted: 03 May 2013 | Published: 31 Dec 2012

Information Builders

PCI Council issues mobile application rules for software developers
sponsored by SearchSecurity.com
EGUIDE: The Payment Card Industry (PCI) Security Standards Council has demanded the development of mobile applications that include comprehensive security controls. This expert resource will help you understand what the new guidelines call for in terms of security controls, the history behind these standards, and further developments.
Posted: 25 Apr 2013 | Published: 25 Apr 2013

SearchSecurity.com

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

Information-Driven Financial Services, Big Data and the Enterprise Data Hub
sponsored by Cloudera
WHITE PAPER: Find out how financial services firms are tackling the challenge of neutralizing inbound pressures and threats in order to gain opportunities from big data.
Posted: 05 Nov 2014 | Published: 05 Nov 2014

Cloudera

A Complete View Of The Enterprise: Linking Operational And Financial Planning In Global Organizations
sponsored by SAP America, Inc.
WHITE PAPER: In February 2008, CFO Research Services, a unit of CFO Publishing and part of The Economist Group, began a research project with Business Objects, an SAP company, asking senior finance executives to give views on their priorities and challenges around integrating operational and financial planning processes.
Posted: 05 Jun 2009 | Published: 01 May 2008

SAP America, Inc.

Preemptive Action: Mitigating Project Portfolio Risks in the Financial Services Industry
sponsored by Oracle Corporation
WEBCAST: In this webcast, discover key findings from The Economist Intelligence Unit's new research paper, “Mitigating the Impact of Project Failure in the Financial Services Industry.”
Posted: 21 Dec 2010 | Premiered: Feb 23, 2011, 11:00 EST (16:00 GMT)

Oracle Corporation

Recognizing the Value of Data Management in the Financial Sector
sponsored by Bloomberg
EGUIDE: The combination of poor reference data management and the Dodd-Frank Wall Street Reform and Consumer Protection Act is creating a data management mess for many in the financial sector. Access this expert resource to explore how organizations can start preparing to meet new compliance regulations and increase data transparency.
Posted: 21 Feb 2013 | Published: 21 Feb 2013

Bloomberg

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

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.
 
 
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