You've requested...

A Best Practice Guide to Family Office Technology

By: Advent Software, Inc View more from Advent Software, Inc >>

If a new window did not open, click here to view this asset.

Download this next:

Unleash the power of AI: Are smart data fabrics the answer?

By: InterSystems

Type: Blog

Financial services firms are turning to smart data fabrics to access data from internal and external sources in real-time, enabling effective decision-making and AI insights.

Smart data fabrics connect disparate data and systems, providing cleansed and integrated data on demand. By implementing smart data fabrics, firms can:

  • Increase front-office performance
  • Identify churn risks
  • Gain a competitive advantage
  • And more

Read this resource to learn how smart data fabrics can enable your financial services organization to meet key goals.

These are also closely related to: "A Best Practice Guide to Family Office Technology"

  • Cover

    Download

    Are you Ready to be a Tech-Savvy CFO?

    By: Sage Intacct (North America)

    Type: White Paper

    The role of the Chief Financial Officer (CFO) is transforming due to rapid technological change. So, how can you keep up with modern standards and changes to drive success throughout your organization?

    This white paper explores how CFOs can adapt and become "tech-savvy" leaders, touching on topics such as:

    • The new mandate for CFOs to be analysts, strategists, futurists, and collaborators
    • The need for CFOs to embrace technologies like cloud computing, automation, and data analytics
    • The profile of a tech-savvy CFO, including assessing technology value, fostering collaboration, and pursuing data-driven visibility

    Dig into the white paper to learn more and discover how you can transform your role and drive your organization forward.

  • Cover

    Download

    Strengthen financial services cybersecurity with this playbook

    By: Checkpoint Software Technologies

    Type: White Paper

    The financial services industry is facing an ever-evolving cyber threat landscape. In this comprehensive playbook, readers will discover actionable insights and strategies to strengthen their cybersecurity posture and stay ahead of emerging threats.

    Key topics covered include:

    • Tactics and techniques used by adversaries to exploit gaps in cloud security
    • The growing danger of supply chain attacks and stolen identity credentials
    • Practical steps organizations can take to enhance their overall cyber resilience

    By reading this playbook, financial institutions can uncover valuable intelligence to bolster their defenses and protect critical assets. Learn more by accessing the full playbook now.

Find more content like what you just read:

  • Fast Close. Faster Insights.

    By: Sage Intacct (North America)

    Type: Research Content

    Explore how finance leaders can automate the financial close to save time and boost strategic impact. Access this report to discover insights from a global survey on the people, processes, and technology driving faster, more accurate closes.

    Download

  • Supporting DORA objectives with Akamai

    By: Akamai

    Type: Blog

    Discover how Akamai helps financial institutions achieve DORA compliance with advanced visibility, risk management, and resilience solutions. Download this white paper to learn more.

    Download

  • Optimizing cloud costs through visibility and automation

    By: ServiceNow

    Type: White Paper

    FinOps teams need to align tech efforts with budget limits. ServiceNow Cloud Cost Management offers a unified platform to monitor hybrid cloud expenses, budget effectively, optimize resources, and deactivate unused services. Discover how to enhance your cloud efficiency and expenditure by reading the full content.

    Download

  • The top ways insurers can elevate their CX and drive loyalty

    By: Talkdesk

    Type: Research Content

    In a saturated industry like the insurance marketplace, today’s providers are putting an emphasis on both the customer and employee experiences. With disconnected interactions and low-quality support plaguing the industry, the time is now to invest in an improved CX strategy. Read on to learn about a platform that ensures your CX rises above.

    Download

  • Ready to see results from your actuarial investments?

    By: SAS

    Type: White Paper

    As customer behaviors change, insurers must adopt new approaches to stay competitive. In this white paper, you’ll learn how AI-enhanced actuarial processes can boost innovation, profitability, and portfolio optimisation. Read on now to discover the potential benefits for your insurance business.

    Download

  • The Cybersecurity Fail-safe: Converged Endpoint Management

    By: Tanium

    Type: Research Content

    Today, banks and insurers sell through digital channels while their customers interact digitally as well. As a result, financial services companies are the target of frequent and severe cyberattacks. In this report, learn about the scope and scale of the threat landscape and what this sector can do to gain visibility into their IT environments.

    Download

  • Top 5 insurance problems – and AI isn’t one of them

    By: SAS

    Type: White Paper

    This white paper explores how insurers can leverage AI and data to address their top challenges, from data chaos to hidden digital risk. Inside, you’ll learn how predictive analytics and cloud capabilities can help insurers shift from indemnification to loss prevention. Read the full white paper now to discover AI use cases that drive value.

    Download

  • Research report: Benchmarking banking industry's progress on AI-powered CX

    By: Talkdesk

    Type: Research Content

    This benchmark explores how banks and credit unions use AI and omnichannel tactics to boost customer experience and loyalty. Discover key trends like rising CX importance, more AI and omnichannel spending, and digital transformation hurdles. Access the full report for optimal CX strategy insights.

    Download

  • Driving Customer Loyalty & Retention in Financial Services

    By: Talkdesk

    Type: eBook

    The financial services market is estimated to grow to a valuation of over $37bn. With that much at stake, financial service companies need to find ways to differentiate themselves from the competition and capture market share. To do that, it all starts with an optimized customer experience. Read on to see why and learn how you can make it happen.

    Download

  • Dumb AI exists - here's some things you can do to avoid it

    By: Oversight Systems

    Type: Blog

    Despite the promise of AI and automation, unfortunately, many solutions still have a long way to go. In this rapidly-evolving landscape, the worst thing you can do is choose to implement a “dumb AI” tool, especially for your financial teams. So, what can you do to ensure that you pick the right one? Access this article to learn more.

    Download

  • Secure financial services with cloud-native security solutions

    By: Checkpoint Software Technologies

    Type: Product Overview

    Check Point CloudGuard integrates with AWS to help financial organizations drive actionable security and advanced threat prevention. Learn how this cloud-native solution can improve your security posture by reading the full solution brief.

    Download

  • Solving Business Challenges With Data And AI

    By: Elastic

    Type: Research Content

    This report reveals 5 key insights from financial services leaders on leveraging data and AI to address business challenges, improve decision-making, and drive innovation. Discover how you can harness the power of search and AI to tackle your organization's data and technology obstacles. Read the full report.

    Download