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Financial Applications Software White Papers (View All Report Types)
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Future-Ready, Not Future-Proof
sponsored by Sage
WHITE PAPER: While the emphasis to prepare for future disruption might drive businesses to make top-down technology investments, embracing leadership and agility within your organization is a far more sustainable practice. Download this white paper to explore what it means to be truly future-ready, and the steps you can take to get there.
Posted: 11 Feb 2021 | Published: 31 Dec 2020

Sage

Future Proofing Just-In-Time Operations
sponsored by Sage
WHITE PAPER: Check out this white paper to explore insights that can help CFOs risk-assess their inventory strategy and implement a more dynamic approach that relies on data and technology.
Posted: 11 Feb 2021 | Published: 11 Feb 2021

Sage

Building To The Future
sponsored by ServiceNow
WHITE PAPER: In a panel around financial services technology hosted by Reuters, leaders from Lloyds Banking Group and ServiceNow discussed the forces of change impacting the industry, the efforts of payments transformation, and other topics. Explore some of the highlights from their conversation in this white paper.
Posted: 10 Feb 2021 | Published: 10 Feb 2021

ServiceNow

Distributor’s Guide To Micro-Fulfilment
sponsored by Sage
WHITE PAPER: Following the global lockdown, the demand for fast order fulfillment and delivery services have skyrocketed, leading to an increased interest in micro-fulfillment. Check out this white paper to learn about micro-fulfillment, including an overview, how to get the most out of it, and the challenges with taking this approach.
Posted: 09 Feb 2021 | Published: 09 Feb 2021

Sage

Re-Wiring Financial Services
sponsored by ServiceNow
WHITE PAPER: For retail banks, fragmented back-office processes can be detrimental to customer service—after all, 80% of the customer experience lies in the middle and back office. Financial Services Operations by ServiceNow is a new approach to managing these processes. Learn more about ServiceNow’s FSI solution in this white paper.
Posted: 08 Feb 2021 | Published: 08 Feb 2021

ServiceNow

Financial Grade APIs Using OAuth and OpenID Connect
sponsored by Curity AB
WHITE PAPER: OAuth and OpenID Connect are international standards that define methods for securing APIs. They carry much weight when it comes to financial compliance. In this white paper, explore various aspects of OAuth and OpenID Connect that can be used to conform to the revised Directive on Payment Services (PSD2) and the GDPR.
Posted: 20 Jan 2021 | Published: 20 Jan 2021

Curity AB

How employees feel about company expenses during COVID-19
sponsored by AppZen
WHITE PAPER: Throughout 2020, organizations have seen a significant shift in working habits. To better understand these changes, AppZen asked 1,000 participants a series of questions about how working from home has changed their expense claims. Explore their key findings in this report.
Posted: 02 Dec 2020 | Published: 02 Dec 2020

AppZen

2020 Expense Policy Best Practices
sponsored by AppZen
WHITE PAPER: Expense management is a complicated and time-consuming process, but it’s also a crucial part of running a successful and compliant business. Explore 5 steps you can take today to improve your policy and align more closely to best practices in this white paper.
Posted: 01 Dec 2020 | Published: 01 Dec 2020

AppZen

The Business Value of ServiceNow for Retail Banks
sponsored by ServiceNow
WHITE PAPER: As banks look to reorganize and embrace digital transformation in response to the explosion of data and digital services, they need to adopt customer service solutions that allow them to automate. Read this white IDC paper to see how ServiceNow offers a 316% five-year ROI, adds 5.9 hours of productivity, 25% higher productivity in teams, and more.
Posted: 17 Nov 2020 | Published: 17 Nov 2020

ServiceNow

GCP Hybrid Multi Cloud for Banking
sponsored by SoftServe
WHITE PAPER: Read this white paper to learn about the benefits of migrating to the cloud for banks, specifically how taking a hybrid multi-cloud approach can lead to a better ROI, as well as tips for getting started.
Posted: 08 Oct 2020 | Published: 08 Oct 2020

SoftServe

3 Critical Levers to Transform and Automate Accounts Payable Operations
sponsored by GEP
WHITE PAPER: Access this custom white paper to examine 3 benefits of automating accounts payable and learn 7 key questions to ask about a future-proofed solution.
Posted: 24 Sep 2020 | Published: 24 Sep 2020

GEP

Advisory Services: Success Comes from Relationships
sponsored by Advizex
WHITE PAPER: This is a story about relationships. From the bottom to the top, from project to project, from internal to external, this Advizex team has cultivated a true partnership within the financial service industry. Explore their journey in this white paper.
Posted: 10 Sep 2020 | Published: 10 Sep 2020

Advizex

Reimagining Financial Services
sponsored by Vonage
WHITE PAPER: How do financial services businesses retain and attract customers with a personalized service—while balancing security and a tightly regulated environment? Find out in this guide, which explores how FSIs are using digital communications to create consistent, enjoyable experiences.
Posted: 28 Aug 2020 | Published: 28 Aug 2020

Vonage

Financial Services Industry Brief
sponsored by NVIDIA and Dell Technologies
WHITE PAPER: Financial services firms are increasingly investing in data and analytics, cloud platforms and mobile offerings—to improve both customer experience and efficiencies. Download this white paper to learn about a digital delivery platform designed to help FSIs update legacy infrastructure and fully embrace new technological initiatives.
Posted: 26 Aug 2020 | Published: 26 Aug 2020

NVIDIA and Dell Technologies

Steering the Ship During Times of Extreme Uncertainty
sponsored by Unit4
WHITE PAPER: One of the key factors in navigating through uncertainty is a simple acknowledgment that you don't know; you don't know what will happen, how long it will last, and—most importantly—what the best way to handle it will be. Download this white paper to explore some approaches FP&A teams can use to mitigate the challenges of uncertainty.
Posted: 10 Aug 2020 | Published: 10 Aug 2020

Unit4

In Business for You: How FP&A must harness scenario planning to aid decision making
sponsored by Unit4
WHITE PAPER: Explore the 4 steps to getting your FP&A team started with scenario planning in this white paper.
Posted: 04 Aug 2020 | Published: 04 Aug 2020

Unit4

On the Path to Paperless Procurement
sponsored by DocuSign, Inc.
WHITE PAPER: Learn how automation can help streamline vendor agreements and other procurement processes in this white paper.
Posted: 14 Jul 2020 | Published: 14 Jul 2020

DocuSign, Inc.

The Financial Services World of the Future
sponsored by ServiceNow
WHITE PAPER: This future business model of financial institutions will revolve around real-time data and new technologies—like automation and AI—that will help banks better serve their clients with personalization. Download this white paper to see what industry leaders think about the technology and trends shaping their organizations over the next decade.
Posted: 01 Jun 2020 | Published: 01 Jun 2020

ServiceNow

Intelligent Automation: How COVID-19 is Presenting an Opportunity to Combat Operational Challenges in Retail Banking
sponsored by Fractal
WHITE PAPER: Learn about intelligent automation and how it can help retail banks combat the operational challenges of COVID in this white paper.
Posted: 19 May 2020 | Published: 19 May 2020

Fractal

How to Identify Payables Savings Across Your Business
sponsored by AppZen
WHITE PAPER: In uncertain times, company cash is more critical than ever, and everything is on the table: financing, staffing, contracts, vendors, payment terms, and more. Reviewing payables with AI delivers instant ROI with savings opportunities in 100% of spend across all systems. Find out how in this white paper.
Posted: 12 May 2020 | Published: 12 May 2020

AppZen

Become a Digital CFO
sponsored by AppZen
WHITE PAPER: Traditional CFOs focused primarily on the past. A new breed of CFOs—digital CFOs—are emerging as strategic, forward leaning advisors to the organization. Explore how the role is changing in this white paper.
Posted: 11 May 2020 | Published: 11 May 2020

AppZen

Communicate Effectively in a Crisis
sponsored by AppZen
WHITE PAPER: How can CFOs communicate effectively during this incredibly difficult and uncertain time? Find out in this white paper, which explores 4 steps for communicating in a crisis, as well as 3 key tips for successful message delivery.
Posted: 06 May 2020 | Published: 06 May 2020

AppZen

Ensuring Cloud Security and Compliance in the Financial Services Industry
sponsored by DivvyCloud
WHITE PAPER: In order to meet customer demands, financial service organizations are embracing mobile banking applications. However, teams should be aware of the additional security threats associated with organizational changes. Download this white paper and learn how to ensure cloud security and compliance while embracing digital transformation.
Posted: 06 Apr 2020 | Published: 06 Apr 2020

DivvyCloud

Digital Communications in Financial Services
sponsored by Vonage
WHITE PAPER: Leading financial companies know that a good customer experience is crucial to keeping customers happy and loyal, and that the best customer experiences don’t end when the customers walk out your doors. Read on to see how digital communications and modern apps are being used to grow the customer experience to new heights.
Posted: 25 Mar 2020 | Published: 25 Mar 2019

Vonage

How to achieve sales tax accuracy within your CRM system
sponsored by Avalara
WHITE PAPER: This featured resource discusses one platform that ensures correct sales tax calculation, managing taxation from start to finish. By considering taxes from the beginning, see how companies are able to maximize sales and revenue.
Posted: 12 Jan 2015 | Published: 12 Jan 2015

Avalara
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