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Financial Industry White Papers (View All Report Types)
MiFID II is on the horizon. Are you ready?
sponsored by Smarsh
WHITE PAPER: This white paper outlines how IT teams can ensure compliance for the revised Markets in Financial Instruments Directive (MiFID II) during archiving, most notably, with the need to record, store, and reproduce all transaction-related communications. Read on to find out more.
Posted: 09 Oct 2017 | Published: 09 Oct 2017


Paving the Way for Business Innovation with Integrated Business Communications
sponsored by IBM Software Group
WHITE PAPER: This paper provides an overview of opportunities and benefits and includes two "before and after" scenarios -- one in financial services and one in healthcare -- that demonstrate how IBM clients have benefited from integrated business communications.
Posted: 20 Jun 2007 | Published: 01 Jan 2007

IBM Software Group

Buyers Guide to Financial Management
sponsored by NetSuite
WHITE PAPER: To continue applying the necessary financial rigor to support rapid growth, your accounting department needs the right tools to most efficiently do their job. Access this buyer's guide to discover what financial management software is right for your organization.
Posted: 25 Nov 2015 | Published: 25 Nov 2015


Get Global. Get Specialized. Or Get Out.
sponsored by IBM Line of Business
WHITE PAPER: This paper from IBM explores strategies that can help you capitalize on the opportunities globalization will bring about.
Posted: 17 Jun 2008 | Published: 17 Jun 2008

IBM Line of Business

Big Data Integration and Governance Considerations for Financial Services
sponsored by IBM
WHITE PAPER: This white paper examines key big data integration and governance considerations for the financial services industry.
Posted: 23 Dec 2013 | Published: 23 Dec 2013


The Global CFO Study 2008
sponsored by IBM Line of Business
WHITE PAPER: This study, conducted in cooperation with Wharton Business School and the Economist Intelligence Unit, explores how CFOs can help balance risk and performance in a rapidly changing business climate.
Posted: 12 Jun 2008 | Published: 01 Oct 2007

IBM Line of Business

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

Accelerating Speed to Market & Creating Trust in the Cloud
sponsored by Adapt Services
WHITE PAPER: This white paper provides an overview of cloud adoption strategies, using the financial services sector as an example. Uncover market statistics and perspectives from cloud users.
Posted: 30 Mar 2016 | Published: 30 Mar 2016

Adapt Services

10 Questions to Ask Before Buying an Optimization Solution
sponsored by FICO
WHITE PAPER: This paper outlines the 10 questions you should ask to help you understand the requirements – and avoid the pitfalls – of decision optimization. Read more about the lessons learned from FICO’s extensive work with clients successfully using optimization today.
Posted: 04 Mar 2011 | Published: 04 Mar 2011


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

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