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ALSO CALLED: Payment Services
DEFINITION: Services that provide a range of financial services.
Financial Services White Papers (View All Report Types)
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Insights for Today's Financial Landscape
sponsored by Incorta
WHITE PAPER: The complex and sensitive data financial services collect can be hard to use due to data siloes and legacy systems. Read this white paper to learn how you can use an end-to-end data management solution to integrate all this data for streamlined access, better analytics, and informed decision making.
Posted: 13 Jan 2021 | Published: 13 Jan 2021

Incorta

Insurance Fraud Prevention & Detection
sponsored by Actico
WHITE PAPER: For insurance providers, automation and machine learning provide the ability to process claims at unmatched speed, detect and prevent insurance fraud, and more. Read this white paper to learn more about ACTICO, an insurance claims platform that embraces automation and machine learning capabilities.
Posted: 22 Dec 2020 | Published: 22 Dec 2020

Actico

Reducing Security Risk in the Financial Services Industry
sponsored by AWS Rapid7
WHITE PAPER: A report from the Department of Digital, Culture, Media and Sport revealed almost half of UK businesses (46%) have had cybersecurity breaches or attacks in the last 12 months. The financial services industry is a prime target for such attacks, but by absorbing this white paper, you can learn measures to take to reduce organizational risk.
Posted: 14 Dec 2020 | Published: 14 Dec 2020

AWS Rapid7

Accelerated Procurement
sponsored by Celonis
WHITE PAPER: Procurement is poised to join the digital revolution. The advent of touchless procurement promises to drive massive supply-side value for businesses – and satisfaction for customers. Learn about Celonis’ digital procurement offering and how you can get started in this white paper.
Posted: 09 Dec 2020 | Published: 09 Dec 2020

Celonis

Finance Teams: A Guide to Improving Spend Management During COVID
sponsored by AppZen
WHITE PAPER: This paper looks at how COVID has changed the type of employee expenses claimed, how proactive expense policy definition can create a culture of trust, and provide five steps that finance teams can take to regain control, today and tomorrow. Download this whitepaper to learn more about these five steps.
Posted: 03 Dec 2020 | Published: 03 Dec 2020

AppZen

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

How Financial Institutions Can Win Over Millennials
sponsored by eGain Communications Corp.
WHITE PAPER: Selling to millennials presents a critical imperative and compelling opportunity for BFSIs—but is also notoriously challenging. Download this eBook to explore some of the common issues these institutions face when it comes to attracting millennials, and tips for integrating AI and personalization into their strategies.
Posted: 23 Nov 2020 | Published: 23 Nov 2020

eGain Communications Corp.

Fix the Broken Banking Experience with the Power of AI
sponsored by eGain Communications Corp.
WHITE PAPER: The economic fallout and uncertainty of Covid-19 has created a devastating "new normal" for consumers, and introduced a rapid rise of new challenges for banks and credit unions. Download this whitepaper to explore practical solutions you can put to work right away that leverage the power of artificial intelligence (AI).
Posted: 20 Nov 2020 | Published: 20 Nov 2020

eGain Communications Corp.

7 Ways Your Finance Processes Can Help Future-Proof Your Business
sponsored by Concur Technologies
WHITE PAPER: Access this white paper to learn 7 future proofing steps you can take to improve your finance processes, so you’ll be in a better position to respond, adapt, and survive in an uncertain business climate no matter what it brings.
Posted: 18 Nov 2020 | Published: 18 Nov 2020

Concur Technologies

How To Create An Expenses Policy
sponsored by Concur Technologies
WHITE PAPER: Whether employees are claiming travel or remote working expenses, the first logical step to finding a better way to manage the process is to create an expenses policy. Get started today with this guide, which includes a detailed template that can be copied, pasted, and customized to help you craft a comprehensive policy.
Posted: 18 Nov 2020 | Published: 18 Nov 2020

Concur Technologies

How To Build A Supplier Invoice Policy: 9 Top Tips And A Policy Template
sponsored by Concur Technologies
WHITE PAPER: Creating a policy for managing, storing and processing supplier invoices can ensure everyone is on the same page. But actually doing that can be complex and time-consuming. Where do you start? Here are some tips and a template to help you create a supplier invoice policy that everyone can follow.
Posted: 18 Nov 2020 | Published: 18 Nov 2020

Concur Technologies

Automate Data Security
sponsored by Red Hat
WHITE PAPER: Financial services firms must comply with a range of increasingly strict security and privacy standards. However, using joint solutions can take a DevSecComplianceOps approach to automate application building, testing, and deployment. View this white paper to learn more.
Posted: 11 Nov 2020 | Published: 11 Nov 2020

Red Hat

Stress Testing 2.0: Better Informed Decisions Through Expanded Scenario-Based Risk Management
sponsored by SAS
WHITE PAPER: Savvy financial institutions are increasingly going beyond simple compliance to gain more effective, consistent analytical processes, as well as the ability to address complex questions from senior management. Download this white paper to learn about the maturation of stress testing, and how you can start improving your strategy today.
Posted: 06 Oct 2020 | Published: 06 Oct 2020

SAS

The Data-Driven Finance Leader
sponsored by Sage
WHITE PAPER: Financial leaders have a lot to gain by making informed, data-driven decisions. Unfortunately, many financial leaders are left constructing historical tales with their data—not driving innovation that will improve tomorrow’s bottom line. Read on to learn how you can become a data-driven finance leader, using data to predict rather than react.
Posted: 24 Sep 2020 | Published: 24 Sep 2020

Sage

Building A Business Case For P2P Automation
sponsored by Esker Inc.
WHITE PAPER: Before a P2P automation project can hit the ground running, one critical hurdle must be cleared — getting the buy-in from upper management and other key stakeholders. Download this white paper for tips on building a business case for P2P automation in your organization.
Posted: 24 Sep 2020 | Published: 24 Sep 2020

Esker Inc.

Treating The Top 3 Pain Points Of Spend Management With P2P Automation
sponsored by Esker Inc.
WHITE PAPER: Download this white paper to explore the top three pain points associated with current spend management practices and explore how a holistic, AI-driven P2P automation solution can help alleviate those pains.
Posted: 24 Sep 2020 | Published: 24 Sep 2020

Esker Inc.

How To Make Your Cash Work Harder For You
sponsored by Esker Inc.
WHITE PAPER: Many businesses respond to tight cash flows by cutting their investments, jeopardizing their growth and competitive position. A better approach is for businesses to unlock the cash that is trapped in inefficient and ineffective AP and AR processes. Download this white paper to explore a blueprint for doing just that.
Posted: 24 Sep 2020 | Published: 24 Sep 2020

Esker Inc.

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

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

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

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

Risk & Response: Defending Financial Institutions
sponsored by VMware International Unlimited Company
WHITE PAPER: Each year, the financial industry remains at the top of the verticals targeted by hackers – who typically look to exploit endpoints. This white paper provides additional financial industry threat insights, as well as an overview of an endpoint detection and response offering that may be able to help.
Posted: 05 May 2020 | Published: 05 May 2020

VMware International Unlimited Company

2020 Global Threat Report
sponsored by Crowdstrike
WHITE PAPER: Each year, the CrowdStrike Intelligence team releases a report of their findings from looking into cyberattack trends and emerging adversaries over the previous year. This year’s report examines key trends in ransomware and eCrime as well as an overview of state-sponsored adversaries and their suspected motives.
Posted: 08 Apr 2020 | Published: 08 Apr 2020


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
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