Investment Management Industry White Papers

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Investment Management Industry White Papers (View All Report Types)

Demystifying Customer Service Correspondence Work Flow in Cards sponsored by Wipro WHITE PAPER: Methods for capturing customer attention and loyalty may have changed over the years, but the basic DNA of business has not - a focus on establishing new customer relationships and retaining existing ones. This paper provides both a business & technology insight into the credit card customer service workflow. Posted: 13 May 2009 \| Published: 12 May 2009 TOPICS: Business Intelligence \| Business Process Automation \| Business Process Management \| CRM \| Customer Loyalty \| Customer Satisfaction \| Customer Service \| Financial Services Industry \| User Experience

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 TOPICS: Compliance (Finance) \| Financial Services Industry \| Gramm-Leach-Bliley Act \| Regulatory Compliance

How to make technology a catalyst for high performance finance sponsored by Infor WHITE PAPER: Check out this white paper to examine the forces of today that are converging to change the role of the finance and explore how technology is providing new ways to solve old problems. Posted: 09 Jul 2013 \| Published: 09 Jul 2013 TOPICS: Business Management \| ERP \| ERP Software \| Financial Applications Software \| Financial Management \| Financial reporting software \| Financial Services \| Financial Services Industry

Best Practices in Data Management sponsored by SAS WHITE PAPER: The key enterprise risk management (ERM) issue for many financial institutions is to get enriched data in a single place in order to report on it. Learn best practices for data management that are critical for ERM. Posted: 06 Mar 2008 \| Published: 01 Jan 2007 TOPICS: Best Practices \| Business Intelligence Software \| Data Management \| Data Management Software \| Data Modeling \| Data Security \| Financial Services Industry \| Real-time Analytics \| Risk Assessment \| Risk Management

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 TOPICS: Business Processes \| Document Management \| Document Management Software \| Financial Services Industry \| Health Care Industry \| Multifunction Peripheral Hardware \| Remote Access Software \| Remote Network Management \| Remote Offices \| Remote Users \| Risk Assessment \| Risk Management \| Virtual Offices

Best Practices in Creating a Strategic Finance Function sponsored by SAP America, Inc. WHITE PAPER: the following article will share the results of SAP research as well as APQC's Open Standards Benchmarking Collaborative (OSBC) research. The OSBC research is the first global set of common standards for business processes and data, giving organizations an independent, authoritative resource for evaluating and improving business practices. Posted: 26 Jan 2009 \| Published: 23 Jan 2009 TOPICS: Accounting \| Benchmark Testing \| Best Practices \| Business Processes \| Financial Services Industry \| Fixed Assets \| Performance Testing \| Regulatory Compliance \| Risk Management \| SAP (Product)

Making Financial Services Cloud-Ready sponsored by INetU Inc. WHITE PAPER: This whitepaper details how the financial industry can finally take advantage of the cloud. Posted: 31 Mar 2014 \| Published: 06 Mar 2013 TOPICS: Cloud Computing \| Cloud Management \| Data Center Design \| Data Center Management \| Data Centers \| Financial Industry Organizations \| Financial Services \| Financial Services Industry

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 TOPICS: Financial Services Industry \| Globalization

Personally Identifiable Information (PII) and Personal Health Information (PHI) sponsored by Voltage Security, Inc. WHITE PAPER: This white paper features an encrypted email solution that eliminates the need for paper-driven information sharing processes, and ensures secure, compliant transfers. Posted: 16 Jun 2014 \| Published: 16 Jun 2014 TOPICS: Compliance (Systems Operations) \| Data Security \| Email \| Email Encryption \| Email Security \| Email Security Policies \| Encryption Standards \| Financial Services \| Financial Services Industry \| Health Care Industry \| Health Care Security \| HIPAA \| Risk Management \| Security \| Security Architectures \| Security Infrastructure \| Security Management \| Security Managers \| Security Policies \| Security Threats

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 TOPICS: Business Communications \| Financial Services Industry \| Health Care Industry