Investment Services Industry White Papers

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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

EMC Corporation

Streamlined corporate payment systems: Increase flexibility, save time and money
sponsored by IBM
WHITE PAPER: This white paper explores how business process management (BPM) can be used to streamline corporate payment operations for increased customer satisfaction and significantly reduced operational costs.
Posted: 12 Aug 2011 | Published: 12 Aug 2011

IBM

Empowering Modern Finance
sponsored by Oracle Corporation
WHITE PAPER: Modern financial organizations are no longer satisfied with simply containing costs -- they are committed to improving operations, leveraging analytics, and producing data-driven insight. In this report, discover what C-suite and line-of-business execs had to say about the goals of modern finance organizations and the role of technology.
Posted: 01 Apr 2014 | Published: 01 Apr 2014

Oracle Corporation

2010 Asset Management Operations and Compensation Survey Findings
sponsored by Advent Software, Inc
WHITE PAPER: In this survey you will learn how asset management has changed over the years and the different challenges asset management professionals have been facing.
Posted: 18 May 2011 | Published: 17 May 2011

Advent Software, Inc

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

SAS

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

Infor

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

SAP America, Inc.

CRM Solutions For The Finance And Insurance Industries
sponsored by SAP America, Inc.
WHITE PAPER: Read this report to learn how Forrester Research rated 24 CRM solutions in terms of their strengths and weaknesses in supporting four key cross-functional processes in the finance and insurance industry.
Posted: 28 Mar 2012 | Published: 14 Feb 2011

SAP America, Inc.

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

The Self-Defending Network
sponsored by Cisco Systems, Inc.
WHITE PAPER: Your network is one of your most important business assets, and you need to protect this valuable resource from hackers, viruses, spyware, and other threats. Your business needs security that's built into every part of your network to proactively spot suspicious activity, identify threats, and adapt to new challenges quickly.
Posted: 14 Jun 2005 | Published: 13 Aug 2009

Cisco Systems, Inc.