Wealth Management Industry Reports

ESSENTIAL GUIDE: Financial services companies will face new challenges from innovative financial technology (fintech) companies, regulatory technology (regtech) will push down compliance costs, and there will be a greater emphasis on planning for cyber breaches in 2017, Deloitte predicts in this report.

Posted: 08 Feb 2021 | Published: 20 Jan 2017

EZINE: In this week's Computer Weekly, we talk to the CIO of Formula One racing team Haas F1 to find out how technology is helping to compete with better-funded rivals. We examine the latest best practice advice on disaster planning. And we look at what the troubles at Deutsche Bank tell us about the rise of fintech startups. Read the issue now.

Posted: 08 Feb 2021 | Published: 30 Jul 2019

EZINE: Security continues to be a huge pan-European challenge for governments and businesses harnessing the latest technologies. In this quarter's CW Europe, we feature two articles focusing on security in Europe and what authorities and IT firms are doing to reduce risks.

Posted: 08 Feb 2021 | Published: 15 Dec 2016

EGUIDE: In this e-guide we meet ten up-and-coming financial services disruptors. This series of interviews were originally published on the Computer Weekly blog: Fintech Makes the World go Around.

Posted: 08 Feb 2021 | Published: 07 May 2019

EGUIDE: The Nordic region is a place where people aren't afraid to try out the latest digital technologies. In banking for example, the region is leading the way in the age of open banking. Read here why this might be the case. But it goes way beyond the technology itself and has a lot to do with the attitude to change in the region.

Posted: 08 Feb 2021 | Published: 02 Jul 2020

EGUIDE: Whether it's the insurance sector, lending or full service banking there are a number of companies, often still in their early stages, disrupting the financial services sector. But who are these companies, where do they come from, and what drives them? In this e-guide, the second in a series, we meet another ten of them.

Posted: 08 Feb 2021 | Published: 15 Nov 2019

CASE STUDY: Western Financial group was facing a challenge to provide insurance brokers with remote access from the organization's core insurance application running on Windows terminal Servers, so to overcome this issue they moved on to Ericom.

Posted: 10 May 2008 | Published: 01 Jan 2007

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

CASE STUDY: Read how using DataFlux technology, this financial company implemented a data governance program, creating more complete and accurate data and drastically reducing the time needed to comply with Federal reporting regulations.

Posted: 14 Jan 2009 | Published: 14 Jan 2009

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