Wealth Management Industry White Papers

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Better Security Intelligence for the Finance Industry
sponsored by IBM
WHITE PAPER: A security intelligence platform is a key element for fighting the many threats the financial institution faces, and this white papers describes on such platform.
Posted: 19 Dec 2013 | Published: 31 Mar 2013

IBM

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

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

Cisco IBSG Global Research Reveals New Ways for Banks To Prosper in an Omnichannel World
sponsored by Cisco Systems, Inc.
WHITE PAPER: Banking customers worldwide are ready for an omnichannel experience – are you ready to give it to them? This resource describes the concept of omnichannel banking, why your customers need it, and why you shouldn't wait to offer it to them.
Posted: 17 Aug 2012 | Published: 17 Aug 2012

Cisco Systems, Inc.

Smarter Lending: Returns come quickly when you increase agility, make better decisions and delight customers
sponsored by IBM
WHITE PAPER: This white paper explores the challenges modern financial institutions face when seeking to implement a smart lending strategy. Inside, learn about the unique methods and approaches available to help overcome these hurdles.
Posted: 10 Aug 2011 | Published: 10 Aug 2011

IBM

Smart Decision Making in the Era of New Financial Challenges
sponsored by Oracle Corporation
WHITE PAPER: Read this white paper to learn why the Monte Carlo modeling method provides a beacon of financial sanity and reliability at time when consumer confidence is at an all-time low and managers face new levels of accountability and keen public scrutiny in their decision-making.
Posted: 22 Mar 2011 | Published: 02 Mar 2009

Oracle Corporation

Leveraging XBRL for Value in Organizations
sponsored by ISACA
WHITE PAPER: This white paper was developed jointly by ISACA and IFAC, providing guidance on how to leverage value from XBRL initiatives and compliance requirements, with examples and case studies included.
Posted: 18 Aug 2011 | Published: 18 Aug 2011

ISACA

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

Core System Transformation and Simplification for Banking
sponsored by IBM
WHITE PAPER: This white paper reveals five smarter banking solutions which can transform your infrastructure while reducing costs. In particular, see how smart service-oriented architecture (SOA) can provide the greater application connectivity to help financial institutions reach their goals.
Posted: 10 Aug 2011 | Published: 10 Aug 2011

IBM

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