Wealth Management Industry White Papers

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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.

Dark Pools of Liquidity: Understanding & Technology dependencies for the future
sponsored by Wipro
WHITE PAPER: This white paper provides insight into the dark pools of liquidity, discusses the mechanism of dark pools trading, advantages and how technology would impact the operations or provide benefits in trading over this medium.
Posted: 13 May 2009 | Published: 12 May 2009

Wipro

Boost Government Revenues Without a Tax Increase
sponsored by SAP America, Inc.
WHITE PAPER: SAP analytics solutions can help today's government agencies overcome the many challenges associated with tax discovery. Read on to learn how SAP's public sector software solutions can benefit government agencies by improving performance, reducing costs and streamlining service delivery.
Posted: 29 Jun 2012 | Published: 29 Jun 2012

SAP America, 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

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

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

Voltage Security, Inc.

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.

Managing the Transition to International Financial Reporting Standards (IFRS)
sponsored by Oracle Corporation
WHITE PAPER: The white paper discusses what US organizations can do to prepare for International Financial Reporting Standards (IFRS), and focuses on what Oracle's Enterprise Performance Management solutions can do to help with top-end reporting.
Posted: 29 Jul 2009 | Published: 29 Jul 2009

Oracle Corporation

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

IBM Line of Business

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.