Wealth Management 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

Credit Issuers: Stop Application Fraud At The Source With Device Reputation
sponsored by iovation, Inc.
WHITE PAPER: Read this white paper to learn about new and innovative techniques and solutions can be used to combat fraud, and how you can realize a true return on investment by reducing losses from fraud exposure and increasing operational efficiency within your fraud prevention process.
Posted: 09 Jun 2009 | Published: 09 Jun 2009

iovation, Inc.

A Best Practice Guide to Family Office Technology
sponsored by Advent Software, Inc
WHITE PAPER: Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
Posted: 08 Nov 2010 | Published: 08 Nov 2010

Advent Software, Inc

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

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.

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

IBM Software Group

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

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

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

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.