Wealth Management Industry Reports

Making Financial Services Cloud-Ready
sponsored by INetU Inc.
WHITE PAPER: This whitepaper details how the financial industry can finally take advantage of the cloud.
Posted: 31 Mar 2014 | Published: 06 Mar 2013

INetU 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.

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

Mortgage Company Uses DataFlux Technology to Improve Reporting, Manage Compliance
sponsored by DataFlux Corporation
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

DataFlux Corporation

BPM Adoption Patterns & Practices in Industry
sponsored by Oracle Corporation UK Ltd
WEBCAST: Watch this webcast to learn how organizations in the financial services, communications, utilities, and retail industries are adopting business process management (BPM) software and using best practices to address their pertinent process challenges to deliver relevant business value.
Posted: 07 Sep 2012 | Premiered: Sep 7, 2012

Oracle Corporation UK Ltd

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

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

Sybase Financial Services Video
sponsored by Sybase, an SAP company
VIDEO: This video presentation takes a look at the unique needs of financial service providers. Continue watching to learn the tools and technologies they rely on to provide the highest quality results to their clients.
Posted: 05 Jul 2011 | Premiered: 05 Jul 2011

Sybase, an SAP company

How Financial Firms Can Improve Business Integration Capabilities and Increase Straight-Through Processing Efficiency
sponsored by Sterling Commerce, An IBM Company
WHITE PAPER: This white paper discusses the increased demand placed on financial services organizations to improve their straight-through processing (STP) levels across all business units.
Posted: 11 Sep 2009 | Published: 01 Sep 2009

Sterling Commerce, An IBM Company

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.