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.

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

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.

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

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.

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

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.

Best Practices in Creating a Strategic Finance Function
sponsored by SAP America, Inc.
WHITE PAPER: the following article will share the results of SAP research as well as APQC's Open Standards Benchmarking Collaborative (OSBC) research. The OSBC research is the first global set of common standards for business processes and data, giving organizations an independent, authoritative resource for evaluating and improving business practices.
Posted: 26 Jan 2009 | Published: 23 Jan 2009

SAP America, Inc.

Best Practices in Data Management
sponsored by SAS
WHITE PAPER: The key enterprise risk management (ERM) issue for many financial institutions is to get enriched data in a single place in order to report on it. Learn best practices for data management that are critical for ERM.
Posted: 06 Mar 2008 | Published: 01 Jan 2007

SAS

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