Investment Management Industry White Papers

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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.

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

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.

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.

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

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.

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

Top 5 Business Challenges in Financial Services: Oracle Process Accelerators as a Solution
sponsored by Oracle Corporation
WHITE PAPER: This paper identifies the top five business challenges in the financial services industry and outlines how adopting Oracle Process Accelerators can give a competitive edge. Read on to learn more!
Posted: 31 Oct 2013 | Published: 31 Oct 2013

Oracle Corporation

How to make technology a catalyst for high performance finance
sponsored by Infor
WHITE PAPER: Check out this white paper to examine the forces of today that are converging to change the role of the finance and explore how technology is providing new ways to solve old problems.
Posted: 09 Jul 2013 | Published: 09 Jul 2013

Infor