Wealth Management Industry White Papers

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Smart Decision Making in the Era of New Financial Challenges
sponsored by Oracle Corporation
WHITE PAPER: Read this white paper to learn why the Monte Carlo modeling method provides a beacon of financial sanity and reliability at time when consumer confidence is at an all-time low and managers face new levels of accountability and keen public scrutiny in their decision-making.
Posted: 22 Mar 2011 | Published: 02 Mar 2009

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

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

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

Demystifying Customer Service Correspondence Work Flow in Cards
sponsored by Wipro
WHITE PAPER: Methods for capturing customer attention and loyalty may have changed over the years, but the basic DNA of business has not - a focus on establishing new customer relationships and retaining existing ones. This paper provides both a business & technology insight into the credit card customer service workflow.
Posted: 13 May 2009 | Published: 12 May 2009

Wipro

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

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

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.

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