Investment Industry White Papers

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Smarter Lending: Returns come quickly when you increase agility, make better decisions and delight customers
sponsored by IBM
WHITE PAPER: This white paper explores the challenges modern financial institutions face when seeking to implement a smart lending strategy. Inside, learn about the unique methods and approaches available to help overcome these hurdles.
Posted: 10 Aug 2011 | Published: 10 Aug 2011

IBM

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

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.

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

Practical Guide to Understanding and Complying with the Gramm-Leach-Bliley Act
sponsored by Ecora Software
WHITE PAPER: New whitepaper on GLBA - learn key steps for validating compliance with the Gramm-Leach-Bliley Act, the background of GLBA - what it is and who must adhere, and how senior management and IT departments must ensure that customer data is safeguarded.
Posted: 16 Jan 2007 | Published: 16 Jan 2007

Ecora Software

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.

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

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.

Growing Market Share in a Highly Competitive Financial Services Industry
sponsored by Keynote Systems
WHITE PAPER: Financial services organizations strive to retain existing customers and attract new ones, many are introducing new, enhanced services over the Web. Ensure you are providing the best possible experience by focusing your SLM processes on the end user.
Posted: 23 Jan 2005 | Published: 01 Jan 2004

Keynote Systems