ANALYST REPORT - The investment management business in 2009 will be dominated by the ramifications of the events of 2008. In this report, TowerGroup has compiled a list of the top 10 business drivers and the resulting major strategic responses and technology initiatives.
Posted: September 10, 2009 | Published: September 9, 2009


Topics:  Business Intelligence | Business Intelligence Software | Business Performance Management | Business Process Automation | Business Process Management | Business Processes | Financial Services Industry | Investments | ITIL | Risk Management | Strategic Planning

WHITE PAPER - Read this paper to learn how to automate the accounts payable process within SAP and find out what kind of investments will be needed and what great benefits your company can expect to incur as a result of document automation.
Posted: August 20, 2009 | Published: August 19, 2009


Topics:  Business Process Automation | Business Process Management | Business Processes | Document Management | ERP | Financial Management | Financial Services Industry | Financial Systems | Financing | Information Management | Oracle (Product) | SAP (Product)

WHITE PAPER - In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.
Posted: August 10, 2009 | Published: January 1, 2006


Topics:  Budgeting | Financial Applications Software | Financial Services Industry | Investments | Outsourcing | Reporting Software | Systems Management

WHITE PAPER - Read this case study to learn how Rothschild Bank in Zurich has achieved banking and financial reporting regulatory compliance by getting a handle on change and getting down to basics - the five core competencies of compliance.
Posted: March 30, 2009 | Published: January 1, 2009


Topics:  Accounting (Security) | Accounting Industry | Auditing (Finance) | Compliance (Finance) | Compliance Audits | Compliance Best Practices | Financial Management | Financial Reporting | Financial Services Industry | Regulatory Compliance | Sarbanes-Oxley Act of 2002 | Sarbanes-Oxley Compliance

WHITE PAPER - The Financial Services Industry pervades the entire IT industry. This guide gets you up to speed on essential financial areas such as Regulatory Compliance, Business Continuity, Financial Reporting, and Financial Management.
Posted: January 22, 2006 | Published: January 10, 2006


Topics:  Financial Applications Software | Financial Management | Financial Service Providers | Financial Services | Financial Services Industry | Financial Systems | Money Laundering | Sarbanes-Oxley Act of 2002 | Sarbanes-Oxley Compliance

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: June 9, 2009 | Published: June 9, 2009


Topics:  Access Control | Financial Applications Software | Financial Services Industry | Fingerprinting | Fraud Protection | Identity Management | Identity Theft

WHITE PAPER - This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options.
Posted: August 13, 2009 | Published: July 1, 2009


Topics:  Business Intelligence | Business IT Alignment | Compliance (Finance) | Compliance (Systems Operations) | Financial Reporting | Financial Services Industry | Portfolio Management (Finance) | Portfolio Management (IT Management) | Reporting Software | SMBs

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: September 11, 2009 | Published: September 1, 2009


Topics:  Business Management | Business Process Management | Business Service Management | Business Service Management Software | Financial Services | Financial Services Industry | SOA | SOA Governance

WHITE PAPER - This whitepaper shares key points and recommendations from leading analysts such as Forrester to assist organizations in leveraging RIAs to enhance online user experience.
Posted: September 10, 2009 | Published: September 9, 2009


Topics:  Customer Interaction Services | Customer Loyalty | Customer Retention | Customer Satisfaction | Customer Service | Customer Service Best Practices | Financial Services Industry | Information Management | Reporting Software

WHITE PAPER - To truly meet the needs of the modern banking customer, banks must do more than simply provide multi- siloed, disconnected, and inconsistent channels. This business whitepaper includes recommendations from a leading analyst on driving customer retention.
Posted: May 7, 2009 | Published: May 5, 2009


Topics:  Banking Software | Business Process Management | CRM | Customer Data Management | Customer Self-Service | Customer Service | Financial Services Industry | Online Banking Services | SOA

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: January 14, 2009 | Published: January 14, 2009


Topics:  Data Governance | Data Profiling | Data Quality | Financial Reporting | Financial Services | Financial Services Industry | Metrics | Reporting Software | Sarbanes-Oxley Compliance

WHITE PAPER - Read this whitepaper to discover a solution that enables IT organizations to create a secure access control infrastructure through granular authorization and "delegation" of the UNIX/Linux root or super user password to users based on their role and duties in the organization.
Posted: February 17, 2009 | Published: February 16, 2009


Topics:  Access Control | Customer Data Management | Customer Privacy | Data Centers | Financial Services Industry | Identity Theft | Linux | Payment Card Industry Data Security Standard Compliance | UNIX

WHITE PAPER - This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.
Posted: August 10, 2009 | Published: January 5, 2009


Topics:  Asset Management (Finance) | Business IT Alignment | Financial Management | Financial Reporting | Financial Services Industry | Order Management Systems | Portfolio Management (Finance) | Workflow Software

WHITE PAPER - How does a firm or fund manager assess his/her research management needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions.
Posted: August 10, 2009 | Published: December 31, 2008


Topics:  Compliance (Finance) | Financial Metrics | Financial Reporting | Financial Services Industry | Information Management | Investments | Research and Development

WHITE PAPER - This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity.
Posted: February 20, 2009 | Published: February 20, 2009


Topics:  Asset Management Services | Budgeting | Business Process Management | Collaboration | CRM | Financial Services Industry | Workflow Management Coalition | Workflow Software