Investment Services Industry White Papers

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Investment Services Industry White Papers (View All Report Types)

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 TOPICS: Data Management \| Data Security \| Financial Reporting \| Financial Services Industry \| Regulatory Compliance \| XBRL

Big Data Integration and Governance Considerations for Financial Services sponsored by IBM WHITE PAPER: This white paper examines key big data integration and governance considerations for the financial services industry. Posted: 23 Dec 2013 \| Published: 23 Dec 2013 TOPICS: Business Intelligence \| Content Integration \| Content Management \| Data Analytics \| Data Governance \| Data Integration \| Data Management \| Data Management Software \| Data Security \| Financial Industry Organizations \| Financial Services Industry \| Information Governance \| Information Management \| Information Management Software

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 TOPICS: Business Intelligence \| CFOs \| Cloud Computing \| Data Analytics \| Financial Applications Software \| Financial Industry Organizations \| Financial Management \| Financial Services Industry

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 TOPICS: Banking Industry \| Banking Systems \| Customer Loyalty \| Customer Retention \| Customer Satisfaction \| Customer Self-Service \| Customer Service \| Data Security \| Financial Management \| Financial Services Industry \| Financial Systems \| Mobile CRM \| Mobile Workers \| Smart Phones \| Social Networking \| Tablet PC \| Video Services \| Video Systems \| Videoconferences

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 TOPICS: Business Intelligence \| Competition \| Data Analytics \| Decision Support Systems \| Financial Applications Software \| Financial Service Providers \| Financial Services Industry \| Financial Systems

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 TOPICS: Banking Industry \| Banking Services \| Data Security \| Financial Services \| Financial Services Industry \| Fraud Protection \| Log Management \| Payment Card Industry \| Payment Card Industry Data Security Standard \| Payment Card Industry Data Security Standard Compliance \| Risk Management \| Sarbanes-Oxley Compliance \| Security \| Security Event Management \| Security Infrastructure \| Security Management \| Security Managers \| Security Policies \| Security Systems \| Security Threats \| Vulnerability Management

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 TOPICS: Cloud Computing \| Cloud Management \| Data Center Design \| Data Center Management \| Data Centers \| Financial Industry Organizations \| Financial Services \| Financial Services Industry

Dark Pools of Liquidity: Understanding & Technology dependencies for the future sponsored by Wipro WHITE PAPER: This white paper provides insight into the dark pools of liquidity, discusses the mechanism of dark pools trading, advantages and how technology would impact the operations or provide benefits in trading over this medium. Posted: 13 May 2009 \| Published: 12 May 2009 TOPICS: Application Development \| CRM \| Data Center Management \| Financial Services Industry \| Identity Management \| Open Source \| Server Consolidation \| Server Virtualization \| SOA \| Storage Management \| VMware \| VoIP

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 TOPICS: Compliance Best Practices \| Financial Industry Organizations \| Financial reporting software \| Financial Service Providers \| Financial Services Industry \| Risk Management \| Wealth Management

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