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Today's Top Reports
Most Popular Reports on:
Financial Services Industry
Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap
sponsored by Advent Software, Inc
The Future of Information-Centric Security
sponsored by Palisade Systems, Inc.


1 - 15 of 18 Matches
sponsored by Sterling Commerce

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

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


sponsored by Actuate

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

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


sponsored by ReadSoft

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

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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)


sponsored by Advent Software, Inc

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

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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


sponsored by Advent Software, Inc

WHITE PAPER - The objective of this paper is to present the buyside with a framework in which to understand the changes in the U.S. trading market, to offer a vision for the trading platforms that will support this new world and to explain why the future belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers.
Posted: August 10, 2009 | Published: December 26, 2006

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Topics:  Electronic Funds Transfer | Electronic Marketplace | Financial Management | Financial Services | Financial Services Industry | Financial Systems | Financial Transaction Processing


sponsored by Advent Software, Inc

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

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


sponsored by Advent Software, Inc

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

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


sponsored by Advent Software, Inc

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

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


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

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


sponsored by SAP America Inc

WHITE PAPER - To maximize profitability, companies must know the true cost of making and delivering their products and services. Traditional cost accounting, devised in a simpler era, does not satisfy that need. This paper examines indirect and overhead costs, which are crucial to managing profitability.
Posted: June 5, 2009 | Published: June 1, 2008

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Topics:  Business Intelligence | Cost Benefit Analysis | ERP | Financial Management | Financial Reporting | Financial Services Industry | Financial Systems | Manufacturing | SAP (Product)


sponsored by SAP America Inc

WHITE PAPER - In February 2008, CFO Research Services, a unit of CFO Publishing and part of The Economist Group, began a research project with Business Objects, an SAP company, asking senior finance executives to give views on their priorities and challenges around integrating operational and financial planning processes.
Posted: June 5, 2009 | Published: May 1, 2008

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Topics:  Balance Sheets | Business Intelligence | CFOs | Financial Industry Organizations | Financial Management | Financial Metrics | Financial Reporting | Financial Services | Financial Services Industry | Financial Systems | Risk Assessment | Risk Management | SAP (Product) | Sarbanes-Oxley Act of 2002 | Sarbanes-Oxley Compliance


sponsored by Actuate

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

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


sponsored by Tripwire, Inc.

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

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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


sponsored by Pivotal CRM, a CDC Software solution

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

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


sponsored by BeyondTrust Corporation

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

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


1 - 15 of 18 Matches

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