Wealth Management Industry Reports

Financial markets regulatory outlook 2017
sponsored by TechTarget ComputerWeekly.com
ESSENTIAL GUIDE: Financial services companies will face new challenges from innovative financial technology (fintech) companies, regulatory technology (regtech) will push down compliance costs, and there will be a greater emphasis on planning for cyber breaches in 2017, Deloitte predicts in this report.
Posted: 08 Feb 2021 | Published: 20 Jan 2017

TechTarget ComputerWeekly.com

Even fintech startups battling to meet cyber security skills
sponsored by TechTarget ComputerWeekly.com
EGUIDE: A study shows that most fintech startups, like most banks, are failing to address vulnerabilities in the web and mobile applications, underlining the scale of the challenge
Posted: 08 Feb 2021 | Published: 21 Aug 2019

TechTarget ComputerWeekly.com

Sybase Financial Services Video
sponsored by Sybase, an SAP company
VIDEO: This video presentation takes a look at the unique needs of financial service providers. Continue watching to learn the tools and technologies they rely on to provide the highest quality results to their clients.
Posted: 05 Jul 2011 | Premiered: 05 Jul 2011

Sybase, an SAP company

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

Managing the Transition to IFRS
sponsored by Oracle Corporation
PODCAST: Listen to this podcast with David Jones, Director at PWC, who has worked with multi-national companies across Europe helping them to make the transition to adopting IFRS and to improve their financial reporting in the process.
Posted: 21 Mar 2011 | Premiered: Mar 18, 2011

Oracle Corporation

Streamlined corporate payment systems: Increase flexibility, save time and money
sponsored by IBM
WHITE PAPER: This white paper explores how business process management (BPM) can be used to streamline corporate payment operations for increased customer satisfaction and significantly reduced operational costs.
Posted: 12 Aug 2011 | Published: 12 Aug 2011

IBM

Mortgage Company Uses DataFlux Technology to Improve Reporting, Manage Compliance
sponsored by DataFlux Corporation
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: 14 Jan 2009 | Published: 14 Jan 2009

DataFlux Corporation

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

ebizQ.net Tip Guide: Evolving your dynamic case management strategy
sponsored by IBM
EGUIDE: This Tip Guide describes how DCM can benefit financial services firms and offers expert advice on best practices and pitfalls in DCM adoption.
Posted: 16 Sep 2011 | Published: 16 Sep 2011

IBM

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

IBM