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White Paper Published By: Cisco     Published Date: Feb 23, 2016
In January 2015, Cisco commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment enterprises may realize by deploying Cisco TrustSec. The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of Cisco TrustSec on their organizations.
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investment management, consulting, business optimization, investing
    
Cisco
White Paper Published By: Qlik     Published Date: Feb 15, 2016
This research snapshot shows the five critical areas for improvement to unlock further value from analytics.
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qlik, data analytics, business analytics, algorithmic trading, mutual funds
    
Qlik
White Paper Published By: Thomson Reuters     Published Date: Feb 09, 2016
Download this report for insights from industry experts on some of the biggest corporate tax shakeups in 2015, as well as key topics to keep in mind in 2016 and what that all means for tax technology.
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global tax compliance, corporate tax software, tax technology, thomson reuters onesource, corporate income tax
    
Thomson Reuters
White Paper Published By: Anaplan     Published Date: Jan 08, 2016
Read this white paper to discover seven common reasons companies are replacing their spreadsheets with a true enterprise planning platform.
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anaplan, spreadsheets, finance planning, budget, accounting
    
Anaplan
White Paper Published By: Salesforce     Published Date: Nov 19, 2015
Over the next 50 years, more than $41 trillion in assets will be transferred from one generation to another. The non-profit Center on Wealth and Philanthropy sets the bar even higher--$58.1 trillion by 2061. Whatever the final figure, the generational shift of wealth represents an extraordinary opportunity for financial advisers.
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investing, finance
    
Salesforce
White Paper Published By: Salesforce     Published Date: Nov 19, 2015
We are entering a new era in financial services, and there is a massive opportunity on the horizon. Some $2 trillion1 in wealth will change hands in the next five years, with $30 trillion being shifted in the next 30 to 40 years. What exactly does this mean for financial advisors?
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salesforce, client expectations, wealth management, investing, finance
    
Salesforce
White Paper Published By: Salesforce     Published Date: Nov 19, 2015
Based on responses from more than 1,100 adults who currently have investments, the research found the wave of millennials (ages 18-34) entering the market is not only putting pressure on financial advisors to use newer technologies in managing their money, but also pushing even Gen Xers (ages 35-54) and baby boomers (ages 55+) toward more modern financial tools, such as modeling on mobile devices or online portfolio rebalancing.
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investing
    
Salesforce
White Paper Published By: Juniper Networks     Published Date: Oct 19, 2015
This leading global financial services firm provides a wide range of investment banking, securities, investment management, and wealth management services. It has offices in countries around the world and serves corporations, governments, and institutions as well as individual investors.
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investment software
    
Juniper Networks
White Paper Published By: IBM     Published Date: Sep 30, 2015
Deeper insights to create personalized, rewarding experiences for digital-savvy customers.
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options, marketing, benefits, technology
    
IBM
White Paper Published By: IBM     Published Date: Sep 30, 2015
Learning from digital pioneers.
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sustainable, business value, engagement, interactions, options
    
IBM
Webinar Published By: IBM     Published Date: Sep 08, 2015
Please join us for an in-depth discussion of the latest data and analytics capabilities that banks are using today to uncover new customer insight - at the individual level - to improve offers and cross sell, optimize campaigns and deliver profitable revenue. The discussion will explore how leading banks are employing predictive analysis on customer data not often analyzed - like individual transactions, interactions, behavior and social media. See how banks can move beyond traditional segmentation and enable marketing to the "Segment of One."
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banking, finance, customer engagement, analytics, insights
    
IBM
White Paper Published By: Esker     Published Date: Jun 29, 2015
Download the IFO’s new white paper, The Evolution of Payables, for an in-depth examination of the latest AP trends, and their impact on your financial operations.
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automation, cloud computing, mobile, analytics, visibility
    
Esker
White Paper Published By: Oracle EPM     Published Date: May 11, 2015
No matter how you define it, cloud, social, mobile, and big data are changing the competitive dynamics of the global economy and creating significant value for companies that know how to create business models leveraging these technologies.
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finance, investment, big data, cloud computing, asset management
    
Oracle EPM
Case Study Published By: IBM     Published Date: Mar 18, 2015
While we predict a burgeoning market for payment services hubs, we see a growing market for payment frameworks. Celent has often said that, in most instances, moving to a single hub is perhaps the aspirational goal, but is unlikely to be the short-term answer. Celent believes that, for many banks, a combination of a hub and a framework may be the right solution.
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financial institution support, bank payment technology, ibm, burgeoning market, payment services hubs
    
IBM
White Paper Published By: IBM     Published Date: Mar 18, 2015
View this ebook to learn about the five key recommendations Corporate banks should consider in order to be successful in this customer-centric banking environment.
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customer service, productivity solutions, customer-centric banking environment, automated financial transactions, ibm
    
IBM
White Paper Published By: IBM     Published Date: Mar 18, 2015
Top performing organizations search for a single solution that enables them to process, monitor, and report their customers' financial transactions. The results are improved profit margins, compliance, and satisfied customers. This Aberdeen report identifies the problems facing financial institutions today, the technology they adopt, as well as the benefits of a single, central solution.
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ibm, customer service, automated financial transactions, financial institution solutions, customer's financial transactions
    
IBM
White Paper Published By: NFP Advisor Services     Published Date: Feb 27, 2015
Clients, especially those with a high net worth, are increasingly demanding guidance for all of their financial needs from a single source. A multidiscipline practice enables you to provide them with complete wealth management solutions, resulting in higher rates of client satisfaction, retention and referral. Learn how to exploit social media opportunities, build a strategy that's right for you, design online profiles that match your goals and much more.
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business models, growth performance, advisor services, multidiscipline practices, business owners
    
NFP Advisor Services
White Paper Published By: IBM     Published Date: Aug 22, 2014
The ongoing processes of managing collateral, loan covenants and monitoring borrowers' financial condition are key to ensuring that banks are in the best position to minimize loss.
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credit risk management, managing collateral, financial monitoring, risk analytics, asset management
    
IBM
White Paper Published By: IBM     Published Date: Aug 22, 2014
Learn how an integrated modeling approach to regulatory stress-testing can help banks improve their overall risk management.
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stress-testing, risk analytics, risk management, intergrated modeling approach, futures
    
IBM
White Paper Published By: IBM     Published Date: Aug 22, 2014
This white paper introduces the key concepts and challenges of IT governance and introduces the reader to the IT governance solution provided by IBM.
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risk analytics, business analytics, it governance, futures, finance
    
IBM
White Paper Published By: Progress Software     Published Date: Mar 12, 2014
This report outlines Forrester's vision for the future of business applications. It summarizes the key business drivers and trends that are reshaping the value proposition of business applications.
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progress software, future business, forrester, business applications, increase flexibility
    
Progress Software
White Paper Published By: Marketo     Published Date: Mar 11, 2014
Savvy B2B marketing leaders are going beyond revenue performance management to transform marketing into the architect of engagement across the customer life cycle. Lead-to-Revenue Management (L2RM) platform vendors are stepping up with tooling that enables customer-centric, multichannel, personalized marketing — at scale. Companies that have implemented an L2RM automation platform have seen results in both organizational maturity and business impact. According to a Forrester survey, L2RM platform users contribute more to the sales pipeline, have higher levels of process maturity, measure results more holistically and collaborate better with their sales colleagues.
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marketo, forrester, b2b, l2rm, lead to revenue management
    
Marketo
White Paper Published By: Tidemark     Published Date: Feb 24, 2014
Learn how to improve your decision making, reduce risk and enhance business performance to maximize the efficiency of your organization.
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cfo, business transformation, decision making, reduce risk, business performance
    
Tidemark
White Paper Published By: Tidemark     Published Date: Feb 24, 2014
Learn from the industry leading CFOs, VPs of Finance, and CIOs from around the world and see the results in the following set of six best practices associated with continuous planning success.
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best practices, continuous planning, cfo, finance, cio
    
Tidemark
White Paper Published By: Intacct     Published Date: Jan 08, 2014
Confessions of a CFO: 6 challenges that keep CFOs awake at night
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intacct, cfo, confessions of a cfo, quote-to-cash process, recurring revenue
    
Intacct
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Sub-Categories: Asset Management, Commodities, Energy, Financial Advisors, Fixed Income/Bonds, FOREX, Futures, Investment Software, Options

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