Wealth Management Industry Reports

Fintech : Meet ten financial services disruptors - Part Two
sponsored by TechTarget ComputerWeekly.com
EGUIDE: Whether it's the insurance sector, lending or full service banking there are a number of companies, often still in their early stages, disrupting the financial services sector. But who are these companies, where do they come from, and what drives them? In this e-guide, the second in a series, we meet another ten of them.
Posted: 08 Feb 2021 | Published: 15 Nov 2019

TechTarget ComputerWeekly.com

The CFO’s Guide to Emerging Trends in Financial Technology
sponsored by TechTarget ERP
EBOOK: There are huge benefits to be reaped in the realm of cloud computing and mobile technology when it comes to your financial software. Read this e-book to learn the today's top trends when it comes to your financial management.
Posted: 30 Jul 2012 | Published: 30 Jul 2012

TechTarget ERP

Recognizing the Value of Data Management in the Financial Sector
sponsored by Bloomberg
EGUIDE: The combination of poor reference data management and the Dodd-Frank Wall Street Reform and Consumer Protection Act is creating a data management mess for many in the financial sector. Access this expert resource to explore how organizations can start preparing to meet new compliance regulations and increase data transparency.
Posted: 21 Feb 2013 | Published: 21 Feb 2013

Bloomberg

Leading Insurance, Financial and Banking Services Provider Replaces Citrix with Ericom's Server Based Computing Solution
sponsored by Ericom Software
CASE STUDY: Western Financial group was facing a challenge to provide insurance brokers with remote access from the organization's core insurance application running on Windows terminal Servers, so to overcome this issue they moved on to Ericom.
Posted: 10 May 2008 | Published: 01 Jan 2007

Ericom Software

Get Global. Get Specialized. Or Get Out.
sponsored by IBM Line of Business
WHITE PAPER: This paper from IBM explores strategies that can help you capitalize on the opportunities globalization will bring about.
Posted: 17 Jun 2008 | Published: 17 Jun 2008

IBM Line of Business

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

ISACA

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

IBM

Practical Guide to Understanding and Complying with the Gramm-Leach-Bliley Act
sponsored by Ecora Software
WHITE PAPER: New whitepaper on GLBA - learn key steps for validating compliance with the Gramm-Leach-Bliley Act, the background of GLBA - what it is and who must adhere, and how senior management and IT departments must ensure that customer data is safeguarded.
Posted: 16 Jan 2007 | Published: 16 Jan 2007

Ecora Software

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

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