The Critical Importance of Archiving in the Financial Services Industry
This white paper discusses the requirement for financial services firms to retain content of various types, and it discusses what organizations should do to satisfy these obligations. It also provides a brief overview of ArcMail, the sponsor of this white paper and a leading provider of archiving systems. Click here
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BPM for Dummies
[ Source: IBM ]
August 2012-
Unleash the power of technology as a competitive advantage! Learn how your entire enterprise can become far more agile, helping you meet your goals with Business Process Management (BPM).
Download Business Process Management For Dummies, IBM Limited Edition, now and learn how BPM creates value through growth, improved performance, better productivity, higher staff effectiveness, and better customer service.
You discover why changing to BPM now makes sense for your organization, how ...
[WHITE PAPER]
How To Build a Mission-Critical Data Center
[ Source: HP ]
May 2012-
Infrastructures must be able to quickly and cost-effectively adapt to evolving needs. Unfortunately, many companies cannot achieve this response with their current data center network architectures. The traditional three-tier model of access, aggregation, and core switching is an operational nightmare.
This white paper unveils a solution that streamlines the design of next-generation data centers to ensure the superior resiliency, performance, and agility that enterprise networks now require.
Sponsored by:<...
[WHITE PAPER]
Avoiding the 8 Common Mistakes of Windows 7 Migration
[ Source: Dell/Microsoft ]
September 2011-
The recession put important things on hold for many organizations, like upgrading to new client systems. Now organizations such as yours are ready to upgrade and gain from better performance and efficiency by purchasing new laptops and notebooks with Windows 7 factory-installed.
Before you move dozens - or hundreds - of important business applications into a new environment, find out how other organizations tackled this challenge.
Download "Avoiding the 8 common mistakes of ...
[WHITE PAPER]
Accountable Care and the Cloud: The Future of Medical IT
[ Source: Siemens ]
July 2011-
In this podcast, Dan Emig and David M. Hamilton of Siemens Medical explain how the cloud can help healthcare providers significantly improve business performance by shifting allocation of their limited budget and human resources away from lower-value back-office operations in favor of higher-value clinical and patient-facing services.
The cloud does this by 1) allowing healthcare IT organizations to leverage the economies of scale offered by shared, on-demand infrastructure and 2) providing turnkey access to state-of-the-art ...
[WEBCAST]
Advanced Malware Exposed
[ Source: FireEye ]
May 2011-
This handbook shines a light on the dark corners of advanced malware, both to educate as well as to spark renewed efforts against these stealthy and persistent threats. By understanding the tools being used by criminals, we can better defend our nations, our critical infrastructures and our citizens. The "Operation Aurora" incident represents an example of how the threats have escalated, revealing how advanced malware is being used in a systematic, coordinated fashion to achieve ...
[WHITE PAPER]
Creating a Timeline for Deploying Windows 7 and Eliminating Windows XP
[ Source: Dell/Microsoft ]
February 2012-
Windows XP support ends April 8, 2014. Therefore, organizations must decide when to begin their migration to Windows 7, set a target date to have Windows XP out and define the scope of the project.
This research paper reviews Gartner's key findings and recommendations for deploying Windows 7.
[WHITE PAPER]
CISO Guide to Next Generation Threats
[ Source: FireEye ]
May 2011-
Over 95% of businesses unknowingly host compromised endpoints, despite their use of firewalls, intrusion prevention systems (IPS), antivirus and web gateways. This situation-the new status quo-results from criminals leveraging multiple zero-day vulnerabilities, commercial-quality toolkits and social media to perpetrate next-generation threats. These threats move "low and slow" and use several stages and channels to duck traditional defenses and find vulnerable systems and sensitive data.
Read this paper and learn how to regain the upper ...
[WHITE PAPER]
8 Things That Could Affect Your Business IT Security In The Next Two Hours
[ Source: NETGEAR ]
August 2011-
Discover the secrets over-priced security consultants don't want you to know. Network security is not just about preventing a breach, it's about making every working day as productive as possible by preventing external threats.
Where should you start? Download this security brief and NETGEAR will show you the 8 things to do to improve your security posture right now.
[WHITE PAPER]
Gartner Magic Quadrant for Enterprise LAN
[ Source: HP ]
May 2011-
Major LAN purchases and upgrades should not take place without a full competitive review. This Gartner Magic Quadrant reviews the strengths and weaknesses of the major players; including, Alcatel-Lucent, Avaya, Cisco, Extreme Networks, HP and Juniper Networks.
[WHITE PAPER]
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Six Ways to Improve Customer Loyalty and Drive Retention with Integrated CRM
[ Source: NexJ ]
April 2012-
With a 12.5% annual customer churn rate, the average financial services firm is losing a lot of current, future, and referral income - and that's not counting the cost of acquiring new customers. Loyal customers provide a greater share of business, refer more prospects, and cost less to serve than new or disgruntled customers.
While some degree of customer turnover is inevitable, integrated CRM with loyalty management capabilities can help overcome the challenges of ...
[WHITE PAPER]
4 Steps to Maximize Customer Profitability
[ Source: IBM ]
January 2012-
Read this whitepaper and learn how your financial services organization can use analytics to understand customer profitability and lifetime value across all products and business lines.
[WHITE PAPER]
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Capital Markets Guide 2012
[ Source: SAP ]
September 2012-
The Capital Markets Guide takes an in-depth look at profit-driving and
profit-draining activities within financial organizations. For 2012, firms will be exploiting the potential of Big Data and limiting their exposure to risk.
And that's not all that's in store for them. Updates to Basel III and deadlines for Dodd-Frank are causing wholesale changes to business processes and technology.
The ultimate goal is to make smarter trades at the speed ...
[WHITE PAPER]
Six Ways to Improve Customer Loyalty and Drive Retention with Integrated CRM
[ Source: NexJ ]
April 2012-
With a 12.5% annual customer churn rate, the average financial services firm is losing a lot of current, future, and referral income - and that's not counting the cost of acquiring new customers. Loyal customers provide a greater share of business, refer more prospects, and cost less to serve than new or disgruntled customers.
While some degree of customer turnover is inevitable, integrated CRM with loyalty management capabilities can help overcome the challenges of ...
[WHITE PAPER]
Insurance Study: Transforming customer relationships with analytics
[ Source: IBM ]
January 2012-
This study presents current thinking on the challenges insurance executives face in acquiring and reatiner customers. Read it now and understand the impact business analytics are having on today's insurance industry.
[WHITE PAPER]
Banking Study: From complexity to client centricity
[ Source: IBM ]
January 2012-
This whitepaper unveils research that shows how banks are moving beyond organization silos, infrastructure complexities and other constraints -- toward an operation focused on the client.
[WHITE PAPER]
4 Steps to Maximize Customer Profitability
[ Source: IBM ]
January 2012-
Read this whitepaper and learn how your financial services organization can use analytics to understand customer profitability and lifetime value across all products and business lines.
[WHITE PAPER]
Integrated Client Onboarding: Turning Obligation into Opportunity
[ Source: NexJ ]
December 2011-
Leading financial services organizations are changing the way they onboard new clients. Historically, client onboarding has been a paper-based account opening process based on a single opportunity. This approach is error-prone and often overlooks upsell and cross sell opportunities. It fails to address the needs of modern clients, who expect advisors to know their investment goals, account information and transaction history, and to come to meetings prepared with recommendations and pre-filled forms.
Organizations ...
[WHITE PAPER]
Cost Basis Basics: Preparing for the New Reporting Requirement
[ Source: Advent Software ]
August 2010-
Cost basis reporting will have firm-wide impact,
from operations to client relations. It will require
clear coordination and alignment among RIAs,
brokers and custodians, not to mention with
investors and their tax advisors. And, as with
any new regulation, it will carry costs in both
systems and staffing. Understanding the impact
and preparing for it will help make those challenges
and costs manageable.
[WHITE PAPER]
World Wealth Report 2010
[ Source: Capgemini Financial Services ]
June 2010-
As World Wealth Recovery Emerges,Shaken Consumer Confidence Changes
Investor Behavior
High Net worth Investors (HNWIs) return to markets but while over 55% of HNWIs indicate they regained trust in their advisors and wealth management firms, distrust of regulatory bodies remains at 71%.
Given this level of distrust, key to driving increased client confidence is an ability to demonstrate a sharper understanding of clients’ emotional and intellectual needs along with effective portfolio and risk management capabilities. Wealth ...
[THOUGHT LEADERSHIP]
Evaluating Opportunities to Streamline Account Opening
[ Source: Arius Software ]
September 2009-
The recent recession and market volatility is pressuring financial services firms to improve operating processes and reduce costs. The rapid market surge and potential recovery has served a reminder that operational processes must be scalable and ready to take advantage of every opportunity. Many firms are scrutinizing their account opening process since client on-boarding is expensive, labor intensive, and error prone. As a result, improving account opening has become a high priority project with many ...
[WHITE PAPER]
The Business Case for ASP
[ Source: SunGard Financial Systems ]
October 2008-
Over the past several years, the investment management industry has revealed its appreciation for the increasingly sophisticated and secure solutions offered by leading application service providers (ASPs).
Within some of the industry's largest asset management firms and third party administrators, the ASP model for investment accounting and portfolio management systems has proven itself many times over - currently processing trillions in assets and gaining increased adoption with each passing year.
An alternative to costlier installed ...
[WHITE PAPER]
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CAPITAL MARKETS: Asset Management, Compliance, Data Latency, Data Management, Data Security, IT Infrastructure, Operations, Risk Management, Wealth Management
INSURANCE: Architecture/Infrastructure, Claims, Customer Insight/Business Intelligence, Distribution, Management Strategies, Policy Administration & Management, Regulation/Financial Systems, Security/Risk Management
BANKING: Architecture/Infrastructure, Channels, Core Systems, Customer Insight/Business Intelligence, Payments & Cards, Regulation/Compliance, Risk Management/Security
ADVANCED TRADING: ATS/ECN/Dark Pool, Algorithmic Trading, Block Trading, Cross Asset Trading, Data Latency, Derivatives, Market Data, OMS/EMS, Trading Infrastructure/Technology, Trading Regulations/Compliance, Trading/Exchanges, Transaction Cost Analysis (TCA)
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