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


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

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


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

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


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)

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


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

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


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

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


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

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


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

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


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

WHITE PAPER - This guide can help you understand International Financial Reporting Standards (IFRS) and how its standards are being adopted around the world.
Posted: July 29, 2009 | Published: July 29, 2009


Topics:  Auditing (Finance) | Compliance (Finance) | Consultants | Consulting Services Industry | Financial Reporting | Financial Services Industry | Governance, Risk, Compliance (GRC) | Information Management | Risk Management | Securities and Exchange Commission

WHITE PAPER - The white paper discusses what US organizations can do to prepare for International Financial Reporting Standards (IFRS), and focuses on what Oracle's Enterprise Performance Management solutions can do to help with top-end reporting.
Posted: July 29, 2009 | Published: July 29, 2009


Topics:  Business Performance Management | Consultants | Consulting Services Industry | Financial Reporting | Financial Services Industry | Governance, Risk, Compliance (GRC) | Information Management | Risk Management | Securities and Exchange Commission

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


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

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


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

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


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

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


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

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


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