WHITE PAPER - Whether you are looking to upgrade your current PeopleSoft software or implementing for the first time, this white paper provides a clear description of the value added benefits you can expect to see from PeopleSoft Enterprise Financial management 9.1.
Posted: April 23, 2012 | Published: October 19, 2011


Topics:  Financial Applications Software | Financial Industry Organizations | Financial Management | Financial reporting software | Financial Services Industry | Oracle (Product) | PeopleSoft (Product)

WHITE PAPER - Read this report to learn how Forrester Research rated 24 CRM solutions in terms of their strengths and weaknesses in supporting four key cross-functional processes in the finance and insurance industry.
Posted: March 28, 2012 | Published: February 14, 2011


Topics:  Business Process Management | CRM | CRM Best Practices | CRM Software | Financial Services Industry | Insurance Industry | Mobile CRM | Software as a Service

WHITE PAPER - Read this white paper to learn how financial services firms can leverage social channels to better understand changing customer needs and interaction styles, develop products and services that address those changes, and create marketing campaigns that target these customers.
Posted: March 27, 2012 | Published: December 31, 2010


Topics:  Banking Industry | CRM | CRM Software | Financial Services Industry | Mobile CRM | SAP (Product) | Social Computing | Social Networking

WHITE PAPER - Inside this white paper, learn how to meet the necessary compliance requirements that will ensure a smooth transition when planning for the succession of your advisory firm.
Posted: March 12, 2012 | Published: March 12, 2012


Topics:  Business Continuity Planning | Business Management | Compliance (Finance) | Compliance Best Practices | Financial Management | Financial Services Industry | Regulatory Compliance

WHITE PAPER - This nine-page Buyer’s Guide to Financial Services IT assesses the implications and challenges facing CIOs and senior IT professionals.
Posted: October 21, 2011 | Published: January 19, 2011


Topics:  Application Performance Management Software | Application Portfolio Management | Applications Management Services | Applications Management Software | Financial Services | Financial Services Industry | Mobile Device Management 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 - 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 - This paper shows how SuperLoader directly addresses the increased storage requirements and shrinking resources of smaller, distributed organizations, the need to centrally administer and simply manage distributed data, the security, data restoration.
Posted: July 29, 2004 | Published: November 1, 2002


Topics:  Data Recovery | Data Security | Disaster Recovery | Financial Services Industry | Legal Services Industry | Remote Backups | Retail Trade Industry | SMBs | Tape Backups | Tape Libraries | TCO | Transportation Industry