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Browse Directory> Industry Specific Solutions> Banking and Finance> Financial Services (General) 1 - 23 of 23  ALL RESULTS   SOFTWARE   SERVICES AND RESELLERS   HARDWARE   RESEARCH  Enterprise Personalization for the Insurance Industry by Exstream Software.  April 2008 - (Free Research) In today's highly competitive environment, providing timely and relevant policyholder communications is critical. Exstream Software's Dialogue enterprise personalization solution allows insurers to create, manage, and deliver the fu… (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER Ensuring Organic Customer Growth and Loyalty in the Financial Services Industry by SAS Institute Inc.  March 2008 - (Free Research) Learn how applying customer value to your organization's business process model can generate a single customer view to ultimately increase customer acquisition and retention rates. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER Azul Systems: Breakthrough Solutions for the Capital Markets by Azul Systems, Inc  February 2008 - (Free Research) With the Azul solution, companies have accelerated the deployment of their most demanding applications and are achieving greater throughput levels, delivering faster and more consistent response times. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER VUE Software: Insurance Commission & Incentive Compensation Management by CSSI.  VUE software delivers flexibility and automation to help solve the complexities of insurance sales commission and incentive compensation plans. VUE’s web-enabled incentive management solution reduces costs while driving accuracy and efficiency into your organization. This comprehensive solution offers the ease of a total solution from one vendor.  (SOFTWARE PRODUCT) GO TO DETAILED REPORT Complying with Financial Services Regulations Through Information Availability by Vision Solutions (E-mail this company) August 2007 - (Free Research) Over the past five years, some of the most wide-ranging and demanding financial management and disclosure regulations in U.S. history have come into force such as the Gramm-Leach-Bliley and Sarbanes-Oxley Acts. The goal of this white paper is to explain the impact of specific regulations on information availability and discuss available solutions. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER Essential Data Protection, Recovery and Resiliency for Banks by Vision Solutions (E-mail this company) August 2007 - (Free Research) What if you could tap into the unused value that exists within your IT infrastructure? This white paper explores how the power of an information availability solution can unlock the potential of your IT environment and deliver new value for your organization. It includes an “Action Worksheet” to use in discussions with your IT executives. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER Sage Master Builder Product Overview by Sage Software.  April 2007 - (Free Research) Sage Master Builder features industry-specific functionality that addresses all phases of your construction business “profit cycle” -- estimating, production, accounting, and analysis in one system. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER Lending and Credit Solution Brief by ILOG Inc  April 2008 - (Free Research) This white paper discusses approaches for enabling greater product agility and efficiency in credit decisions, improving customer retention and attracting a higher number of new consumers. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER Before & After: Quantifying Business Rule Results in Key Banking Applications by ILOG Inc  April 2008 - (Free Research) This white paper details five actual business rule management systems deployments, providing a before and after view for each credit and lending application. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER Aite Group Research Report - Rise of Dark Pools and Rebirth of ECNs: Death to Exchanges? by Advent Software, Inc  March 2008 - (Free Research) This 43-page Aite Group report analyzes the impact of the paradigm shift away from traditional exchanges like the NYSE & NASDAQ toward Alternative Trading Systems like dark pools and ECNs. This report is a must-read for portfolio managers, traders, & anyone concerned with the future direction of the US equities marketplace. (ANALYST REPORT) GO TO ANALYST REPORT Offshore Funds: A Pathway to Growth - A Practical Guide to Operational Imperatives for Hedge Fund Managers by Advent Software, Inc  December 2007 - (Free Research) Total hedge fund assets recently hit $2.5 trillion, driven by buoyant manager performance and surging capital inflows, while the number of hedge funds soared to almost 10,000. This paper focuses on the growth of the offshore segment within the wider expansion of the hedge fund industry and assesses the advantages of adding an offshore capability. (WHITE PAPER) GO TO WHITE PAPER Best Practices in Performance Measurement and Reporting: Understanding the Global Investment Performance Standards by Advent Software, Inc  December 2007 - (Free Research) Compliance with GIPS standards has become a virtual requirement in order to stay competitive. Written in conjunction with Ashland Partners, this paper explains the steps to becoming GIPS compliant. Packed with practical tips and expert advice, it explains the value of GIPS compliance, what’s needed to achieve it, and common pitfalls to avoid. (WHITE PAPER) GO TO WHITE PAPER Free Cerulli Report - Navigating the Affluent Emerging Marketplace by Advent Software, Inc  March 2007 - (Free Research) The investors who comprise the emerging affluent segment of the market are very diverse—in terms of their net worth, risk tolerance, financial goals, and a myriad of other characteristics. Because of this diversity, in order for firms and advisors to effectively service this market they must perform some level of segmentation. (ANALYST REPORT) GO TO ANALYST REPORT The Buyside and the Three Phase Evolution of Electronic Trading White Paper by Advent Software, Inc  March 2007 - (Free Research) The Buyside and the Three Phase Evolution of Electronic Trading describes how the function of trade execution is undergoing a period of dramatic transformation; not only for buyside firms, but also brokers and execution venues. (WHITE PAPER) GO TO WHITE PAPER Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors by Advent Software, Inc  January 2007 - (Free Research) In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. Systems that offer advisors the functionality they seek are often not affordable when considering the time and expertise required to properly manage a reporting system in-house. The answer, prospectively, lies in outsourcing. (WHITE PAPER) GO TO WHITE PAPER Hedge Funds: Why Comply? - A Practical Guide to Developing a Culture of Compliance by Advent Software, Inc  December 2006 - (Free Research) Creating a culture compliance may prove to be simply good business, regardless of whether or not it becomes standard regulation. Read how your firm can support compliance while improving your bottom line. (WHITE PAPER) GO TO WHITE PAPER Advent Portfolio Exchange Demo by Advent Software, Inc  June 2006 - (Free Research) Advent Portfolio Exchange represents Advent's next generation in portfolio management technology. Advent Portfolio Exchange is the first solution to combine the front office CRM functions of client servicing and marketing with the back office operations of portfolio accounting and reporting into a single platform. View the product demonstration. (DEMO) GO TO DEMO Establishing a Profitability Discipline within Your Financial Organization by SunGard BancWare (E-mail this company) October 2007 - (Free Research) Forward thinking financial organizations recognize their success depends upon coordinated strategy execution supported by measurable performance analytics. This paper discusses why organizations need a single actionable view to support strategic goals, recommended stages for a profitability implementation and common implementation obstacles. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER Treasury and Asset Liability Management Best Practices by SunGard BancWare (E-mail this company) October 2006 - (Free Research) This paper outlines the importance of balance sheet management and the role of the Treasury division in creating more enterprise value for the financial services firm. We discuss the common practices and responsibilities of this group and provide an introduction to the key risk measurement objectives and the most common risk modeling methods used. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER BancWare: Business Performance and Risk Analysis for the Banking Industry by SunGard BancWare (E-mail this company) BancWare solutions help financial firms measure and manage risk, forecast balance sheet performance and meet regulatory requirements. Our solutions for asset/liability management, profitability, strategic planning, credit risk, operational risk, economic capital and regulatory compliance provide a complete picture of your banking business.  (SOFTWARE PRODUCT) GO TO DETAILED REPORT Charting a Course Toward the Bank of the Future - Whitepaper by SunGard BancWare (E-mail this company) June 2007 - (Free Research) This whitepaper describes the ideas that are driving the industry toward the Bank of the Future, a model of banking that positions the bank as an originator and (re)distributor of risk, where the discipline of risk management is viewed not merely as a cost center, but as an indispensable element of successful balance sheet and value management. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER Research Note: A Closer Look at Satuit CRM: Vertical Expertise, Fixed-Price Implementations by Nucleus Research (E-mail this company) January 2007 - (Free Research) Satuit’s CRM solution for financial services enables firms to reduce costs, improve sales and marketing productivity, manage large amounts of information, and maintain positive business relationships. Available both as an on-premise and hosted basis, Satuit differentiates itself by its deep vertical process knowledge and fixed-cost implementations. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT Actuate iServer - Scalable Enterprise Reporting Application Platform by Actuate Corporation  Actuate iServer for large organizations is a scalable enterprise reporting server for generating, managing, and securely delivering reporting & analytic content to 100% of an organization's users. It provides the most complete and powerful infrastructure for disseminating interactive business information to employees, customers, and partners.  (SOFTWARE PRODUCT) GO TO DETAILED REPORT 1 - 23 of 23

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