White Papers for Financial Information Technology

• The New Approach of Launch 360 Leadership Assessments

  Press Release: Launch 360 starts today! Launch 360 is revolutionizing leadership development with its unique and cost-effective approach, eliminating consultant fees, avoiding the need for software installation, and providing clear, understandable assessment reports. This offers immediate...

• Exceeding the expectations of traders worldwide

  With a current increase in activities as well as participation of traders in the commodities futures market. Finding a good quality, online futures broker that offers speed and technology at very low rates, can be exhausting, yet important. Introducing PitBase.com, a deep discount online...

• Top Benefits of Digitizing HR Employee Filing in 2022

  Transform your employee filing strategy with a cloud document management system to streamline processes, cut time, and save costs.

• Intelligent Automation: Capturing the Unicorn

  This eBook explains how to incorporate a new approach into your document process management strategy. It outlines the scenarios where the technologies and products fit best, how to include them in your multi-year roadmap, how best to service and govern them, and how best to try before you buy...

• The Impact of COVID-19 on Broker Dealers (And Where It Hurts)

  After analyzing the effects of COVID-19 on brokerage firms, we ascertained three perspectives on what to anticipate from the fallout of this pandemic, how brokerage firms have adapted, and when we should expect to see the light at the end of the tunnel.

• Create An Inspired Company Culture Through Document Management Software

  Positive company culture can go a long way toward creating happier, more productive, and more satisfied employees. Additionally, this is a viable step in the right direction for companies needing to maximize human capital.

• Unleashing the Value of Data with DRC Analytics

  Analytics inform decisions about investment, gauge the success of sales and marketing activities and streamline businesses to be leaner and more efficient. Across vertical markets, gaining insights into an organization’s own data and having the capacity to perform deep analytics on complicated...

• The Age of Agile Solutions

  In conjunction with WatersTechnology, Eagle Investment Systems LLC, a leading provider of financial services technology and a subsidiary of BNY Mellon, published a white paper, The Age of Agile Solutions, based on a survey of senior-level professionals from global banks, asset managers, hedge...

• PortFini

  Financial advisors need robust tools that are efficient and easy to use. That’s why we developed a web-based, cloud-hosted, portfolio modeling and presentation system specifically for them. PortFini makes it so easy for an advisor to model a client’s portfolio holdings in a single consolidated...

• Grow Your Company from Within

  Six Talent Management Strategies to Help Improve Recruiment, Retention, Engagement, Performance, and Efficiency

• Investment Accounting Developments and Regulatory Update for Insurance Companies

  A look at significant changes and updates in investment accounting and regulatory standards that directly affect insurance companies and their investment operations.

• Electronic Document Management: Capture the Benefits

  Today, it’s hardly a secret that EDMS (Electronic Document Management Systems) deliver significant monetary savings and numerous other advantages over the use and maintenance of hard copy records. Consequently, you can bet that any company or firm looking to expand profitability and viability...

• Taming the Big Data Beast

  Read our newly sponsored TechDossier from InfoWorld on dealing with big data. Considering just how big today’s burgeoning repositories of insight-laden analytical data are, it’s only natural to assume that governing them poses a whole new kind of challenge. To tackle a job that great, businesses...

• Customized Automation Tools To Help Improve Operational Efficiency

  Customized innovations on the shop floor are the way of the future for many manufacturing companies to operate leaner, seek operational efficiency and boost market differentiation in today's competitive marketplace. Customized automation tools for manufacturing companiesWhere do you turn to...

• Build vs. Buy: Why Sharepoint Doesn’t Meet Document Control Demands for Quality and Compliance

  Although SharePoint provides features that you can use to build out your own rudimentary document management system, the costs of programming and IT support, maintenance and training as well as the possible legal ramifications due to the lack of verifiable audit trail make using SharePoint or...

• Close more business and build your brand using technology

  In today’s more competitive environment with more and more financial services providers adopting a “wealth management” message, independent advisors are being challenged to continue to differentiate their offering. Leading firms, however, are embracing technology in their marketing and branding...

• Creating more effective operational reporting environments for private investments - April, 2012

  This white paper, written by Carol Penhale, President and Founder of Bedford Park Associates, and sponsored by eFront, examines how the industry should: Prioritize needs: - external reporting versus internal reporting, - Cultivate a more robust operational environment for reporting, -...

• Forrester Research: Evaluating Innovative I&O Solutions: Converged Application Performance Managemen

  IT complexity is the major underlying theme of the years to come for infrastructure and operations. I&O teams have attempted to abstract this complexity with virtualization, cloud computing and SaaS, and virtual data centers. These solutions all attempt to mask the inherent complexity of...

• The Best of Operational Efficiency: A Collection of Resources for Maximizing Your Firm’s Operations

  Predictable answers…or surprising “disconnects”? This survey of over 400 advisory firms explored advisors’ thoughts about operational challenges and the technology solutions that are designed to solve them—and yielded some revealing results: • Principals of RIA firms have a vastly different...

• Why All Organizations Need to Manage and Archive Social Media

  This white paper discusses the various risks that organizations face from unmanaged use of social media. It also offers advice on how organizations can mitigate these risks while at the same time realizing the competitive advantages that the use of social media can offer.

• Enterprise-Wide Data Consolidation

  In the past decade, the financial services industry has undergone a major transformation, with the industry continuing to consolidate and competition intensifying. Simultaneously, the shift from transaction-based to fee-based business models is accelerating and the role of regulatory agencies is...

• CRM Built for Marketing: The Executive Guide to Selecting CRM that Meets Marketing Needs

  Learn how a company can ensure that the marketing department’s needs are met when choosing an enterprise-level CRM system.