financial
RSS financialFinancial Profiles Helps Advisors Deal With Small Business, Estate Planning Issues
White Paper Tom Stahl, an advisor with LPL Financial Services since 1987, serves more than 200 small business owners in the Denver area on either a fee or commission basis. An eight-year user of Financial Profiles' solution, Stahl finds the benefits of... [11 Oct 2005]
Financial sector loses interest in internet banks
News Financial services in the UK have lost their illusions about the ongoing proliferation of internet banks. This quarter's Financial Services Survey pointed to a general drop in business confidence, mainly due to the level of domestic competition in... [11 Jul 2000]
Financial Firms Using Communicator Inc's Hub Connex Group Chat to Share Market Information
White Paper As online group discussions grow, financial firms need to ensure they are handled properly for communications compliance. Communicator is a financial technology firm that provides investment managers and broker/dealers a suite of services for... [15 Sep 2005]
Financial Portals are Hot, but for Whom?
White Paper Suddenly-even by Internet time-the long sought one-stop financial portal has arrived. E-banking watchers are predicting that by the end of this year, most big banks and some smaller ones will be sporting websites where customers can come to handle... [24 Feb 2004]
Financial Firm Improves Portfolio Software, Streamlines Customer Workflows
White Paper Over the past 20 years, portfolio managers at hundreds of firms have relied on the Thomson Financial PORTIA system to manage investment portfolios. However, as the pace of financial markets has accelerated, customers have begun to look for ways to... [05 Sep 2007]
Financial Technology Provider Increases Efficiency With New Project Management System
White Paper Effective project management is critical for leading Italian financial technology solutions provider Banksiel. To increase operational efficiency, streamline resource allocation, and monitor projects effectively, the company has deployed a new... [02 Dec 2007]
Financial Assets - The Benefits of Active Management
White Paper The paper aims to set out the benefits that corporates can obtain from the global management of their financial assets (invoices and inventory). Key benefits include reducing tax liabilities across an enterprise, increasing the efficiency of... [13 Oct 2005]
Financial Services Company Boosts Security With Latest Desktop Operating System
White Paper As a member of the financial services industry, Raymond James Financial is concerned about security, considering it a crucial element of providing high-quality service. In the pursuit of the best security for its environment, the company strives to... [09 Aug 2005]
Financial Services Modernization: The Gramm-Leach-Bliley Act, a White Paper on the Privacy Provisions
White Paper The Gramm-Leach-Bliley Act, enacted into law on November 12, 1999, and colloquially referred to as the "Financial Services Reform Act of 1999," tears down barriers between the banking, insurance and securities businesses. [29 Sep 2005]
Financial Services/Insurance Provider: Reusable Security Management System
White Paper A multistate financial and insurance services organization needed to devise and deploy a web platform that enabled a single sign-on across various custom, web-based applications. Additionally, the client needed to create a centralized data... [14 Mar 2007]
Financial firms eye up end-to-end outsourcing
News Changes are afoot in the way European financial services companies outsource horizontal business processes, such as human resources, finance, accounting and procurement, new research shows. Financial services firms are becoming more motivated to... [12 Aug 2005]
Financial Services Firm Increases File and Print Efficiency, User Productivity
White Paper As a leading financial services provider for credit unions and their members worldwide, CUNA Mutual Group processes an enormous amount of information. To ensure employee productivity and continued customer satisfaction, CUNA Mutual decided to... [11 Jun 2004]
Financial Services - Reporting on Customer, Product, and Branch Profitability
White Paper With over 1,000 financial services customers worldwide, including nine of the top 10 banks in the US and nine of the top 10 banks in Europe, Cognos understands the challenges facing financial services institutions (FSIs) and is the leader in... [06 Oct 2005]
Financial Planning Software Shines With .NET
White Paper Impact has deployed seven financial-planning Web applications with Microsoft .NET: PlanLab is a collaboration system for financial planners. It is a hosted application that takes full advantage of .NET's "terrific" web integration. [20 Aug 2004]
Financial Management of Not-for-Pro?t Organizations
White Paper Budgeting and cash management are two areas of financial management that are extremely important exercises for not-for-profit organizations. The organization must pay close attention to whether it has enough cash reserves to continue to provide... [06 Oct 2005]
