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Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
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In this survey you will learn how asset management has changed over the years and the different challenges asset management professionals have been facing.
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Financial services organizations strive to retain existing customers and attract new ones, many are introducing new, enhanced services over the Web. Ensure you are providing the best possible experience by focusing your SLM processes on the end user.
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This white paper explores the challenges modern financial institutions face when seeking to implement a smart lending strategy. Inside, learn about the unique methods and approaches available to help overcome these hurdles.
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SAP analytics solutions can help today's government agencies overcome the many challenges associated with tax discovery. Read on to learn how SAP's public sector software solutions can benefit government agencies by improving performance, reducing costs and streamlining service delivery.
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New whitepaper on GLBA - learn key steps for validating compliance with the Gramm-Leach-Bliley Act, the background of GLBA - what it is and who must adhere, and how senior management and IT departments must ensure that customer data is safeguarded.
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A security intelligence platform is a key element for fighting the many threats the financial institution faces, and this white papers describes on such platform.
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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.
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Banking customers worldwide are ready for an omnichannel experience – are you ready to give it to them? This resource describes the concept of omnichannel banking, why your customers need it, and why you shouldn't wait to offer it to them.
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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.