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Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution February 20, 2009 - (Free Research) This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

How to Use the Six Laws of Persuasion during a Negotiation by Global Knowledge October 2006 - (Free Research) Discover the Six Laws of Persuasion and learn how to use them to conduct more effective negotiations. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc July 2008 - (Free Research) This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed. (WHITE PAPER) GO TO WHITE PAPER

Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc January 2009 - (Free Research) 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. (WHITE PAPER) GO TO WHITE PAPER

Laws, regulations and compliance: Top tips for keeping your data under your control by Sophos Inc. December 2008 - (Free Research) This paper outlines the rules, looks at the main threats to security compliance and highlights how a well-defined strategy, backed up by powerful technology, can provide the solution. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc August 2008 - (Free Research) This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm. (WHITE PAPER) GO TO WHITE PAPER

Managing Risk through Financial Processes: Embedding Governance, Risk and Compliance by SAP America Inc November 2008 - (Free Research) To find out how senior executives view their financial processes, the Economist Intelligence Unit surveyed a global sample of mostly financial executives in September 2008. Some respondents focused on the importance of developing processes that reduced costs and improved efficiency. Others acknowledged the importance of cost and efficiency.. (ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution February 2009 - (Free Research) In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Business Intelligence for Process Industries: Actionable Insights for Business Decision Makers by SAP America Inc January 2009 - (Free Research) Firms in Process Industries have made significant investments in information technology to increase the efficiency of their operations and supply chains. By integrating real-time decision making with mission-critical business processes, smart businesses can set a path for industry leadership. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The 2004 Oversight Systems Financial Executive Report on Sarbanes-Oxley by Oversight Systems August 2008 - (Free Research) Through a combination of an invitation-only online survey and survey intercepts, 222 corporate financial leaders from across the U.S. participated in this study on corporate attitudes toward Sarbanes-Oxley compliance. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc January 2009 - (Free Research) This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion. (WHITE PAPER) GO TO WHITE PAPER

Research Management Solutions: Bringing the Benefits of Automation to the Front Office by Advent Software, Inc December 2008 - (Free Research) How does a firm or fund manager assess his/her research management needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions. (WHITE PAPER) GO TO WHITE PAPER

Disarm the Threat of Identity Theft: The Role of Identity Resolution in Fraud Detection, Risk Management, and Regulatory Compliance by Informatica November 2008 - (Free Research) This paper addresses how your organization can use Informatica Identity Resolution in your arsenal in the fight against fraud, money laundering, and other criminal activities. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Role of Security Management in Achieving "Continuous Compliance" by CA December 2007 - (Free Research) There's a focus today on regulatory compliance involving financial reporting, security and data privacy. But there are also tremendous business performance opportunities that can be fueled by the new requirements. This paper details the benefits of continuous compliance, which include reduction of risk and cost. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Energizing Utilities For The Economic Stimulus Plan: Strategies For Greater Energy Efficiency and Sustainability by SAP America Inc June 2009 - (Free Research) This SAP Executive Insight examines specific concerns that confront utility executives in today's economy. Further, it describes how gaining greater business visibility and transparency can enable organizations to execute decisively and effectively in this challenging climate. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Oracle Database 11g Security with Forrester: Access Control Webcast by Oracle Corporation November 2008 - (Free Research) In this webcast, Forrester Research analyst Jonathan Penn explains the importance of implementing strong internal database controls. (WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

New Insider Threat Emerges in the New Economy by Lumension February 2009 - (Free Research) This document explains how employees and partners are engaging with IT assets and intellectual property. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Going Beyond Traditional Security Information and Event Management (SIEM) Solutions by eIQnetworks March 2009 - (Free Research) Why is Security Information and Event Management (SIEM) so important to security efforts? What steps must you take must to succeed with your SIEM implementation? This podcast addresses these questions and more. (PODCAST) VIEW ABSTRACT | GO TO PODCAST

Xenos/EMC Case Study: St. James's Place finds new xPression for its document creation and delivery by Xenos Group Inc. June 2009 - (Free Research) The St. James's Place (SJP) Wealth Management Group offers a wide range of high quality wealth management services to businesses and individuals. This case study shows how SJP worked with Xenos and EMC Document Sciences to implement an integrated document solution (IDS) that enables the creation, formatting, control, transformation, storage.. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Growth And Complexity: The Challenges Ahead For Midsize Manufacturers by SAP America Inc June 2009 - (Free Research) This is the first in a series of six reports addressing the opportunities and challenges faced by midsize manufacturers. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Security Solutions for UNIX/Linux Audits by Symark International, Inc. February 2009 - (Free Research) Check out this whitepaper to learn the security issues of UNIX and Linux systems and how to meet audit requirements. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Risk Management: Bridging Policies and Procedures - Fundamental Security Concepts by Global Knowledge October 2008 - (Free Research) This white paper discusses risk management as a key process in designing security architectures, including a better way for security managers to approach the security ROI issue. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

10 Things You Should Look for in an In-house eDiscovery Solution by StoredIQ March 2009 - (Free Research) If you work for a mid- to large-size company, you probably are familiar with the problems of eDiscovery. This white paper has 10 tips for choosing an eDiscovery solution that can get up and running quickly, solve the problems you need it to, and pay for itself within months. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Gaining Competitive Advantages through Near- zero Latency by Ciena February 2009 - (Free Research) When a United States-based financial services company needed to decrease latency and address growing bandwidth needs, Ciena provided the solution: a near-zero latency optical network that increased efficiency and improved capacity, reliability, and compliance. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

How to control the risk and costs of e-discovery by Hewlett-Packard Company March 2009 - (Free Research) In this webcast hear from leading analyst firm Gartner Research and Information Management solution providers HP on how to reduce the cost and risk of e-discovery, with a focus on Legal Hold best practice and solutions, and how a proactive e-discovery strategy will help you optimize the Legal Hold process. (WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

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