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White Paper Published By: Imperial Metals     Published Date: Nov 24, 2009
Precious metals like Gold and Silver can help you secure your future and meet long-term investing goals. In the last decade, Gold prices rose by an average of 40% per year! Our free IRA guide will show you how easy it is to invest in precious metals
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imperial metals, ira, gold, silver, precious metals
    
Imperial Metals
White Paper Published By: Sanlam Investments     Published Date: May 24, 2017
Access African investment opportunities with a proven and long-term investor on the continent
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investments, investment capabilities, finance, sanlam, personal finance
    
Sanlam Investments
White Paper Published By: IBM     Published Date: Jul 21, 2016
This e-book explores the many uses of client insights for banking and wealth management. By using sophisticated analytics and cognitive capabilities, your organization can gain deep understanding of what matters most to your clients. Knowing them well helps to provide targeted, personalized service that they value and increases their loyalty. It’s a smart pathway for reducing churn and generating new revenue models through meaningful cross-selling opportunities in today’s customer-centric world.
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ibm, banking, client insight, financial services, engagement
    
IBM
White Paper Published By: Thomson Reuters     Published Date: May 05, 2016
Emerging tax legislation and regulatory changes have proven a challenge to tax departments over the past couple years. How can your tax department come out on top? Explore what’s driving the game-changing shifts within direct tax and how a tax technology strategy enables exceptional tax management, propelling both your department and organization forward. Download the free white paper today.
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global tax compliance, corporate tax software, tax technology, thomson reuters onesource, corporate income tax
    
Thomson Reuters
White Paper Published By: Cisco     Published Date: Feb 23, 2016
In January 2015, Cisco commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment enterprises may realize by deploying Cisco TrustSec. The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of Cisco TrustSec on their organizations.
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investment management, consulting, business optimization, network management, best practices
    
Cisco
White Paper Published By: Thomson Reuters     Published Date: Feb 09, 2016
Download this report for insights from industry experts on some of the biggest corporate tax shakeups in 2015, as well as key topics to keep in mind in 2016 and what that all means for tax technology.
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global tax compliance, corporate tax software, tax technology, thomson reuters onesource, corporate income tax
    
Thomson Reuters
White Paper Published By: Salesforce     Published Date: Nov 19, 2015
Over the next 50 years, more than $41 trillion in assets will be transferred from one generation to another. The non-profit Center on Wealth and Philanthropy sets the bar even higher--$58.1 trillion by 2061. Whatever the final figure, the generational shift of wealth represents an extraordinary opportunity for financial advisers.
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investing, finance
    
Salesforce
White Paper Published By: Salesforce     Published Date: Nov 19, 2015
We are entering a new era in financial services, and there is a massive opportunity on the horizon. Some $2 trillion1 in wealth will change hands in the next five years, with $30 trillion being shifted in the next 30 to 40 years. What exactly does this mean for financial advisors?
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salesforce, client expectations, wealth management, investing, finance
    
Salesforce
White Paper Published By: Salesforce     Published Date: Nov 19, 2015
Based on responses from more than 1,100 adults who currently have investments, the research found the wave of millennials (ages 18-34) entering the market is not only putting pressure on financial advisors to use newer technologies in managing their money, but also pushing even Gen Xers (ages 35-54) and baby boomers (ages 55+) toward more modern financial tools, such as modeling on mobile devices or online portfolio rebalancing.
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investing
    
Salesforce
Webinar Published By: IBM     Published Date: Sep 08, 2015
Please join us for an in-depth discussion of the latest data and analytics capabilities that banks are using today to uncover new customer insight - at the individual level - to improve offers and cross sell, optimize campaigns and deliver profitable revenue. The discussion will explore how leading banks are employing predictive analysis on customer data not often analyzed - like individual transactions, interactions, behavior and social media. See how banks can move beyond traditional segmentation and enable marketing to the "Segment of One."
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banking, finance, customer engagement, analytics, insights
    
IBM
Case Study Published By: IBM     Published Date: Mar 18, 2015
While we predict a burgeoning market for payment services hubs, we see a growing market for payment frameworks. Celent has often said that, in most instances, moving to a single hub is perhaps the aspirational goal, but is unlikely to be the short-term answer. Celent believes that, for many banks, a combination of a hub and a framework may be the right solution.
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financial institution support, bank payment technology, ibm, burgeoning market, payment services hubs
    
IBM
White Paper Published By: IBM     Published Date: Mar 18, 2015
View this ebook to learn about the five key recommendations Corporate banks should consider in order to be successful in this customer-centric banking environment.
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customer service, productivity solutions, customer-centric banking environment, automated financial transactions, ibm
    
IBM
White Paper Published By: IBM     Published Date: Mar 18, 2015
Top performing organizations search for a single solution that enables them to process, monitor, and report their customers' financial transactions. The results are improved profit margins, compliance, and satisfied customers. This Aberdeen report identifies the problems facing financial institutions today, the technology they adopt, as well as the benefits of a single, central solution.
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ibm, customer service, automated financial transactions, financial institution solutions, customer's financial transactions
    
IBM
White Paper Published By: NFP Advisor Services     Published Date: Feb 27, 2015
Clients, especially those with a high net worth, are increasingly demanding guidance for all of their financial needs from a single source. A multidiscipline practice enables you to provide them with complete wealth management solutions, resulting in higher rates of client satisfaction, retention and referral. Learn how to exploit social media opportunities, build a strategy that's right for you, design online profiles that match your goals and much more.
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business models, growth performance, advisor services, multidiscipline practices, business owners
    
NFP Advisor Services
White Paper Published By: Progress Software     Published Date: Mar 12, 2014
This report outlines Forrester's vision for the future of business applications. It summarizes the key business drivers and trends that are reshaping the value proposition of business applications.
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progress software, future business, forrester, business applications, increase flexibility
    
Progress Software
White Paper Published By: Marketo     Published Date: Mar 11, 2014
Savvy B2B marketing leaders are going beyond revenue performance management to transform marketing into the architect of engagement across the customer life cycle. Lead-to-Revenue Management (L2RM) platform vendors are stepping up with tooling that enables customer-centric, multichannel, personalized marketing — at scale. Companies that have implemented an L2RM automation platform have seen results in both organizational maturity and business impact. According to a Forrester survey, L2RM platform users contribute more to the sales pipeline, have higher levels of process maturity, measure results more holistically and collaborate better with their sales colleagues.
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marketo, forrester, b2b, l2rm, lead to revenue management
    
Marketo
White Paper Published By: Intacct     Published Date: Jan 08, 2014
Confessions of a CFO: 6 challenges that keep CFOs awake at night
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intacct, cfo, confessions of a cfo, quote-to-cash process, recurring revenue
    
Intacct
White Paper Published By: Equity Administration Solutions Inc     Published Date: Jun 19, 2013
Granting equity to non-US employees? Then get a jump start on doing it right with the Ten Best Practices from EASi (Equity Administration Solutions, Inc.) and Baker & McKenzie.
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equity, global, non-us employees, tax qualifying, best practices
    
Equity Administration Solutions Inc
White Paper Published By: Equity Administration Solutions Inc     Published Date: Jun 19, 2013
Learn the 10 key legal requirements, employer and employee tax considerations, and the most common challenges in offering a Code Section 423 plan.
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tax, requirements, stock purchase plans, legal, employer tax
    
Equity Administration Solutions Inc
White Paper Published By: Equity Administration Solutions Inc     Published Date: Jun 19, 2013
Before selecting a stock plan management solution, consult the Buyer’s Guide to understand the 11 criteria to use in evaluating your options and selecting the best solution for your company’s needs.
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stock plan, management solutions, options, company's needs, business
    
Equity Administration Solutions Inc
White Paper Published By: HP     Published Date: Dec 04, 2012
Unified communications and collaboration (UC&C) solutions offer enhanced user productivity and reduced costs from streamlined communications.
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communications, productivity, collaboration, microsoft lync, quality
    
HP
White Paper Published By: IBM     Published Date: Aug 07, 2012
Leading companies applying? Predictive intelligence? To proactively mitigate and manage complexity-fraught risks, while bringing value to their bottom line and their brand.
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combating, combat, risk, predictive, intelligence
    
IBM
Webinar Published By: Thomson Reuters     Published Date: Jul 31, 2012
Alpha Now delivers timely and relevant investment insight to help investment management professionals identify emerging trends in the global financial markets and their portfolios.
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studio, action, video, youtube, thomson
    
Thomson Reuters
Free Offer Published By: Bloomberg     Published Date: Jun 11, 2012
Bloomberg Government (BGOV) is a unique online service that helps business and government leaders understand the business impact of government actions through a combination of in-depth analysis, best-in-class data, analytical tools, and award winning journalism, enabling better decisions. bgov.com
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bloomberg government insider, bgov, demo, free trial, policy analysis
    
Bloomberg
Webinar Published By: Apple Corporation     Published Date: May 29, 2012
Please join us at this on-demand online seminar. It'll take about an hour and it's absolutely free.
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ipad, ipod, apple, ipad2, tablet
    
Apple Corporation
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