Financial Services Whitepapers

thrive in the face of change – eight digital document advancements for banks and ins...

Sponsored by: Adobe Published By: Research Desk Released: Jun 17, 2021

As banks and insurance companies navigate today's rapidly changing business environment, they are having to reshape and reimagine almost every aspect of their business. Financial services companies ar...

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financial services world quality report highlights

Sponsored by: Micro Focus Published By: Research Desk Released: Mar 12, 2021

In these main respects, there are few signs of change in this year’s report for the financial sector, which at 19% of our total survey cohort remains the single largest sector we have consulted. Ind...

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streamline account opening & onboarding in financial services

Sponsored by: DocuSign Published By: Research Desk Released: Feb 25, 2021

Onboarding a new customer in banking can involve days of information gathering, completing the application, verifying identity, printing or emailing, and waiting for the customer to sign and return th...

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ebook: financial services: how to select rfp and proposal automation software

Sponsored by: Upland Software Published By: Research Desk Released: Feb 23, 2021

Check out these five primary considerations to make when selecting RFP and proposal automation solution. Financial services and insurance firms fight to maintain and win new business while managing...

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the enterprise of things: the state of iot security

Sponsored by: Forescout Published By: Research Desk Released: Feb 05, 2021

In this first edition of The Enterprise of Things Security Report, Forescout Research Labs analyzed data from over 8 million devices deployed across the Financial Services, Government, Healthcare, Man...

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planning and execution in a changing world a guide for financial services

Sponsored by: Workday Published By: Research Desk Released: Feb 05, 2021

With clear visibility into real-time insights, financial services organizations can plan, execute, and analyze their activities more effectively. Read this guide to learn more about Workday Adaptive P...

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aberdeen report – financial services – making informed decisions with improved...

Sponsored by: Workday Published By: Research Desk Released: Feb 05, 2021

How do leaders at today’s best-in-class financial institutions maintain a competitive edge? Technology. Learn how investing in the right technology can help your company improve its data, visibility...

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how hr and finance teams can leverage data to influence success

Sponsored by: Workday Published By: Research Desk Released: Feb 05, 2021

Data is the fuel driving the financial services industry into the future. But disconnects between finance and HR systems, operations, and communications can severely stunt your organization’s growth...

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how financial services firms can shift from data hoarding to decision-making

Sponsored by: Workday Published By: Research Desk Released: Feb 05, 2021

Hoarding data isn’t doing much to help your financial services firm if you can’t easily combine data from multiple sources and quickly run analytics. But there is a way to turn those heaps of data...

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speeding financial services’ digital transformation with document scanning

Sponsored by: Fujitsu Published By: Research Desk Released: Jan 20, 2021

With 35% of bank revenues at risk from technology-savvy competitors, financial firms have never felt more urgency about digital transformation. An industry that has a long history of paper record-keep...

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