Business Intelligence Network - The Vision for BI and Beyond

WHITE PAPER - 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.
Posted: September 26, 2008 | Published: September 26, 2008


Topics:  Best Practices | CRM | Investments | Productivity | QOS | Wealth Management

WHITE PAPER - This paper describes some of the new technologies that have being used by financial firms to give them a real advantage in attracting and retaining wealthy clients.
Posted: July 21, 2008 | Published: July 1, 2008


Topics:  Financial Applications Software | Portals | Reporting Software | User Experience | Wealth Management

WEBCAST - This webcast describes the top 10 business drivers in securities, investment management, brokerage and wealth management for 2008. It also discusses the rich internet applications for next generation financial services.
Posted: July 21, 2008 | Premiered: June 4, 2008


Topics:  Banking Industry | Banking Software | Banking Systems | Financial Service Providers | Financial Services | Financial Services Technology Consortium | Investments | Wealth Management

WHITE PAPER - Investors who comprise the emerging affluent segment of the market are very diverse-in terms of their net worth, risk tolerance, financial goals, and many other areas. To service this area of the financial market some level of segmentation must be used.
Posted: July 10, 2008 | Published: May 1, 2006


Topics:  Capital Expenditures | Financial Services Industry | Market Segments | Market Trends | Portfolio Management (Finance) | Real Estate Industry | Risk Assessment | Risk Management | Wealth Management

WHITE PAPER - Hexaware provides IT and business process outsourcing (BPO) services to banks everywhere. Explore Hexaware's key projects and features as well as market trends that have translated into large outsourcing engagements.
Posted: April 10, 2008 | Published: April 1, 2008


Topics:  Banking Industry | Business Process Outsourcing | Financial Services | Market Trends | Offshore Outsourcing | Regulatory Compliance | Risk Management | ROI | Wealth Management

WHITE PAPER - Wealth managers can ensure success of outsourcing relationships by ensuring a stringent service provider selection program based on service providers' processes, quality standards, cost efficiency and knowledge.
Posted: February 26, 2008 | Published: January 1, 2007


Topics:  Outsourcing | Vendor Selection | Wealth Management