FREE White Papers

Note: You need to be logged in to download the white papers.

	Technology Traps Wealth Managers Must Avoid Over 11 succinct but insight-heavy chapters, we have experts highlighting all the issues #wealthmanagers need on their radars - ranging from the broad and strategic to the granular and technical. by: ClearView Financial Media \| Date published : March 2020
	Report: SS&C Intralinks Deal Flow Predictor for Q2 2020 The SS&C Intralinks Deal Flow Predictor provides a six-month forecast of global and regional mergers & acquisitions (M&A) announcements, as well as actionable market intelligence, by tracking early-stage M&A activity by: SSC \| Date published : March 2020
	Predicts 2020: Corporate Legal and Compliance Technology A New Gartner Report by: Exterro \| Date published : March 2020
	A GDPR Road Map for E-Discovery Professionals Find out ways to leverage existing e-discovery technology and processes to create a long-term GDPR compliance at your organization by: Exterro \| Date published : March 2020
	The drive for a global transfer agency model Today, a large global fund complex is likely to be working with multiple transfer agents in its mutual fund business alone. It is not unusual for such firms to work with 10 or 12 transfer agents, and with different arms of the same organization. by: SSC \| Date published : March 2020
	Digitizing the Client Experience to Compete and Grow Driving your business for the long run. by: SSC \| Date published : March 2020
	Artificial Intelligence: A European approach to excellence and trust The white paper presents a framework for trustworthy AI based on excellence and trust, and sets out expectations of AI systems for both high-risk and low-risk cases. by: European Commission \| Date published : February 2020
	Boost your client engagement - digitally Achieving ‘Value at Scale’ with digital advice and enhanced client engagement Efficiency is paramount when considering financial services, but so is client interaction. In this paper, Luxoft and Adviscent discuss how balancing automation and scale with a by: Avaloq \| Date published : January 2020

Archived Free White Papers

	Technology Traps Wealth Managers Must Avoid Over 11 succinct but insight-heavy chapters, we have experts highlighting all the issues #wealthmanagers need on their radars - ranging from the broad and strategic to the granular and technical. by: ClearView Financial Media \| Date published : March 2020
	Report: SS&C Intralinks Deal Flow Predictor for Q2 2020 The SS&C Intralinks Deal Flow Predictor provides a six-month forecast of global and regional mergers & acquisitions (M&A) announcements, as well as actionable market intelligence, by tracking early-stage M&A activity by: SSC \| Date published : March 2020
	Predicts 2020: Corporate Legal and Compliance Technology A New Gartner Report by: Exterro \| Date published : March 2020
	A GDPR Road Map for E-Discovery Professionals Find out ways to leverage existing e-discovery technology and processes to create a long-term GDPR compliance at your organization by: Exterro \| Date published : March 2020
	The drive for a global transfer agency model Today, a large global fund complex is likely to be working with multiple transfer agents in its mutual fund business alone. It is not unusual for such firms to work with 10 or 12 transfer agents, and with different arms of the same organization. by: SSC \| Date published : March 2020
	Digitizing the Client Experience to Compete and Grow Driving your business for the long run. by: SSC \| Date published : March 2020
	Artificial Intelligence: A European approach to excellence and trust The white paper presents a framework for trustworthy AI based on excellence and trust, and sets out expectations of AI systems for both high-risk and low-risk cases. by: European Commission \| Date published : February 2020
	Boost your client engagement - digitally Achieving ‘Value at Scale’ with digital advice and enhanced client engagement Efficiency is paramount when considering financial services, but so is client interaction. In this paper, Luxoft and Adviscent discuss how balancing automation and scale with a by: Avaloq \| Date published : January 2020