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Asset Management White Papers

Best Practices in Wealth Management

Overview In today's volatile financial markets, wealth-management firms are faced with steep declines in trade order volumes and increasingly skeptical clients. This has resulted in dramatic reduction in revenues from trade commissions and increased demands by clients to manage portfolios in line with personalized and structured financial plans, where revenues are generated from fees based on managed assets. Siebel Systems' solution for wealth management allows firms to differentiate themselves by setting new standards in relationship management.

Further White Paper Details
Publisher	Siebel Systems	File Format	PDF, requires Acrobat Rdr 5
Date Published	May 2003	Downloads	200
Format	White Papers
Topics	Asset Management, CRM

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The Value Proposition: IT and the utopian fallacy

It's commonly claimed that the Internet age empowers individuals and small firms, creating opportunities for all and improving the distribution of wealth. Far from enabling distribution of wealth to smaller competitors, the Internet provides a...

Channel:
Comment & Analysis

FSA slams EU over IT burden

Under MiFID, exchanges will lose significant revenues in terms of market data, print fees for off-exchange trades and trade fees. The Markets in Financial Instruments Directive (MiFID) is set out to make financial firms declare more information on...

Channel:
Law & Policy
Tags:
fsa,
eu

Analysis: Can CRM help you make money?

The study, which was funded by IBM, concluded: "To the chagrin of many companies - from those with double-digit billion dollar annual revenues and up to $100bn in assets, to small businesses with less than $50m in annual revenue - CRM has yet to...

Channel:
CRM in the mid-market
Tags:
roi,
crm

Stock spam leads to trade freeze on 35 firms

Earlier in the week it won an emergency court order freezing assets in a Latvian-based bank's trading account that allegedly was used in 'pump-and-dump' manipulation of shares in 15 different companies, the SEC said in a separate statement.

Channel:
WebWatch
Tags:
pump-and-dump,
spam,
sec

The tech requirements of private equity funds

The requirements to manage increased volumes of quantitative and qualitative information grow in line with the numbers and size of their portfolios. Private equity funds have many similarities in their demands for technology tools and financial...

Stock Exchange offers low latency feeds

In a statement, LSE head of real-time data Wendy Morgan said: "As trading volumes grow and latency becomes more crucial, it is essential that our customer have a wide variety of options when choosing to connect to the Exchange's markets.

Live Webcast: Telecoms 2.0 - Where is telecoms heading?

In this webcast, our panel of experts will review where we are with next generation telecoms in the UK, working through the concept of 'Telecoms 2.0': - Realising the potential of Next Generation Networks - why it isn't just about the technology? - What attributes should firms be looking for in their telco partner? - Is the relationship between telco provider and customer changing? - What things need to happen to make next generation services a reality? - You say you want the supplier to change. Do you want to change too? - What is Telecoms 2.0?

Publisher:
ZDNet UK

Telecom 2.0: Mind over matter

ntl:Telewest Business believes that the role of the telco is evolving. Gone are the days when it was enough to simply focus on circuits and minutes, customers now need a far higher degree of interaction and look for suppliers who will talk business solutions with them.

Publisher:
ntl:Telewest Business

IBM Information Server Change Data Capture

In today's fast-paced world, access to real-time data has never been more important. To be successful, organizations need to be able to report and analyze corporate data quickly and easily, regardless of what applications created the data, what platform they're running on, or what database they're stored in.

Publisher:
IBM

An examination of server consolidation: the trends that can drive efficiencies and help businesses gain a competitive edge

This white paper provides a starting point for organizations contemplating server consolidation. It includes an overview of server consolidation concepts and techniques and provides guidance on methodologies. It also looks at the potential cost savings associated with server consolidation and offers information on how organizations can sustain the advantage they have gained by consolidating their servers.

Publisher:
IBM

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