Whitepapers
| The Art of Efficiency
April 22, 2009 Learn how operationally efficient broker-dealers are supporting more advisors, achieving higher levels of productivity and generating more revenue per employee. |
| How to Minimize Risks and Maximize Rewards: A Technology Outsourcing Guide for Financial Services Firms
March 05, 2009 For decades, technology has been an important part of the competitive landscape in the financial services industry. While the rewards can be rich, there are risks with investing in new technologies—sometimes the promised technological "miracles" prove illusory, or poor project oversight minimizes the success. This paper aims to provide guidance on how to minimize the risks and maximize the rewards of technology investments, particularly through intelligent use of outsourced and offshore resources. |
| Going Paperless: More Than a Green Initiative
March 01, 2008 An Essential Ingredient to Client Satisfaction, Operational Efficiency, and Cost Savings for Broker-Dealers |