White Papers for Bank Systems & Financial Institution Technologies

  • PortFiniBy

    Financial advisors need robust tools that are efficient and easy to use. That’s why we developed a web-based, cloud-hosted, portfolio modeling and presentation system specifically for them. PortFini makes it so easy for an advisor to model a client’s portfolio holdings in a single consolidated...
  • Driving Better Experience with Artificial IntelligenceBy

    How implementing AI into decisioning helps meet rising customer expectations and improves operational efficiency. To access this whitepaper please visit: http://bit.ly/2gOmOVk
  • Banks Acquired StudyBy

    Actions and concerns of customers, whose bank was part of an acquisition.
  • Benefits of Announcements on the Login Portal for EducationBy

    Let’s be honest: the benefits of announcements are nothing new in the world of education.  Many applications and service providers have the option to implement announcements. However, these features often do not integrate well with the login process. On top of that, announcements are often lost...
  • Trendrating vs. AnalystsBy

    In this White Paper, we investigate the performance of two baskets of stocks rated by consensus analysts as strong buys and strong sells respectively. We overlay the Trendrating Momentum Analytic to compare the performance that investors would have generated by following the Trendrating...
  • Become A Paperless Company In Less Than 90 DaysBy

    Paper-based processes hold your employees and organization back from accomplishing bigger things. Going paperless has a greater impact on your larger business ecosystem than ever before. When paper-based processes are transformed into digital workflows, you will see improved operational...
  • Data Quality in Commercial LendingBy

    An overview of the current landscape in Data Quality in Commercial Lending and How Do You Get There From Here?
  • 10 Critical Rules for Effective Document ManagementBy

    Finding effective solutions for managing business data is one of the biggest obstacles businesses encounter in reducing costs, improving service, increasing productivity, and meeting regulatory requirements. Companies around the world have realized that manual and...
  • Impact of Capital Rules on Risk Rating SystemsBy

    The rapidly evolving bank regulatory environment – particularly Basel II and Basel III capital requirements and stress testing – in addition to ongoing pressure to strengthen internal controls are placing new and costly burdens on credit risk modeling. Banks utilizing the Internal...
  • Solving the Scale Challenge in Deposit Analytics for Community and Midsized Regional BanksBy

    In today’s market, midsized regional and community banks face increased competition for deposits. To overcome their scale challenges and improve their competitive position, leading banks are arming themselves with powerful yet easy to use deposit analytics.
  • Reducing Cybersecurity Risk: Answers for Financial InstitutionsBy

    Having an efficient compliance risk management system in place is pivotal to any financial institution. With constantly-changing protocols and security concerns, IT regulatory compliance seems increasingly complicated. One of the best ways to simplify the system is to hire a third-party security...
  • 5 Ways to Identify a True Subject Matter ExpertBy

    Subject matter experts (SMEs) should have special, in-depth knowledge from both a business and IT perspective that when shared with others, significantly enhances performance within the organization. They should bring real-world examples, best practices, and tricks of the trade that will...
  • Security, Compliance, and the CloudBy

    A cloud-based technology platform makes your firm more agile and responsive, which translates to better client service. It’s a clear value-added differentiator in an increasingly competitive business.
  • How to build a FATCA IT platform - July, 2013By

    An eFront white paper - How to build a FATCA IT platform - details how your organization can build a comprehensive FATCA IT platform to strengthen your AML/KYC processes and get ready for future regulation.
  • Running Multiple Versions and Taking Advantage of WebSphere MQ 7.1 and 7.5By

    How to best utilize the benefits of both versions and how to get them to work together with previous versions. Get a better understanding of how to get them to all get along. Learn the key highlights of multiple version support for WebSphere MQ 7.1 and 7.5 in detail. Review the meaning of...
  • FFIEC Guidelines-Layered Security How Much Is EnoughBy

    The guidance says layered security is characterized by the use of different controls at different points in a transaction process. Nine specific methods are cited by the guidance as effective controls that may be included in a layered security program. The guidance is clear not to “limit” it to...
  • Mobile Deposit, Why Now and HowBy

    Remote check capture, once a niche service offered selectively to business customers, has transformed to be a mass-market service and integral capability in mobile banking solutions. Across the US, Mobile RDC projects are underway in banks, thrifts & credit unions of all sizes to meet the market...
  • OrigenateBy

    Origenate, CMSI’s complete browser-based loan origination software system that automates the entire workflow from origination to booking.