White Paper

Testimonials

"FSO Knowledge Xchange events are well-organized with exceptional content, distinguished speakers and valuable networking opportunities."

"The events hosted by FSO Knowledge Xchange are the premier setting for financial services professionals to gain the latest knowledge on business transformations to gain a competitive advantage."

"The forum was well done overall. It was a great opportunity to network with a well-rounded mix of presenters."

"The high caliber of attendees at FSO Knowledge Xchange's events draws us to continue our participation from year to year with FSOkx. We gained some valuable leads as a result of our involvement with FSOkx Events."

Follow us on

Custom Whitepapers

FSOkx’s Custom Whitepapers are focused on current industry trends and developments that had the most influential impact while shaping financial services firms. We create custom content that offers unique information for a spectrum of financial services in order to use it as a marketing or sales tool which ultimately helps in the decision making process for companies.

Making the shift to a new Millennial Enterprise

Virtusa’s whitepaper focuses on major challenges faced by organizations as they prepare for a transformational journey to be Millennial ready. Discover the four disruptive technology trends that are driving the Millennial wave, learn how to sell to the ‘millennial consumer’ and understand how to engage the ‘millennial worker’ and much more!

IOO Paper March 2013 Final--Northern Trust

The investment management industry is undergoing a transformation. Fueled by changing buying behaviors of asset owners, stagnating growth of managed assets and increasing demand for multi-product, multi-jurisdictional solutions, the business and operating models of asset managers are under significant pressure.

The Financial Advisor's Guide to Cloud Computing

While many financial firms and advisors may be familiar with the term “cloud computing,” they may be less aware of what it entails and its implications for their industry. Since cloud computing is still an emerging technology, it is important to consider issues such as protection of client information, accessibility to that information in a timely manner, and reliability of the cloud service provider.

Turn Enterprise Social Into Real Business Value

Social and mobile computing have revolutionized the consumer market. The enterprise market is just waking up to the value of integrating social and mobile with daily work.

Improving Customer Loyalty through Business Process Optimization and Advanced Business Analytics

Before you begin reading, take a moment and think about the top five brands or service providers that come to mind. Why those five? What characteristics or traits do they have that put them at the top of your list?

1 2