financial services

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Published By: MobileIron     Published Date: Sep 22, 2014
The release of iOS 8 not only introduces a comprehensive list of features to enable greater enterprise mobility, it also highlights the pervasive need for an agile mobility strategy and EMM platform. According to a March 2014 study conducted by the Ponemon Institute, 50 percent of IT professionals in financial services say their company has no mobile strategy(1). Without a strategic approach to mobility and an EMM provider, organizations lack control over data security, end-user privacy, and mobile technologies that support corporate productivity. As iOS 8 becomes widely adopted, it will impact other mobility trends such as the continued migration away from Blackberry. Enterprises will need to move quickly to address these challenges, so updating the mobile strategy should be a top priority in every IT organization.
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ios 8, agile mobility strategy, emm platform, data security, end-user privacy, corporate productivity, mobility trends, it management, wireless, enterprise applications
    
MobileIron
Published By: Alteryx, Inc.     Published Date: Apr 21, 2017
As a financial services provider, you have probably invested hundreds of thousands, if not millions of dollars, in building an analytic infrastructure. But, do your line-of-business analysts and managers have access to the data and insights they need, when they need them? Three ways Alteryx can help you improve customer experience, manage risk and increase operational efficiency Case studies on how your peer financial services companies are using self-service data analytics for a competitive edge
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Alteryx, Inc.
Published By: Kestra Financial     Published Date: May 30, 2019
ndependent advisors make up one of the fastest growing segments in the financial services industry. If you’re curious about breaking free, you may want to consider these advantages that independent advisors can offer their clients
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Kestra Financial
Published By: Salesforce     Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
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cloud, financial, salesforce, investors
    
Salesforce
Published By: Illusive Networks     Published Date: Apr 10, 2019
APTs can be particularly harmful to financial service organizations, raising the need for early detection of malicious intruders. This white paper describes three use cases that illustrate how Illusive’s technology provides a nimble, easy-to-manage solution that guards the integrity of SWIFT services, defends legacy, custom, or “untouchable” applications and systems, and helps manage cyber risk during periods of disruptive business change.
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cyber security, deception technology, endpoint security, cyber security, threat management, threat protection, illusive networks, endpoint protection, lateral movement, financial services, advanced threat protection, apt, targeted attacks, network security, enterprise security
    
Illusive Networks
Published By: TIBCO Software     Published Date: May 20, 2019
The biggest headache for most payment operations teams is cost control — and a large part of it comes from fraud management: Investigation teams waste large amounts of time just assembling the data needed to make decisions. Detection engines are always playing catchup with the latest fraud patterns. Ever changing regulations increase the time and cost required to reach compliance and meet audit standards. Given their scope and impact, replacing core fraud systems is not an option for most firms. But instead of replacing them, you can improve the investigative process with augmented investigation, and improve the detection process by enhancing current systems. This whitepaper describes three ways financial services firms can use TIBCO solutions to lower the cost of investigations through faster results, reduce fraud losses through better detection, and simplify audit and regulatory compliance through centralized access to information.
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compliance, audit, fraud, data, detection, transactions, investigation, cost
    
TIBCO Software
Published By: Comcast Business     Published Date: Nov 04, 2016
Technology has provided its share of pros and cons for the financial services industry. On one hand, it has created a level of transparency between customers and their financial health, giving them access to their account information and enabling them to apply for loans, transfer funds, pay bills and withdraw funds with the click of a mouse or the push of a few buttons. On the other hand, it has changed consumers’ expectations regarding banking as a whole, expecting a level of service other online sites provide, such as immediate customer assistance and problem resolution.
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Comcast Business
Published By: Polycom     Published Date: May 12, 2015
Brief exploring the challenges of compliance, customers, competition, and complexity in the financial services industry and giving tips.
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polycom, enterprise, collaboration, fsi, compliance
    
Polycom
Published By: DocuSign     Published Date: Mar 23, 2016
In today’s digital world, paper documents are an obstacle to doing business. Implementing a Digital Transaction Management (DTM) system can help, but financial services firms need solutions that offer bank-level security, regulatory compliance, operational efficiency, and a positive end-user experience. Read the report and discover the top 10 reasons why Financial Services firms choose DocuSign for their Digital Transaction Management and esignature solution.
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DocuSign
Published By: Kronos     Published Date: Sep 24, 2018
Today’s financial services organizations recognize that success starts with strong relationships built on trust and transparency. In a competitive market, a company’s employees can make or break these crucial relationships through their interactions with customers. That’s why businesses — from wealth management and insurance firms to banks and credit unions — are investing in automated workforce solutions to help them attract, engage, and retain top talent while controlling costs and driving exceptional service. Managing a diverse workforce of exempt and nonexempt employees across back-office, contact center, and frontline operations is no easy feat. Finding and keeping best-fit employees is challenging enough, but you also need to optimize day-to-day functions like time and attendance, scheduling, payroll, labor cost and productivity tracking, and compliance management to stay competitive and profitable. Given this complexity, it is not surprising that management teams are not alway
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Kronos
Published By: MobileIron     Published Date: Sep 22, 2014
The release of iOS 8 not only introduces a comprehensive list of features to enable greater enterprise mobility, it also highlights the pervasive need for an agile mobility strategy and EMM platform. According to a March 2014 study conducted by the Ponemon Institute, 50 percent of IT professionals in financial services say their company has no mobile strategy(1). Without a strategic approach to mobility and an EMM provider, organizations lack control over data security, end-user privacy, and mobile technologies that support corporate productivity. As iOS 8 becomes widely adopted, it will impact other mobility trends such as the continued migration away from Blackberry. Enterprises will need to move quickly to address these challenges, so updating the mobile strategy should be a top priority in every IT organization.
Tags : 
ios 8, agile mobility strategy, emm platform, data security, end-user privacy, corporate productivity, mobility trends, it management, wireless, enterprise applications
    
MobileIron
Published By: Sage People     Published Date: Nov 02, 2017
These are the end times for traditional enterprise resource planning (ERP) solutions. Overstatement? Not really—especially for growing businesses like yours. Old-school ERP systems are simply too slow, complex, and inflexible to keep up with today’s business climate. Think about your existing ERP. Does it support industry-specific best practices, ever-changing regulatory requirements, and emerging technologies such as social media, mobile, cloud, and analytics? If not, you could risk losing ground to your competitors as a result.
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workflow software, performance indecator, monitor and analyse performance, enterprise resource planning, financial management services, business transformation, competitive/swot analysis, small business accounting, audits, account reconciliation, accounting automation, accounting audits, financial systems, contract lifecycle management, business intelligence, business analytics
    
Sage People
Published By: Akamai Technologies     Published Date: Dec 07, 2016
Many industry experts advise financial services institutions (FSIs) to embrace digital transformation. At the heart of that mandate is the need to satisfy rising customer expectations for fast, secure, always-on services delivered seamlessly across all channels and devices. While it’s important to harness the digital technologies today’s customers turn to — especially when it comes to engaging the millennial generation — FSIs need to optimize web and mobile performance to deliver exceptional end-user experiences. Here are eight considerations. Get started on your journey – download the whitepaper today
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online banking service, online banking services, online banking application, online banking applications, online banking app, online banking apps, financial services it, online banking solutions, digital transformation, digital disruption, infrastructure, cloud security, ddos, security breaches, web application security, cyber threats, cyber security, cloud applications
    
Akamai Technologies
Published By: SafeNet     Published Date: Sep 08, 2010
This paper will provide insight into the top five threats to the online banking in the financial services industry and SafeNet's recommended solutions for a defense that not only provides a secure transaction environment for customers but also satisfies stringent government and industry compliance regulations.
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safenet financial services, online banking threats, cyber attack, compliance, financial services providers, authentication, phising
    
SafeNet
Published By: FICO     Published Date: Jun 15, 2017
How Does Toyota Keep 6,000 Delinquent Customers In Their Cars While Avoiding Millions of Dollars a year in Losses? For auto lenders such as Toyota Financial Services (TFS), striking the right balance between growth and risk means making profitable lending decisions. TDS was challenged with trying to balance growth and risk within its lending business and the decisions it previously made created an unacceptably high amount of delinquencies and repossessions for its customers.
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FICO
Published By: FICO     Published Date: Sep 02, 2016
Download this case study to learn how the Collections Treatment Optimization program powered by FICO® Xpress Optimization Suite and FICO® Model Builder helped more than 6,000 customers avoid repossession and stay in their cars, and prevented 50,000 customers from reaching a stage of delinquency that would affect their credit. The program also helped grow the lending portfolio by 9% without adding collections headcount.
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toyota financial services, fico, collections treatment optimization, cto, collections, auto loans
    
FICO
Published By: Data Stax     Published Date: Oct 14, 2016
Financial services companies engage with customers across multiple channels and across a range of financial products. This wealth of customer information is often stored in isolated data silos. Building a 360° view of the customer can directly impact customer experience and help banks grow customer retention, upsell products and provide compelling interactions. This paper examines the challenges these institutions face when creating a 360° view of every customer interaction, what database requirements the lines of business should look into, and use cases to benefit from by leveraging DataStax Enterprise, the database platform purpose built to power cloud applications.
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datastax, netflix, mint bills, digital, personalization
    
Data Stax
Published By: Moxie     Published Date: Feb 06, 2019
Download this report for an in-depth analysis of trends in customer experience management strategies for financial services companies. The study was developed using independent research and survey responses from 100 senior-level leaders across marketing, customer experience management, analytics, digital strategy, and innovation roles. After identifying key market stressors, the report analyzes the five key drivers of successful customer engagement: Customer Understanding, Prioritization, Design, Measurement, and Culture.
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customer engagement, customer experience, customer service
    
Moxie
Published By: Polycom     Published Date: Mar 13, 2015
United Bank for Africa (UBA) Group is one of Africa’s leading financial institutions offering banking services to more than seven million customers via 750 branches in 18 African countries. With further offices in New York, London and Paris, UBA is connecting people and businesses across the world through retail and corporate banking, innovative cross-border payments, trade finance and investment banking. Over the past three years, UBA had undergone a period of rapid expansion that had seen affiliate banks in 16 African countries come on board. This expansion has naturally put the group’s communication infrastructure under pressure.
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investment, security, financial transmission, profits, innovative technology, unified communication, data management
    
Polycom
Published By: Q2 eBanking     Published Date: Jul 30, 2017
Many financial institutions see their customer data as one of their most valuable assets. Unlocking insights from that data helps FIs understand, anticipate and offer account holders the products and services they truly need. A major trend to unlocking customer insights is using machine learning to surface the behavioral intelligence buried in the large amount of account holder transactional data captured each and every day. In this paper, learn how a group of talented, enthusiastic analysts with an open approach to data can yield some very interesting and extremely valuable and actionable results. This approach, championed by Q2 Executive Vice President and CTO Adam Anderson, has led to a new platform, Q2 SMART, which provides powerful behavioral analytics for financial institutions, enabling growth while providing account holders with real value.
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Q2 eBanking
Published By: Likewise Software     Published Date: Oct 07, 2008
This document describes how Likewise and Microsoft Active Directory can foster compliance with the Payment Card Industry Data Security Standard, a set of requirements for businesses that process payment card information. Developed by Visa, American Express, Discover Financial Services, and other members of the PCI Security Standards Council, the standard sets forth policies, procedures, and practices to protect customer account data. The standard includes specific requirements for strictly controlling access to customer data, authenticating business users, monitoring access, maintaining a secure network, and auditing system resources. Likewise integrates Linux, Unix, and Mac OS X workstations and servers into Active Directory, providing the basis to assign each user a unique ID for authentication, authorization, monitoring, and tracking. Likewise also provides group policies for non-Windows computers so that their security settings and other configurations can be centrally managed in the same way as Windows computers.
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likewise, pci data security, linux, unix, mac os x, windows
    
Likewise Software
Published By: Micro Focus     Published Date: May 03, 2011
The explosion of data and consumer mobility trends put more pressure than ever on the back office systems across telecommunications companies, defense, transportation, healthcare, financial services and more. Using selected customer scenarios this webcast describes how VisiBroker, the market leading CORBA ORB, is the most cost effective, high performance solution to bring together tens of thousands of end points across distributed applications.
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micro focus, visibroker, corba environment, distributed application
    
Micro Focus
Published By: EvolveIP     Published Date: Sep 09, 2015
Evolve IP’s virtualization TCO calculator is a comprehensive financial tool that produces an accurate analysis of on-premise data center hardware, software, and operational costs. Unlike overly simplified marketing gimmicks on the Internet, this is the actual tool we are using successfully with IT executives across the country. When completed and compared to a cloud services quote, you’ll be able to accurately determine which solution is right for your organization.
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networking, it management, knowledge management, enterprise applications, business technology, data center
    
EvolveIP
Published By: Polycom     Published Date: Mar 13, 2015
As the financial services industry moves away from its historic focus—on high margin business, banking, brokerage, insurance, trading, wealth management, and payment companies—they must rethink and strengthen the ways they interact with markets and customers. Organizations that fail to provide personalized services for their clients or to satisfy increasingly demanding customers will struggle to keep their position as competitors innovate at every turn.
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investment, security, financial transmission, profits, innovative technology, unified communication, data management
    
Polycom
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