financial services

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Published By: MaritzCX     Published Date: Nov 29, 2016
Learn and recognize the five signs that your financial customer is becoming a customer prospect. This paper will teach you the characteristics of customer prospects, how to win back and identify at-risk customers, identify patterns and predictive behaviors, and how to use your CX data to help you retain your customers.
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maritzcx, cx strategies, customer experience, financial services, customer prospect
    
MaritzCX
Published By: Marketo     Published Date: Aug 02, 2016
Download this report to learn about the critical issues the Financial Services Sector currently faces and how customer engagement offers a solution.
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marketo, marketing, customer engagement, financial services sector
    
Marketo
Published By: Marketo     Published Date: Aug 02, 2016
Download this ebook and learn by example how financial institutions can embrace: - Marketing automation - Social media marketing - Content marketing - Marketing analytics - And many more key digital marketing trends
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marketo, marketing, digital marketing, financial services, marketing automation, social media marketing, content marketing, marketing analytics, digital marketing trends
    
Marketo
Published By: MarkLogic     Published Date: Jun 19, 2017
Integrate your data silos to finally navigate the data maze. This comprehensive white paper addresses a key element in any GRC program: regulatory compliance. Download this paper to learn about the costs, current practices, and associated risks. We’ll also recommend a technologically-enabled approach and highlight its main business benefits for financial services, insurance, and energy companies. Overview Executive Summary Compliance Requirements A Recommended Approach Business Benefits Regulatory Compliance Solution Architecture Related Materials
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banking, financial services, data management, silos, data strategy, transparency, data governance, regulation, data architecture, compliance, reporting, energy, insurance
    
MarkLogic
Published By: MarkLogic     Published Date: Jun 19, 2017
There is opportunity in the ongoing turbulence throughout the financial industry; however, regulatory and compliance challenges absorb resources and distract focus away from growth. Download white paper to learn about a smart approach to data and innovative tools that build resilience into a business looking to not just weather the storm, but seize the advantage. Overview: - Executive Summary - Challenges of Financial Markets Today - The Need for a 360-View of Data - How to Deliver: Increased Transparency Adapt to Evolving Regulations Improve Compliance and Lower Cost - Solution Architecture for Regulatory Reporting - Case Study: Adapting to Regulatory Complexity "Disparate systems led to frequent cycles spent correcting errors within the data”.
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banking, financial services, data management, silos, data strategy, transparency, data governance, regulation, data architecture, compliance, reporting
    
MarkLogic
Published By: MarkLogic     Published Date: Jun 21, 2017
Remember Y2K – the IT “problem” that should have brought businesses to a screeching half? Despite the hype, the preparation led to widely documented business benefits and uncovered new opportunities that transformed organizations worldwide. Similarly in today’s highly regulated Financial Services industry, enabling GRC by integrating data from silos can be the driver for future business use cases like machine learning and anti-fraud detection services. GRC can be your catalyst for new opportunities. Listen in as our panel of financial services experts discuss the keys to reinventing your data strategy. We’ll cover: How to align your GRC strategy with a business transformation agenda How to ensure your organization’s approach to data management isn’t just a one-off solution, but a comprehensive one adaptable to changing regulations How to navigate the increasing regulatory demands for granular data security How to turn your compliance spend into new opportunities to earn revenue
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banking, financial services, data management, silos, data strategy, transparency, data governance, regulation, data architecture, compliance, reporting, business transformation, fraud, digital transformation
    
MarkLogic
Published By: MarkLogic     Published Date: Jun 21, 2017
Global financial organizations are facing increasing demands from the business for more granularity, transparency, reporting and security. If you’re on the IT side, you know this adds a different set of ‘mores’ to the equation: More duplication, delays, and people. What’s the net-net? More cost and more risk. You can balance the scales to satisfy those demands. And it starts with thinking differently about data management. Our financial services technology experts will explore the implications of governance, risk and compliance (GRC) imperatives. You’ll learn: • Why data is at the heart of an effective and dynamic GRC strategy • Why technological capabilities used to enable standard GRC programs can reduce transparency and prevent you from gaining a holistic view of your data • A new approach to data can provide the business with complete transparency • Review a sample regulatory reporting architecture Stop burning time on tooling — and start building a dynamic GRC strategy that can
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banking, financial services, data management, silos, data strategy, transparency, data governance, regulation, data architecture, compliance, reporting
    
MarkLogic
Published By: McAfee     Published Date: Oct 28, 2014
For SIEM to help usher in more effective security and risk management strategies—particularly related to threat mitigation, embracing trends, and aligning with business priorities—these five business issues must be addressed. McAfee spoke with SIEM users and this brief lists those top issues along with corresponding customer case studies and use cases.
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big security data, situational awareness, real-time context, management ease, integrated security, siem, mcafee, risk management strategies, siem use cases, customer stories, federal government, healthcare provider, retailer, utility company, financial services, security
    
McAfee
Published By: Menlo Security     Published Date: Jun 01, 2018
"Financial services institutions are high-value targets for cyberattacks because of the capital they control, the personal information on customers they maintain, and the fear an attack on a bank generates in the public. Phishing attacks on FSIs have risen steadily, especially employee credential theft - because once an employee’s credentials are stolen, cyberattackers can access customer information, employee data, even finances. While legacy security solutions claim to block up to 99.9 percent of cyberattacks, all it takes is one employee or contractor to open an email from an unknown source, download a file from a compromised website, or in any other way fall victim to a cyberattack. So, it’s time for a new approach: Isolation, also known as, remote browsing. Download this Financial Services Best Practices Guide to Isolation to learn how to best eliminate phishing attacks and web malware. "
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Menlo Security
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: Microsoft Office     Published Date: Nov 24, 2008
This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial institutions affect business performance with innovative and powerful enterprise capabilities that extend far beyond improving personal productivity.
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microsoft office system, microsoft office groove® 2007, microsoft office open xml formats, enterprise applications
    
Microsoft Office
Published By: Microsoft Office 365     Published Date: Sep 26, 2017
Few businesses have faced as much change in such a short period of time as financial services firms. Rapid technology innovation, combined with deregulation, has turned a once-conservative industry into a breeding ground for disruptive change and cuttingedge experimentation.
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Microsoft Office 365
Published By: Mimecast     Published Date: Oct 17, 2013
Mimecast commissioned Forrester Consulting to examine the total economic impact and potential return on investment (ROI) global enterprises may realize by using Mimecast’s Unified Email Management (UEM) solution. The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of the full Mimecast UEM service on their organizations. Mimecast UEM is a suite of email security, archiving, and continuity services, which can also be purchased separately if required.
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mimecast, forrester research, unified email management, uem, economic impact, return on investment, roi, evaluate financial impact, reduce complexity, costs of managing email, email management, email infrastructure, email backup, replication cost avoidance, business continuity, legacy security solutions, productivity gains
    
Mimecast
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: 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: MobileIron     Published Date: Feb 15, 2017
The third edition of the Mobile Security and Risk Review is a must read and provides IT security leaders with timely information about the mobile threat landscape and the emerging risks facing their organizations. The report also includes a list of the most popular business apps, Apple VPP and DEP adoption metrics, top blacklisted mobile apps and information about healthcare and financial services industries.
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MobileIron
Published By: Movable Ink     Published Date: Oct 04, 2016
Financial Times showcased user-generated content with a live social feed in their emails. Check out our new eBook here and learn how contextual marketing can benefit your company with our top tips and tactics.
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contextual marketing, email marketing, financial services marketing, contextual email, real-time marketing
    
Movable Ink
Published By: Movable Ink     Published Date: Oct 04, 2016
Want to get better results with email? Grab our Email Marketing Guide for Financial Services. Gain insight on email campaigns, content strategies and tactics used by successful brands, plus advice from our team of experts.
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contextual marketing, email marketing, financial services marketing, contextual email, real-time marketing
    
Movable Ink
Published By: Movable Ink     Published Date: Oct 04, 2016
Financial Times showcased user-generated content with a live social feed in their emails. Check out our new eBook here and learn how contextual marketing can benefit your company with our top tips and tactics.
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contextual marketing, email marketing, financial services marketing, contextual email, real-time marketing
    
Movable Ink
Published By: Movable Ink     Published Date: Oct 04, 2016
Want to get better results with email? Grab our Email Marketing Guide for Financial Services. Gain insight on email campaigns, content strategies and tactics used by successful brands, plus advice from our team of experts.
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contextual marketing, email marketing, financial services marketing, contextual email, real-time marketing
    
Movable Ink
Published By: Moxie     Published Date: Aug 08, 2018
Achieve your goals by successfully mapping common sources of customer struggle to the right engagement opportunities. With ever changing customer expectations and behaviors in the new Guided Economy, a Large National Insurance provider decided to build a competitive advantage to: improve customer experience boost engagement escalate lead acquisition increase conversion across digital platforms By mapping struggle to engagements, digital channels are used to help customers select the right products, complete web forms, or become new customers.
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customer, opportunities, engagement, planner, digital templates, insurance, financial services, banking
    
Moxie
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: MuleSoft     Published Date: Oct 13, 2015
In partnering with the world’s leading financial services firms, we believe that there are three core legacy modernization drivers: aging back office systems, operational effectiveness, and open source adoption. In this whitepaper we address how each of these challenges is affecting the financial services industry, survey how organizations are responding, and propose best practices.
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financial services, legacy modernization drivers, back office systems, operational effectiveness, enterprise applications
    
MuleSoft
Published By: MuleSoft     Published Date: Oct 13, 2015
Learn the recommendations to meet the following challenges: Financial services firms are deploying private clouds and PaaS to improve IT manageability and to empower developers, but still need to manage and monitor legacy environments and third party applications Many firms are adopting PaaS to manage microservices and break down legacy applications into discrete components, resulting in many more endpoints to make discoverable, secure, connect, manage and monitor Applications and container technologies deployed on the PaaS may lack the ability to generate “machine data”--detailed information on memory utilization, system resources, endpoint analysis and other critical monitoring statistics
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financial services paas, private clouds, disparate environments, memory utilization, it manageability, enterprise applications
    
MuleSoft
Published By: MuleSoft     Published Date: Oct 13, 2015
Improving data management is critical for streamlining regulatory reporting, monetizing customer analytics, and democratizing data-driven decision-making. Financial firms must transform their data management approach to unlock data from its silos, incorporate unstructured information from non-traditional sources, and integrate information whether on-premises, in the cloud, batch-based, or real-time. As this evolution continues, technology leaders must consider integration holistically across the enterprise and create an agility layer that is key to future-proofing their data management architecture. Read this whitepaper to learn: -Data management challenges in financial services -Best practices to manage data in financial institutions -Integration strategies for optimal data management
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back office systems, operational effectiveness, unlocking data, business imperatives, modernizing legacy systems, enterprise applications
    
MuleSoft
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