financial services

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Published By: Reputation.com     Published Date: May 31, 2016
Online reviews play a vital role in the reputation and financial success of your company. Reviews can influence whether consumers buy your products or services or your competitor's. What's more, they also have an effect on your ability to attract new customers. As a marketing professional, one of the single most important things you can do for your company is develop an online review generation and monitoring program.
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reputation, online review, best practices, review generation
    
Reputation.com
Published By: Pega     Published Date: May 24, 2016
Organizations operating in the retail financial services sector – banks and insurers – need to work smart and fast to keep pace with the increasing demands of their customers. We may have a 24/7 love affair with our smartphones but it is clear that in the future we will be sharing information and making payments via fitbands, cars, TVs and white goods, as the Internet of Things fuses the physical and digital worlds. For incumbent banks and insurers, the challenge will be to leverage the possibilities of this new hyper-connected world to embed themselves in their customers’ daily lives. They need to change the way operate, which includes how they market, engage and communicate with their customer base. This will be a key defense against the growing ranks of digital newcomers seeking to disrupt and dislodge incumbents through an array of innovative and smart new offers. However, too many are moving too slowly, either from an excess of caution or complacency. This report should serve as a
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Pega
Published By: Pega     Published Date: Apr 04, 2016
Organizations operating in the retail financial services sector – banks and insurers – need to work smart and fast to keep pace with the increasing demands of their customers. We may have a 24/7 love affair with our smartphones but it is clear that in the future we will be sharing information and making payments via fitbands, cars, TVs and white goods, as the Internet of Things fuses the physical and digital worlds. For incumbent banks and insurers, the challenge will be to leverage the possibilities of this new hyper-connected world to embed themselves in their customers’ daily lives. They need to change the way operate, which includes how they market, engage and communicate with their customer base. This will be a key defense against the growing ranks of digital newcomers seeking to disrupt and dislodge incumbents through an array of innovative and smart new offers. However, too many are moving too slowly, either from an excess of caution or complacency. This report should serve as a
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Pega
Published By: SAS     Published Date: Mar 31, 2016
Digitization creates major opportunities for financial services – automating operations, expanding channels, delivering engaging customer experiences.
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analytics, financial services, operations, digital management, data, best practices
    
SAS
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: Telx     Published Date: Mar 22, 2016
For many midsize companies, the Cloud may not seem error-proof due to a growing list of challenges—technical, financial, and personnel. So, how can IT pros today deliver on the value of Cloud services and applications, while mitigating these resource constraints?
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cloud, services, applications, it management, knowledge management, business technology
    
Telx
Published By: SAP     Published Date: Mar 18, 2016
There is a familiar refrain among CEOs today, perhaps best captured by the CEO of a major global financial institution who said, "We are no longer a bank, but a technology company in the financial services industry." IDC has accumulated dozens of similar quotes from executives across all industry segments. Digital transformation is at the heart of business strategies.
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sap, iot, digital, financial services, business strategysap, iot, digital, financial services, business strategy, business technology
    
SAP
Published By: Red Hat     Published Date: Mar 11, 2016
Three customer success stories for Red Hat and OpenStack®: Financial services provider FICO, broadcast media company KBS, and Pennsylvania State University.
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Red Hat
Published By: BitSight Technologies     Published Date: Mar 02, 2016
Cybersecurity in the financial services industry is rapidly evolving. Do you know how to stay ahead of the curve? The financial sector has been a pioneer for vendor risk management (VRM) best practices for a long time. Yes cybersecurity practices are continuing to evolve, and regulatory bodies are focusing more on third-party risk. Are you prepared for these changes? We'll dive further into this topic in this white paper and exploe: - How the threat landscape has been changing - and what can you do about it. - Some challenges the financial industries face in taking on VRM. - Four proactive tips for better VRM practices that you can put into place today. Download this free white paper now to better understand the changes to cybersecurity in the financial industry and what you can do about it.
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bitsight, risk management, cybersecurity, vrm practices, vendor risk management, financial sector, it management, knowledge management, enterprise applications
    
BitSight Technologies
Published By: Palo Alto Networks     Published Date: Feb 24, 2016
Next generation security for financial services.
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palo alto, financial services, cyber security, data security, security
    
Palo Alto Networks
Published By: Qlik     Published Date: Feb 15, 2016
This research snapshot shows the five critical areas for improvement to unlock further value from analytics.
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qlik, data analytics, business analytics, algorithmic trading
    
Qlik
Published By: SAS     Published Date: Feb 09, 2016
This report from Chartis provides an independent evaluation and description of leading practices from SAS as well as its competitive position in the market using the Chartis RiskTech Quadrant® for Enterprise Stress Testing Systems. This report also includes a brief look at: • The demand side trends outlining key business and regulatory challenges. • The supply side focusing on the technology landscape for enterprise stress testing. The RiskTech Quadrant® uses a comprehensive methodology of in-depth independent research and a clear scoring system to explain which technology solutions meet an organization’s needs. Chartis considers SAS to be one of the leading vendors of enterprise stress testing systems for the financial services industry.
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sas, chartis, enterprise stress testing system, best practices, it management, wireless, knowledge management, data management, business technology
    
SAS
Published By: SAS     Published Date: Feb 09, 2016
Since the global financial crisis of 2008, stress tests have taken on growing importance and prominence in financial institution supervision and regulation. These tests, designed to measure an institution’s ability to maintain capital buffers and withstand extreme economic shocks, were imposed initially, and primarily, on the biggest multinational firms – those designated global significantly important banks (G-SIBs) or financial institutions (G-SIFIs). However, the circle for supervisory stress testing has widened to include a growing number of banks as defined by domestic jurisdictions – in the United States, for example, down to banks with $10 billion in assets under the Dodd-Frank Act Stress Test (DFAST) rule. What’s more, stress tests and their underlying scenarios can be of considerable value as a strategic management tool to a financial services company of virtually any type or size.
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sas, white paper, stress testing, supervisory stress testing, security, it management, knowledge management, enterprise applications, platforms, data management
    
SAS
Published By: EMC Converged Platforms     Published Date: Jan 27, 2016
In the spring of 2015, the IDC organized a study on the business value Vblock systems bring VCE customers. The organizations that took part in this study ranged from 400 employees to 200,000 employees, with an average employee count of 27,113. These organizations represent a wide array of industries and countries. The results of this study were published in the VCE-sponsored IDC white paper entitled, “The Business Value of VCE Vblock Systems: Leveraging Convergence to Drive Business Agility, May 2015”. This report identifies the challenges faced by financial services industry today and how VCE’s Vblock Systems are being used to address them.
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vce, vblock systems, idc analysis, innovation, customer experience, it solutions, financial benefits, security, it management, wireless, enterprise applications, data management, business technology
    
EMC Converged Platforms
Published By: Cisco     Published Date: Jan 08, 2016
Financial services customers are increasingly going digital, but human assistance continues to play a pivotal role — especially in the purchase journey — and many banks still only allow customers to get this assistance over the phone or in a branch. To improve the customer experience, increase the productivity of frontline experts, and increase sales, eBusiness and channel strategy executives should consider weaving human advisors and digital technologies together with video banking. Success will require more than just a simple video call. eBusiness and channel strategy executives need to ensure that video banking capabilities let prospects collaborate effectively with an expert when and where they choose and that experts are supported by the right processes, tools, and training.
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cisco, video banking, driving digital sales, improving customer experience, best practices
    
Cisco
Published By: Cisco     Published Date: Jan 08, 2016
Financial services organizations have a unique relationship with technology: electronic data and transactions are the core of this industry. Financial services firms remain vigilant because they are constantly under attack. Hackers that gain access to customer accounts or financial data can profit either by using it themselves or by selling it to other criminal organizations. - There are many differences between perception and reality when it comes to security in this industry. For example, its emphasis on fraud prevention creates the perception that financial services is highly evolved in terms of its security readiness. However, this study finds that financial services firms’ security is on a par with the security of firms in other industries. - Regulations may lead to change and investments, but they also take time to take effect. Organizations should not wait for such requirements before they make improvements. Neither should they assume that compliance gives them full protection. Regulations cannot cover every aspect in such a fast-paced environment.
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cisco, financial services, perception gaps
    
Cisco
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: BAE Systems     Published Date: Jan 06, 2016
For most financial institutions, it’s no longer a question of ‘if’ but ‘when’ they’ll be attacked.. If you’re like most financial institutions, you have controls that identify breaches, but need proper procedures that’ll enable you to recover from such an event. In this presentation at the CUNA Technology Council Conference, Tom Neclerio, BAE Systems’ VP of Cyber Consulting Services, discusses the current threats across the financial marketplace and explores strategies for implementing a successful incident response program as outlined in the FFIEC’s cyber resilience guidance.
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bae systems, applied intelligence, cyber security, cyber resilience, incident response, financial institution, data breach, cyber attack, ffiec, compliance, regulations, security challenges, regulatory compliance, cyber professional services, risk assessment, vulnerability, penetration testing, crimeware, phishing, critical infrastructure
    
BAE Systems
Published By: Avaya     Published Date: Dec 30, 2015
Create the connected banking experience.
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banking, financial services
    
Avaya
Published By: Red Hat     Published Date: Nov 30, 2015
FICO, a financial services provider, wanted to address small-to-medium business (SMB) and midmarket customer requests for solutions without on-premise installation. To transition from an on-premise model to a cloud- and services-based infrastructure, FICO chose to build an OpenStack® cloud using Red Hat® solutions, including OpenShift by Red Hat and Red Hat Enterprise Linux® OpenStack Platform. As a result, FICO generated US$10 million in sales to new customers, reduced solution time to market by 50%, and lowered storage and overall infrastructure costs.
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fico, smb, customer requests, enterprise applications
    
Red Hat
Published By: Intralinks     Published Date: Nov 23, 2015
Download this white paper to learn how Intralinks VIA for Financial Services can help you control your communications with regulators and other third parties.
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intralinks, financial services, financial crisis, compliance requirements, financial protection, business technology
    
Intralinks
Published By: Salesforce     Published Date: Nov 19, 2015
We are entering a new era in financial services, and there is a massive opportunity on the horizon. Some $2 trillion1 in wealth will change hands in the next five years, with $30 trillion being shifted in the next 30 to 40 years. What exactly does this mean for financial advisors?
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salesforce, client expectations, wealth management
    
Salesforce
Published By: Salesforce     Published Date: Nov 19, 2015
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, today’s 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.
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salesforce, financial services, cloud, mobile, data, data center
    
Salesforce
Published By: Cisco     Published Date: Nov 18, 2015
In January 2015, Cisco commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment enterprises may realize by deploying Cisco TrustSec. The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of Cisco TrustSec on their organizations. The Cisco TrustSec solution simplifies the provisioning and management of highly secure access to network services and applications. Unlike access control mechanisms that work on network topology, Cisco TrustSec policies use logical grouping. Highly secure access is consistently maintained even as resources are moved in mobile and virtualized networks.
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cisco, trustsec, tei, total economic impact, network, networking, wireless
    
Cisco
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