financial services

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Published By: Eloqua     Published Date: Dec 17, 2013
There’s been a shift in how consumers go about finding new financial and insurance services and products, and that shift requires a new marketing ideology. The Modern Marketer follows new processes and uses new tools and technologies in order to reach results.
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oracle, marketing automation, financial services, financial and insurance services, marketing ideology
    
Eloqua
Published By: PolarLake USA     Published Date: Feb 23, 2008
A paper that looks at the promise of XML, Web Services and the Enterprise Service Bus as well as the various XML standards being developed for and used in the Financial Services industry.
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polarlake, enterprise application integration, eai, reference data management, reference data distribution, xml based integration, financial integrations
    
PolarLake USA
Published By: GFT USA, Inc.     Published Date: Jun 26, 2019
Drawing on over 30 years of financial services industry expertise, GFT is GCP’s premiere, go-to, pure play financial services partner enabling GCP services and products greater visibility and utilization within FIs across Capital Markets, Retail, Insurance, and Asset Management business segments. Leveraging reputational credibility from long-standing relationships with top global FIs, GFT offers GCP a unique and invaluable view into pressing problems and potential solutions for the rapidly changing FS market.
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GFT USA, Inc.
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: Dell PC Lifecycle     Published Date: Feb 13, 2018
IDC, agenzia di intelligence del mercato IT, ha condotto uno studio globale su oltre 3.500 leader IT in tutto il mondo e ha riscontrato che le aziende di tutti i livelli stanno considerando i modelli PC as a Service per ridurre i costi, accorciare i cicli di aggiornamento e offrire apparecchiature migliori per i propri dipendenti. Dell PC as a Service (PCaaS) unisce hardware, software, servizi e finanziamento per l’intero ciclo di vita in un'unica soluzione onnicomprensiva, a cui affanca un prezzo mensile per postazione unico e prevedibile offerto da Dell Financial Services. Scopri di più sulle soluzioni Dell in collaborazione con Intel®.
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idc, service, guadagna, adozione, dell, intel
    
Dell PC Lifecycle
Published By: Dell EMC EMEA     Published Date: Nov 22, 2018
IDC, agenzia di intelligence del mercato IT, ha condotto uno studio globale su oltre 3.500 leader IT in tutto il mondo e ha riscontrato che le aziende di tutti i livelli stanno considerando i modelli PC as a Service per ridurre i costi, accorciare i cicli di aggiornamento e offrire apparecchiature migliori per i propri dipendenti. Dell PC as a Service (PCaaS) unisce hardware, software, servizi e finanziamento per l’intero ciclo di vita in un'unica soluzione onnicomprensiva, a cui affanca un prezzo mensile per postazione unico e prevedibile offerto da Dell Financial Services. Scopri di più sulle soluzioni Dell in collaborazione con Intel®.
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Dell EMC EMEA
Published By: Teradata     Published Date: Jun 14, 2013
This paper explains how customer relationships can be threatened by lack of insight into their behaviors and preferences and how financial services organizations can use data analytics and customer-centric marketing to improve these relationships and drive business.
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customer data analytics, data driven marketing, customer relationships, customer centric marketing
    
Teradata
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
Published By: SilverSky     Published Date: May 09, 2014
The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of SilverSky security services for their organizations.
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silversky, economic impact, network security, security solutions, forrester research, security threats, risk-adjusted, productivity, security infrastructure, compliance, business requirements, information security, networking, security, it management
    
SilverSky
Published By: Sage People     Published Date: Mar 07, 2018
Sage provides an enterprise-level business management solution for services operations; these solutions assist Sage customers with core financial and supply chain management functionality. Sage commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and objectively examine the potential return on investment (ROI) that services organizations may realize by deploying its Enterprise Management solution as part of Sage Business Cloud. The purpose of this study is to provide readers and prospects with a framework to evaluate the potential financial impact of the Enterprise Management solutions on their services organizations. To better understand the benefits, costs, and risks associated with this investment, Forrester conducted in-depth interviews with six Enterprise Management for Services organizations customers, each with at least two to three years of experience using Enterprise Management. For this TEI study, Forrester has created a composite Organization to
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Sage People
Published By: TIBCO Software     Published Date: Aug 13, 2018
Every financial services firm understands the importance of data. More is better. Sooner is better. Accessing it, understanding it, and taking advantage of it before the competition is better. In the mid-2000s, Financial Services was the first industry to strongly adopt data virtualization as a disruptive, new technology for accessing and integrating more data, faster and more easily than ever before. Buy and sell side groups at the largest institutions led the charge, followed soon after by risk management and compliance units. The leading mutual fund providers, along with hedge funds, led the next wave of adoption. In recent years, commercial banks and insurers have accelerated their use of data virtualization. And today, analyst firms such as Gartner, Inc. and Forrester project continued data virtualization adoption for both first-time use at new firms and expanded deployments at existing sites. This whitepaper provides 10 examples of TIBCO Data Virtualization enabled application
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TIBCO Software
Published By: TIBCO Software     Published Date: Jan 17, 2019
In an industry driven to deliver alpha, where might financial services firms find opportunities when investing in application innovation? The answer is data. Every financial services firm understands the importance of data. More is better. Sooner is better. Accessing it, understanding it, and taking advantage of it before the competition is better. That’s how data delivers alpha.
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virtualization, data, client, firms, application, liquidity, access, management, applications
    
TIBCO Software
Published By: TIBCO Software     Published Date: Feb 26, 2019
Every financial services firm understands the importance of data. More is better. Sooner is better. Accessing it, understanding it, and taking advantage of it before the competition is better. In the mid-2000s, Financial Services was the first industry to strongly adopt data virtualization as a disruptive, new technology for accessing and integrating more data, faster and more easily than ever before. Buy and sell side groups at the largest institutions led the charge, followed soon after by risk management and compliance units. The leading mutual fund providers, along with hedge funds, led the next wave of adoption. In recent years, commercial banks and insurers have accelerated their use of data virtualization. And today, analyst firms such as Gartner, Inc. and Forrester project continued data virtualization adoption for both first-time use at new firms and expanded deployments at existing sites. This whitepaper provides 10 examples of TIBCO Data Virtualization enabled applications f
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TIBCO Software
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: Intacct Corporation     Published Date: Sep 18, 2014
The professional services market is back—and more competitive than ever. How will you outperform your competitors? By monitoring the financial metrics that matter. Through years of thorough research, Service Performance Insight has analyzed and identified the profit-centric measures that are highly correlated with financial success in professional services. Download the white paper, "The 5 KPIs that Matter for Professional Services," to learn: • The importance and primary characteristics of financial maturity. • The 5 financial metrics critical to service organizations. • Where successful service organizations fall in these metrics.
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intacct, kpi, professional services, financial metrics, service performance insight
    
Intacct Corporation
Published By: Intacct     Published Date: Sep 09, 2014
The professional services market is back—and more competitive than ever. How will you outperform your competitors? By monitoring the financial metrics that matter. Through years of thorough research, Service Performance Insight has analyzed and identified the profit-centric measures that are highly correlated with financial success in professional services. Download the white paper, "The 5 KPIs that Matter for Professional Services," to learn: • The importance and primary characteristics of financial maturity. • The 5 financial metrics critical to service organizations. • Where successful service organizations fall in these metrics.
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financial success, profit, professional services
    
Intacct
Published By: Ephesoft     Published Date: Jan 18, 2018
Financial services companies can improve customer service and their bottom line by automating document intensive processes with banking, such as new account openings, mortgage, investing, credit cards, insurance, and personal, small business and commercial financial services. Learn how to make a substantial impact in terms of efficiency and cost savings for your organization with intelligent document capture technology.
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extraction, validation, exporting, delivery, cloud, cost reduction, security
    
Ephesoft
Published By: Document Cloud for Enterprise     Published Date: Apr 23, 2015
This white paper illustrates how Financial Services industry can simplify document communication, reduce costs and speed business.
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fiance digital document, digital documents, benefits of using adobe document cloud, advantages of using digital documents, esign
    
Document Cloud for Enterprise
Published By: Teradata     Published Date: Jun 12, 2013
The ever-changing environment has offered fraudsters some tactical advantages to probe for holes in the defenses of financial services companies. Conventional approaches to fraud detection and remediation remain effective to a point, but conventional tools cannot effectively and economically process what is known as big data.
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enterprise risk intelligence, fraud detection, big data, fraud prevention
    
Teradata
Published By: IBM     Published Date: Jul 09, 2014
Research shows that today’s business goals are centered on reducing costs, strengthening customer relationships and improving financial management. The biggest challenges to achieving these goals are lack of skills and investment funds, and inadequate linkages between the IT environment and how business processes are managed. Read this analyst report to see why enterprises are turning to managed services to help overcome these challenges so that they can optimize the value of their IT investments and achieve their corporate objectives.
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ibm, managed services, it investments, data center, it infrastructure, managed services provider
    
IBM
Published By: MuleSoft     Published Date: Oct 13, 2015
Nearly every industry today is facing an array of digital opportunities thanks to the prevalence of innovative technology. But with opportunities come challenges – especially in financial services. In an industry where digital innovations are used widely and have come to be expected by consumers, there is a greater push to deliver a highly personalized and convenient experience that stretches across mobile, social, and alternative delivery channels. Learn more about how financial institutions can harness digital technologies to take advantage of these opportunities.
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financial services, digital opportunities, innovation, personalized experience, enterprise applications
    
MuleSoft
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
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
Published By: Dome9     Published Date: Apr 25, 2018
As of May 2017, according to a report from The Depository Trust & Clearing Corporation (DTCC), which provides financial transaction and data processing services for the global financial industry, cloud computing has reached a tipping point1. Today, financial services companies can benefit from the capabilities and cost efficiencies of the cloud. In October of 2016, the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of Currency (OCC) and the Federal Reserve Board (FRB) jointly announced enhanced cyber risk management standards for financial institutions in an Advanced Notice of Proposed Rulemaking (ANPR)2. These proposed standards for enhanced cybersecurity are aimed at protecting the entire financial system, not just the institution. To meet these new standards, financial institutions will require the right cloud-based network security platform for comprehensive security management, verifiable compliance and governance and active protection of customer data
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Dome9
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