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Published By: Adobe     Published Date: Mar 21, 2017
The 2017 Digital Trends in Financial Services and Insurance report is based on a sample of almost 850 FSI respondents1 who were among more than 14,000 digital professionals taking part in the annual Digital Trends survey carried out in November and December 2016.
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Adobe
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: 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
    
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
    
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
    
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
    
MarkLogic
Published By: IBM     Published Date: May 22, 2017
Financial institutions should consider rapidly transforming business models in ways that are cognitive and digital. These transformations should include: Developing alternative revenue sources and streamlining costs.
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financial services, financial security, data security, cloud security, network security, business protection
    
IBM
Published By: FinancialForce     Published Date: Jun 21, 2017
Continue reading and uncover the top 9 reasons why Professional Services works better on the Salesforce platform to help drive growth and bridge the services and sales divide for smarter services delivery.
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professional services automation, psa, services automation, professional services, project management, project management software, resource management, time & expense management
    
FinancialForce
Published By: FinancialForce     Published Date: Jun 21, 2017
Download the report to learn how organizations that leverage Salesforce CRM & FinancialForce PSA achieve many things.
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professional services automation, psa, services automation, professional services, project management, project management software, resource management, time & expense management
    
FinancialForce
Published By: FinancialForce     Published Date: Jun 21, 2017
FinancialForce PSA streamlines processes to effectively manage projects and portfolios of projects. Download now to learn more.
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professional services automation, psa, services automation, professional services, project management, project management software, resource management, time & expense management
    
FinancialForce
Published By: Citrix ShareFile     Published Date: Apr 14, 2017
Some financial professionals store or share terabytes of electronic information, including quarterly reports, billing statements or even sensitive personal data belonging to clients. Read this e-Book to better understand your security risks. You’ll learn: • The common challenges of data security • Steps to solve these challenges • And much more
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data security, data protection, network security, firewall security, it security, technology security
    
Citrix ShareFile
Published By: Citrix ShareFile     Published Date: Apr 14, 2017
Some financial professionals store or share terabytes of electronic information, including quarterly reports, billing statements or even sensitive personal data belonging to clients. Read this e-Book to better understand your security risks. You’ll learn: • The common challenges of data security • Steps to solve these challenges • And much more
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data security, data protection, network security, firewall security, it security, technology security, anti virus
    
Citrix ShareFile
Published By: Nuance Communications     Published Date: May 28, 2010
Register today to view to the webcast Proactive Notifications for Financial Services: Using Automated Customer Communications to Manage Risk and Retain Customers.
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nuance, retail banking, fraud, identify, contact, theft, outbound, business risk
    
Nuance Communications
Published By: Financial Force     Published Date: Dec 09, 2011
FinancialForce Professional Services Automation (PSA) is a cloud based services solution.
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Financial Force
Published By: HPE & Intel®     Published Date: Oct 10, 2016
In the financial services industry (FSI), high-performance compute infrastructure is not optional; it’s a prerequisite for survival. No other industry generates more data, and few face the combination of challenges that financial services does: a rapidly changing competitive landscape, a complex regulatory environment, tightening margin pressure, exponential data growth, and demanding performance service-level agreements (SLAs).
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HPE & Intel®
Published By: Frontier Communications     Published Date: Dec 22, 2016
When you choose Frontier as your partner, your bank or financial services firm can take advantage of this experience and our extensive portfolio of network and equipment solutions. We will work closely with your team to assess your current situation, determine future communications requirements, and select products and services that fit into your timeframe and budget. What’s more, Frontier backs everything up with local customer support.
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Frontier Communications
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, investing, finance
    
Salesforce
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: DataStax     Published Date: Mar 10, 2017
Banks are at an inflection point. According to a recent research by Viacom, 1 in every 3 U.S. consumers are open to switching banks in the next 90 days. Financial services companies need to break through the competition to gain customer trust and loyalty. Building a 360° view of the customer can help banks grow customer retention and loyalty, upsell high margin products and provide compelling interactions. However, this is no easy task as complexity increases when retail banks engage their customers across multiple channels and financial products. Gaining visibility into every customer interaction, across your business silos, and with every engagement channel is critical to making the right decisions to deliver amazing customer experiences. This white paper examines the challenges Financial Services Institutions (FSIs) face when building a 360° view of the customer to transform their customer experience and how to overcome them.
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DataStax
Published By: Digital Realty     Published Date: Feb 24, 2015
GoGrid needed a state-of-the-art data center in the heart of the financial district to be up and running within days. As a fast-growing technology company headquartered in the San Francisco Bay Area, they needed a scalable data center with a robust infrastructure and an experienced operations team to support the cloudbased services they provide to their customers. Find out why they turned to Digital Realty.
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data center, infrastructure management, access control, physical security, it management, business technology
    
Digital Realty
Published By: Digital Realty     Published Date: Feb 25, 2015
When measuring competitive differentiation in milliseconds, connectivity is a key component for any financial services company’s data center strategy. In planning the move of its primary data center, a large international futures and commodities trading company needed to find a provider that could deliver the high capacity connectivity it required.
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financial services, trade processing, data center, connectivity, data center, it management, data management, business technology
    
Digital Realty
Published By: Adobe Systems, Inc.     Published Date: Oct 22, 2010
Learn how to develop a business process that help customer experience and application development professionals work together to accelerate.
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adobe systems, customer experience, crm, customer care, b2b, b2c, service, customer service
    
Adobe Systems, Inc.
Published By: Collaborative Consulting     Published Date: Dec 20, 2013
A company's products needed constant updates due to changing business rules and regulations, as well as new functionality. However, tasks such as regression testing took too long and consumed too many resources. Collaborative helped to dramatically speed up the process through automation and process analysis, leading to increased customer satisfaction.
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collaborative consulting, testing performance, testing process, case study, financial services, performance boost, technological advantage, trade details
    
Collaborative Consulting
Published By: Collaborative Consulting     Published Date: Dec 20, 2013
In this case study, a company needed to find a way to update and improve a legacy trade portal application. With the help of Collaborative, using domestic resources, the company completely replaced several legacy trade portal applications, allowing for the retirement of several application platforms and legacy databases.
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collaborative consulting, trade portal, right price, infrastructure, better application, business documentation, inspire engagement, financial metrics
    
Collaborative Consulting
Published By: Acxiom Corporation     Published Date: Mar 12, 2014
In July 2013 Acxiom commissioned Forrester Consulting to evaluate how companies use the data they collect from their customers to make better decisions on their marketing campaigns by gauging their experiences and attitudes around their use of and future vision for using customer data across multiple marketing channels. In order to understand this topic, we conducted interviews with 11 executives representing a range of roles and perspectives, including consumer packaged goods companies, financial services organizations, and agencies.
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acxiom, forrester, data, marketing, marketing campaigns, cross channel, customer data, market research
    
Acxiom Corporation
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