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Published By: Carbon Black     Published Date: Apr 10, 2018
For decades, the financial services industry has endured constant change and uncertainty, from the depths of a financial crisis to widespread regulation overhauls. With the advent of more advanced cybersecurity threats, the industry has responded with rapid digital transformation to remain competitive while also pushing the envelope. Today, managing and mitigating cyber-related risks not only draws government scrutiny, but increased consumer scrutiny as well, with longstanding brand reputations anchored to institutions’ ability to protect its most sensitive data. In a recent survey of Americans, financial information was considered by consumers to be their most valuable personal information, worth even more than personal or family photos and videos. For consumers, failing to protect their data is a grave violation of trust, to the point where 72% would consider leaving their current financial institution if their sensitive information was taken hostage by ransomware.1 Not only does the
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Carbon Black
Published By: Adobe     Published Date: May 15, 2018
2017 Trends in Financial Services and Insurance: Customer is Priority The FSI sector is progressing with a digital, data-driven, marketing mentality, all centered around prioritizing customer experience and taking a more personal approach. The 2017 Digital Trends in Financial Services and Insurance compiles the information shared by over 800 FSI respondents to see what opportunities and obstacles are shaping the future of FSI. Read this report and find out: How data and personalization drive digital transformation How fintech is leading the FSI chase Tips to help future-proof your FSI busines
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Adobe
Published By: Adobe     Published Date: May 15, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on imp
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Adobe
Published By: CA Technologies EMEA     Published Date: Apr 10, 2018
Much has been written about Payment Services Directive 2 (PSD2) and its potential to herald a new era of open banking where banks no longer have a monopoly on payment services. Instead they will be forced to provide full access to customer accounts to third parties looking to provide financial services of their own, on top of banks’ existing data and infrastructure. All of this could prove to be true, just not on January 13th 2018, the deadline for national governments to transpose PSD2 into law. This is because there is still so much to be decided and clarified. The European Banking Authority’s longawaited regulatory technical standards (RTS) on strong customer authentication (SCA) were issued in March 2017 but missing some of the finer details, such as the methods to remotely access customer data and account information and the measures around the use of application programming interfaces (APIs) and screen-scraping.
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CA Technologies EMEA
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, financial services
    
Nuance Communications
Published By: Oracle     Published Date: Apr 16, 2018
This is a digibook that discusses at a very high level the challenges faced by today’s financial services providers, and how they must innovate to remain relevant.
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digital, innovation, market, technologies, industry
    
Oracle
Published By: Oracle     Published Date: Apr 16, 2018
Is a guide for financial services providers to building enduring customer relationships through technology
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engaged, financial, services, customer, experiences
    
Oracle
Published By: Oracle     Published Date: Apr 16, 2018
Infographic on where the financial services industry will be in 2022 with digital usage
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financial, services, digital, industry, data
    
Oracle
Published By: DocuSign     Published Date: Apr 24, 2018
"In order to succeed in this evolving digital landscape, financial services institutions must embrace trending technology to remain competitive or risk becoming obsolete. Today’s customers expect to be able to bank not just anywhere, any time, but also on any device. What’s more, they want to be able to open new accounts, apply for loans, and perform other tasks that in the past could only be done at a branch, securely and easily. Download this complimentary IDG report to learn about digital banking best practices to stay competitive by going paperless, attract and keep the next generation of customers who demand digital options, and thrive in the digital age. "
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DocuSign
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: Dell PC Lifecycle     Published Date: Feb 13, 2018
Das IT-Marktforschungsunternehmen IDC hat eine globale Studie unter mehr als 3 500 IT-Führungskräften auf der ganzen Welt durchgeführt und fand heraus, dass Unternehmen jeder Größenordnung PC Life Style as a Service-Modelle zur Reduzierung der Kosten, Verkürzung von Aktualisierungszyklen und zur Beschaffung besserer Technologie für ihre Mitarbeiter in Erwägung ziehen. Dell PC as a Service (PCaaS) vereint Hardware, Software, Lebenszyklusservices und Finanzierung in einer umfassenden Lösung, die einen einzelnen, vorhersehbaren Preis pro Arbeitsplatz pro Monat bietet und von Dell Financial Services bereitgestellt wird. Erfahren Sie mehr über Dell Lösungen in Zusammenarbeit mit Intel®
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idc, studie, dell, intel
    
Dell PC Lifecycle
Published By: Hewlett Packard Enterprise     Published Date: Oct 23, 2017
To better understand how companies are finding the unique, hybrid cloud architectures that best meet their needs, we interviewed executives at companies that had reduced or changed their use of managed or cloud IaaS or that chose to avoid the public cloud in the first place. These companies include retail, social media, healthcare, financial services, and public sector companies. Some of these companies were born in the cloud while others transitioned from traditional IT infrastructures. Company sizes ranged from 300 employees to more than 300,000.
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it infrastructure, operations professionals, digital experience, time to resolution, cloud, iaas
    
Hewlett Packard Enterprise
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: SAS     Published Date: Jan 17, 2018
Financial institutions (FIs) must support the channels and services that consumers demand in order to remain competitive with each other and with disruptive competitors. To that end, supporting account opening, delivering new transactional features, and facilitating payments through digital channels have become table stakes. Unfortunately, the speed and convenience that these capabilities afford is a benefit to consumers and fraudsters alike. To successfully prevent fraud while retaining the benefits of offering digital financial services, FIs must understand how fraudsters are exploiting these capabilities and fight fraud with customer experience in mind.
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SAS
Published By: Financial Force     Published Date: Dec 01, 2017
This IDC Vendor Profile describes FinancialForce.com, a cloud applications company with financial management, ordering and billing, human capital management (HCM), professional services automation (PSA), and supply chain management (SCM) solutions built on the Salesforce1 platform and a 36-year heritage of building financial management solutions at UNIT4 (the former Agresso and CODA products). FinancialForce.com's accounting solution, launched in 2008 as CODA 2go, was the first on - demand financial system built entirely on the Salesforce1 Platform. Backed by Technology Crossover Ventures, Advent International, Salesforce Ventures, and UNIT4, FinancialForce.com's applications continue to be the leading finance and professional services solutions available as native Salesforce1 applications on the AppExchange.
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Financial Force
Published By: Financial Force     Published Date: Dec 01, 2017
The #1 Accounting App on the Salesforce Platform. FinancialForce Accounting is a simple, yet powerful accounting application that is straightforward to learn, easy to implement and trouble-free to maintain. The perfect complement to Salesforce CRM, it brings back office data to the front, allowing companies to align sales, services and finance on a single cloud.
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Financial Force
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: Adobe     Published Date: Apr 23, 2018
2017 Trends in Financial Services and Insurance: Customer is Priority The FSI sector is progressing with a digital, data-driven, marketing mentality, all centered around prioritizing customer experience and taking a more personal approach. The 2017 Digital Trends in Financial Services and Insurance compiles the information shared by over 800 FSI respondents to see what opportunities and obstacles are shaping the future of FSI. Read this report and find out: How data and personalization drive digital transformation How fintech is leading the FSI chase Tips to help future-proof your FSI business
Tags : 
    
Adobe
Published By: Adobe     Published Date: Apr 23, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on i
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Adobe
Published By: Dell and Nutanix     Published Date: Oct 26, 2017
The CSI Companies consists of four entities plus affiliate Anteo Group that provide staffing and specialized services to meet a wide range of client needs. Since 1994, the Jacksonville, Floridabased company has offered staff augmentation services, executive search, and direct hire of people for clients in healthcare, financial services, banking, retail/hospitality, technology, and other industries. The company serves businesses nationwide from its headquarters and three regional offices.
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Dell and Nutanix
Published By: Codility     Published Date: Dec 08, 2017
Citi, a financial services leader, implemented Codility to help them more efficiently screen and assess programming candidates. Prior to Codilty, Citi utilized internal managers and programmers to conduct initial candidate assessments. They wanted this process to be more efficient.
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Codility
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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