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Results 26 - 50 of 56Sort Results By: Published Date | Title | Company Name
By: IBM     Published Date: Mar 04, 2014
Customers’ expectations have never been so high. Yet, leaders at many banks and financial institutions still fail at providing a smooth, personalized, timely and relevant experience throughout channels. By leveraging the increasing amount of data about customers, bankers can create information to constantly improve their understanding of product usage, profitability, risk, buying behavior and financial needs. Access this white paper today to learn about expert solutions that can help you reinvent your business operations and create a customer-focused company. Read on now to explore more.
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business operations, business process management, bpm, process automation, smarter process, banking, financial services, business process automation
    
IBM
By: Juniper Networks     Published Date: Oct 19, 2015
Interactive Data is a trusted leader in financial information, delivering a comprehensive set of products and services designed to meet the needs of the front, middle, and back offices at some of the largest and most well-known institutions around the world.
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market, data, operations, scale, infrastructure, business intelligence, productivity
    
Juniper Networks
By: Juniper Networks     Published Date: Aug 10, 2017
Interactive Data is a trusted leader in financial information, delivering a comprehensive set of products and services designed to meet the needs of the front, middle, and back offices at some of the largest and most well-known institutions around the world. These clients trust Interactive Data to help support their investment activities and operational workflow through a broad range of offerings.
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interactive data, financial services, global network, market data, ethernet switches, low latency, it infrastructure
    
Juniper Networks
By: K2     Published Date: Aug 24, 2015
This white paper follows the story of Kim, head of the IT department for a large financial-services company, as she navigates the transition from Microsoft SharePoint 2010 to SharePoint 2013. Kim can’t wait to use the latest SharePoint technology, but she also knows she’ll need a third-party solution to expand the capabilities of SharePoint. She needs a solution that helps increase mobility, flexibility and collaboration between departments within her company.
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K2
By: Host Analytics     Published Date: Aug 01, 2017
Cloud financial corporate performance management solutions help the office of finance manage the financial close and apply appropriate controls throughout the accounting cycle. Application leaders should use this Magic Quadrant to identify vendors that are a good match for their business needs. The 2017 Gartner Magic Quadrant for Strategic CPM solutions provides valuable insights into the latest market trends, the current Leaders, and key vendor evaluation criteria. Download the Gartner report to learn: Why cloud has become the preferred deployment model Who the key vendors are and how they compare Why mega vendors no longer dominate the market Best practices in evaluating and selecting a vendor
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Host Analytics
By: IBM UK&Ireland     Published Date: Nov 14, 2017
Our inclusion criteria for this Magic Quadrant emphasize the financial wherewithal of the digital commerce vendors as well as the robustness of their digital commerce platforms, most of which enable large volumes of buying transactions and significant levels of digital commerce GMV revenue. Many platforms support the needs of multiple industries and multiple regions, if not offer global support.
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magic quadrant, digital, commerce, gmv, vendors, ibm
    
IBM UK&Ireland
By: Epsilon     Published Date: Aug 23, 2012
As competition increases, financial institutions need to enhance the overall mobile banking experience to stay relevant and better meet customers' demands and constantly changing needs.
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mobile banking, mobile sites, text banking, mobile apps, mobile behavior
    
Epsilon
By: BlackLine     Published Date: Aug 23, 2019
Accounting and finance leaders are expected to deliver accurate, compliant, and real-time analysis of their organization’s financial performance at all times. But many institutions wrestle with outdated systems and processes that don’t meet the needs of today’s business. Leading organizations are transforming their finance operations to reduce compliance risks and gain greater efficiencies.
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BlackLine
By: Adobe     Published Date: Mar 03, 2017
It’s time to pull your data out of silos so you can harness all your insights and provide the next best offer. Learn how to use new marketing technologies to create customized offers that steer customers to the right financial services and products for their needs. It’s all in our new white paper, More Precious than Gold. Read our paper to learn how to: • Define your customer engagement objectives • Create valuable and intriguing offers to engage customers • Effectively deliver compelling offers across multiple touch points • Optimize your next best offer through real-time testing
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data, marketing technology, customer engagement, data analysis
    
Adobe
By: NFP Advisor Services     Published Date: Feb 27, 2015
Clients, especially those with a high net worth, are increasingly demanding guidance for all of their financial needs from a single source. A multidiscipline practice enables you to provide them with complete wealth management solutions, resulting in higher rates of client satisfaction, retention and referral. Learn how to exploit social media opportunities, build a strategy that's right for you, design online profiles that match your goals and much more.
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business models, growth performance, advisor services, multidiscipline practices, business owners, complex mdp, iinvestments, insurance
    
NFP Advisor Services
By: Infor     Published Date: Jan 03, 2011
When members began expressing wishes to have more exposure to information on financial investments that meet their individual needs, Navy Federal decided to turn to technology that would combine available member data into a comprehensive solution and allow real-time decisions.
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infor, navy federal, credit union interaction advisor, case study, customer relationship management data, financial investment, customer interaction service, customer relationship management
    
Infor
By: Infor     Published Date: Jan 06, 2011
When members began expressing wishes to have more exposure to information on financial investments that meet their individual needs, Navy Federal decided to turn to technology that would combine available member data into a comprehensive solution and allow real-time decisions.
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infor, navy federal, credit union interaction advisor, case study, customer relationship management data, financial investment
    
Infor
By: Fiserv     Published Date: Nov 06, 2017
The right kind of insurtech can modernize the financial close, freeing up time, money and resources so businesses can focus on strategic efforts and specific customer needs. Reconciliation of transactions and accounts across large organizations is one area where automation and digitization can have a major impact on the balance sheet. In the article, Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!, learn how one of the top ten major insurance carriers has used digitization for the past decade to streamline their reconciliation efforts - saving time and money - while increasing their bottom line.
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insurtech, financial automation, financial close, insurance reconciliation, insurance bottom line, insurance automation, digitization, digitalization
    
Fiserv
By: Fiserv     Published Date: Mar 13, 2018
The right kind of insurtech can modernize the financial close, freeing up time, money and resources so businesses can focus on strategic efforts and specific customer needs. Reconciliation of transactions and accounts across large organizations is one area where automation and digitization can have a major impact on the balance sheet. In the article, Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!, learn how one of the top ten major insurance carriers has used digitization for the past decade to streamline their reconciliation efforts - saving time and money - while increasing their bottom line.
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insurtech, financial automation, financial close, insurance reconciliation, insurance bottom line, insurance automation, digitization, digitalization
    
Fiserv
By: IBM     Published Date: Apr 23, 2013
Profitability analysis is important to all companies. But in times of economic uncertainty, it becomes even more critical because organizations need a comprehensive and forwardlooking view of profitability to ensure that they can remain financially viable, whatever the economic circumstances. For companies to be successful, they need automated systems that enable interactive profitability analysis that can be shared across a broad swath of users. They also need robust, advanced analytics, to provide detailed granular metrics for assessing profitability and measuring performance. IBM offers solutions that can meet those needs.
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profitability, analysis, finance, projection, prediction, analytics, automation, metrics
    
IBM
By: Dassault Systèmes     Published Date: May 09, 2018
More connected, informed and demanding customers have the financial services sector looking closely at their processes and products. Collaborative digital platforms can transform your value network and approach. • Improve data insights: Transform legacy systems, manual processes and data silos for consumer-centric collaboration. • Compete with agile FinTech startups: Use disruptive technologies to meet clients’ changing needs. • Empower me to make my own decisions: Give self-directed customers exceptional experiences, like rapid enrolment and self-assessment tools. • Turn regulatory compliance to competitive advantage: Use digitization to improve compliance, reduce risk and enhance governance. • Improve customer experience through digitization: Reduce regulatory issues, gain insights, increase efficiency and customer-centric innovation. I invite you to download your targeted industry analysis and uncover the expectations to take into account at every stage to be disruptive in the age o
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Dassault Systèmes
By: BMC Software     Published Date: Aug 12, 2013
For many organizations, moving to the cloud to meet the needs for business services represents a tremendous investment of both time and financial resources, without clear instructions for reaching their goals. This road map takes into consideration the ultimate needs of the business, the efficiency and effectiveness of IT, best practices, and future needs. Make sure your cloud meets the needs of the business — both today and tomorrow. Get BMC’s checklist to clear your path to success.
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cloud, business services, best practices, business intelligence
    
BMC Software
By: Epson     Published Date: May 10, 2018
Online, mobile, omnichannel, untethered, data mining, automation, and remote communication are all now buzzwords surrounding the new technologies and resources financial institutions have to help them re-invent their branch experience. Capabilities are available today that were not imagined a decade ago. This is an exciting time for those institutions that can look to the future and enhance their offerings. While technology is driving change, it can also be a tremendous challenge for financial institutions as they work to keep pace and even take advantage of the dramatic shift in customer needs and expectations. Millennials, baby boomers, small businesses – all are important market segments with very different wants and needs. Driven by technology, the new demand is for a complete online presence, complemented by more flexibility in personalized services, and specialized expertise available in every branch. Suffice it to say, financial institutions of all sizes and in every geography a
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Epson
By: Salesforce.com     Published Date: Jul 02, 2014
With today's financial advisors and wealth managers facing such tough competition, the ability to thrive comes through maximizing efficiency and finding innovative ways to maintain and grow business. This white paper highlights how technology is a great partner for meeting this need: • Create more relevant interactions with customers by tracking your business in the cloud • Connect to your customer information from any mobile device • Increase sales to your customers with a deeper understanding of their needs Download this white paper to learn more!
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salesforce.com, customer tracking, business in the cloud, financial advisors, wealth managers, mobile devices, enterprise applications
    
Salesforce.com
By: Lenovo - APAC     Published Date: Oct 11, 2018
While many organizations have acknowledged the importance of digitally transforming their businesses and processes to deliver speed and agility, most are just starting their cloud journey. Cloud-in-a-Box delivers an enterprise cloud platform with a mix of on- and off-premises private cloud and public cloud, with orchestration between them. This will provide the organization with the ability to avoid vendor lock-in, find the optimal cloud services for a particular business or technical need, and increase redundancy. Download IDC Infobrief on “Cloud-in-a-Box” to understand: • How you can deliver the different functions of a data center and meet business requirements by deploying a “Cloud-in-a-Box.” • Understand how industries such as financial services, manufacturing and healthcare can benefit from “Cloud-in-a-Box” technology. • Self-discovery questions and focus areas that every organization needs to go through for successful cloud deployment.
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Lenovo - APAC
By: AWS     Published Date: Nov 28, 2018
Financial institutions run on data: collecting it, analyzing it, delivering meaningful insights, and taking action in real time. As data volumes increase, organizations demand a scalable analytics platform that can meet the needs of data scientists and business users alike. However, managing an on-premises analytics environment for a large and diverse user base can become time-consuming, costly, and unwieldy. Tableau Server on Amazon Web Services (AWS) is helping major Financial Services organizations shift data visualization and analytics workloads to the cloud. The result is fewer hours spent on manual work and more time to ask deeper questions and launch new data analyses, with easily-scalable support for large numbers of users. In this webinar, you’ll hear how one major asset management company made the shift to cloud data visualization with Tableau Server on AWS. Discover lessons learned, best practices tailored to Financial Services organizations, and starting tactics for scalable analytics on the cloud.
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AWS
By: Oracle     Published Date: Mar 06, 2018
The financial system you are running today can probably trace its heritage back to the ‘80s and ‘90s. Since then, the needs of finance organisations have changed dramatically, but financial systems have failed to adapt at the core. Built to serve only the most basic requirements, these systems weren’t designed to meet the needs of today’s finance organisation. With CFOs today facing requirements very different from those they faced just a decade ago, Workday believes that finance organisations need applications built from the ground up based on today’s needs – not yesterday’s. They need modern financial systems. Workday Financials is the only financial management solution designed in the past ten years that incorporates the latest technologies, functionality, and design ethics at the core to address what modern finance organisations need. We discuss six key capabilities that separate Workday Financial Management from old-world business apps.
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Oracle
By: Microsoft     Published Date: Jul 20, 2018
Microsoft commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study to examine the potential return on investment (ROI) enterprises may realize by shifting some or all their management and operations from on-premises, hosted, and outsourced implementations to Azure’s infrastructure-as-a-service (IaaS) offering. The purpose of this study is to give readers a framework to evaluate the potential financial impact, or ROI, of leveraging Azure IaaS for their organizations. Benefits gained by interviewed customers that migrated or re-architected some or all workloads from on-premises to IaaS include: › Greater revenue opportunities from business-to-business (B2B) and customer web channels with a solution that is more mobile and reliable, and meets scale and seasonality needs. › Increased profits from those revenues. › Improved production efficiency. › Reduced datacenter, IT resource, and outsourcing costs. › Easier and faster software and hardware management (such as p
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Microsoft
By: Oracle     Published Date: May 20, 2019
Managing your company’s financials is the backbone of your business and is vital to the long-term health and viability of your company. Yet attention to your bottom line often takes a back seat during times of increasing revenues and growth. To continue applying the necessary financial rigor to support rapid growth, the accounting department needs the right tools to most efficiently do their job. This white paper outlines the 10 essentials of a complete financial management system and how the right solution can help you keep up with the rapidly changing business world.
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Oracle
By: Fiserv     Published Date: Oct 27, 2017
" The Impact of CECL and Financial Institution Readiness When it comes to CECL compliance, top financial consultants agree that extensive amounts of historical data, including different lengths of portfolio histories, will be needed. In addition, this research reveals that a majority of financial institutions do not understand how their risk management methodology needs to change. Nor do they comprehend the impacts of the changes that will need to be made to calculate Allowance for Loan and Lease Losses (ALLL). This represents a significant opportunity for top-tier consultancies to provide valuable thought leadership and guidance now, before financial institutions find themselves scrambling to meet the new standard. Learn more in our survey results."
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cecl compliance, cecl consulting, allowance for loan loss calculator, fasb, cecl, current expected credit loss, alco, reserve
    
Fiserv
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