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financial services

Results 301 - 325 of 512Sort Results By: Published Date | Title | Company Name
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
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
By: MuleSoft     Published Date: Jan 16, 2018
The future of financial services is under pressure from profound digital disruption. Across the globe, there are forces, both regulatory and customer-led, that open up the market to new entrants and disrupt what customers are buying — and how. The advent of Open Banking is one major influence, with Open APIs paving the way for third-party developers to build applications and services independently. This whitepaper outlines the challenges facing financial services firms and how a new approach to enterprise integration — API-led connectivity — can help banks and financial services firms not only survive, but thrive in an increasingly competitive future. Download this whitepaper to learn: What financial services firms should do about Open Banking, based on the experiences of the impact of PSD2 in Europe How an API strategy could define the future of financial services How a global bank successfully completed a digital transformation initiative
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MuleSoft
By: MuleSoft     Published Date: Nov 27, 2018
The market for financial services is changing fast. To evolve, banks are transforming their organizations into digital ecosystems using APIs. APIs have emerged as critical enablers to help financial services firms meet new consumer expectations. Through collaboration with fintechs, banks will use APIs to add new functionality from business partners and deliver internally-developed service offers to partner value chain and ecosystems. Read this whitepaper to learn more about the role of APIs and how this new ecosystem will allow banks to: Drive horizontal and vertical integration Foster a culture of collaboration Create new revenue streams and get solutions to market faster Deliver innovation and functionality to the business
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MuleSoft
By: MuleSoft     Published Date: May 22, 2019
More and more financial institutions are partnering with fintechs and leveraging Application Program Interfaces (APIs) to attract new prospects and to delight current consumers through unprecedented Customer Experience (CX). APIs offer a bridge between systems while paving a digital path to a connected financial ecosystem. The institutions that are able to drive this digital transformation successfully, do not think of these capabilities as additional channels and services. Rather, these institutions understand that they must move from a vision of banking as a physical network of branches and ATMs, to a digital platform, comprising core capabilities such as account servicing and the provision of financial products that can be accessed wherever, and whenever, customers wish. Join this webinar and learn how these institutions are building a digital banking platform with APIs. Presented by: Angie Campos, Industry Marketing for FS&I, MuleSoft Michel Vaja, Head of UK Payments Practice, C
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MuleSoft
By: MuleSoft     Published Date: Apr 15, 2019
Financial services has seen more disruptive technologies introduced over the past three years than any other industry. To meet customer expectations for on-demand delivery, banks must look beyond digitizing existing services and establish open banking platforms for connected digital services. Read this whitepaper to learn: Three strategic mindsets that drive digital transformation in banking. A four step strategy for building an Open Banking digital platform strategy with APIs. How one global top tier bank developed a digital platform to transcend disjointed customer experiences.
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MuleSoft
By: Computhink     Published Date: Dec 10, 2007
The amount of paper that DUCA Financial Services had to retain for every member they dealt with was piling up. In fact, DUCA had a complete office wall dedicated to the storage of client records in thirteen large fireproof filing cabinets. "We simply ran out of space and had no more room to put anything," said Jack Vanderkooy, President & CEO. "While we have to maintain documents for our daily reference and access, the problem was made greater by the fact that legally we have to retain documents and files for the full term of each mortgage or loan."
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paperless, document management, imaging, information management, computhink, viewwise, viewise, finserve, finserv, financial services, best practices, secure content management
    
Computhink
By: Computhink     Published Date: Dec 10, 2007
In the arena of corporate governance and compliance, the Sarbanes-Oxley Act (SOX) has commanded considerable attention; in the healthcare industry, it's  HIPAA; similar regulations target the financial services and energy sectors. Organizations can use technology to meet compliance demands in a cost-effective way.
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compliance, computhink, hipaa, sox, sarbox, sarbanes oxley, content management, hipaa compliance, document management, secure content management, sarbanes oxley compliance
    
Computhink
By: iKnowtion     Published Date: Nov 09, 2011
The financial services marketplace has changed dramatically, prompting many to review their marketing strategies. Find out how market segmentation, customer profitability, and customer mapping were used to help this company deliver desirable value propositions to customers.
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crm strategies, market segments, customer mapping, profitability, value propositions, financial services, marketing strategies, analytics, iknowtion
    
iKnowtion
By: iKnowtion     Published Date: Nov 17, 2011
Learn how a financial services company can retain critical customer assets, and their method for predicting customers that will transfer assets in and out of accounts and the expected amounts.
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customer intelligence, customer loyalty, crm solutions, customer profiling, probability choice models, trigger marketing, financial services, profitability, data modeling, marketing analytics, iknowiton
    
iKnowtion
By: Marketo     Published Date: Aug 02, 2016
Download this report to learn about the critical issues the Financial Services Sector currently faces and how customer engagement offers a solution.
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marketo, marketing, customer engagement, financial services sector
    
Marketo
By: Marketo     Published Date: Aug 02, 2016
Download this ebook and learn by example how financial institutions can embrace: - Marketing automation - Social media marketing - Content marketing - Marketing analytics - And many more key digital marketing trends
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marketo, marketing, digital marketing, financial services, marketing automation, social media marketing, content marketing, marketing analytics, digital marketing trends
    
Marketo
By: SumTotal, a Skillsoft Company     Published Date: Aug 24, 2015
This paper explores how collaboration between IT and HR can help organizations shift away from being reactive, and achieve success by collaborating with business stakeholders.
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financial services, collaboration, stakeholders
    
SumTotal, a Skillsoft Company
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
By: MuleSoft     Published Date: Oct 13, 2015
Learn the recommendations to meet the following challenges: Financial services firms are deploying private clouds and PaaS to improve IT manageability and to empower developers, but still need to manage and monitor legacy environments and third party applications Many firms are adopting PaaS to manage microservices and break down legacy applications into discrete components, resulting in many more endpoints to make discoverable, secure, connect, manage and monitor Applications and container technologies deployed on the PaaS may lack the ability to generate “machine data”--detailed information on memory utilization, system resources, endpoint analysis and other critical monitoring statistics
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financial services paas, private clouds, disparate environments, memory utilization, it manageability, enterprise applications
    
MuleSoft
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
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
By: Delta Risk     Published Date: Jun 07, 2016
Nowhere else could that wise advice be more relevant than in contemplating the effects of cyber attacks on financial institutions. As stated in a recent issue of the FDIC’s Supervisory Insights, the risks presented by cyber attacks have become “one of the most critical challenges [in the last decade] facing the financial services sector due to the frequency and increasing sophistication of cyber attacks.” In just a year’s time, from 2014 to 2015, the occurrence of security incidents increased 38 percent as reported in a survey of 10,000 security, IT, and executive personnel. Just as concerning, the attackers perpetrating these breaches were able to compromise the victim organization within a matter of minutes in 60 percent of cases.
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cyber threats, security breaches, malware and vulnerabilities, internet security, security
    
Delta Risk
By: Delta Risk     Published Date: Sep 21, 2016
This white paper offers the Delta Risk perspective on how boards, particularly those of financial services firms, should engage in managing cyber security risks, particularly in four key areas.
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cyber threats, security breaches, malware and vulnerabilities, internet security, security
    
Delta Risk
By: Delta Risk     Published Date: Sep 21, 2016
Nowhere else could that wise advice be more relevant than in contemplating the effects of cyber attacks on financial institutions. As stated in a recent issue of the FDIC’s Supervisory Insights, the risks presented by cyber attacks have become “one of the most critical challenges [in the last decade] facing the financial services sector due to the frequency and increasing sophistication of cyber attacks.” In just a year’s time, from 2014 to 2015, the occurrence of security incidents increased 38 percent as reported in a survey of 10,000 security, IT, and executive personnel. Just as concerning, the attackers perpetrating these breaches were able to compromise the victim organization within a matter of minutes in 60 percent of cases.
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cyber threats, security breaches, malware and vulnerabilities, internet security, security
    
Delta Risk
By: Citrix ShareFile     Published Date: Apr 11, 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, financial services, client data protection, security risk
    
Citrix ShareFile
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
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
By: Frontier Communications     Published Date: May 01, 2017
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
By: Trillium Software     Published Date: May 19, 2011
Today financial services institutions must meet the standards for data quality attestation by the FFEIC regulators of risk reporting. This paper discusses the platform and domain expertise needed to support the rigorous demands of commercial and retail risk reporting.
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trillium software, data quality management, basel ii solution, data profiling, data monitoring, metadata, data supporting risk, grc, application integration, business intelligence, data quality, content management system, secure content management, data deduplication
    
Trillium Software
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