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Results 1 - 25 of 51Sort Results By: Published Date | Title | Company Name
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: 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: 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: CA Technologies     Published Date: Aug 24, 2017
Every enterprise has a wide variety of IT requirements where integration is needed. The rapid proliferation and adoption of cloud and mobile technologies has accentuated the financial impact of these needs. In response, the integration space has matured to include feature-rich stacks from enterprise integration vendors that provide full, multi-layer platforms in the form of an Enterprise Service Bus (ESB) or SOA suite. But with these very broad capabilities comes complexity—multi-layer stacks can be difficult and costly to install, debug, administer and secure.
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CA Technologies
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: Datastax     Published Date: Dec 27, 2018
As a financial service institution (FSI), you can’t fight fraud anymore with slow or unintelligent solutions. Today’s cyber criminals are way too sophisticated. To effectively battle fraud in the Right-Now Economy, FSIs need nimble solutions that act at the data layer. Read this white paper to learn the specific attributes your database needs to provide powerful anti-fraud prevention and protection.
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Datastax
By: Dun & Bradstreet     Published Date: Mar 03, 2017
Creating predictive analytics from alternative data has become the current focus of the biggest quant trading firms in the industry The democratization of financial services data and technology, together with more intense competition, makes the needs of today’s market participants vastly different from those of previous generations. Firms must locate untapped sources of data for both public and non-public companies. This alternative data, such as payment data and other non-public information, from sources beyond the common channels, can be a predictive indicator of market performance; a difference maker in assisting firms as they develop models to evaluate their investments. By combining our unique data sets with advanced analytics, traders, analysts and managers can seek predictive signals and actionable information utilizing their own models. View our research report to learn how alternative data, our 'Information Alpha,' can help you earn differentiated investment returns.
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Dun & Bradstreet
By: Eaton     Published Date: Jan 26, 2016
When designing a power protection scheme for their data center, IT and facilities managers must ask themselves whether a distributed or centralized backup strategy makes more sense. Unfortunately, there is no easy answer to that question. Companies must weigh each architecture’s advantages and disadvantages against their financial constraints, availability needs and management capabilities before deciding which one to employ. This white paper will simplify the decision-making process and lessen the potential weaknesses of whichever strategy you ultimately select.
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eaton, distributed backup strategy, centralized backup strategy, facility managers, data center solutions, it management, knowledge management, enterprise applications
    
Eaton
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: 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: 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, alll, allowance for loan and lease loss, loan segmentation, loan pooling credit loss trends, loan reserve
    
Fiserv
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: Hewlett Packard Enterprise     Published Date: Jul 18, 2018
"This Frost & Sullivan report sparks IT infrastructure economics conversation and fosters expert decisions with the following insights: 6 myths about IT financials debunked 3 basic tenets of IT the CFO needs to understand 2 tables assessing IT options from a TCO and business goals perspective"
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Hewlett Packard Enterprise
By: Hewlett Packard Enterprise     Published Date: May 11, 2018
For midsize firms around the world with 100 to 999 employees, advanced technology plays an increasingly important role in business success. Companies have been adding cloud resources to supplement on-premise server, storage, and networking capabilities. At the same time, growth of mobile and remote workers is also changing how companies need to support workers to allow them to be as productive as possible. Like larger companies, midsize firms must make sure that they are effectively coordinating on-premise, public cloud, and private cloud capabilities. Unlike large companies, though, midsize firms are limited in both financial and technical resources to design and coordinate effective solutions to meet specific needs. Rather than invest in a major overhaul of their IT environments, midsize firms have to move incrementally, supplementing current resources with new cloud and on-premise capabilities that provide the performance needed to prosper in an increasingly competitive environment.
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Hewlett Packard Enterprise
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     Published Date: Jun 19, 2008
Storage infrastructure simplification is an important step a financial institution can take toward meeting the needs of an on-demand business environment. The IBM System Storage DS Family can support business continuity and improve information lifecycle management with competitively priced storage options.
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ibm, storage, storage management, ds family, express seller, storage virtualization, virtualization, virtual storage, infrastructure
    
IBM
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, application integration, application performance management, best practices, business activity monitoring, business analytics, business integration, business intelligence, business management, business metrics, business process automation, business process management, change management
    
IBM
By: IBM     Published Date: Oct 10, 2013
Like many financial institutions today, the full-service Swedish bank featured in this case study has responded to changing customer needs, evolving from its original founding more than 100 years ago. As a result, the bank has realized remarkable success. Of course, along with that success have come significant challenges. New business growth, plus the rise in Internet and mobile banking, intensified the bank’s need for continuous availability of its IT infrastructure. IBM Resiliency Consulting Services helped the bank strengthen and streamline its environment. In the case study, you can read how teaming with IBM helped the bank meet recovery point and recovery time objectives; mitigate risk; and provide the flexibility to meet business demands without added IT expense.
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ibm, resiliency consulting, ibm, full-service swedish bank, hyperswap, optimizing risk management, risk management, bank optimization, management capabilities, swedish banks, resiliency consulting, consulting solution, infrastructure, network management, network performance management, data protection
    
IBM
By: IBM     Published Date: Nov 12, 2013
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, corporate portals, document management, information management, records management, search and retrieval, search engines
    
IBM
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, corporate portals, document management, information management, records management, search and retrieval, search engines, business activity monitoring, business analytics, content management system
    
IBM
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: 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, customer satisfaction, customer service, sales & marketing software
    
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: Infosys BPM Ltd     Published Date: Feb 12, 2019
An effective rolling forecast is important to estimate long term financial plans. Every organization undertakes this process as a finance activity. However, when the forecasted data is examined on its effectiveness for decision making, more often than not the results are disappointing, and the rolling forecast process needs to be redefined. This paper talks about effective rolling forecasts that utilize resources, technologies, processes, and business intelligence to deliver actionable insights. A best-in-class matured RF process will enable CFOs to deliver great results through increased revenue and cost reductions, and create new benchmarks for the organization.
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Infosys BPM Ltd
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