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financial strategy

Results 1 - 25 of 65Sort Results By: Published Date | Title | Company Name
By: Anaplan     Published Date: Apr 06, 2016
A Harvard Business Review Analytics Services White Paper Finance is constantly tested to keep pace in today’s business environment. To keep up, planning needs to become a continuous process that spans departmental boundaries and enables managers to collectively realign resources to respond to market changes. Organizations must streamline disparate sales and operational planning with traditional financial planning and analysis by using technology to connect people, data, and processes across the organization. Download this white paper to discover the three steps to moving towards finance-led integrated business planning recommended by the Harvard Business Review.
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analytics, planning, cfo, operations, business practices, revenue, growth, enterprise business, finance trends, business analytics, business process, harvard business review, hbr, financial planning, corporate finance, fp&a, budgeting, integrated business planning, ibp, finance
    
Anaplan
By: Aprimo, Inc.     Published Date: Dec 19, 2008
Financial Company Marketing maintains all key functions of marketing in-house to include: marketing strategy, creative services, direct mail, lead management, eCommerce, emerging markets, database, reporting analytics, strategic partnerships & cross-sell, and print vendor management.
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marketing process improvement, marketing resource management, aprimo, marketing productivity, data management, network management, network performance management, marketing automation, project management
    
Aprimo, Inc.
By: BlackBerry Cylance     Published Date: Sep 13, 2017
The Forrester Consulting report provides a framework to evaluate the potential financial impact and benefits of investing in a prevention based cybersecurity strategy with Cylance.
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BlackBerry Cylance
By: BMC ASEAN     Published Date: Dec 18, 2018
Today’s IT environments are so dynamic and complex that traditional manual administration makes it virtually impossible to keep pace with changing business opportunities and challenges, such as scaling to support new applications and users. Manual administration is not just unsustainable—it’s dangerous. Delays in responding to security threats and compliance issues can have devastating effects: • Security breaches • Failed audits • Financial losses • Loss of customers and reputation • Other serious business consequences To sustain a high level of security and compliance, IT teams must implement a comprehensive, aggressive automation strategy that establishes and tracks key performance indicators. Automation helps to optimize resources, increase efficiencies, lower costs and improve quality of service. This white paper describes principles and best practices for implementing automation as a strategic asset in the ongoing effort to achieve security and compliance excellence in a dynamic
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BMC ASEAN
By: Breece Hill, LLC     Published Date: Mar 15, 2007
Once a business clears the financial hurdle and begins to plan their data protection strategy the choices can appear daunting. Do they select tape or disk? Apply differential or incremental backups? How much will a new system cost and how much time will it take to implement? What data should be included in the backup? This article attempts to address these concerns.
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smb, storage, archiving, backup, hardware, small business networks, storage, backup and recovery, data protection, data management, breece hill
    
Breece Hill, LLC
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: 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, investment management, strategic technology, financial strategy, technology platforms, financial services, integration, business activity monitoring, business intelligence, it spending
    
Collaborative Consulting
By: Concerto Cloud Services     Published Date: Dec 18, 2015
This document will guide solution providers through the five main principles necessary to develop a practical, customized cloud transformation strategy designed to support a cloud-first customer offering. These principles include: Financial Considerations to Building a Cloud Model Marketing Approach How To “Sell” the Cloud Technical Strategy Operational Readiness
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Concerto Cloud Services
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
    
Digital Realty
By: DocuSign     Published Date: Jun 25, 2014
Regulatory actions have forced financial institutions to re-strategize their business models, an approach that could increase or decrease profitability depending on the strategy chosen. Banking executives who want to stay competitive must focus on differentiating their services based on the customer experience and streamline related costs.
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docusign, financial institutions, regulatory actions, streamline, reinvention strategies, customer experience, banking executives, enterprise applications
    
DocuSign
By: Dun & Bradstreet     Published Date: Mar 03, 2017
A tool for finance leaders to unify disparate customer data with financial and strategic ROI If you’ve found yourself sweating in a smoky billiard room, wondering what role customer data should play in finance—as well as in your company’s long-term strategy—this eBook will help you hone your pool shark skills. Inside, you’ll find insights about…. • How to identify patterns in your customer portfolio, and why it matters. • Avoiding four critical data billiard blunders. • Key questions to ask while you’re segmenting your data. • How to tell if your portfolio segmentation strategy is working with the right reporting. This eBook will help you navigate the crowded billiard room of customer data and how you can use it to drive cross-functional value for your team.
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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: Envoy Global     Published Date: Oct 25, 2017
You’ll learn: Your work visa and green card sponsorship options How to develop payment and reimbursement guidelines Immigration perk package contents Sponsoring foreign nationals for work-based visas is a rewarding, yet large investment. As an HR professional, you’ll want to protect the time and financial resources spent recruiting foreign talent by ensuring they stay with your company for the long haul. Organizing a well-outlined, long-term immigration strategy allows you to manage each employee’s immigration process efficiently while avoiding potential dilemmas down the road. Join us as we help you understand the benefits of having an immigration policy for your organization and why it matters.
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Envoy Global
By: Fiserv     Published Date: Sep 14, 2017
Sanctions screening and fraud prevention solutions use real-time detection to prevent terrorist financing and financial crime; whereas anti-money laundering (AML) primarily follows an “observe and report” process. Such a process is all that is currently required by many regulators. Increasingly though, international compliance teams are choosing to stop transactions before they are executed – based on suspicions of money laundering activity. More and more, the industry has been asking itself if this approach of rejecting suspicious activity is a more effective strategy to prevent money laundering. This paper explores where and why AML real-time detection might make sense as a new paradigm for global financial institutions.
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aml, anti-money laundering, compliance, regulatory compliance, financial crime, financial crimes, financial action task force, fatf, customer due diligence, cdd, aml monitoring solutions, currency transaction reporting
    
Fiserv
By: Fiserv     Published Date: Jan 16, 2018
For the past decade, financial institutions have created sophisticated digital platforms for consumers to access, save, share and interact with their financial accounts. As sophisticated as these digital platforms have become, cyber criminals continue to pose an ever-present risk for everyone – from individual consumers to large corporations In his recent article, 2018 Outlook: Customer Experience and Security Strike a Balance, Andrew Davies, vice president of global market strategy for Fiserv’s Financial Crime Risk Management division, explains how and why security will become a key differentiator for financial institutions as they respond to a changing landscape, which includes: •Global payment initiatives •Open Banking standards •Artificial intelligence and machine learning •Consumer demand for real-time fraud prevention and detection
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2018 trends, aml trends, money laundering trends
    
Fiserv
By: Fiserv     Published Date: Mar 02, 2018
For the past decade, financial institutions have created sophisticated digital platforms for consumers to access, save, share and interact with their financial accounts. As sophisticated as these digital platforms have become, cyber criminals continue to pose an ever-present risk for everyone – from individual consumers to large corporations. In his recent article, 2018 Outlook: Customer Experience and Security Strike a Balance, Andrew Davies, vice president of global market strategy for Fiserv’s Financial Crime Risk Management division, explains how and why security will become a key differentiator for financial institutions as they respond to a changing landscape, which includes: • Global payment initiatives • Open Banking standards • Artificial intelligence and machine learning • Consumer demand for real-time fraud prevention and detection
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cyber crime, financial crime, financial security, customer experience, financial crime risk management, global payments, open banking standards, artificial intelligence, machine learning, fraud prevention, fraud detection
    
Fiserv
By: Group M_IBM Q119     Published Date: Mar 08, 2019
The transformation imperative is now the imperative of the entire enterprise. The challenge to leaders of top financial services firms is to build operating models that are ready for anything. Join American Banker Editor-at-Large, Penny Crosman, and former IBM Global leader for strategy and design, Robert Schwartz, as they discuss this idea, pulling clips from a recent event for industry leaders, including: Bridget van Kalingen, IBM on redefining success with cloud, AI, quantum and blockchain Shari van Cleave, Wells Fargo on rethinking data strategies in the age of AI Bret King, Moven on rebuilding the bank from the ground up Rob Bauer, AIG on the ways to get started with transformative projects Marty Lippert, MetLife on creating space for innovation by migrating core operations off of legacy infrastructure and many more
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Group M_IBM Q119
By: Harvard Business School     Published Date: Mar 05, 2015
Capital abundance, low interest rates, and high volatility are creating new challenges and opportunities in equity markets. To succeed in this crowded and complex global landscape, you must take your investment expertise to a new level. The Private Equity and Venture Capital program at Harvard Business School explores cutting-edge industry models and related issues—from venture capital, growth equity, and buyouts to industry infrastructure, portfolio strategies, and decision-making processes.
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private equity, venture capital, investment expertise, growth equity, buyouts, negotiation, organizational structure, portfolio management, asset management, financial strategy, investment opportunities, competitive advantage
    
Harvard Business School
By: Harvard Business School Executive Education     Published Date: Mar 09, 2015
For decades, large companies have been wary of corporate venturing. So why are more and more smart companies going VC to find their next breakthroughs? With corporate R&D units under pressure to focus on a narrow range of projects, companies often lack a good way to sniff out competitive threats beyond their main areas of expertise. A corporate venture capital fund for investing in outside startups can help a company see, understand, and respond rapidly to changes in the business landscape. But the parent company’s processes tend to bog down these funds.
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private equity, venture capital, investment expertise, growth equity, buyouts, negotiation, organizational structure, portfolio management, asset management, financial strategy, investment opportunities, competitive advantage
    
Harvard Business School Executive Education
By: Harvard Business School Executive Education     Published Date: Mar 09, 2015
Capital abundance, low interest rates, and high volatility are creating new challenges and opportunities in equity markets. To succeed in this crowded and complex global landscape, you must take your investment expertise to a new level. The Private Equity and Venture Capital program at Harvard Business School explores cutting-edge industry models and related issues—from venture capital, growth equity, and buyouts to industry infrastructure, portfolio strategies, and decision-making processes.
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private equity, venture capital, investment expertise, growth equity, buyouts, negotiation, organizational structure, portfolio management, asset management, financial strategy, investment opportunities, competitive advantage
    
Harvard Business School Executive Education
By: IBM     Published Date: Oct 13, 2016
Cloud-based data and processing services present too much opportunity for organizations to ignore. How can organizations realize the obvious financial benefits of the cloud while ensuring information culled from cloud sources is secure and trustworthy? Good hybrid information governance implies several priorities for IT and the business which are based on these foundational pillars: - Broad agreement on what information means - Clear agreement on how owned information assets will be maintained and monitored - Standard practices for securing strategic information assets - Enterprise data integration strategy
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ibm, trusted data, big data, governance, data governance, data management
    
IBM
By: Infosys     Published Date: May 21, 2018
The digital revolution has left no part of business untouched. The traditional world of CFO's is evolving fast - not only because technology enables them to perform their duties more effectively, but also because the next generation of CFOs are steadily making their way into the boardroom. And they are going to drive change even faster. This was an issue that was high on the agenda for our client, one of the world's largest multinational conglomerates. They could see that CEO's of the group's businesses were relying increasingly on the financial insight of their CFOs to help shape business direction strategy. CFOs, therefore, need to ensure that they are equipped with technology and data to fulfill this new and demanding role.
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millennial, cfo, finance, business, technology
    
Infosys
By: KeyBanc Capital Markets     Published Date: Nov 12, 2015
Private equity and investment banking experts share observations on what a distribution company owner can expect when preparing to sell a stake in the company, and how to prepare the business to attract potential buyers’ attention and maximize the price it can command.
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industrial distribution, industrial distribution business owner, selling a business, private equity, financial sponsor, financial investor, strategic partner, growth strategy, investment, wealth diversification, acquisition, value creation
    
KeyBanc Capital Markets
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, data architecture, compliance, reporting, energy, insurance
    
MarkLogic
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, data architecture, compliance, reporting
    
MarkLogic
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