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financial strategy

Results 1 - 25 of 65Sort Results By: Published Date | Title | Company Name
By: Schneider Electric     Published Date: Jun 07, 2019
Attracting Investors Webinar: With more than $18 billion in M&A activity in the first half of last year alone, the colocation industry is riding the bubble of rapid growth. Colocation data center providers are being evaluated by a wide range of investors, with varying experience and perspectives. Understanding the evaluation criteria is a critical competency for attracting the right type of investor and investment to your colocation business. Steve Wallage, Managing Director of Broad Group Consulting, has led more than 30 due diligence projects and will discuss specific areas of focus including assessment of financials, management, customers, business plan, competitive positioning and future strategy and exit. By attending this presentation colocation providers will: Hear how investors are assessing colocation providers Understand different types of investor strategy and positioning Explore actual case studies –success stories as well as examples where investors walked away Walk away with a greater understanding of how to not only attract investment, but the right type of investor to propel their business growth
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investors, schneider electric, - colocation provider, attracting investors, colo data center
    
Schneider Electric
By: Rackspace     Published Date: May 28, 2019
Getting started with Microsoft Azure can be easier than you imagine – Rackspace is a seasoned cloud management partner of myriad customers around the world. Pooling its depth of cloud experience with its expertise across all the major cloud platforms, Rackspace sieves out the proven steps to help IT teams adopt Azure cloud in lowering costs, more strategic use of IT resources and a competitive edge. To get started with Microsoft Azure, check out this white paper for coverage of the essentials, from planning and budgeting to choosing the best strategy to secure your cloud environment, in seven critical steps: 1. Don’t start with a production workload 2. Consider any corporate policies and compliance issues 3. Define your goals for the cloud 4. Calculate your financial return on Azure 5. Determine your cloud identity strategy 6. Consider how to secure your cloud environment 7. Realize it’s not as easy as it looks
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azure workloads, security, compliance, infrastructure, iaas, paas, saas
    
Rackspace
By: Rackspace     Published Date: May 28, 2019
Getting started with Microsoft Azure can be easier than you imagine – Rackspace is a seasoned cloud management partner of myriad customers around the world. Pooling its depth of cloud experience with its expertise across all the major cloud platforms, Rackspace sieves out the proven steps to help IT teams adopt Azure cloud in lowering costs, more strategic use of IT resources and a competitive edge. To get started with Microsoft Azure, check out this white paper for coverage of the essentials, from planning and budgeting to choosing the best strategy to secure your cloud environment, in seven critical steps: 1. Don’t start with a production workload 2. Consider any corporate policies and compliance issues 3. Define your goals for the cloud 4. Calculate your financial return on Azure 5. Determine your cloud identity strategy 6. Consider how to secure your cloud environment 7. Realize it’s not as easy as it looks
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Rackspace
By: Sage     Published Date: Apr 19, 2019
The way we work has completely transformed. New technology is changing how, where and when we work. In this new landscape, businesses are facing challenges specific to growth, talent acquisition and productivity. Employers need to embrace new technology to get ahead in this new world of work, and put people at the heart of their strategy. However, HR and People leaders are in fierce competition for the all-important slice of budget, which makes it vital to build the strongest business case for technology investment. This guide is intended to help HR and People leaders like you get the financial support you need. You’ll get practical, effective tips on: • Understanding and explaining the true benefits of investing in a new HR system and the likely return on investment. • Positioning HR as a driver of change throughout your business. • Ensuring your HR vision aligns with the business strategy. • Getting management and key stakeholders to buy in. • Building the strongest business case pos
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Sage
By: MuleSoft     Published Date: Apr 15, 2019
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: 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: Schneider Electric     Published Date: Mar 28, 2019
Attracting Investors Webinar: With more than $18 billion in M&A activity in the first half of last year alone, the colocation industry is riding the bubble of rapid growth. Colocation data center providers are being evaluated by a wide range of investors, with varying experience and perspectives. Understanding the evaluation criteria is a critical competency for attracting the right type of investor and investment to your colocation business. Steve Wallage, Managing Director of Broad Group Consulting, has led more than 30 due diligence projects and will discuss specific areas of focus including assessment of financials, management, customers, business plan, competitive positioning and future strategy and exit. By attending this presentation colocation providers will: • Hear how investors are assessing colocation providers • Understand different types of investor strategy and positioning • Explore actual case studies –success stories as well as examples where investors walked away • Walk away with a greater understanding of how to not only attract investment, but the right type of investor to propel their business growth
Tags : 
investors, schneider electric, - colocation provider, attracting investors, colo data center
    
Schneider Electric
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: Moxie     Published Date: Feb 06, 2019
Download this report for an in-depth analysis of trends in customer experience management strategies for financial services companies. The study was developed using independent research and survey responses from 100 senior-level leaders across marketing, customer experience management, analytics, digital strategy, and innovation roles. After identifying key market stressors, the report analyzes the five key drivers of successful customer engagement: Customer Understanding, Prioritization, Design, Measurement, and Culture.
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customer engagement, customer experience, customer service
    
Moxie
By: Sage People     Published Date: Jan 31, 2019
The way we work has completely transformed. New technology is changing how, where and when we work. In this new landscape, businesses face challenges around growth, talent acquisition and productivity. Employers need to embrace new technology to get ahead in this new world of work, and put people at the heart of their strategy. However, HR and People leaders are in fierce competition for that all-important slice of budget and that makes building the strongest business case for technology investment vital. This guide is designed to help HR and People leaders like you get the financial support you need. You’ll get practical, effective tips on: • Understanding and explaining the true benefits of investing in a new HR system and likely return on investment • Positioning HR as a leader of change throughout your business • Ensuring your HR vision fits in with the business strategy • Getting management and key stakeholder buy-in • Building the strongest business case and the most powerful el
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Sage People
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: Workday     Published Date: Sep 19, 2018
Hoarding data isn’t doing much to help your financial services firm if you can’t easily combine data from multiple sources and quickly run analytics. But there is a way to turn those heaps of data into actionable insights to get clearer answers to your biggest questions and better drive your firm’s strategy. Read the blog to learn how to improve your back end to go from data hoarding to decision-making.
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Workday
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: 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: 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
Tags : 
    
MuleSoft
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
Tags : 
2018 trends, aml trends, money laundering trends
    
Fiserv
By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
While being the backbone of many organization’s Offices of Finance and Accounting, it is now commonly acknowledged that this overreliance on Excel spreadsheets coupled with the lack of visibility associated with its use represents a very real risk. With automation available to improve both process efficiency and effectiveness, the challenge many companies face isn’t why they should transform their process but how. The key to overcoming this challenge is creating a strong business case for investment. One that not only sets out the objectives of the project but is also underpinned by a robust financial analysis, in the form of qualitative and quantitative ROI, and a thorough understanding of risk.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
One of the most common things we hear when we speak to companies about improving their financial close process through automation is “But I already have an ERP system.” It’s true that an ERP goes a long way towards helping manage some of the financial close process. However, there is still a great deal of work that is taken outside of the ERP each period end and managed manually.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
Trintech is a global software provider with over 1,700 customers in over 100 countries. Across the globe, we focus on delivering value to our customers through local representation to build a community where we are known as a trusted partner to deliver best practice and enable process improvement.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
In our previous eBook, “Part 1: Enabling Financial Transformation through Technology,” we examined the “why” of Record to Report transformation and briefly described ‘how” you can achieve this through the implementation of Record to Report technology. Now that you understand the “why” and the “how” it’s time to put it into action to ensure a successful Record to Report transformation delivery. But first we need to lay the framework, as the majority of you have probably never embarked on a financial transformation journey before or have experience with a technology purchase or implementation of this calibre.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
Over the past few years, terms such as: ‘Modern Finance,’ ‘Continuous Accounting’ and ‘Robotic Process Automation’ have all created buzz across the finance industry. These have been launched as a response to the challenges facing finance around attracting and retaining high quality employees, the rising risks due to the difficulty in certifying accurate data, today, and the expectation that finance has a role in driving the business forward.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
Typically, Shared Services Center (SSCs) automation initiatives have been undertaken to reduce costs and improve efficiency. These goals are achieved relatively easily within the first few years, most immediately through reduced labor costs and centralized activities. In fact, standardization and centralization deliver up to 50% savings. During subsequent phases, technology automation and outsourcing cut costs further. But, if cost reduction is the only clearly defined goal, organizations will reach a point of diminishing returns.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
By leveraging Record to Report technology, you can effectively manage the entire R2R cycle in one place with one single view of all your relevant controls. Software not only provides you with the means of collating all this data in a single view, but also can eliminate those white spaces between key control components and enable you to standardize across your business.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
In terms of reconciliations, we tend to spend most of our time simply gathering data before we can even begin to think about reconciling it. Once the data is finally in the right format, the majority of our time is then spent manually going through the matching process, rather than spending that time focused on the areas that are most critical to us, as can be seen in the diagram on the right.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
The primary objective of any financial transformation project is to achieve process improvements by improving the quality, effectiveness and efficiency of financial information, ultimately enhancing shareholder value. Take the example of the close process. It would be incredibly simple to shorten the process by adding more people, however, is this an efficient way to reduce the number of days to close? On the right, the Hackett Group displays that best in class companies actually can be seen closing in fewer days, with greater automation and significant lower audit fees, emphasizing the idea that you really can do more with less.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
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