financial services it

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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
Tags : data, marketing technology, customer engagement, data analysis
     Adobe
By: Adobe     Published Date: May 15, 2018
2017 Trends in Financial Services and Insurance: Customer is Priority The FSI sector is progressing with a digital, data-driven, marketing mentality, all centered around prioritizing customer experience and taking a more personal approach. The 2017 Digital Trends in Financial Services and Insurance compiles the information shared by over 800 FSI respondents to see what opportunities and obstacles are shaping the future of FSI. Read this report and find out: How data and personalization drive digital transformation How fintech is leading the FSI chase Tips to help future-proof your FSI busines
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     Adobe
By: Adobe     Published Date: May 15, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on imp
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     Adobe
By: Polycom     Published Date: Mar 13, 2015
As the financial services industry moves away from its historic focus—on high margin business, banking, brokerage, insurance, trading, wealth management, and payment companies—they must rethink and strengthen the ways they interact with markets and customers. Organizations that fail to provide personalized services for their clients or to satisfy increasingly demanding customers will struggle to keep their position as competitors innovate at every turn.
Tags : investment, security, financial transmission, profits, innovative technology, unified communication, data management
     Polycom
By: Polycom     Published Date: Mar 13, 2015
United Bank for Africa (UBA) Group is one of Africa’s leading financial institutions offering banking services to more than seven million customers via 750 branches in 18 African countries. With further offices in New York, London and Paris, UBA is connecting people and businesses across the world through retail and corporate banking, innovative cross-border payments, trade finance and investment banking. Over the past three years, UBA had undergone a period of rapid expansion that had seen affiliate banks in 16 African countries come on board. This expansion has naturally put the group’s communication infrastructure under pressure.
Tags : investment, security, financial transmission, profits, innovative technology, unified communication, data management
     Polycom
By: Comcast Business     Published Date: Nov 04, 2016
Technology has provided its share of pros and cons for the financial services industry. On one hand, it has created a level of transparency between customers and their financial health, giving them access to their account information and enabling them to apply for loans, transfer funds, pay bills and withdraw funds with the click of a mouse or the push of a few buttons. On the other hand, it has changed consumers’ expectations regarding banking as a whole, expecting a level of service other online sites provide, such as immediate customer assistance and problem resolution.
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     Comcast Business
By: Comcast Business     Published Date: Nov 28, 2016
Technology has had a profound impact on society, influencing everything from the way we communicate with each other to how we conduct business transactions. In the financial services space, technology has brought banks closer to their customers, offering a wide range of online services to appeal to a population of consumers who now view their smartphones as something they can’t live without. In the process of shifting their practices to accommodate this new generation of customers, banks are transforming and reinventing themselves from the corporate office to the branch office through innovative services and technologies that take banking beyond the traditional experience. Networks are playing a central role in this transformation.
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     Comcast Business
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.
Tags : customer engagement, customer experience, customer service
     Moxie
By: Veeam '18     Published Date: May 01, 2019
Financial services organisations face increasing pressure to comply with rapidly evolving regulatory requirements for data integrity and security. In addition, valuable stored data continues to grow at exponential rates. Meanwhile, customers expect around-the-clock access to their account information from their computers and mobile devices. In fact, many banks have developed customised mobile applications that enable 24/7/365 account transactions, including deposits and transfers of funds.
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     Veeam '18
By: Intel     Published Date: Mar 19, 2019
Technology has drastically transformed the banking industry and the way in which consumers transact. Mobile banking is now the new normal. Many consumers, especially millennials prefer to do most if not all of their financial transactions via smartphone due to the convenience in which it offers. Even so, the popularity of mobile banking does not imply that the end of retail banking is near as research has shown that consumers still prefer retail banking for complex services such as loan applications, new account openings and advisory services. Download the whitepaper to learn— • How to build a bank of the future by leveraging the Internet of Things • How to increase security, ease system management and reduce operational costs • The benefits of migrating to a thin-client infrastructure and going paperless
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     Intel
By: CA Technologies EMEA     Published Date: Apr 10, 2018
Much has been written about Payment Services Directive 2 (PSD2) and its potential to herald a new era of open banking where banks no longer have a monopoly on payment services. Instead they will be forced to provide full access to customer accounts to third parties looking to provide financial services of their own, on top of banks’ existing data and infrastructure. All of this could prove to be true, just not on January 13th 2018, the deadline for national governments to transpose PSD2 into law. This is because there is still so much to be decided and clarified. The European Banking Authority’s longawaited regulatory technical standards (RTS) on strong customer authentication (SCA) were issued in March 2017 but missing some of the finer details, such as the methods to remotely access customer data and account information and the measures around the use of application programming interfaces (APIs) and screen-scraping.
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     CA Technologies EMEA
By: ParAccel     Published Date: Dec 16, 2010
This white paper outlines these challenges and provides a clear path to providing the accelerated insight needed to perform in today's complicated business environment to reduce risk, stop fraud and increase profits.
Tags : paraccel, financial services, macroeconomic risk, fraud, analytic database, performance
     ParAccel
By: Riverbed     Published Date: Feb 26, 2015
To succeed in this environment, financial services firms and their clients rely heavily on IT to get the job done. Unfortunately, many firms struggle to keep up with those demands and are held back by issues with technology – especially regarding mission-critical applications.
Tags : financial services, applications, finance industry, it finance, financial demands, it management
     Riverbed
By: ParAccel     Published Date: Oct 22, 2010
This white paper outlines these challenges and provides a clear path to providing the accelerated insight needed to perform in today's complicated business environment to reduce risk, stop fraud and increase profits.
Tags : paraccel, financial services, macroeconomic risk, fraud, analytic database, performance
     ParAccel
By: E-SignLive by Silanis     Published Date: Oct 02, 2013
An introduction to electronic signature technology for banks: What it is, why you need it, how it works and who in the banking industry is using e-signature solutions to automate customer-facing transactions. This guide answers common questions, shares ROI metrics and outlines best practices based on 20 years of transforming business processes and customer experience with electronic signatures.
Tags : banking, financial services, credit unions
     E-SignLive by Silanis
By: Polycom     Published Date: May 12, 2015
The infographic Top Challenges of 2015 for Financial Institutions outlines the industry’s trends and landscape.
Tags : polycom, finance, best practices, fsi, business model, technology
     Polycom
By: CenturyLink     Published Date: Jan 02, 2015
DevOps Unlimited needed to provide application infrastructure for a start-up client which was enjoying rapid growth with its new financial services product. Neither DevOps nor the client wanted to invest in, or manage, its own IT hardware, so a cloud service was the ideal solution. It would give the client the ability to grow rapidly without tying up time, resources and capital expense deploying dedicated IT hardware.
Tags : centurylink, devops, enterprise applications, cloud, it hardware, it management
     CenturyLink
By: SAP     Published Date: Mar 18, 2016
There is a familiar refrain among CEOs today, perhaps best captured by the CEO of a major global financial institution who said, "We are no longer a bank, but a technology company in the financial services industry." IDC has accumulated dozens of similar quotes from executives across all industry segments. Digital transformation is at the heart of business strategies.
Tags : sap, iot, digital, financial services, business strategysap, iot, digital, financial services
     SAP
By: AWS     Published Date: Aug 06, 2019
Old-guard database providers are expensive, proprietary, have high lock-in costs, and impose restrictive licensing terms. The challenge to date has been to achieve the same performance and availability of commercial-grade databases on open source databases such as MySQL, PostgreSQL, and MariaDB. Examine key considerations that go into any database migration decision and specific use cases—in Financial Services and Healthcare Analytics implementations—where Datavail carefully managed database migrations from traditional database providers to the cloud—and in particular Amazon Aurora. Download the eBook to learn about: Migration considerations and strategies including lift and shift, re-platforming, and re-factoring Security and compliance functionality enabled by Amazon Aurora Performance and scalability opportunities enabled by AWS
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     AWS
By: D+H     Published Date: Dec 12, 2016
Here are five things your bank can implement to exceed customer expectations and one-up your competition.
Tags : customer service, online banking, customer experience, financial services, credit unions, business intelligence
     D+H
By: FinancialForce     Published Date: Jun 21, 2017
Continue reading and uncover the top 9 reasons why Professional Services works better on the Salesforce platform to help drive growth and bridge the services and sales divide for smarter services delivery.
Tags : professional services automation, psa, services automation, professional services, project management, project management software, resource management, time & expense management
     FinancialForce
By: FinancialForce     Published Date: Jun 21, 2017
Download the report to learn how organizations that leverage Salesforce CRM & FinancialForce PSA achieve many things.
Tags : professional services automation, psa, services automation, professional services, project management, project management software, resource management, time & expense management
     FinancialForce
By: FinancialForce     Published Date: Jun 21, 2017
FinancialForce PSA streamlines processes to effectively manage projects and portfolios of projects. Download now to learn more.
Tags : professional services automation, psa, services automation, professional services, project management, project management software, resource management, time & expense management
     FinancialForce
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: Red Hat     Published Date: Mar 26, 2019
The rise of digital platforms and their rapid adoption by customers has created significant opportunities for financial service organizations. Industry leaders are capturing additional revenue streams and creating new value chains by investing in this distribution channel. Regulators are also encouraging participation in open banking through either guidance or mandate, aiming to improve competition in the financial services marketplace. Lastly, the pace of technical innovation is reducing the barrier to market entry, driving interest in open banking by incumbents and challengers alike. However, the full value of open banking might be not always be so clear. Below are five benefits for organizations that embrace open banking.
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     Red Hat
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