financial services it

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By: Actimize     Published Date: Oct 10, 2007
According to the results of Actimize's 2007 Employee Fraud survey, which was managed by Infosurv, an independent research company, financial services institutions know that they have a significant and growing problem with employee fraud and are not fully prepared to handle the threat as attacks from organized crime, dissatisfied staff and financially distressed employees become more sophisticated.
Tags : auditing, audit, finserve, finserv, financial services, data theft, identity theft, data protection, id theft, employee, ex-employee, ex employee, fraud, employee fraud, actimize, security
     Actimize
By: Adaptive Planning     Published Date: Apr 18, 2011
Join us for an informative webinar to hear case studies describing how leading financial services firms have been able to move beyond Excel and save time, enhance collaboration, and improve business decisions -- ultimately resulting in higher revenues and profits.
Tags : fp&a, adaptive planning, financial services, budgeting, strategic value, forecasting, monthly reporting, driver-based models, interest rate, collaboration, revenue analysis
     Adaptive Planning
By: Adaptive Planning     Published Date: Dec 05, 2011
Join us for an informative webinar and learn how easy it can be to create exceptional value through FP&A. You will hear case studies describing how leading financial services firms worldwide have been able to move beyond Excel and save time, enhance companywide collaboration, and improve business decisions - ultimately resulting in higher revenues and profits. And you'll also see a demo of how Adaptive Planning's award-winning software creates value for enterprise companies.
Tags : finance, budget, business, management solutions, adaptive planning, financial services, revenue, profit, forecasting, reporting
     Adaptive Planning
By: Adobe     Published Date: Mar 21, 2017
The 2017 Digital Trends in Financial Services and Insurance report is based on a sample of almost 850 FSI respondents1 who were among more than 14,000 digital professionals taking part in the annual Digital Trends survey carried out in November and December 2016.
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     Adobe
By: Adobe     Published Date: Aug 02, 2017
Marketers can personalize interactions using information that spans complete anonymity to full authentication, with a middle range in which identified data may be used intermittently. The distinction between anonymous and authenticated hinges on personally identifiable information (PII)—information that can be used alone, in combination, or in context to contact an individual. This information includes unique and partial identifiers such as name, address, phone number, and email address, as well as financial, employment, or other data associated with an individual.
Tags : financial services, financial security, data security, cloud security, network security, business protection, adobe
     Adobe
By: Adobe     Published Date: May 15, 2014
Download the new Adobe Digital Index report to see how your online marketing practices compare to the best-of-the-best websites across five industries, including retail, media and entertainment, travel and hospitality, financial services, and high tech. You’ll see critical metrics on everything from mobile trends to conversion rates—so you can develop new strategies for success in 2014.
Tags : adobe, adobe digital index, benchmarking, marketing, smartphone, tablet, stick rate, conversion rate, customer engagement, online marketing
     Adobe
By: Adobe     Published Date: Aug 14, 2014
Download the new Adobe Digital Index report to see how your online marketing practices compare to the best-of-the-best websites across five industries, including retail, media and entertainment, travel and hospitality, financial services, and high tech. You’ll see critical metrics on everything from mobile trends to conversion rates—so you can develop new strategies for success in 2014. Get the report now to learn and discover: - New mobile usage trends - The power of continual site improvement - Why time spent on websites is higher than ever
Tags : online marketing, marketing practices, mobile usage trends
     Adobe
By: Adobe     Published Date: Nov 05, 2014
Download the new Adobe Digital Index report to see how your online marketing practices compare to the best-of-the-best websites across five industries, including retail, media and entertainment, travel and hospitality, financial services, and high tech. You’ll see critical metrics on everything from mobile trends to conversion rates—so you can develop new strategies for success in 2014.
Tags : adobe, adobe digital index, benchmarking, marketing, smartphone, tablet, stick rate, conversion rate, customer engagement, online marketing
     Adobe
By: Adobe     Published Date: Mar 03, 2017
Applying for and opening financial services accounts online is on the rise. And FSI marketers are feeling the pressure to make these new accounts higher quality. The Adobe guide, Acquisition Evolved, will give you three actionable ways to improve your ability to identify and convert high-value customers. Read the guide to learn: • The DNA of customer digital behavior • How to create unified customer segments with existing data • How to adopt onsite messaging to match offsite ads
Tags : fsi, adobe, customer behavior, customer segments, data
     Adobe
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: Adobe     Published Date: Apr 23, 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 business
Tags : 
     Adobe
By: Adobe     Published Date: Apr 23, 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 i
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     Adobe
By: Akamai Technologies     Published Date: Dec 07, 2016
Many industry experts advise financial services institutions (FSIs) to embrace digital transformation. At the heart of that mandate is the need to satisfy rising customer expectations for fast, secure, always-on services delivered seamlessly across all channels and devices. While it’s important to harness the digital technologies today’s customers turn to — especially when it comes to engaging the millennial generation — FSIs need to optimize web and mobile performance to deliver exceptional end-user experiences. Here are eight considerations. Get started on your journey – download the whitepaper today
Tags : online banking service, online banking services, online banking application, online banking applications, online banking app, online banking apps, financial services it, online banking solutions, digital transformation, digital disruption, infrastructure, cloud security, ddos, security breaches, web application security, cyber threats, cyber security, cloud applications
     Akamai Technologies
By: Akamai Technologies     Published Date: Mar 09, 2017
Is your site ready for the mobile opportunity? Mobile users buy more often and spend more money, but 75% of consumers see their mobile experience as slow. Read the Mobile is the Moneymaker infographic now to find out what mobile users expect from your e-commerce website. Compiled using data from Akamai’s recent consumer web performance expectations survey, this infographic reveals: • E-commerce engagement and spending habits for mobile consumers • Mobile consumer page load expectations • The real-world business impact of not being mobile ready • The key challenges to successful mobile experiences
Tags : financial services, financial data, mobile opportunity, e-commerce, mobile consumers, mobile experiences
     Akamai Technologies
By: Akamai Technologies     Published Date: Mar 09, 2017
ENGAGE AND SATISFY FINANCIAL SERVICES CUSTOMERS In order to stay relevant and retain today’s “always-on”, mobile customers, financial institutions must prioritize and innovate. According to a recent Akamai FinServ industry survey conducted by TechValidate, almost half of the respondents are “behind” or “slightly behind” their peers with regard to their mobile capabilities. Download a free report with detailed findings and takeaways from the survey to find out how to maximize customer acquisition, increase retention, and drive card usage. You’ll also learn: - Current mobile strategies and barriers to adoption - The right metrics to measure success - The most important factors in a mobile banking experience
Tags : financial services customer engagement, customer service, mobile customers, akamai, mobile strategies, mobile banking
     Akamai Technologies
By: Akamai Technologies     Published Date: Mar 09, 2017
For many financial institutions, traffic from bots (aggregators, scrapers, crawlers) can account for up to 40-60% of their overall website traffic — from good bots engaged in essential business tasks to bad bots performing harmful activities. Banks, traders, asset managers, and insurers might know how much of their traffic is from bots, but what they may not know is the impact those bots may be having on their business. Read the report to learn more about: • Managing Financial Data Aggregators • How Bots Affect the Digital Experience • What a good bot looks like?
Tags : financial services, financial data, bots, bot management, website traffic, the digital experience
     Akamai Technologies
By: Alteryx, Inc.     Published Date: Apr 21, 2017
As a financial services provider, you have probably invested hundreds of thousands, if not millions of dollars, in building an analytic infrastructure. But, do your line-of-business analysts and managers have access to the data and insights they need, when they need them? Three ways Alteryx can help you improve customer experience, manage risk and increase operational efficiency Case studies on how your peer financial services companies are using self-service data analytics for a competitive edge
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     Alteryx, Inc.
By: Amazon Web Services     Published Date: Feb 01, 2018
Machine learning is proving its power across virtually every industry in ways that add actionable insight and efficiency. But one can look at the rise of this transformative paradigm with a more focused lens to see AI technologies as a business tool of the highest order, one that improves processes and inspires new models. AI, in other words, has a big role to play on the balance sheet. Two leading brands in very different spaces — Capital One in financial services, John Deere in agriculture — are seeing efforts that stretch back decades come to fruition with the launch of cloud-based AI platforms. Capital One is developing digital products and experiences using machine learning to help millions of customers with their financial lives; John Deere’s Precision Agriculture solution helps farmers gain precise information about their machines and crops. In both instances, AI and a cloud platform combine to enable transformation.
Tags : digital, technologies, optimization, amazon
     Amazon Web Services
By: Arbor     Published Date: Sep 20, 2013
Financial services companies have been the target of a serious, sustained, and well-funded DDoS campaign for more than a year. What these attacks have continued to demonstrate is that DDoS will continue to be a popular and increasingly complex attack vector. DDoS is no longer simply a network issue, but is increasingly a feature or additional aspect of other advanced targeted attacks. The motivation of modern attackers can be singular, but the threat landscape continues to become more complex and mixes various threats to increase the likelihood of success. There have certainly been cases where the MSSP was successful at mitigating against an attack but the target Website still went down due to corruption of the underlying application and data. In order to defend networks today, enterprises need to deploy DDoS security in multiple layers, from the perimeter of their network to the provider cloud, and ensure that on-premise equipment can work in harmony with provider networks for effective and robust attack mitigation
Tags : distributed denial of service, ddos attack, financial services, financial services company, ddos defense, ddos protection, security, finance, ddos mitigation
     Arbor
By: Arkadin     Published Date: Sep 11, 2013
Financial services institutions focus on innovative services, customer relationships, and cost structures to drive profitable growth. Remote collaboration solutions (audio and web conferencing) are technologies target these three areas by transforming business processes.
Tags : financial services, finance, fsi, financial service institutions, regulatory compliance, banking and financial services, financial solutions, capital markets, collaboration, collaboration solutions, arkadin, web collaboration solutions, web collaboration services, conferencing solutions, conferencing services, audio web conferencing, software development
     Arkadin
By: athenahealth     Published Date: Apr 30, 2013
Struggling to keep its independence, Wilson Stream Family Practice needed to improve financial efficiency and data management. With athenahealth's medical billing and EHR services, the practice was able to organize clinical data, make patient visits more efficient, and improve overall quality of care.
Tags : ehr, electronic health record, analytics, data, best practices, clinical workflow
     athenahealth
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