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Published By: Workday     Published Date: Mar 02, 2018
Today’s banks, credit unions, asset management firms, lending companies, and other financial services businesses operate in a highly competitive and regulated environment. Servicing clients, introducing new products and channels, and opening new markets as well as having insight into your loans, investments, and deposits is critical to your bottom line. At the same time, employing the right people is what drives your future. Workday provides financial management, human capital management, and planning/ budgeting in a single cloud-based system to support your needs.
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bank, credit unions, financial services, cloud-based system
    
Workday
Published By: Oracle     Published Date: Nov 14, 2012
The impact of the global financial downturn has changed the liquidity risk landscape for financial services organizations, especially for banks.
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oracle, liquidity, risk, compliance, lcr
    
Oracle
Published By: Oracle     Published Date: Nov 14, 2012
The impact of the global financial downturn has changed the liquidity risk landscape for financial services organizations, especially for banks.
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oracle, liquidity, risk, compliance, lcr
    
Oracle
Published By: Intralinks     Published Date: Apr 13, 2015
In the wake of the 2008 financial crisis, financial institutions are faced with increasing scrutiny from government regulators. The Dodd-Frank act was passed in response to the disaster, creating the Consumer Financial Protection Bureau and mandating 398 new rulemakings, many of which remain to be finalized. In light of these events financial services organizations are increasingly relying on Intralinks® as the most secure way to control sensitive information when collaborating within and outside their organizations. Intralinks meets the strictest security, auditability, and compliance requirements of regulated entities around the world – regardless of business complexities. Download this white paper to learn how Intralinks VIA for Financial Services can help you control your communications with regulators and other third parties.
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intralinks, financial services, financial crisis, compliance requirements, financial protection
    
Intralinks
Published By: Oracle HCM Cloud     Published Date: Aug 02, 2016
Are you letting old school cloud thinking hold your institution back from capitalizing on modern cloud solutions? From security concerns to blending Human Capital Management Cloud with on-premise systems, get the realities behind the myths.
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higher ed, security, higher ed cloud solutions
    
Oracle HCM Cloud
Published By: Citrix ShareFile     Published Date: Jul 11, 2017
Finance moves fast, and the ability to work from anywhere on your smartphone or laptop could be a game-changer. But can your personal devices ever be secure enough to manage your clients’ sensitive financial data? Surprisingly, this informative whitepaper shows that, with the right preparation, using your personal device can actually help you keep your organization more secure. Why data encryption is often easier to adopt as part of a cloud initiative What top security threat your employees are less susceptible to on personal devices How to manage device updates and passwords for the greatest protection
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finance, data encryption, mobility, security, data
    
Citrix ShareFile
Published By: Citrix ShareFile     Published Date: Jul 11, 2017
Some financial professionals store or share terabytes of electronic information, including quarterly reports, billing statements or even sensitive personal data belonging to clients. Read this e-Book to better understand your security risks. You’ll learn: The common challenges of data security Steps to solve these challenges And much more
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finance, data security, security risks, encryption
    
Citrix ShareFile
Published By: Singularity University     Published Date: Oct 17, 2017
Agile and innovative companies like Netflix, Instagram, Amazon, Airbnb, and Uber have used exponential technologies to completely disrupt their industries. But some of the largest industries in the world have fallen prey to these and other disruptive companies. And most of them didn’t even see it coming. The convergence of exponential technologies, along with bold thinking and the willingness to take risks, is completely altering the business landscape. And that landscape is changing at an accelerating pace. Disruption is occurring far more quickly than ever before. On average, an S&P 500 company is being replaced every 2 weeks, and over 40% of today’s Fortune 500 companies on the S&P 500 will no longer exist within 10 years. The only options are to disrupt yourself or be disrupted by your competition. Which will you choose? If you choose the former, do you know how to proceed? This guide shares strategies you can employ today to start future-proofing your company.
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innovation, disruption, technology, business, management, leadership, strategy, revenue, retail, healthcare, manufacturing, government, financial services, learning, future of work, artificial intelligence
    
Singularity University
Published By: Fiserv     Published Date: Nov 07, 2017
"In today’s ever-evolving lending landscape where loan quality and risk management challenge profitability and the customer experience, technology may be the key to thriving – both now and in the future. Winning financial services institutions will be the ones that transform their business models to place loan quality and risk management at the center of their operations. To facilitate continuous life-of-loan management, inclusive of the requisite data transparency and audit trails that support loan quality and loss mitigation, these institutions will implement and automate a loan completion process. Such a process will manage data quality and access to loan data and documents throughout origination, servicing and sale on the secondary market."
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mortgage data quality, loan quality, loan data quality, mortgage quality, loan compliance, lending compliance, mortgage compliance, trid, tila respa integrated disclosure, lending efficiency, loan automation, lending automation, mortgage automation, ucd, uniform closing dataset
    
Fiserv
Published By: Fiserv     Published Date: Nov 09, 2017
Financial institutions seeking to attract new customers and revenue channels are expanding into digital services, real-time payments and global transactions. However, with every new service, criminals are developing innovative ways to infiltrate financial systems, and older technologies that mitigate fraud no longer work as effectively. So how can financial institutions respond to this growing threat? Fortunately, more advanced technologies hold great potential for real-time financial crime mitigation. Learn about five current and emerging technologies that could impact money laundering and fraud mitigation, including artificial intelligence/machine learning, blockchain, biometrics, predictive analytics (hybrid model) and APIs. Read the latest Fiserv white paper: Five Tech Trends That Can Transform How Financial Institutions Detect and Prevent Financial Crime.
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kyc, know your customer, beneficial ownership, financial crime, financial crimes, compliance, enhanced due diligence, suspicious activity report, currency transaction report, aml directive, anti-money laundering laws
    
Fiserv
Published By: DocuSign UK     Published Date: Nov 16, 2017
"Today’s procurement leaders are using technology to achieve greater procedural and financial efficiencies, secure the best products and services, and improve vendor relationships. However with the lack of technology to boost efficiency and strengthen the partnership with vendors and employees, saving costs and speeding up procurement processes can be quite cumbersome. Industry experts predict that successful businesses will soon become 100% digital for all transactions. The challenge is how to “go digital” in the right ways. Download this best practices paper to learn the eight important ways that procurement teams can make meaningful progress in their digital transformations. "
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procurement, professionals, practices, departments, digital, docusign, esignature
    
DocuSign UK
Published By: Carbon Black     Published Date: Apr 10, 2018
For decades, the financial services industry has endured constant change and uncertainty, from the depths of a financial crisis to widespread regulation overhauls. With the advent of more advanced cybersecurity threats, the industry has responded with rapid digital transformation to remain competitive while also pushing the envelope. Today, managing and mitigating cyber-related risks not only draws government scrutiny, but increased consumer scrutiny as well, with longstanding brand reputations anchored to institutions’ ability to protect its most sensitive data. In a recent survey of Americans, financial information was considered by consumers to be their most valuable personal information, worth even more than personal or family photos and videos. For consumers, failing to protect their data is a grave violation of trust, to the point where 72% would consider leaving their current financial institution if their sensitive information was taken hostage by ransomware.1 Not only does the
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Carbon Black
Published By: Splunk     Published Date: Sep 10, 2018
The financial services industry has unique challenges that often prevent it from achieving its strategic goals. The keys to solving these issues are hidden in machine data—the largest category of big data—which is both untapped and full of potential. Download this white paper to learn: *How organizations can answer critical questions that have been impeding business success *How the financial services industry can make great strides in security, compliance and IT *Common machine data sources in financial services firms
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cloud monitoring, aws, azure, gcp, cloud, aws monitoring, hybrid infrastructure, distributed cloud infrastructures, reduce mttr/mtti, cloud monitoring free, cloud monitoring tools, cloud monitoring service, cloud billing monitoring, cloud monitoring architecture, cloud data monitoring, host monitoring, *nix, unix, linux, servers
    
Splunk
Published By: Amazon Web Services     Published Date: Oct 09, 2017
The following insights should be used as a resource for Chief Financial Officers (CFOs) as they lead or support their organisation through a cloud adoption journey. It is designed to provide an overview of cloud adoption drivers, costs, risks, and benefits, as well as raise important questions about staffing and technology decisions that are critical to success. It is also intended to help inform business cases, while surfacing measurements and indicators specific to cloud environments that impact the bottom line. The foundational guidance provided is a collection of insights captured and distilled from direct conversations and engagements between Amazon Web Services (AWS) and customer CFOs representing an extensive range of industries.
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global expansion, mergers and acquisitions, business agility, real estate, tax exposure, talent acquisition, operations investment
    
Amazon Web Services
Published By: Teradata     Published Date: May 02, 2017
Kylo overcomes common challenges of capturing and processing big data. It lets businesses easily configure and monitor data flows in and through the data lake so users have constant access to high-quality data. It also enhances data profiling while offering self-service and data wrangling capabilities.
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cost reduction, data efficiency, data security, data integration, financial services, data discovery, data accessibility, data comprehension
    
Teradata
Published By: Egress ABM Pilot     Published Date: Oct 09, 2017
The EU General Data Protection Regulation (GDPR) represents a significant step change for data protection across EU member states. The EU GDPR also brings with it serious implications for organisations who suffer a breach. People will always make mistakes – and in busy and stressful workplaces such as banks and insurance firms the likelihood of this increases. Without the right processes and technologies in place to help avoid mistakes, sensitive client information remains at risk. This white paper provides financial services organisations with a four-step process to ensure compliance.
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data breach, it security, malicious spyware, security management, cloud security, system protection
    
Egress ABM Pilot
Published By: Sage     Published Date: Nov 02, 2017
These are the end times for traditional enterprise resource planning (ERP) solutions. Overstatement? Not really—especially for growing businesses like yours. Old-school ERP systems are simply too slow, complex, and inflexible to keep up with today’s business climate. Think about your existing ERP. Does it support industry-specific best practices, ever-changing regulatory requirements, and emerging technologies such as social media, mobile, cloud, and analytics? If not, you could risk losing ground to your competitors as a result.
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workflow software, performance indecator, monitor and analyse performance, enterprise resource planning, financial management services, business transformation, competitive/swot analysis, small business accounting, audits, account reconciliation, accounting automation, accounting audits, financial systems, contract lifecycle management, business intelligence, business analytics
    
Sage
Published By: Sage     Published Date: Nov 02, 2017
Did you ever wonder what enterprise resource planning or ERP is and how it can help your business? Or perhaps you know a little about ERP but you’re not sure if you should opt for an on-premise or cloud solution and what to expect from your final choice. Don’t worry. If you’re a business owner, manager or director in a mid-sized or growing business and you’re confused about ERP, this guide will help you.
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workflow software, performance indecator, monitor and analyse performance, enterprise resource planning, financial management services, business transformation, competitive/swot analysis, small business accounting, audits, account reconciliation, accounting automation, accounting audits, financial systems, contract lifecycle management, business intelligence, business analytics
    
Sage
Published By: Sage     Published Date: Nov 02, 2017
Forrester Consulting provides independent and objective research-based consulting to help leaders succeed in their organizations. Ranging in scope from a short strategy session to custom projects, Forrester’s Consulting services connect you directly with research analysts who apply expert insight to your specific business challenges. For more information, visit forrester.com/consulting.
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workflow software, performance indecator, monitor and analyse performance, enterprise resource planning, financial management services, business transformation, competitive/swot analysis, small business accounting, audits, account reconciliation, accounting automation, accounting audits, financial systems, contract lifecycle management, business intelligence, business analytics
    
Sage
Published By: PitneyBowes     Published Date: Sep 22, 2010
Provide your business with pricing flexibility for fluctuating mail volumes.
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pitney bowes precision mail services, financial services, volume based pricing, mailing cost, postage, pitney bowes management services, pbms, mail delivery, other
    
PitneyBowes
Published By: Kofax     Published Date: Oct 21, 2011
The challenge: Improve service while reducing costs
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kofax, business, finance, financial services, bank, cost reduction, service improvement
    
Kofax
Published By: Data Stax     Published Date: Oct 14, 2016
Financial services companies engage with customers across multiple channels and across a range of financial products. This wealth of customer information is often stored in isolated data silos. Building a 360° view of the customer can directly impact customer experience and help banks grow customer retention, upsell products and provide compelling interactions. This paper examines the challenges these institutions face when creating a 360° view of every customer interaction, what database requirements the lines of business should look into, and use cases to benefit from by leveraging DataStax Enterprise, the database platform purpose built to power cloud applications.
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datastax, netflix, mint bills, digital, personalization
    
Data Stax
Published By: Teradata     Published Date: Jun 12, 2013
The ever-changing environment has offered fraudsters some tactical advantages to probe for holes in the defenses of financial services companies. Conventional approaches to fraud detection and remediation remain effective to a point, but conventional tools cannot effectively and economically process what is known as big data.
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enterprise risk intelligence, fraud detection, big data, fraud prevention
    
Teradata
Published By: Teradata     Published Date: Jun 14, 2013
This paper explains how customer relationships can be threatened by lack of insight into their behaviors and preferences and how financial services organizations can use data analytics and customer-centric marketing to improve these relationships and drive business.
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customer data analytics, data driven marketing, customer relationships, customer centric marketing
    
Teradata
Published By: Smarsh     Published Date: Dec 07, 2016
Text messaging is simple, concise and compatible with virtually every mobile device, operating system and wireless carrier, making it very appealing to financial advisors and their customers. However, if used for business communications, texts can create tremendous risk. Less than a third of financial firms have a text supervision solution in place according to the Smarsh 2016 Electronic Communications Compliance Survey, the largest compliance gap facing financial firms today. Text messaging can’t be ignored by firms any longer.
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Smarsh
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