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Published By: Eloqua     Published Date: Dec 17, 2013
Thereís been a shift in how consumers go about finding new financial and insurance services and products, and that shift requires a new marketing ideology. The Modern Marketer follows new processes and uses new tools and technologies in order to reach results.
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oracle, marketing automation, financial services, financial and insurance services, marketing ideology, emerging marketing, traditional marketing
    
Eloqua
Published By: Eloqua     Published Date: Dec 17, 2013
Powering Marketing Transformation: The Five Tenets of Modern Marketing in Financial Services and Ins.
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oracle, modern marketing, financial services, insurance, compliance, marketing transformation, marketing research, traditional marketing
    
Eloqua
Published By: Eloqua     Published Date: Dec 17, 2013
Making Momentum Happen: Change Management for Financial Services and Insurance Marketing.
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oracle, financial services, marketing, insurance marketing, traditional marketing
    
Eloqua
Published By: Eloqua     Published Date: Dec 17, 2013
Nine Steps for Managing Change: Best Practices for Financial Services and Insurance Organizations.
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oracle, managing change, best practice, insurance, oracle eloqua, marketing cloud service, emerging marketing, business intelligence, market research
    
Eloqua
Published By: Eloqua     Published Date: Dec 17, 2013
Changing buyer habits combined with reduced resources mean that organizations in the financial services and insurance industries are looking for new technologies that will meet evolving customer demands and increase overall efficiency.
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oracle, financial services, marketing, insurance industries, marketing research, business intelligence, traditional marketing
    
Eloqua
Published By: IBM     Published Date: Oct 10, 2014
Forrester Research has just completed a Total Economic Impact study for a large financial services institution to quantify the actual return on investment for service virtualization. Read Forresterís analysis to learn how service virtualization is eliminating testing bottlenecks and significantly reducing the cost of testing.
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ibm, virtualization, service virtualization, service components, deploying service, team productivity, software quality, dependent services, bootstrapping virtual, virtual components, virtualize, reduce costs, reduce risks, increase quality, automation, test automation, sandhata, tei methodology
    
IBM
Published By: Hitachi Vantara     Published Date: Aug 14, 2018
In this inforgraphic, we are going to show you the possibilities with modernised, optimized data infrastructure. In doing so, we aim to bring you ideas about how you can bring your own data-driven business vision to life, focusing on the outcomes that matter most to you. In essence, we will be discussing five main industries and the possibilities for modernized data infrastructure. We will be displaying how Banking and Financial Services, Telecommunications, manufacturing, healthcare and retail can use data, analytics and automation to optimize their business, therefore bringing about a competitive edge which previous appeared unimaginable. Using data correctly, most importantly building proper data infrastructures, can be the driving force behind obtaining a competitive edge. Data is your story. And itís our story, too.
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data infrastructure, big data, internet of things
    
Hitachi Vantara
Published By: Engine Ready     Published Date: Jun 05, 2007
In its quest to continue increasing market share, American Financial Services (AFS) began to realize the importance of a solid analytics package to help develop and track a list of targeted keywords in several pay-per-click search engines. Additionally the highly competitive nature of their most popular keywords was creating a considerable marketing challenge.
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pay per click, search engine marketing, web analytics, online marketing, web marketing, internet marketing, ppc, sem, engineready, engine ready, search marketing agencies
    
Engine Ready
Published By: IBM     Published Date: Feb 13, 2007
This paper provides an overview of opportunities and benefits of business communications integration and includes two "before and after" scenarios - one in financial services and one in healthcare - that demonstrate how IBM clients have benefited from integrated business communications.
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networking, convergence, ip telephony, application integration, business integration, ibm, business innovation, ip faxing, network convergence, ip networks, collaboration
    
IBM
Published By: IBM     Published Date: Feb 08, 2008
It’s tough for community financial institutions to succeed, especially when faced with fierce competition from large banks with large budgets. See how IBM can help with solutions tailored for community banks. Click now and receive the new 18-page report from TowerGroup on CRM Metrics and how smart banks measure success.
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customer data, customer centric, customer-centric, crm, customer relationship, bank, banks, finserv, finserve, financial services, finance, financial, smb, small business, ibm
    
IBM
Published By: IBM     Published Date: Aug 21, 2008
Financial services companies face an array of demanding and ongoing challenges—global competition, mergers, acquisitions, converging service offerings, and an imperative to build and maintain customer loyalty. This white paper explores the landscape of operational risk in the financial services industry, and suggests ways an IBM Maximo IT asset management solution can reduce IT and operation risk while adding strategic benefits.
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asset management, service management, maximo, financial services, ibm, ibm mi, ibm grm, it management
    
IBM
Published By: Reactivity     Published Date: Aug 21, 2009
Load balancers, name servers (e.g. DNS), even stock brokerage services are existing examples of virtual services in the worlds of networking and financial services. This paper will introduce the concept of virtual services for SOAs and provide details of the characteristics of virtual services that enable SOA success.
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service provider, service virtualization, virtual machine, soa, service-oriented architecture, service oriented architecture, change management, reactivity
    
Reactivity
Published By: SiteScape     Published Date: Aug 21, 2009
A noted consultant recommends that, to be leaders in their industry, financial companies must implement collaboration technologies such as workflow, instant messaging and virtual workspaces. Download this free white paper to learn more about collaboration in financial markets.
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financial industry, banking industry, collaboration, collaborate, workflow management, secure im, team management, site scape, sitescape, finserv, finserve
    
SiteScape
Published By: Quocirca     Published Date: Feb 05, 2008
The financial services industry deals with a commodity that is primarily electronic — money. Consequently it spends more per employee on IT than any other industry.  Despite this, there is a worrying tendency for information that should be confidential to end up in the public domain. Why is this and what can be done?
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quocirca, bank, banks, financial services, finserve, finserv, network security, customer data, data protection, intrusion prevention, data security, database security
    
Quocirca
Published By: Quocirca     Published Date: Apr 08, 2009
Monitoring, measuring and reporting on the financial health of an organisation is a basic need that requires effective tools and processes to optimise the end result. Underpinning this is the requirement for planning capabilities, utilising scenario and what if analysis with simulations and other forward looking capabilities. The new primary research presented in this report shows that most organisations still have much to do.
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quocirca, oracle, monitoring, measuring, reporting, financial health, compliance, epm, soft-touch, governance, business intelligence, epm index, financial services authority, merger and acquisition, m&a, key performance indicators, kpis
    
Quocirca
Published By: Siperian     Published Date: Jan 24, 2007
This comprehensive report addresses industry-specific issues for the Financial Services sector, Insurance, Pharmaceutical companies, Retailers, Manufacturing, and High-Tech.
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master data management, data management, financial, return on investment, roi, it spending, data integration, mdm, siperian
    
Siperian
Published 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.
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auditing, audit, finserve, finserv, financial services, data theft, identity theft, data protection, id theft, employee, ex-employee, ex employee, fraud, employee fraud, actimize
    
Actimize
Published By: Likewise Software     Published Date: Oct 07, 2008
This document describes how Likewise and Microsoft Active Directory can foster compliance with the Payment Card Industry Data Security Standard, a set of requirements for businesses that process payment card information. Developed by Visa, American Express, Discover Financial Services, and other members of the PCI Security Standards Council, the standard sets forth policies, procedures, and practices to protect customer account data. The standard includes specific requirements for strictly controlling access to customer data, authenticating business users, monitoring access, maintaining a secure network, and auditing system resources. Likewise integrates Linux, Unix, and Mac OS X workstations and servers into Active Directory, providing the basis to assign each user a unique ID for authentication, authorization, monitoring, and tracking. Likewise also provides group policies for non-Windows computers so that their security settings and other configurations can be centrally managed in the same way as Windows computers.
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likewise, pci data security, linux, unix, mac os x, windows
    
Likewise Software
Published By: Oracle Corp.     Published Date: Sep 20, 2012
An Oracle Solution Brief - September 2012
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oracle, process centric banking, banking, financial service institutions
    
Oracle Corp.
Published 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
    
Aprimo, Inc.
Published By: Data Guard Systems, Inc     Published Date: May 06, 2009
The data security challenges for financial services providers—from the solo accounting professional to the midsize accounting firm to world’s largest corporation, from CPAs to CFPs to credit counselors—have never been as challenging as they are in today’s turbulent times. And although the large data breaches at the most recognizable companies receive the most publicity, small companies and solo offices can also be victims, according to the Better Business Bureau.
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online identity theft, encryption software, advanced password protection, alertboot, identity, theft, dataguard, credit card, payment, fraud, anti-virus, anti-spam, pre-boot authentication, advanced password protection, file-based password protection, encryption, full disk, file encryption, breach, breaches
    
Data Guard Systems, Inc
Published By: Data Guard Systems, Inc     Published Date: May 06, 2009
The data security challenges for financial enterprises have never been as challenging as they are in today's turbulent times. Not only must financial enterprises comply with regulations such as SOX, GBLA and PCI along with a multitude of state regulations concerning customer privacy and electronic data security, they must also guard against the staggering costs—both tangible and intangible—that a security breach can incur.
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online identity theft, encryption software, advanced password protection, alertboot, identity, theft, dataguard, credit card, payment, fraud, anti-virus, anti-spam, pre-boot authentication, advanced password protection, file-based password protection, encryption, full disk, file encryption, breach, breaches
    
Data Guard Systems, Inc
Published By: Symantec.cloud     Published Date: Dec 06, 2010
This white paper discusses the fundamentals of financial services compliance.
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messagelabs symantec hosted services, best practices, financial services compliance, archiving, security, saas
    
Symantec.cloud
Published By: Manifesto     Published Date: Mar 24, 2010
This Manifesto white paper on "B2B Social Engagements" provides answers to these questions with research findings, 12 cases and more!
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social media, business to business, b2b, popular social media tools, financial services, management consultant, professional services, corporate blogs, social media marketing
    
Manifesto
Published By: SAS     Published Date: Aug 03, 2016
Financial institutions (FIs) must support the channels and services that consumers demand in order to remain competitive with each other and with disruptive competitors. To that end, supporting account opening, delivering new transactional features, and facilitating payments through digital channels have become table stakes. Unfortunately, the speed and convenience that these capabilities afford is a benefit to consumers and fraudsters alike. To successfully prevent fraud while retaining the benefits of offering digital financial services, FIs must understand how fraudsters are exploiting these capabilities and fight fraud with customer experience in mind.
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finance, best practices, digital channels, demand, financial services, fraud, customer experience
    
SAS
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