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CRM in Financial Services: Best practices, trends and strategy for the new economy by Pivotal CRM, a CDC Software solution

November 23, 2010 - (Free Research)
Find out how financial services companies are leveraging CRM technology and best practices to improve service and operational efficiency. Read this e-book to learn more. 
(EBOOK) READ ABSTRACT |

Optimize Data Management for Smarter Banking and Financial Markets E-Book by IBM

March 18, 2011 - (Free Research)
This e-book explains how smarter banks can anticipate customer needs and deliver innovative products faster, more consistently and more nimbly than the competition. They have full visibility of their risk position and customer needs. And they respond quickly to both challenges and opportunities. Read on to learn how to become a smarter bank. 
(EBOOK) READ ABSTRACT |

Commerzbank: Managing Credit Risk and Increasing Operational Efficiency by EMC Corporation

June 2008 - (Free Research)
For Commerzbank streamlining the corporate credit lines to corporations and institutions, streamlining the corporate credit lending process to reduce paper and drive down costs had become a top priority. 
(WHITE PAPER) READ ABSTRACT |

DocuSign - Electronic Signature Services by DocuSign, Inc.

DocuSign is a secure and convenient way to get a legally binding electronic signature. It's fast and easy-to-use. For businesses, DocuSign can dramatically increase efficiency and accelerate growth while reducing administrative costs. 
(ASP)

Top 5 Business Challenges in Financial Services: Oracle Process Accelerators as a Solution by Oracle Corporation

October 2013 - (Free Research)
This paper identifies the top five business challenges in the financial services industry and outlines how adopting Oracle Process Accelerators can give a competitive edge. Read on to learn more! 
(WHITE PAPER) READ ABSTRACT |

Preemptive Action: Mitigating Project Portfolio Risks in the Financial Services Industry by Oracle Corporation

February 2011 - (Free Research)
In this webcast, discover key findings from The Economist Intelligence Unit's new research paper, “Mitigating the Impact of Project Failure in the Financial Services Industry.” 
(WEBCAST) READ ABSTRACT |

EIU Report: Preemptive Action: Mitigating Project Portfolio Risks in the Financial Services Industry by Oracle Corporation

January 2011 - (Free Research)
This research report explains how to ensure long-term viability in the financial services industry by depending on your ability to invest wisely in projects, meet regulatory targets and avoid the costly and public failures that brought down so many other organizations in the financial services industry. 
(WHITE PAPER) READ ABSTRACT |

IBM Rational and the Financial Services Sector by IBM

August 2011 - (Free Research)
Financial services institutions (FSIs) are under tight pressure to reduce cost and risk in the business while improving profitability and enhancing customer satisfaction. But achieving these goals can be a daunting task.  View this paper to explore a systematic approach and key recommendations that FSI should invest in to help tackle these goals. 
(WHITE PAPER) READ ABSTRACT |

Dark Pools of Liquidity: Understanding & Technology dependencies for the future by Wipro Technologies

May 2009 - (Free Research)
This white paper provides insight into the dark pools of liquidity, discusses the mechanism of dark pools trading, advantages and how technology would impact the operations or provide benefits in trading over this medium. 
(WHITE PAPER) READ ABSTRACT |

Addressing IT governance, risk and compliance (GRC) to meet regulatory requirements and reduce operational risk in financial services organizations by IBM

August 2011 - (Free Research)
Organizations must implement the right IT GRC controls to meet meet regulatory requirements in areas of specific concern to auditors and reduce operational risk. Learn how IBM provides the capabilities to tackle specific compliance and audit requirements and address issues affecting long-term, ongoing risk management. 
(WHITE PAPER) READ ABSTRACT |

Bringing Personalized Financial Services to Farmers by Cisco Systems, Inc.

June 2008 - (Free Research)
In this case study read how MidAtlantic Farm Credit, a financing company for agribusiness and rural homeowners, utilized Cisco Unified CallConnector for Microsoft Dynamics CRM to provide a 360-degree view of customer information to every employee. 
(VIDEOCAST)

Expert advice on dynamic case management best practices by IBM

May 2011 - (Free Research)
This mini-eBook describes exactly how dynamic case management (DCM) can benefit financial services firms and offers expert advice on both the best practices to apply and pitfalls to avoid in DCM adoption. 
(EBOOK)

Global Best Practices in Email Security, Privacy and Compliance by Proofpoint, Inc.

August 2008 - (Free Research)
A new generation of email security solutions is needed to meet the challenges of growing message traffic, rapidly-evolving security threats and increasingly complex data protection and privacy regulations. This paper examines such a solution. 
(WHITE PAPER) READ ABSTRACT |

Slash Document Archive Storage Costs up to 90% and Enhance ePresentment Performance by Xenos Group Inc.

February 2009 - (Free Research)
This White Paper is intended for Enterprise Architects, Senior Line of Business Managers, and Managers of Marketing, CRM, High Volume Output and Archiving. The challenges of handling the costs and achieving the customer retention benefits related to archiving and online ePresentment of High Volume Transactional Output are identified... 
(WHITE PAPER) READ ABSTRACT |

ebizQ.net Tip Guide: Evolving your dynamic case management strategy by IBM

September 2011 - (Free Research)
This Tip Guide describes how DCM can benefit financial services firms and offers expert advice on best practices and pitfalls in DCM adoption. 
(EGUIDE) READ ABSTRACT |

Lessons Learned: Survey of Financial Services Companies Uncovers Data Governance Trends by DataFlux Corporation

January 2010 - (Free Research)
In the summer of 2009, DataFlux conducted a survey to understand data management trends in the financial services industry. The research examined how this industry is approaching managing its data, the breadth and depth of data governance in this sector, what motivates data management strategies, and more. 
(WHITE PAPER) READ ABSTRACT |

Achieving PCI Compliance at the Point Of Sale Using Bit9 Parity™ to Protect Cardholder Data by Bit9, Inc.

June 2009 - (Free Research)
As the technology used by merchants and their partners has evolved, card fraud has become more sophisticated. In response to this evolving threat, the major credit card companies have created a set of security standards to protect their customers from security breaches. Read this whitepaper to find out how Bit9 Parity helps achieve compliance... 
(WHITE PAPER) READ ABSTRACT |

Building a Clear and Socially Connected Enterprise by SAP America, Inc.

December 2010 - (Free Research)
Read this white paper to learn how financial services firms can leverage social channels to better understand changing customer needs and interaction styles, develop products and services that address those changes, and create marketing campaigns that target these customers. 
(WHITE PAPER) READ ABSTRACT |

Multi-channel Self-service for Financial Services by Aspect

March 2014 - (Free Research)
This resource will show you how multi-channel self-service can help you provide consistent, personalized, and integrated customer service across all channels, including mobile web, text, mobile apps, and social media. 
(WHITE PAPER) READ ABSTRACT |

Minimize your financial institution’s risk with solutions from IBM by IBM

August 2011 - (Free Research)
Organisations face many challenges as they become more reliant on web technology: web applications are increasingly being targeted, and at the same time, compliance regulations continue to grow in complexity. Learn how to tackle these issues with IBM Rational, a comprehensive solution that provides protection, while helping to ensure compliance. 
(WHITE PAPER) READ ABSTRACT |

IBM System Storage DS Family-Financial Svcs Institutions by IBM

September 2008 - (Free Research)
This whitepaper explains how the IBM System Storage DS Family can support business continuity and improve information lifecycle management with competitively priced storage options. 
(WHITE PAPER) READ ABSTRACT |

Comparing health care data security compliance to other industries by Hewlett-Packard Company

April 2012 - (Free Research)
<p>This e-guide discusses the challenges health care companies run into meeting state and federal data security compliance regulations and how health care organizations compare to other industries such as financial services.</p> 
(EGUIDE) READ ABSTRACT |

Leveraging XBRL for Value in Organizations by ISACA

August 2011 - (Free Research)
This white paper was developed jointly by ISACA and IFAC, providing guidance on how to leverage value from XBRL initiatives and compliance requirements, with examples and case studies included. 
(WHITE PAPER) READ ABSTRACT |

Distributed Capture Platforms: Reducing Costs, Removing Bottlenecks and Mitigating Risks by EMC Corporation

August 2008 - (Free Research)
Remote workforces are a growing trend that has documentation implications on your business processes. This paper explores that, placing special emphasis on a distributed capture strategy for resolving remote workforce-related issues. 
(WHITE PAPER) READ ABSTRACT |

Improve Your Automated Decisions with Business Rules & Events by IBM

October 2011 - (Free Research)
Watch this 5-minute video to understand how business rules and business events processing can be used to create intelligent decision automation solutions across a variety of industries and applications. Featured industry scenarios: Healthcare, Retail and Financial Services. 
(VIDEO) READ ABSTRACT |

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