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WebFOCUS Operational Enterprise Business Intelligence by Information Builders Inc..
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Advanced Meter Infrastructure: Composite Technologies to Meet New Demands in Sales and Customer Service by SAP America, Inc..
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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 |

HP Client Engagement for Wealth Managers by Hewlett-Packard Limited

September 06, 2012 - (Free Research)
A staggering 75 % of people leave their parents' wealth managers services. Learn to meet the challenges posed by today's new breed of clients by leveraging customer relationship management (CRM) applications, such as addressing today's pain points, functionality that meets your needs, transforming risks to your client base, and more. 
(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)

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 |

Computer Weekly – 2 April 2013: The benefits of context-aware security by ComputerWeekly.com

April 2013 - (Free Research)
In this week's Computer Weekly, we look at context-aware security – a next generation technology that promises to improve corporate information security. As banks implement more short-term fixes to cope with new regulations, we assess the IT implications. And we examine the benefits of executive coaching for CIOs. Read the issue now. 
(EZINE) 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 |

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

March 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 |

Oracle Customer Experience: The Financial Services Experience by Oracle Corporation UK Ltd

December 2012 - (Free Research)
A great customer experience can make all the difference for businesses looking to stay competitive and draw and retain consumers. Watch this webcast for a customer case about choosing a credit card with the Ashcroft Financial Group. 
(WEBCAST)

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 |

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 |

Know Your Customer: Getting Serious about Unlocking Customer Insight by Oracle Corporation UK Ltd

August 2012 - (Free Research)
In today's industry climate, financial services institutions (FSIs) know that customer insight is the key to growth and profitability. Read on to learn how to better understand the value of customer relationships and gain insights into how to make the most of your customer interactions. 
(WHITE PAPER) READ ABSTRACT |

HP Enterprise Services eZine: Industry Edge – Financial Services Edition by Hewlett-Packard Limited

July 2012 - (Free Research)
Flip through this comprehensive vendor ezine and find out the innovative technology changes forward-thinking financial service providers are implementing. Discover the top 9 financial services trends of 2012, the opportunities the cloud offers businesses in the financial services industry, and much more. 
(EZINE) READ ABSTRACT |

Build Loyalty with an Exceptional Customer Experience by Oracle Corporation UK Ltd

December 2012 - (Free Research)
Providing the ideal customer experience can turn prospects into loyal, lifetime customers -- a crucial aspect of a financial firm's future success. Watch this brief video to learn how an exceptional customer experience from the beginning can help your financial organization foster lifelong customer loyalty. 
(VIDEO)

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)

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 |

Business Rule Management Systems and Financial Services: Equifax as a Case Study by ILOG, an IBM Company

April 2008 - (Free Research)
This case study examines Equifax's process of implementing a Business Rule Management System (BRMS) and the lessons learned. It provides readers with an understanding of BRMS as well best practices should they choose to implement a BRMS. 
(WHITE PAPER) READ ABSTRACT |

Oracle Customer Experience Revolution: Customer Case Studies by Oracle Corporation UK Ltd

December 2012 - (Free Research)
What kind of experience does your business deliver customers? Is it meeting their expectations? How can the customer experience be improved? These are all questions today's businesses should be asking – if not, you're risking being left behind. Access this collection of on-demand videos to learn more about the customer experience revolution. 
(RESOURCE CENTER)

Before & After: Quantifying Business Rule Results in Key Banking Applications by ILOG, an IBM Company

April 2008 - (Free Research)
This white paper details five actual business rule management systems deployments, providing a before and after view for each credit and lending application. 
(WHITE PAPER) READ ABSTRACT |

CW Special Report on TCS by ComputerWeekly.com

November 2012 - (Free Research)
This 5 page special report from Computer Weekly gives you the facts on TCS, its strategy, products and services and financial performance. 
(ESSENTIAL GUIDE) READ ABSTRACT |

15 Minute Guide to New Account Opening by EMC Corporation

May 2008 - (Free Research)
This guide focuses on the challenges of managing information in the new account opening process, will explain why the enrollment process can be problematic and discuss the opportunities enrollment presents to create a loyal customer. 
(WHITE PAPER) 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 |

Lending and Credit Solution Brief by ILOG, an IBM Company

April 2008 - (Free Research)
This white paper discusses approaches for enabling greater product agility and efficiency in credit decisions, improving customer retention and attracting a higher number of new consumers. 
(WHITE PAPER) READ ABSTRACT |

Growing Market Share in a Highly Competitive Financial Services Industry by Keynote Systems

February 2008 - (Free Research)
Financial services organizations strive to retain existing customers and attract new ones, many are introducing new, enhanced services over the Web. Ensure you are providing the best possible experience by focusing your SLM processes on the end user. 
(WHITE PAPER) READ ABSTRACT |

Compliant Statement Archiving and Presentment for Financial Services by EMC Corporation

September 2008 - (Free Research)
Read this white paper to learn how, by adapting a managed approach to archiving and presenting customer statements, financial services organizations can satisfy regulatory, good governance, and legal requirements. 
(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 |

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