ZDNet Resources
- Master Customer Data Integration: Regulatory Compliance Meets Revenue Generation in Financial Services
- All banking, insurance, and capital markets firms face regulatory requirements for managing their master customer data, yet few have taken advantage of this authoritative source of information for new revenue generation. However, that's beginning to change, as a growing number of firms are recognizing the potential of using their...
- Tags: Personal Technology, Consumer Electronics, Finance, Digital Media, Basel II, Financial Services, Financial Planning, Regulatory Compliance, Data Integration, Revenue Generation, Financial Services Company, Financial Service, Webcast, banking, capital market, compliance, financial, IBM Corp., industry, insurance, line of business, Sarbanes-Oxley Act
- Webcasts 2007-09-27
- financial services company Uses Latest Technology to Protect IP and Lower TCO
- Allco Finance Group is a publicly listed global financial services company based in Sydney, Australia. It specializes in structured asset finance, funds management and debt funding and employs over 300 people worldwide. Allco wanted to increase the productivity of its highly mobile workforce and improve protection of company data. Allco...
- Tags: Financial, Financial Service, Financial Services Company, IP, TCO, Microsoft Corp., Workforce, Allco Finance Group, Financial Planning, Workforce Management, Recruitment & Selection, Financial Services, Finance, Human Resources
- Case studies 2007-06-01
- The Markets in Financial Instruments Directive (MiFID) - Implications for UK Financial Services Companies
- The new MiFID directive requires all UK and European financial services companies to comply with new guidelines which call for extensive changes to client related information tranasaction reporting and record keeping obligations by November 2007. MiFID represents both a huge opportunity for UK organisations to increase their international client base,...
- Tags: Financial, Financial Service, Financial Services Company, Financial Instrument, U.K., MiFID, Financial Planning, Financial Accounting, Financial Services, Finance
- White papers 2007-02-02
- New pump and dump scheme
- New pump and dump schemeSecurity Breeches Lead to Customer AttritionI will assume that the Investment Dealer's Association of Canada is monitoring and taking action when they suspect that an investor's account is being compromised. With that assumption, notifying invester customers is appropriate, so that the customer can be alert to...
- Tags: Phishing, Financial Planning, E-business/E-commerce, Cyberthreats, Financial services, Richard, Association of Canada, Investment Dealer, online trading, financial services company, security
- Discussion threads 2006-08-31
- 5 Strategies to Deliver World Class Customer Service in Financial Services
- Financial Services providers can significantly improve their competitive position, acquire more new customers, retain their profitable existing customers and manage their costs more effectively by offering World Class Customer Service in their Contact centres. Providing World Class Customer Service cannot be achieved by simply employing the best contact centre staff...
- Tags: Strategy, Customer Service, Nortel Networks Corp., Financial Service, Financial Services Company, Financial Planning, Financial Services, Finance
- White papers 2006-08-01
- Capital Access in 12-State Region
- The business philosophy of this financial services company is in the name: Community First Bankshares, Inc. Headquartered in North Dakota with more than 130 sites in 12 states, Community First bankers know the names and needs of their clients. No matter where a branch is located, the tellers and financial...
- Tags: FINANCIAL SERVICES, Wyse Technology Inc., financial service, financial services company, security, software
- Case studies 2006-05-04
- Financial service providers to spend $65.7 mln on IT in 2005
- US financial service providers (FSPs) are expected to spend $65.7 mln on IT services in 2005, however less than 30% of FSPs will outsource any strategic projects by the end of 2006, according to Gartner.
- Tags: financial, financial service, service provider, financial services company
- Blog posts 2005-09-19
- The Virtual Campus: Achieving Integration in Multinational Financial Services Companies
- On top of industry requirements like compliance, data protection and security, financial services companies are also subject to internal pressures to reduce costs and improve performance. There have previously been few networking solutions that help them to meet all these demands. But an alternative solution is now available which can...
- Tags: Financial Services Company, COLT TELECOM Group, Integration, Financial Planning, Finance
- White papers 2005-09-01
- Architecture for Customer Relationship Management Approaches in Financial Services
- The majority of financial services companies in Germany and Switzerland have, with varying objectives and success, conducted Customer Relationship Management (CRM) implementation projects. This paper presents a framework for the analysis of CRM approaches in financial services companies. Building on previous research and using comprehensive literature research, the authors develop...
- Tags: Financial Service, Financial Services Company, CRM, Advertising & Promotion, Financial Planning, Customer Relationship Management (CRM), Enterprise Software, Financial Services, Marketing, Finance, Software
- White papers 2004-12-08
- Leading financial services company Makes Strategic Investment in Its Back-Office System With Microsoft Business Solutions
- Operating in the institutional, retail and corporate investment markets for over 20 years, NCB is a leading Irish financial services company. NCB needed to provide more cost-effective back-office financial processing and faster, more flexible reporting. NBC implemented Microsoft Business Solutions - Great Plains Edition as the solution. Custom reports can...
- Tags: Financial, Financial Service, Financial Services Company, Investment, Microsoft Corp., Back-office, Financial Planning, Financial Accounting, Finance
- Case studies
- AlphaStor Protects Exchange Data at Leading financial services company in Compaq StorageWorks SAN Environment
- The large, worldwide financial services company had deemed its Microsoft Exchange data as mission-critical, and wanted to implement a new storage infrastructure to protect it. After consulting with StorNet, its trusted storage supplier, the company chose to implement a separate, highly available SAN dedicated solely to Exchange in order to...
- Tags: Financial, HP StorageWorks, Tape, Financial Service, Environment, Financial Services Company, SAN, High Availability, Compaq Computer Corp., AlphaStor, Storage Area Networks (SAN), Storage, Financial Planning, Storage Management, Hardware, Finance
- Case studies
- An Integrated Novell Solution Helps Leading European Financial Services Provider Modernize Its Infrastructure to Significantly Reduce Overall Costs, Saving Millions of Euros
- The MLP Group is a leading European financial services provider with more than 2,500 financial consultants who have to date advised about 600,000 clients. MLP embarked on an ambitious project to redesign its infrastructure that included migrating to Linux servers and standardizing nearly 4,600 workstations in more than 300 European...
- Tags: Novell Inc., Financial, Financial Service, Financial Services Company, SuSE Linux Enterprise Server, Infrastructure, MLP Group, Linux, Financial Planning, Open Source, Servers, Financial Accounting, Operating Systems, Software, Finance, Hardware
- Case studies
- Major financial services company Turns Around Its Fortunes With Automated Loan Processing Solution
- As the nation's third largest service provider of nonprime residential mortgages, Large Financial Services Company makes its money by expeditiously handling loan payments to transform them into performing assets for the financial institutions that own the mortgages. The company wanted to provide greater manageability of external data sources, eliminate data...
- Tags: Payment Processing, Payment, Financial Services Company, Data Entry, IBM Corp., Mortgages, Operational Accounting, Financial Planning, Middleware, Finance, Capital Structures, Enterprise Software, Software
- Case studies
- Major financial services company Integrates Financial Systems to Meet Users' Needs
- A major financial services company is a global leader in hedge fund management services, performing a complete range of accounting, administration, shareholder and corporate services to hedge funds and collective investment schemes. Seeking a solution for integrated communications with its clients and partners, the financial services company chose an Enterprise...
- Tags: Financial, Financial Services Company, Hedge Fund, Financial System, IBM Corp., Financial Planning, Enterprise Service Bus, Financial Services, Middleware, Finance, Enterprise Software, Software
- Case studies
- financial services company Improves Productivity With Self-Service Solutions From Avaya and Viecore
- A leading financial services company provides branded credit cards to consumers and retailers in 39 countries around the world. The company relied on a Dual-Tone Multi-Frequency-driven, antiquated IVR system to handle the influx of approximately 90 million calls received in its contact centers each year. The company wanted to increase...
- Tags: Financial, Financial Service, Credit Card, Financial Services Company, Avaya Inc., Interactive Voice Response (IVR), Financial Planning, Speech Recognition, Financial Services, Call Centers, Sales Channel, Finance, Emerging Technologies, It Operations, Sales
- Case studies
Additional Resources
- Blackberry users to get Windows Live services
- Research in Motion (RIM) and Microsoft have struck a deal via which Blackberry users will be able to run Windows Live Hotmail and Windows Live Messenger on their devices. The two companies announced the deal on May 12; actual availability is slated for some time this summer...
- Tags: Research In Motion Ltd., Microsoft Windows Live, RIM BlackBerry, Microsoft Corp., Microsoft Windows, Handhelds, Operating Systems, Software, Hardware, Mary Jo Foley
- Blog posts 2008-05-12
- Facebook makes its own 'data portability' move, Google to follow?
- Not to be outdone by MySpace's "Data Availability" initiative, Facebook announced on Friday its own data portability strategy dubbed "Facebook Connect". Described as "the next iteration of Facebook Platform" the new feature will allow users to "connect" their Facebook identity, friends and privacy to participating sites --...
- Tags: Google Inc., Facebook, Social Networking, Channel Management, Web Site Development, Security, Online Communications, Marketing, Advertising & Promotion, Internet, Steve O\'Hear
- Blog posts 2008-05-12
- More on RIM's moat: Launches BlackBerry Bold; App developer fund
- Business people can be hip too. That appears to be the message from Research in Motion and its motives behind its new BlackBerry Bold smartphone. There's definitely a hint of some iPhone envy here, but the device isn't a direct competitor. From the statement (Matthew Miller's take,...
- Tags: Developer, Research In Motion Ltd., Smart Phone, RIM BlackBerry, BlackBerry Bold, BlackBerry Partners Fund, Smart Phones, B2C, Handhelds, B2B, Consumer Electronics, Personal Technology, E-business/E-Commerce, Internet, Hardware, Larry Dignan
- Blog posts 2008-05-12
- News to know: Facebook; OpenOffice; Firefox; RIM
- Notable headlines: Paula Rooney: Firefox 3 RC1 code complete, due in late May Joe McKendrick: Is anyone ready to process a trillion events per day? Tom Foremski: Informatica is on the block say senior sources Michael Krigsman: Hosted...
- Tags: Apple iPhone, Google Inc., Facebook, OpenOffice, Research In Motion Ltd., Mozilla Firefox, Health Care, Microsoft Corp., Vertical Industries, Benefits, Healthcare, Microsoft Windows XP, Enterprise Software, Software, Human Resources, Operating Systems, Microsoft Windows, Larry Dignan
- Blog posts 2008-05-12
- RIM officially announces the BlackBerry Bold and a $150 million development fund
- There have been rumors of a new BlackBerry design, often labeled the BlackBerry 9000 series, and today RIM posted the official announcement of the BlackBerry Bold smartphone that will be coming this Summer to a carrier near you. RIM also announced a US$150 million mobile applications and services development fund...
- Tags: Research In Motion Ltd., Mobile, RIM BlackBerry, Display, Handhelds, Smart Phones, Hardware, Consumer Electronics, Personal Technology, Matthew Miller
- Blog posts 2008-05-12
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