Financial Services

Abstract: Today’s economic environment requires you to evaluate whether your current financial institution is in it for the long haul and can offer the full breadth of services that you may need. Many of these vital services can be delivered from one source—your bank. Your primary concern in selecting a financial services institution should be the security of your assets and data. Find out what to look for, and what to avoid.

Abstract: To make your search easier, you can quickly and easily compare crm software for financial services using tec's patented software decision support s...

Abstract: Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

Abstract: Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency and accuracy. Organizations, especially those that deal with Sarbanes-Oxley, should focus on BPM to ensure compliance and to minimize error and risk.

Abstract: In the wake of the subprime meltdown, many financial services firms are coping with huge write-downs and high market volatility by cutting staff and budgets. But even in uncertain times, smart financial firms can find ways to grow. Learn how you can use customer-centric strategies and customer relationship management (CRM) tools to maximize the value and loyalty of your client base and gain insight into new opportunities.

Abstract: This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial institutions affect business performance with innovative and powerful enterprise capabilities that extend far beyond improving personal productivity.

Abstract: Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

Abstract: As the banking industry goes global, the need to be available 24/7, increased demands for customer service, and reduced budgets have introduced new pressures to small to medium banking firms. And with the ongoing challenges of regulatory compliance, firms need financial services software that can reduce the risk of noncompliance while addressing the scale of their operations. Find out how an integrated solution can help.

Abstract: Today, financial services firms are increasingly focusing on organic growth—forcing contact centers to drive cross-selling efforts as well as strengthen customer relationships. But in order to contribute to profitable growth, they must be able to quickly identify and address customers in a personalized fashion and present offers that are highly relevant. Discover how a customer interaction optimization solution can help.

Abstract: The competitive nature of the financial services industry today and the changing landscape of the customer approach to investing puts an onus on suppliers to consider how well they are dealing with customers’ business transactions. In order to provide better customer service—while at the same time improving operations—these organizations must invest in a system that allows real-time visibility of the entire process.

Abstract: PSCU Financial Services mediates disputes between its customers and their credit card companies. Many of these disputes require multiple pages of documentation as evidence—which need to be scanned. Its scanning process was draining its resources and PSCU knew it was time to get automated. Since deploying OCR for AnyDoc (an optical character recognition solution), PSCU has realized an annual savings of $125,000 (USD).

Abstract: Fax servers are essential for the financial services industry. Their reliability and security help transmit financial information quickly and safely. Financial institutions, however, also have workflow and document needs due to lots of back-office paperwork. Luckily, there are fax servers on the market that help financial institutions optimize workflow and business processes—organizing and reducing paperwork backlog.

Abstract: Upgrading to CRM solution increases value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank, one of Canada's largest financial organizations with over $280 billion in assets. ScotiaMcLeod's financial advisors specialize in helping individuals and small business customers plan financial solutions for trusts, estate planning, borrowing and banking services. ScotiaMcLeod has more than 800 financial advisors working in 84 branches across the country. According to Chris Carter, Associate Director and Branch Manager for ScotiaMcLeod's North Vancouver office, the financial services sector is a people-driven business where customer service is critical to success.

Abstract: The Depository Trust & Clearing Corporation (DTCC) is the world’s largest financial services post-trade infrastructure organization, having cleared and settled more than $1.4 quadrillion (USD) worth of securities in 2005. In the highly competitive financial services industry, the secure processing of transactions is vital to DTCC's success, which is why DTCC integrated security testing into the application development processes.

Abstract: Financial services companies need the right solutions to manage the delivery of trading applications. But this challenge grows ever more complex, with regulatory initiatives forcing trading services to provide market access in a timely manner. Learn the issues involved in effectively managing the delivery of electronic trading applications and order management systems—and how to ensure consistent delivery for end users.

Abstract: Financial service institutions spend thousands of dollars every year on securing their networks from external breaches, but often fail to think about possible internal threats. Employee fraud has become a growing problem in the financial sector—one that many institutions are not fully prepared to handle. Implementing automated detection technologies, however, can be their first line of defense to eradicating this problem.

Abstract: Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with three additional modules aimed at facilitating collaborative work in both legal- and project-based environments. InterAction 5 reinforces Interface Software's customer relationship management offering in response to its customer requirements and work processes. Interface Software targets particularly accountants, financial services, law firms, and management consultants.

Abstract: Indiana, US-based Old National Bancorp owns multiple financial services operations and offers a range of services. With over 3,000 employees, the bank needed a comprehensive policy-based e-mail retention plan to address compliance, legal discovery, and the exponential growth of message stores. Learn how an e-mail retention solution helped the bank meet compliance, scalability, and information life cycle management needs.