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By: DocuSign UK     Published Date: Aug 08, 2018
"Many financial services firms have automated the vast majority of key processes and customer experiences. However, the “last mile” of most transactions – completing the agreement– far too often relies on the same inefficient pen-and-paper processes of yesteryear. Digitising agreements using DocuSign lets you keep processes digital from end to end. Completing transactions no longer requires documents to be printed and shipped, and re-keyed on the back end. Read the whitepaper to learn how leading financial services organisations use straight-through processing by automating the last mile of business transactions to: - Speed processes by 80% or more, often going from days or weeks to just minutes - Reduce NIGO by anywhere from 55% to 93% - Achieve a 300% average ROI "
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     DocuSign UK
By: Oracle     Published Date: Oct 20, 2017
Traditional backup systems fail to meet the needs of modern organizations by focusing on backup, not recovery. They treat databases as generic files to be copied, rather than as transactional workloads with specific data integrity, consistency, performance, and availability requirements. Additionally, highly regulated industries, such as financial services, are subject to ever?increasing regulatory mandates that require stringent protection against data breaches, data loss, malware, ransomware, and other risks. These risks require fiduciary?class data recovery to eliminate data loss exposure and ensure data integrity and compliance
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     Oracle
By: FICO     Published Date: Jun 15, 2017
How Does Toyota Keep 6,000 Delinquent Customers In Their Cars While Avoiding Millions of Dollars a year in Losses? For auto lenders such as Toyota Financial Services (TFS), striking the right balance between growth and risk means making profitable lending decisions. TDS was challenged with trying to balance growth and risk within its lending business and the decisions it previously made created an unacceptably high amount of delinquencies and repossessions for its customers.
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     FICO
By: Intacct Corporation     Published Date: Sep 18, 2014
The professional services market is back—and more competitive than ever. How will you outperform your competitors? By monitoring the financial metrics that matter. Through years of thorough research, Service Performance Insight has analyzed and identified the profit-centric measures that are highly correlated with financial success in professional services. Download the white paper, "The 5 KPIs that Matter for Professional Services," to learn: • The importance and primary characteristics of financial maturity. • The 5 financial metrics critical to service organizations. • Where successful service organizations fall in these metrics.
Tags : intacct, kpi, professional services, financial metrics, service performance insight
     Intacct Corporation
By: Adobe     Published Date: Mar 03, 2017
Applying for and opening financial services accounts online is on the rise. And FSI marketers are feeling the pressure to make these new accounts higher quality. The Adobe guide, Acquisition Evolved, will give you three actionable ways to improve your ability to identify and convert high-value customers. Read the guide to learn: • The DNA of customer digital behavior • How to create unified customer segments with existing data • How to adopt onsite messaging to match offsite ads
Tags : fsi, adobe, customer behavior, customer segments, data
     Adobe
By: Adobe     Published Date: Mar 03, 2017
It’s time to pull your data out of silos so you can harness all your insights and provide the next best offer. Learn how to use new marketing technologies to create customized offers that steer customers to the right financial services and products for their needs. It’s all in our new white paper, More Precious than Gold. Read our paper to learn how to: • Define your customer engagement objectives • Create valuable and intriguing offers to engage customers • Effectively deliver compelling offers across multiple touch points • Optimize your next best offer through real-time testing
Tags : data, marketing technology, customer engagement, data analysis
     Adobe
By: Adobe     Published Date: May 15, 2018
2017 Trends in Financial Services and Insurance: Customer is Priority The FSI sector is progressing with a digital, data-driven, marketing mentality, all centered around prioritizing customer experience and taking a more personal approach. The 2017 Digital Trends in Financial Services and Insurance compiles the information shared by over 800 FSI respondents to see what opportunities and obstacles are shaping the future of FSI. Read this report and find out: How data and personalization drive digital transformation How fintech is leading the FSI chase Tips to help future-proof your FSI busines
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     Adobe
By: Adobe     Published Date: May 15, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on imp
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     Adobe
By: Polycom     Published Date: Mar 13, 2015
As the financial services industry moves away from its historic focus—on high margin business, banking, brokerage, insurance, trading, wealth management, and payment companies—they must rethink and strengthen the ways they interact with markets and customers. Organizations that fail to provide personalized services for their clients or to satisfy increasingly demanding customers will struggle to keep their position as competitors innovate at every turn.
Tags : investment, security, financial transmission, profits, innovative technology, unified communication
     Polycom
By: Polycom     Published Date: Mar 13, 2015
United Bank for Africa (UBA) Group is one of Africa’s leading financial institutions offering banking services to more than seven million customers via 750 branches in 18 African countries. With further offices in New York, London and Paris, UBA is connecting people and businesses across the world through retail and corporate banking, innovative cross-border payments, trade finance and investment banking. Over the past three years, UBA had undergone a period of rapid expansion that had seen affiliate banks in 16 African countries come on board. This expansion has naturally put the group’s communication infrastructure under pressure.
Tags : investment, security, financial transmission, profits, innovative technology, unified communication
     Polycom
By: Comcast Business     Published Date: Nov 04, 2016
Technology has provided its share of pros and cons for the financial services industry. On one hand, it has created a level of transparency between customers and their financial health, giving them access to their account information and enabling them to apply for loans, transfer funds, pay bills and withdraw funds with the click of a mouse or the push of a few buttons. On the other hand, it has changed consumers’ expectations regarding banking as a whole, expecting a level of service other online sites provide, such as immediate customer assistance and problem resolution.
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     Comcast Business
By: Comcast Business     Published Date: Nov 28, 2016
Technology has had a profound impact on society, influencing everything from the way we communicate with each other to how we conduct business transactions. In the financial services space, technology has brought banks closer to their customers, offering a wide range of online services to appeal to a population of consumers who now view their smartphones as something they can’t live without. In the process of shifting their practices to accommodate this new generation of customers, banks are transforming and reinventing themselves from the corporate office to the branch office through innovative services and technologies that take banking beyond the traditional experience. Networks are playing a central role in this transformation.
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     Comcast Business
By: CA Technologies EMEA     Published Date: Apr 10, 2018
Much has been written about Payment Services Directive 2 (PSD2) and its potential to herald a new era of open banking where banks no longer have a monopoly on payment services. Instead they will be forced to provide full access to customer accounts to third parties looking to provide financial services of their own, on top of banks’ existing data and infrastructure. All of this could prove to be true, just not on January 13th 2018, the deadline for national governments to transpose PSD2 into law. This is because there is still so much to be decided and clarified. The European Banking Authority’s longawaited regulatory technical standards (RTS) on strong customer authentication (SCA) were issued in March 2017 but missing some of the finer details, such as the methods to remotely access customer data and account information and the measures around the use of application programming interfaces (APIs) and screen-scraping.
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     CA Technologies EMEA
By: ParAccel     Published Date: Dec 16, 2010
This white paper outlines these challenges and provides a clear path to providing the accelerated insight needed to perform in today's complicated business environment to reduce risk, stop fraud and increase profits.
Tags : paraccel, financial services, macroeconomic risk, fraud, analytic database, performance
     ParAccel
By: Riverbed     Published Date: Feb 26, 2015
To succeed in this environment, financial services firms and their clients rely heavily on IT to get the job done. Unfortunately, many firms struggle to keep up with those demands and are held back by issues with technology – especially regarding mission-critical applications.
Tags : financial services, applications, finance industry, it finance, financial demands
     Riverbed
By: ParAccel     Published Date: Oct 22, 2010
This white paper outlines these challenges and provides a clear path to providing the accelerated insight needed to perform in today's complicated business environment to reduce risk, stop fraud and increase profits.
Tags : paraccel, financial services, macroeconomic risk, fraud, analytic database, performance
     ParAccel
By: E-SignLive by Silanis     Published Date: Oct 02, 2013
An introduction to electronic signature technology for banks: What it is, why you need it, how it works and who in the banking industry is using e-signature solutions to automate customer-facing transactions. This guide answers common questions, shares ROI metrics and outlines best practices based on 20 years of transforming business processes and customer experience with electronic signatures.
Tags : banking, financial services, credit unions
     E-SignLive by Silanis
By: Polycom     Published Date: May 12, 2015
The infographic Top Challenges of 2015 for Financial Institutions outlines the industry’s trends and landscape.
Tags : polycom, finance, best practices, fsi, business model, technology
     Polycom
By: CenturyLink     Published Date: Jan 02, 2015
DevOps Unlimited needed to provide application infrastructure for a start-up client which was enjoying rapid growth with its new financial services product. Neither DevOps nor the client wanted to invest in, or manage, its own IT hardware, so a cloud service was the ideal solution. It would give the client the ability to grow rapidly without tying up time, resources and capital expense deploying dedicated IT hardware.
Tags : centurylink, devops, enterprise applications, cloud, it hardware
     CenturyLink
By: SAP     Published Date: Mar 18, 2016
There is a familiar refrain among CEOs today, perhaps best captured by the CEO of a major global financial institution who said, "We are no longer a bank, but a technology company in the financial services industry." IDC has accumulated dozens of similar quotes from executives across all industry segments. Digital transformation is at the heart of business strategies.
Tags : sap, iot, digital, financial services, business strategysap, iot, digital, financial services, business strategy
     SAP
By: D+H     Published Date: Dec 12, 2016
Here are five things your bank can implement to exceed customer expectations and one-up your competition.
Tags : customer service, online banking, customer experience, financial services, credit unions, business intelligence
     D+H
By: FinancialForce     Published Date: Jun 21, 2017
Continue reading and uncover the top 9 reasons why Professional Services works better on the Salesforce platform to help drive growth and bridge the services and sales divide for smarter services delivery.
Tags : professional services automation, psa, services automation, professional services, project management, project management software, resource management, time & expense management, project management for salesforce, psa for salesforce, cloud erp, talent management, project financials, professional services communities, mobility and collaboration
     FinancialForce
By: Infosys     Published Date: Jun 12, 2018
APIs are a convenient way for enterprises, particularly in the financial services domain, to monetize their services with minimum expenditure. However, making sure that the APIs are always available, scalable, and secure is vital for the API economy to truly realize its potential. A major financial services firm built an API platform to earn revenue by exposing its backend functions, but needed a partner to make sure the platform was well supported and available 24/7 to partners and developers. See how Infosys helped and the five key takeaways from the project.
Tags : api, investment, platform, financial, services, domain
     Infosys
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