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Financial Service

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Data Security - Complexity, Cost and Potential Legislation
Currently, there is no uniform standard for data security - either voluntary or mandated by the federal government. However, the large number of bills introduced in recent Congresses suggests that the House and the Senate are no longer looking the other way. With the significant possibility of legislative changes establishing...
Tags: Financial Service, Compliance, Industry, Data Security, Kaulkin Ginsberg, Security
White papers 2008-03-01
Success Through a Low-Risk Architecture
Headquartered in Golden, Colorado, Comprehensive Software Systems, Inc. CSS provides software solutions and services to all types of financial services firms. The company wants to deploy its Microsoft Windows based financial services solutions within its customers' IT environments more quickly and with less risk and effort. Leveraging the best practices...
Tags: Unisys Corp., Financial Service, Financial Planning, CSS, Financial Services, Financial Accounting, Finance, Scripting Languages, Software/Web Development, Web Development
Case studies
Best Practices for Customer Data Integration in Financial Services
Watch this educational Web seminar replay to learn why leading financial services institutions have chosen Siebel Systems as their partner to address their single view of the customer requirements. You will learn how these financial institutions harness a single view of the customer to: Comply with mounting Know Your Customer...
Tags: Financial Service, Siebel Systems Inc., Data Integration, Best Practice, Data Management, Financial Planning, Financial Services, Financial Accounting, Finance
Webcasts
Financial Services Firm Consolidates Customer Information Systems and Boosts Service
Hutchinson and Bloodgood LLP, a respected name in California public accounting and consulting, have always put a high priority on customer service. For its employees to be most productive and efficient, however, the company needed a consolidated repository for customer account information so that staff members - spread across five...
Tags: Information System, Customer Service, Financial, Financial Service, Microsoft Corp., Microsoft CRM, Customer Relationship Management (CRM), Product Marketing, Enterprise Software, Software, Marketing
Case studies
How Collaborative Technologies Are Transforming Financial Services
Ross Dawson, a noted consultant, recommends that, to be leaders in their industry, financial companies must implement collaboration technologies such as workflow, instant messaging, and virtual workspaces. Download Ross' free white paper, compliments of SiteScape, to learn more about collaboration in financial markets.
Tags: Collaboration, Financial Service, SiteScape, Groupware, Financial Accounting, Enterprise Software, Software, Finance
White papers
Chordiant Case Study: Direct Line Financial Services
The Direct Line is a motor Insurance Company. With the addition of the internet channel, Direct Line has had to think hard about how customer interactions are handled so that customers continue to receive the simple, convenient and speedy service they have come to expect. These considerations led to a...
Tags: Financial Service, Chordiant Software Inc., Direct Line, Internet, Operational Planning, Ooa/Ood/Oop, Business Operations, Software Development, Software/Web Development
Case studies
Online Trading Provides Clear Benefits to One of the U.S.'s Largest Financial Services Companies
ING Americas is part of Amsterdam-based ING Group, one of the largest integrated financial services companies in the world. In the past two years, ING has tripled the size of its U.S. business. Through a series of acquisitions, its profile has changed from a traditional insurer to an asset management...
Tags: Financial, Financial Service, Online Trading, Benefit, Clear, ING Group, ING Americas, Financial Planning, Asset Management, Financial Services, Finance, Operational Planning, Business Operations
Case studies
Dominant Trends in Financial Services
It's clear that business intelligence has become a major priority for financial institutions. If a person looks at the major business issues in 2005, all of them focused on the need for greater access to data - data of "Certified" quality and accuracy, or at an enterprise versus Line-Of-Business LOB...
Tags: Analytics, Financial Service, SAS Institute, Pricing, Financial Planning, Business Intelligence, Tools & Techniques, Databases, Enterprise Software, Marketing, Finance, Software, Data Management, Management
White papers
Doculabs: Document and Image Processing Solutions for Financial Services
Content management, particularly the ability to manage high volumes of documents, can present challenges for organizations in the financial services industry. Managing the business processes around these documents in a secure environment is also a major concern. Technology consulting firm Doculabs discusses the capabilities that financial...
Tags: Business Process, Financial Service, Doculabs Inc., Image Processing, Operational Planning, Financial Planning, Financial Services, Business Operations, Finance
White papers
MSDN Webcast: Best Practices for J2EE and .NET Interoperability in Financial Services (Level 300)
Mixed environments are commonplace in the financial services industry. This webcast explains the best practices for architecting interoperability between Microsoft .NET and Sun J2EE systems in particular. The webcast examines the various integration channels, and shows how to design the system to support the appropriate channel.
Tags: Microsoft Developer Network, Interoperability, Microsoft .NET, Webcast, Financial Service, Microsoft Corp., Best Practice, J2Ee, Application Servers, Digital Media, Middleware, Software Development, Software/Web Development, Enterprise Software, Software, Consumer Electronics, Personal Technology
Webcasts
MSDN Webcast: Introduction to Microsoft .NET Applications in Financial Services (Level 100)
This webcast explains how Microsoft provides the technology to make mission-critical applications less expensive, easier to integrate, and more agile, enabling a person to get the right information in the hands of the people who need it to make decisions. The webcast gives ".NET Unwrapped for Financial Services" series by...
Tags: Microsoft Developer Network, Microsoft .NET, Webcast, Financial Service, Microsoft Corp., Financial Planning, Financial Services, Digital Media, Finance, Consumer Electronics, Personal Technology
Webcasts
MSDN Webcast: Best Practices for J2EE and .NET Interoperability in Financial Services (Level 200)
This webcast will take a person though interoperability in mixed environments which are often commonplace in financial services. This webcast will explain some of the best practices currently used for architecting interoperability between Microsoft .NET and J2EE systems, how to examine the various integration channels, and how to design the...
Tags: Microsoft Developer Network, Interoperability, Microsoft .NET, Webcast, Financial Service, Microsoft Corp., Best Practice, J2Ee, Application Servers, Digital Media, Middleware, Software Development, Software/Web Development, Enterprise Software, Software, Consumer Electronics, Personal Technology
Webcasts
Swiss Financial Services Group: Hedging Its Bets Against Data Loss
Swiss Financial Services Group is a hedge fund administrator providing accounting and administration services for hedge funds. The company has offices in Naperville, Illinois; Waterford, Ireland; Nassau, Bahamas; and Zurich, Switzerland. Despite the firm's global reach, it is a small company whose IT strategy is focused on strong partnerships with...
Tags: Iron Mountain Inc., Data Loss, Information Technology, Financial Service, Hedge Fund, LiveVault Corp., Swiss Financial Services Group, Disaster Recovery, Financial Services, Investment, Backups, Strategy, Data Management, Finance, Management
Case studies
Project Portfolio Management in Financial Services - Balancing Control and Compliance with Speed and Flexibility
Economic, regulatory and competitive factors have combined to make today's business environment the most challenging in decades. The IT function has borne the brunt of the hardship as a lack of credibility, spotty successes, and questionable investments have brought the budget axe down with swiftness and severity. This webcast discusses...
Tags: Information Technology, Financial Service, Compliance, Project Portfolio Management, Microsoft Corp., IT Function, Financial Planning, Strategy, Financial Services, Finance, Management
Webcasts
Insurance and Financial Services Organization Streamlines Operations
The world's leading international insurance and financial services organization has operations in more than 130 countries and jurisdictions. Its member companies serve commercial, institutional and individual customers through the most extensive worldwide property-casualty and life insurance networks of any insurer. The insurer needed to automate many self-service functions and offer...
Tags: Financial Service, Avaya Inc., Viecore, Insurance, Financial Planning, Business Operations, Corporate Insurance, Finance
Case studies
Technology and Strategic Policy Unite to Provide Secure Wireless Mobility to Financial Services Networking
The Sanpaolo IMI Group enjoys a reputation as one of Italy's most important banking and financial organizations. Pursuing innovative technologies is part of the Group's corporate culture and is considered a critical competitive advantage. To that end, the Group created a strategic business-mobility initiative to provide flexible and ubiquitous network...
Tags: Network, Financial Service, Cisco Systems Inc., Wireless, Sanpaolo IMI Group
Case studies
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
Fortune 500 Financial Services Company Saving Money, Ensuring Data Access With McDATA Storage Network
The Des Moines, Iowa IT Team of the Principal Financial Group The Principal was seeking a data infrastructure model that would consolidate several rapidly growing but distinct application environments into one infrastructure. The infrastructure would need to provide improved storage and management efficiencies, non-stop connectivity and enable uninterrupted scalability of...
Tags: McDATA Corp., Principal Financial Group, Financial, Network, Financial Service, Data Access, Storage Area Networks (SAN), Storage, Storage Management, Financial Planning, Hardware, Finance
Case studies
Financial Services Provider Gives Clients Real-Time Access to Market Information on Windows Mobile-Based Pocket PCs
Thomson Financial develops integrated information and technology applications for clients in the global financial services industry. Thomson operates in 22 countries and achieved 2003 revenues of $U.S.1.5 Billion. Thomson Financial wanted a way to expand the appeal of its primary workstation product and to meet growing customer demand for mobile...
Tags: Microsoft Access, Financial, Microsoft Windows Mobile, Mobile, PC, Financial Service, Thomson Corp., Pocket PC, Advertising & Promotion, Financial Accounting, Microsoft Windows, Operating Systems, Handhelds, Hardware, Marketing, Finance, Software
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

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Case studies (69 results)
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