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- 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
- 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
- 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
- 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
- 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
- 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, Data Integration, Financial Planning, Regulatory Compliance, 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
- 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
- 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
- Decision Support: Balance benefits, risks before outsourcing your call center to offshore provider
- By Bradford AdrianBusinesses in many industries have shipped their customer call center operations to offshore service providers, primarily lured by the promise of lower costs. Although the financial services industry tends to be more conservative than other sectors in the use of outsourcing, the appeal of offshore call centers is,...
- Tags: benefit, call-center, decision support, financial, financial service, financial services company, Gartner , outsourcing
- Technical articles 2003-10-17
- Financial institutions cannot know their customers too well
- Enterprises should develop formal information collection and reuse policies that are broader than, yet containing, their privacy policies. Those policies should clearly delineate how information will be gathered, shared, maintained, and retained. If they don't, they risk simultaneous failure to adhere to regulations and exploit potentially profitable situations. Information strategies...
- Tags: financial, financial services company, financial service, Gartner
- Technical articles 2003-09-26
Additional Resources
- A Unified Front
- First Command Financial Planning offers financial advice, banking, insurance, and brokerage services to more than 300,000 active and retired U.S. military professionals and their families. The company wanted to create a Web portal to give military members secure access to all of their financial services from banking to brokerage accounts....
- Tags: Financial, Sonic Software, Financial Accounting, Portals, Web Services, Finance, Internet, Enterprise Software, Software
- Case studies
- 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
- ESNAAD Simplifies Financial Management for Diverse Oil Industry Services
- The result of a merger between Abu Dhabi Drilling Chemicals and Products Ltd. and National Marine Services Co., ESNAAD is primarily a services company catering to the oil and gas industry. The challenge was to automate financial management processes and ensure timely and accurate billing for diverse services and customers....
- Tags: Oracle Corp., Financial, Industry, ESNAAD, Financial Management, Financial Accounting, Investment, Financial Planning, Finance
- Case studies
- Zions Management Services Company Delivers More Reliable Customer Service and Improves Operational Ef?ciency
- Zions Management Services has been recognized as one of the top financial services providers in Utah and Idaho for many years. Maintaining this success in today's fast-moving financial services sector, however, is no easy task. To help simplify its IT support burden, Zions Management Services Company decided to expand its...
- Tags: Customer Service, Computer Associates International Inc., Zions Management Services, Product Marketing, Customer Relationship Management (CRM), Financial Planning, Strategy, Marketing, Enterprise Software, Software, Finance, Management
- Case studies 2007-03-14
- Fifth Third Bancorp Increases Financial Visibility Across Businesses for Increased Efficiency
- Fifth Third Bancorp is a Fortune 500 company and diversified financial services company headquartered in Cincinnati, Ohio. The company has provided quality financial products and services to its customers for almost 150 years. Faced with the need to improve decision making, reporting, and planning during a period of rapid expansion...
- Tags: Hyperion Solutions Corp., Oracle Corp., Financial, Fifth Third Bancorp, Financial Accounting, Finance
- Case studies 2007-08-01
- Financial Services Company Boosts Security With Latest Desktop Operating System
- As a member of the financial services industry, Raymond James Financial is concerned about security, considering it a crucial element of providing high-quality service. In the pursuit of the best security for its environment, the company strives to maintain the latest technology. Raymond James recently continued this tradition by moving...
- Tags: Desktop, Security, Financial, Financial Service, Operating System, Microsoft Corp., Financial Planning, Microsoft Windows XP Service Pack 2, Financial Services, Finance
- Case studies
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