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- Financial Services Leader Streamlines Information Sharing and Accelerates Teamwork
- Wachovia Corporation's employees used traditional intranet content and document management tools, but lacked an integrated, user-friendly solution for team collaboration and document creation. IT professional assistance was routinely needed to establish and maintain these workspaces, and support costs were increasing. The corporation needed a powerful and flexible solution for project...
- Tags: Team, Teamwork, Collaboration, Financial, Microsoft Corp., Wachovia Corp., Financial Services Leader, Team Management, Groupware, Document Management, Content Management, Managerial Accounting, Management, Enterprise Software, Software, Finance
- Case studies 2005-12-01
- Financial Services Leader Expands and Innovates With HP Integrity Servers and Linux
- Fiserv Investment Support Services Fiserv ISS, one of the largest trustees of self-directed retirement plans in the U.S., recently adopted an Itanium 2 - based HP Integrity server platform equipped with the Red Hat Enterprise Linux operating system and an Oracle Database 10g with Oracle Real Application Clusters to process...
- Tags: HP Integrity, Hewlett-Packard Co., Financial, Fiserv Inc., Financial Services Leader, Fiserv ISS, Financial Accounting, Linux, Servers, Finance, Operating Systems, Software, Hardware
- Case studies
- Banking Leader Creates Next-Generation ATM With New Design and Development Tools
- Wells Fargo is a leader in ATM banking, but is not complacent. The financial services leader believes the ATM platform has tremendous potential, comparable to that of online banking. Using new Microsoft tools to bridge the gap between development and design, Wells Fargo created a next-generation ATM client. Expression Interactive...
- Tags: Development Tool, Wells Fargo & Co., Leader, Microsoft Corp., Tool, Banking Leader, Financial Services Leader, ATM, Leadership, Banking, Microsoft Windows, Network Technology, Networking, Management, Financial Services, Operating Systems, Software
- Case studies
Additional Resources
- Leader in Global Financial Services Invests in StreamLine SL8500 Modular Library Systems to Consolidate Data, Cut Costs
- With more than 150,000 employees and millions of customers worldwide, the firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. In preparation for the merger, the IT team realized that combining technologies was going to be...
- Tags: Partnership, Financial Service, Streamline, Sun Microsystems Inc., Leader, Business Structures, Financial Planning, Financial Services, Leadership, Finance, Management
- 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 Management for Non-Financial Executives and Managers
- The objective of this webcast is to create an understanding of the financial skills in the context of being a more effective leader, with the capability to leverage financial acumen to excel both individually and collaboratively; to make the attendee think like a CFO or CEO; delivering hard truths. The...
- Tags: Financial, Financial Management, Financial Accounting, Finance
- Webcasts 2007-11-01
- The Principal Increases Productivity and Marketing Effectiveness by Migrating to an Informatica Solution
- The Principal Financial Group The Principal is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement and investment services, life and health insurance and banking through its diverse family of financial services companies. The company wanted to build a scalable...
- Tags: Marketing, Informatica, Financial Accounting, Financial Planning, Finance
- Case studies
- Streamlining Operations: How a Financial Services Leader Consolidated Accounting Systems for Over 150 Affiliate Firms With Hosted Lawson Software
- Founded in 1998, National Financial Partners is a national network of independent financial advisors offering financial services to high net worth individuals and growing entrepreneurial companies. To achieve true economies of scale, National Financial Partners needed to standardize and consolidate their accounting processes across all affiliates while meeting Sarbanes-Oxley compliance...
- Tags: Accounting, Financial, Lawson Software Inc., Accounting System, Operational Accounting, Financial Services, Financial Accounting, Finance
- Case studies 2007-07-19
- VMware Revolutionises Jersey Financial Services IT
- Jersey Financial Services Commission is responsible for the supervision of the financial services businesses on the British island of Jersey. Jersey Financial Services needed a robust, true replication disaster recovery solution and scalability and flexibility for future expansion. There was need for pressure on existing systems from business and user...
- Tags: Information Technology, VMware Inc., Hardware, VirtualizeIT, Jersey Financial Services Commission, Disaster Recovery, Data Management
- Case studies 2007-03-09
- Operating System Upgrade Helps Lower Costs and Enhances Security for Technology Leader
- Headquartered in Istanbul, Turkey, Garanti Technology supports more than 1,200 servers and 18,000 desktop computers throughout Turkey and Europe. Garanti Technology is an industry leader in banking and financial services. It maintains a competitive edge by adopting the latest technology and building creative solutions to meet its customers' needs. Following...
- Tags: Security, Operating System, Leader, Turkey, Garanti Technology, Leadership, Microsoft Windows, Management, Operating Systems, Software
- Case studies 2008-07-01
- Credit Suisse Group Optimizes Resources With an Automated Server Provisioning Solution From Symantec
- Credit Suisse Group is a leading global financial services company headquartered in Zurich. With business-critical applications residing on more than 1,000 Sun UNIX-based servers, server provisioning was a time-consuming endeavor for Credit Suisse Group. The problem was particularly acute for the development and engineering environment, with provisioning taking as long...
- Tags: Server Provisioning, Credit Suisse First Boston, Symantec Corp., Servers, Hardware
- Case studies
- Navigate the new financial landscape
- The landscape of the financial services industry is evolving, and financial institutions must adapt to the changing marketplace in order to succeed. This complimentary portfolio from IBM provides innovative thinking and specialized information on how to differentiate your financial institution from the competition.
- Tags: Financial, Financial Company, IBM Corp., Financial Accounting, Financial Services, Finance
- Resource centers
- How to Automate Forms-Processes for Financial Services Organizations
- The Documentum and Adobe intelligent forms solution for the financial services industry is designed to meet the specialized requirements of the different sectors of Financial Services. Examples of successful usage include new account openings, claims information collection, and loan and mortgage origination. Clients are in such sectors as retail and...
- Tags: Financial Service, EMC Corp., Financial Planning, Financial Services, Finance
- Webcasts
- SAS Helps Wachovia Grow Customer Satisfaction and Loyalty
- Heightened competition in the financial services industry is driving Wachovia Corp. and other institutions to become more customer-focused. With help from SAS, Wachovia, one of the largest providers of financial services to retail, brokerage and corporate customers, has achieved increased customer loyalty and profitability since placing an emphasis on customer...
- Tags: SAS Institute, Customer Satisfaction, Wachovia Corp., Product Marketing, Marketing
- Case studies
- Teamquest and ITIL: Part 5 - Implementing Financial Management for IT
- Where Service Level Management SLM defines and manages the services, Financial Management determines the costs of services and provides financial accounting support to ensure expenditures fall within approved plans and that funds are well spent. The role of Financial Management varies depending upon the view of IT within the corporation....
- Tags: Financial, Information Technology, TeamQuest Corp., ITIL, Financial Management, Financial Accounting, Investment, It Management, Financial Planning, Finance, It service Management
- White papers 2006-03-07
- Global Financial Leader Deploys Solution for Compliance and Operational Advantages
- Bank of America, one of the world's leading financial institutions, provides its services through 6,100 retail banking offices and nearly 18,500 ATMs. For a large and complex organization like Bank of America, compliance with the numerous U.S. and international financial regulations is of vital importance. One of the most significant...
- Tags: Bank Of America Corp., Financial, Compliance, Microsoft Corp., Financial Leader, Basel II, Portals, Banking, Financial Accounting, Web Technology, Financial Services, Internet, Finance
- Case studies 2008-07-01
- Protecting Your Personal Financial Information (PFI)
- Personal Financial Information PFI can be compromised as a one-on-one relationship with your financial services professional grows and builds. Sometimes connecting with a financial services firm is done on the phone, other times via email. It's the security of email communication between client and firm/organization where your PFI is put...
- Tags: Financial Service, Essential Security Software, E-mail, Financial Planning, Financial Services, Online Communications, Finance
- White papers 2006-03-02
- Operations Management in UK Financial Services
- The extremely competitive nature of the financial services industry today and the changing landscape of customer expectations and their approach to investing in financial products, puts an onus on suppliers to consider how well they are dealing with new and existing customers' business transactions.This research investigates how technology is being...
- Tags: Quocirca, Financial, Financial Accounting, Strategy, Finance, Management
- White papers 2008-01-14
- Ji Consultancy Designs and Supervises Transition to VMware Virtual Infrastructure for High Availability and Disaster Recovery at Jersey Financial Services
- Jersey Financial Services Commission is responsible for the supervision of the financial services businesses on the British island of Jersey. In 2003, the deputy director - head of Information Communications and Technology, identified shortcomings in Jersey Financial Service's disaster recovery methods, which relied on traditional back-up tapes and decided to...
- Tags: High Availability, VMware Inc., Jersey Financial Services Commission, Disaster Recovery, Data Management
- Case studies
- BMO Financial Group Connects Critical Business Assets With Web Services Technology
- Established in 1817 as Bank of Montreal, BMO Financial Group is the oldest financial services provider in Canada and one of Canada's largest financial firms. The company wanted to improve employee productivity and increase front-line sales and service capacity and effectiveness while preserving and leveraging existing technology infrastructure assets. BMO...
- Tags: Asset, Web, Financial, Web Service, Canada, IBM Corp., Asset Management, Financial Accounting, Web Services, Middleware, Operational Planning, Business Operations, Finance, Enterprise Software, Software
- Case studies 2005-04-01
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