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- Hancock Extends E-Mail to 2,500 Agents With Microsoft Outlook Web Access
- John Hancock's 2,500 independent agents were communicating with their customers by telephone and mail, while the customers increasingly wanted the ability to communicate with their agents by e-mail. But e-mail posed several challenges for the company. To solve its e-mail need, the company turned to Microsoft Outlook Web Access, the...
- Tags: Agent, Server, Microsoft Corp., John Hancock Financial Services Inc., Microsoft Outlook Web Access, Hancock, E-mail, Microsoft Outlook, Real Estate, Groupware, Microsoft Office, Online Communications, Office Suites, Software, Business Operations, Enterprise Software
- Case studies
Additional Resources
- Manulife Financial Implemented the CA Bilingual Support Automation Solution to Meet the Diverse Needs of Their Customers
- Operating as Manulife Financial in Canada and Asia, and primarily through John Hancock in the United States, the Company offers customers a diverse range of financial protection products and wealth management services through its extensive network of employees, agents and distribution partners. In 2002, Manulife Financial began using the ASP-hosted...
- Tags: Computer Associates International Inc., Manulife, Business Structures, Financial Accounting, Real Estate, Finance, Business Operations
- Case studies
- BlackBerry and mWholesaler Make Financial Sales Team More Competitive
- Essex Corporation is one of the oldest national wholesalers of mutual funds, annuities and life insurance, and a division of John Hancock. To prepare for customer meetings and follow-up sales reports, Essex Corporation wholesalers used cell phones and laptops with cumbersome dial-up connections to access the company's CRM database. A...
- Tags: Financial, Wholesaler, RIM BlackBerry, Sales Strategy, Sales Force Management, Sales
- Case studies
- 3rd Party Companies and the Gramm-Leech-Bliley act
- It seems like the GLB privacy act applies to financial institution that has the relationship with the consumer/customer. Does it also apply to 3rd party companies that the financial institution uses?For instance...John Doe goes to ABC Mortgage for a home loan. ABC Mortgage has to adhere to GLB...
- Tags: ABC Mortgage, financial, financial company, glb, glb privacy act, it management, John Doe, jrg@..., privay act
- Discussion threads 2006-10-25
- 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
- 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
- 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
- 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
- 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
- Identify patterns and predict customer behavior with data mining features in Microsoft Analysis Services 2005
- Many business problems call for the ability to spot patterns and trends across data sets that are far too large or complex for human analysis. Data mining can be used to explore your data and find these patterns, allowing you to begin to understand why things happen and to predict...
- Tags: Microsoft Corp., Analysis, Addison-Wesley, Data Mining, Business Intelligence, Marketing Research, Databases, Enterprise Software, Software, Data Management, Marketing
- Book chapters 2006-10-11
- Digital Archiving Strategies for Regulatory Compliance in Financial Services
- In the past 10 years, advancements in technology have changed the way financial services organizations conduct business. Digitization and high speed messaging have permeated every aspect of the financial services business, bringing with it great benefits as well as new problems. The objective of digital archiving is to preserve the...
- Tags: Financial Service, Archiving, Archivas, Regulatory Compliance, Financial Planning, Business Intelligence, Financial Services, Finance, Enterprise Software, Software, Data Management
- White papers 2005-03-10
- 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
- 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
- Identity Protection Services: Security Solutions for Financial Institutions
- Perimeter offers an industry leading suite of identity protection services that include anti-phishing and pharming services to protect the most valuable asset to any financial institution - its customers.
- Tags: Pharming, Financial, Financial Company, Perimeter, Phishing, Financial Services, Security, Spam And Phishing
- White papers 2007-03-01
- 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
- 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
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