More management-strategies webcasts


  • Taking Customer Communications Management Beyond Legacy Systems

  • Continued growth- whether organically or through M&A - is vital for a bank's ongoing health. But with growth comes challenges, particularly in the area of Customer Communications Management. Without question, optimizing and modernizing customer communications is essential for banks that are looking to grow. However, banks that are still using legacy systems and old processes to generate customer communications may find that their systems are holding them back.

  • The ROI of Mobile Photo Bill Pay

  • Banks are looking for new ways to increase profitability. Enabling mobile bill payment is a huge opportunity to forge stronger and more lasting bonds with their customers as a mean means to increase profitability. According to Aite Group, only about 15 percent of U.S consumers' currently pay their bills through their banks. Banks looking to seize this "85% opportunity" face considerable competition, not to mention the current difficulties in onboarding payees. Overcoming these barriers will improve banks' ability to attract and retain mobile banking users, especially the increasingly important 20- to 35-year-olds who rely on their smartphones to handle most tasks and transactions in their lives.

  • How Cloud Facilitates an Agile Contact Center

  • Anytime, anywhere customer service expectations have upended many industries - and insurance is no exception. Policyholders expect to be able to reach out at any time, through any channel, and receive a high-quality experience, whether self-servicing contact information or looking to connect with a live agent to facilitate a purchase or a claim.

  • Seizing Revenue Through Payments Services

  • For the last decade, the payments industry has rapidly become one of the most dynamic growth drivers in financial services. Traditional payment methods have evolved, new methods have been introduced and new entrants have emerged. The result is a significant increase in payment transaction volumes amidst a highly competitive and specialized industry.

  • Increasing Transparency & Reducing Risk in a Rapidly Evolving World of OTC Derivatives

  • Improving the transparency and efficiency of the trade lifecycle is critical in today’s fast-paced trading environment. OTC derivatives regulatory reform will present significant challenges for all market participants. With ever increasing regulatory requirements, improving the transparency and efficiency of the trade document lifecycle is critical. Those that can fully automate each step of the process to reduce risk and achieve compliance will gain a competitive edge.

  • Reduce Revenue Leakage and Gain Operational Efficiencies: The Benefits of Consolidating Billing Systems

  • Competing in the financial services landscape is as complex as ever with players existing in an ever-changing environment with new pressures from regulations, customer expectations and margin compression. Firms deal with a broad set of product and service offerings that traditionally may have been handled in silos, but are now expected to be consistent in client experience, risk management and more. These changes are directly affecting the way firms look at their revenue management practices including pricing and billing. As the market continues to transform, there will be firms that respond appropriately and will be clear winners.

  • Next Generation Sales Enablement: Do you have what it takes to build the sales agent desktop of the future?

  • The complexity and competitiveness of the financial services industry demands a robust sales enablement capability. The type of system that enables a true 360 degree view of the customer by integrating and correlating all relevant data and content. Does your firm empower its sales executives and services reps with everything they need to drive acquisition, retention, and cross selling? Join industry experts Julio Gomez and Jim Dickie as they highlight the evolution of sales enablement and unveil the next generation approach that will quickly become a requirement in today’s fiercely competitive landscape.

  • Capacity Management Evolved: How to Optimize VM Placement to Mitigate Risk, Right-Size Infrastructure and Cut Software Costs in Half

  • Many IT shops are still relying on outdated capacity management approaches that have not been designed to deal with the high-density, highly-automated, demand-driven virtual and cloud environments of today. As such. they are struggling with solutions that were designed for a bygone physical era when environments were static and planning was less frequent – solutions that are simply not useful in today’s modern world. Cloud and virtual infrastructures demand more sophisticated methods, while infrequent management approaches must give way to more continuous control and modern capacity control systems need to determine where to place workloads and how to size infrastructure in order to minimize operational risks and significantly reduce key costs.

  • Better Operational Decisions Webinar Series: How to Speed Credit Approvals with Next Generation Business Rules

  • Your organization is handling hundreds, thousands or even millions of interactions every day. What if you could improve the timing and outcomes of those interactions by automating your day-to-day operational decisions with business rules? What if you could infuse those decisions with pin-point accuracy and the fidelity of a subject matter expert?

  • Stress Testing: The New Frontier for Risk and Finance

  • Financial institutions are facing expanded stress testing requirements, adding to the complexity of day-to-day operations. . While this more prescriptive oversight and operational burden historically may not be welcome by most, this new focus on risk management presents an important opportunity for financial institutions to rethink their approach to the discipline.

  • DDoS Protection or Site Performance: A rock and a hard place?

  • In this webinar, IDC Financial Insights explores the challenges and solutions the financial industry faces in providing both protection from attacks and strategies that improve the customer experience. While mobile, cloud, social networking provide significant convenience to customers, and business benefits to the financial industry, they also provide a growing base of opportunities for cyber-attacks designed to steal, tarnish reputations, and cause financial harm.

  • The Future of Mobile Development in Financial Services

  • Financial services companies, whether insurers or banks, are not shy about the possibilities for mobile technology to improve their customer relations or organizational agility. But mobile technology advances rapidly, and that puts pressure on companies' development organizations to discover and implement capabilities that leverage the main attractions of the channel -- location awareness and anytime, anywhere access -- on devices of different form factor or capabilities. Indeed, three years after the introduction of the iPad, tablet computers are poised to outstrip traditional PCs and become the major online portal for many financial services customers.

  • The Integrated Advisor Desktop - Leveraging Digital Channels to Enhance the Advisor-Client Relationship

  • Today’s investors are more hands on and more likely to actively seek investment advice. Research shows that investors who communicate and collaborate with their advisor electronically pay more for the guidance they receive. But most financial firms -- saddled with traditional, siloed CRM systems -- struggle to engage with their clients through digital channels while maintaining the same level of advice, service and regulatory compliance as traditional methods of communication.

  • Leveraging Customer Insight for Business Growth

  • Retail banking is facing many challenges as technology allows customers to choose from diverse banking options, from branch banking to smart phones. Banks have also extended their reach from local to national and global markets. Without the consistent customer engagement models that were successful in the past, how can financial institutions measure and monitor success with a whole new set of engagement models?

  • Reducing Software Licensing Costs in Virtual & Cloud Infrastructure with Smarter VM Placements

  • Most organizations that license software such as Windows, SQL Server and Oracle on a per processor or per host basis are spending far more than is required on licensing. Because VM placements are typically driven by basic utilization criteria, and not more sophisticated business or technical policies, these software components tend to spread randomly across physical servers, necessitating a large licensing footprint. This creates an opportunity to save in excess of 50% of existing costs, but achieving this requires a fundamental shift in how VM placements are managed within virtual environments. Join CiRBA CTO & co-founder Andrew Hillier to learn how to contain licenses and control costs with predictive analytics that profile workloads to optimize placements by both:

  • Enabling High-Performance Trading Alpha: Beyond Low Latency to Sustained Performance

  • As global financial markets become more interconnected and diverse, trading environments are increasingly dynamic and responsive to real-time conditions. Participants across the trading value chain seek to capture new business opportunities while mitigating risks associated with the added volatility in today's financial markets. Achieving this goal requires trading platforms that provide flexibility and offer insight and intelligence that feed into optimized trading strategies.

  • Creating an Integrated View: Incorporating MDM Technology into a Legal Entity Identifier Solution

  • The lack of a standard identification system for financial counterparties makes it difficult for financial firms to develop a consistent and integrated view of their exposures, such as in the case of default of counterparty. This is a challenge not only for firms, but also creates an obstacle for regulators to aggregate and share information to effectively monitor risks. A robust Master Data Management (MDM) solution helps financial institutions implement Legal Entity Identifiers in order to better understand their business and better respond to regulations, like Dodd-Frank.

  • Raising the Bar for Online Customer Experience Management: Good for Customers, Great for Profits

  • In financial services, optimizing customers’ digital experiences can increase acquisition, cross-sell products, improve customer retention and decrease support costs. In this Webcast, you will see how best-in-class website designs drive business results, and how new smart content and product strategies are being launched.

  • A Bank Systems & Technology Live Webcast: Adjacent Innovations In Digital Banking: How Moving Beyond Mobile RDC Can Drive Business Value

  • The list of banks offering - and customers using - mobile remote deposit capture (RDC), the "killer app" that has helped drive the explosion in mobile banking adoption, has grown rapidly in the past two years. But the real value of this breakthrough is in the lessons and insights banks and digital strategists can draw from mobile RDC about customer engagement, process efficiency and revenue generation. These will yield adjacent innovations: next-generation services and offerings that stem from the elements and principles of mobile RDC.

  • Bank of America's Journey to the Cloud: Lessons learned to ensure your Private Cloud is efficient, low risk, and meets business needs.

  • Bank of America is mid-way through building one of world's largest private clouds that will house over 100,000 of the banks' workloads. With an environment of this size and many critical business services, the team has encountered and addressed just about every possible scenario and potential pitfall in moving their infrastructure over to a private cloud based on VMware technologies.

  • Preparing for "Cyber Pearl Harbor": Recent trends and options to mitigate DDoS attacks

  • Leon Panetta, U.S. Secretary of Defense, has said the recent spate of attacks on banks foreshadow a "Cyber Pearl Harbor." Join Neustar and Arbor Networks as we analyze these recent attacks and the implication they have on DDoS mitigation solutions. We'll also review a recent survey of mitigation solutions and their results in practice as well as take a deeper look at why some solutions work better than others.

  • Real-Time Transactional Scoring: How to Do it Better, Faster with Less Expense

  • Business growth is attained by attracting new customers and expanding your footprint with existing customers though a combination of cross-selling and up-selling new products and services. This growth must be balanced with the capability to improve fraud detection and deliver better customer service. Maximizing growth while limiting exposure to fraud requires insight into all customer interactions as they are happening so those interactions can be applied to today's interaction with historical behavioral patterns to determine the best course of action for right now. Today, many customers are exploring the possibility of scoring their data in real-time but are unable to proceed due to the technical limitations of how the scoring of new transactional data must be handled. Being dependent on a real-time web services call/response can result in much higher costs, not to mention the possible impact to service levels with network bandwidth limitations. By incorporating the scoring algorithms directly within the transactional application, you will have better insight into customer behavior at the point of interaction — at a price point you can afford.

  • Telecommunication & Collocation for Financial Markets

  • Your company's telecommunications services including voice-over-IP (VoIP), WAN connectivity, telecom expense and inventory management, and IP data solutions are too important to leave to chance. While doing it all in house – or outsourcing to a single carrier – may seem like a good idea, your support and downtime may not be enough to protect your organization.

  • Engagement Banking: Building Relationships Through Online and Mobile Channels

  • Bank customers today want a superior online experience. Given the proliferation of touch points involving smartphones, apps, social media and online banking – today's consumers are in control when it comes to the provision of banking services. In this webcast, you will hear about the key trends driving the era of engagement banking, best practices for online and mobile banking and gain insight on major challenges in upgrading both online and mobile channels.

  • Delivering on Real-time and Cross-Channel Fraud Detection: Effectively Responding to Increasing Velocity and Channels

  • Customers are embracing new delivery channels such as mobile and new products such as electronic check presentment and online transactions passing through ACH and wire systems while continuing to use traditional branch, telephone and ATM banking. In this multi-channel world, customers demand that transactions occur fast and in real-time so that, for example, transactions conducted at the ATM are immediately reflected in their mobile banking app.