Vendor Demonstration Guidelines And Best Practices For Clients [ Source: Infosys Technologies Ltd ]
April 2010- In a vendor evaluation project, clients or buyers typically invite the short-listed vendors to demonstrate their product or solution through an in-person presentation. This is referred as “vendor demonstration” in this article. Vendor demonstration is an important step in vendor selection process. The purpose of this article is to share guidelines and best practices for the vendor demonstration process from client’s or buyer’s perspective.

Increasing Bank Profitability and Managing Risk with Business Intelligence [ Source: Onward Systems Inc. ]
March 2009- In the wake of IndyMac and many others, and the failures of both Freddie Mac and Fannie Mae, banks are worrying more and more about tracking their spending and making ends meet, trying to achieve profitable accounts while at the same time turning around riskier customer ventures. The nation’s banks are increasingly facing the credit crunch due to the sub-prime loan debacle. While financial stability and a surplus economy might be a mere vision ...

Watch List Filtering Solution Considerations [ Source: Bank of America ]
November 2008- Watch list filtering solutions' primary requirement is to routinely scan current and prospective clients against a database (watch list) consisting of names, aka and address entries. This paper describes standard points which need to be considered to implement a watch list filtering solution and a high-level process flow. It does not matter whether a custom solution is built or a standard product is chosen.

A Leading Global Banking and Financial Services Firm Improves Production System Support [ Source: Virtusa Corporation ]
January 2008- Virtusa took the entire responsibility for system maintenance, using a well-planned transition process that resulted in improved on-time resolution with minimal disruption to the client's business. We adopted effective process and quality management systems, resulting in better on-time delivery with high quality results.

Paving the Way to Risk-free Change: Guide to consolidating IT systems and rolling out new services in a payment processing environment [ Source: INETCO Systems Ltd. ]
September 2010- As the economy continues to improve, banks and payment processors are focused on expanding market share, new product offerings and operational efficiencies as part of their long-term survival and growth strategies. New service roll-outs, migration efforts and consolidation projects are translating into a whole new set of IT performance challenges and operational risks. At the same time, IT systems are also being looked at as an integral component of a financial risk management strategy. The ...

Mobile Device Management for Financial Services [ Source: Fiberlink ]
May 2013- Financial Mobility-Balancing Security and Success

Financial services companies have been leery to embrace the enterprise mobility wave. Rightly so, regulations from Sarbanes-Oxley (SOX) to the Financial Industry Regulatory Authority (FINRA) and the Payment Card Industry Data Security Standard (PCI DSS) have given financial IT professionals extra concern for caution.  From BYOD to Corporate-Owned, Every Mobile Device Protected

The good news is that with Mobile Device Management (MDM) iPhones, iPads and the ...

Building profitable cross-channel. Using analytics and personalized marketing to increase revenue and customer loyalty [ Source: IBM ]
October 2012- This white paper explores the fast-changing customer relationship landscape in financial services. It outlines strategies and technologies that financial services marketers can use to better understand customers and market effectively across traditional and digital channels, with sections on:

• Inbound marketing
• Event-based marketing
• Digital marketing and personalized retargeting
• Web analytics
• Mobile and social channels
• Customer lifecycle management

By combining analytics and cross-channel marketing automation, financial services providers ...

The Impact of Open Source in Financial Services: A Chief Architect's Perspective [ Source: Black Duck Software ]
October 2012- Black Duck seeks the insights of senior executives on open source software (OSS) trends and recently interviewed Eric Newcomer, an industry veteran with more than 30 years of experience. Eric was Chief Architect, Investment Banking IT for Credit Suisse, and he has also served as Chief Technical Officer of IONA Technologies. In this brief question-and answer interview he agreed to share his thoughts with the community on the use of open source in the financial services ...

The Final Cloud Frontier: Driving Cloud Adoption for Mission Critical Apps [ Source: Interop ]
May 2012- In spite of the strides the cloud industry has made in addressing security and integration concerns, large enterprises are still reluctant to adopt the cloud for mission-critical applications. Resistance to cloud adoption is just as much an issue of misaligned incentives and fear of the unknown as it is about legitimate technology concerns. Breaking the impasse on mission-critical apps often can't be done directly and requires proof to be accumulated over a sustained period of ...

Customer Success Story: Financial Services [ Source: Black Duck Software ]
May 2012- A global financial services giant finds that the Black Duck Suite enables it to realize the compelling economics of open source software while solving the significant management, compliance and security challenges that weighed down productivity and exposed the organization to legal, operational and financial risk.