Thinking End to End: A Sound ECM Strategy for Retail Banking [ Source: Lexmark ]
August 2011- Retail Banks are re-thinking strategies to harness the data that is created in every corner of the bank enterprise. Core system data, Customer documents, email, and content from emerging technologies like social networking are creating the deluge of content. Developing an end-to-end enterprise content management (ECM) strategy that emphasizes capture and delivery will help develop further benefits in your retail bank environment and fast track the opportunities to leveraging the information of the future. <...

Intelligent Customer On-Boarding in Wealth Management: The Evolution [ Source: Progress Software ]
March 2011- New client on-boarding is a complex process that is full of opportunity and fraught with risk. Long-term company performance can be impacted, depending on how wealth management firms view this process, and ultimately develop it.

On-boarding not only affects operational efficiency, customer satisfaction, and cross-selling opportunities, but is a strong factor in advisor decision-making when advisors are choosing a brokerage firm.

This paper introduces a maturity model for wealth management on-boarding ...

Does Your Risk Management Approach Pass the Sink or Swim Test? [ Source: Informatica ]
September 2010- The lack of sound counterparty and customer risk management was a key culprit behind the recent recession and failure of large financial institutions such as AIG. Now institutions are rethinking how to strengthen their risk management capabilities to minimize exposure while optimizing capital reserves.

This executive brief provides an expert look at how your organization can sharpen its visibility into complex and multidimensional risk data amid volatile conditions. Author Bill Bradway, an independent ...

Information Management [ Source: CAPCO ]
April 2012- Financial institutions are struggling to deal with the data deluge. Outdated information management plans and poor results from initiatives such as bespoke data warehousing are compelling organizations to find better solutions. Burdened with ongoing business and regulatory change, redundant and siloed information, and inadequate stewardship, financial services organizations need strategies that address key enterprise data management issues while answering the concerns of diverse, impatient stakeholders. <br><br> Capco can help our ...

Oracle Exadata in Capital Markets [ Source: Oracle ]
December 2011- Financial reform is pervasive and increasingly more demanding. Its core goal is the reduction of systemic risk through greater transparency, with regulators driving fundamental changes in the depth and breadth of data points needing to be collected and managed to meet progressively complex near-time and real-time reporting requirements. <br><br> These trends are creating demands on IT that traditional technology solutions cannot meet. The convergence between real-time processing and near/real-time ...

Finance Transformation Meets Post-Crisis Risk Management: The Need for a Unified Platform Architecture [ Source: Oracle ]
December 2001- Globally, financial institutions are faced with ever pressing challenges to enhance their business models, while simultaneously having to comply with a plethora of new regulations.<br><br> Through these changes they have realized a more integrated - finance and risk - architecture is essential. Historically these different business elements had been addressed using a silo based approach and invariably led to a manually driven architecture being embedded within a financial institution.&...

The Critical Importance of Archiving in the Financial Services Industry [ Source: ARCMAIL ]
November 2011- This white paper discusses the requirement for financial services firms to retain content of various types, and it discusses what organizations should do to satisfy these obligations. It also provides a brief overview of ArcMail, the sponsor of this white paper and a leading provider of archiving systems.

Leading Mortgage Lenders Keep Prospects Waiting [ Source: Leads360 - Sales Software ]
August 2011- In this study of consumer response strategies across the mortgage lending industry, top mortgage lenders underperform on key customer service and sales effectiveness metrics and lead response benchmarks. In fact, 74 percent of lenders failed to attempt contact with a new lead via telephone within the first 24 hours after the lead was submitted. Only 58 percent of lenders responded via email within the same time frame. Beyond the unresponsive follow-up, nearly half of the lenders surveyed failed ...