What Every Banker Needs to Know About Dodd-Frank (in Less Than 40 Pages)
This Dodd-Frank Cheat Sheet is a synthesis of the legislation's most important provisions, highlighting the Act's key requirements, deliverables and IT implications. While the Cheat Sheet isn't a substitute for reading the entire legislation, the interactive tool will help you make sense of this historic piece of regulation -- in less than 40 pages.
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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 ...
Benefits of Application Rationalization: Reduce Costs and Improve Service with a Systematic Approach [ Source: Oracle ]
March 2013- In this whitepaper, learn about the benefits and challenges of getting an application rationalization effort started and implementing a strategic plan to quickly demonstrate results.
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 ...
Forrester Consulting Report: Empowered Customers Drive Collaborative Business Evolution [ Source: IBM ]
January 2013- IBM recently commissioned Forrester Consulting to evaluate how businesses are changing in the face of today’s business environment. Read this report to learn the four key findings driving business decisions today including the customer experience, touchpoints, lack of internal collaboration and non-technology hurdles to business transformation.
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 ...
Building Profitable Cross-Channel: Using Analytics and Personalized Marketing to Increase Revenue and Customer Loyalty [ Source: IBM ]
September 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 can increase ...
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.
Open Source Governance in Highly Regulated Companies [ Source: Black Duck Software ]
May 2012-
Open source software can empower developers, increase innovation and improve competitiveness, and its popularity is growing tremendously. Open source now represents an average of 29% of the code deployed by IT and technology innovators are using 60%-80% of open source code, which can yield cost savings and free-up development resources to improve competitive differentiation.
And as open source becomes more common, the need for governance increases dramatically. Without proper controls and processes to ensure ...
Open Source Drives Innovation in Financial Services [ Source: Black Duck Software ]
May 2012-
The strategic use of open source software can enable a financial services organization to use up to 60-80% open source software in their enterprise and mobility applications so they can do more and develop less.
Yet according to Gartner, the average enterprise today uses only 29% open source code. When a financial services organization is able to put strategy, process and automation around finding, assessing, managing and scaling open source software reuse, it can ...
Uber Architect [ Source: CAPCO ]
April 2012- What does a Solution Architect do? In deference to traditional deliverable-based architect role definitions, Solution Architecting spans the SDLC. While SAs are responsible for some deliverables, they primarily configure the required building blocks of the working product. They make transparent a myriad of tough decisions, encourage stakeholder collaboration, break deadlock and resolve difficult issues. SAs have a "line of sight" from ideation through implementation. Figure 1 summarizes the major processes by Project Management Institute (PMI) function ...
IT Complexity: Measure, Model, Master [ Source: CAPCO ]
April 2012-
IT complexity: A new metric to evaluate the impact of change
What if complexity was a discreet, measurable metric rather than a discretionary, ambiguous term? Could a complexity metric reshape the decisions and activities of a CIO?
The information technology field is filled with quotes and anecdotes about organizations trying to contain, explain and manage complexity. Often these words reflect an inclination to assume that if complexity exists, we should try ...
Serving the Gen-Y Customer: 7 Key Technology Challenges for Banks [ Source: Oracle ]
February 2012- Generation Y (Gen-Y) customers are predicted to be tomorrow's wealth accumulators. Their behavior and consumption pattern is different from the earlier generations. Banks will have to adopt different business paradigms to serve them. Gen Yers are technology savvy and prefer swift service. Personalization is high in Gen-Y customers' wish list. Successfully meeting these challenges depends on the agility and efficiency of the bank's IT infrastructure. Most banks are still running on legacy systems which are ...
Oracle Exadata eBook [ Source: Oracle ]
December 2011-
As organizations contend with escalating demands for greater quantities of information, more sophisticated data analysis, and a burgeoning user population, Oracle Exadata makes database workloads faster, easier to manage, and less expensive.
Oracle Exadata is the world's first database machine to provide extreme performance for both data warehousing and online transaction processing (OLTP) applications.
But it's not the quantitative gains that make the Oracle Exadata Database Machine so exciting. It's the ...
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.
These trends are creating demands on IT that traditional technology solutions cannot meet. The convergence between real-time processing and near/real-time complex analytics places incompatible ...
Practices and Emerging Trends in Asset Liability Management and Liquidity Risk [ Source: Oracle ]
December 2011-
Asset Liability Management (ALM) plays a critical role in weaving together the different business lines in a financial institution. Managing liquidity and the balance sheet are crucial to the existence of a financial institution and sustenance of its operations. It is also essential for seamless growth of the balance sheet in a profitable way.
In recent times, even large multinational financial institutions were in a deep liquidity crisis and in dire need of ...
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.
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.
This is ...
Reducing Banks' Compliance Toll [ Source: Lexmark ]
October 2011-
As regulatory pressures on the financial services industry mount, financial institutions face a growing cost of compliance. Focusing on improving just the productivity of compliance efforts will be insufficient to reduce the toll. Financial institutions must improve upstream lending and account opening processes.
While achieving a paperless environment is a worthy goal for banks, a less-paper environment is a necessary - and realistic - starting point. Automating processes by deploying imaging and business ...
Unlock Your Competitive Advantage [ Source: IBM ]
September 2011-
Many financial institutions have invested at some point in Enterprise Content Management (ECM) technology. But changing business priorities have halted many of these efforts mid-stream, leaving millions in possible benefits on the table.
Today, what we see on paper has little value unless it can be extracted, examined against other facts, applied to changing models, and used to forecast trends and risks that inform action. Firms must be able to take what is, ...
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.
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Mastering new and expanding financial services regulations and audits [ Source: IBM ]
May 2011-
Effective IT governance, risk management and compliance (GRC) is essential for financial institutions to meet increasingly stringent regulatory and audit requirements and reduce business operational risk. By instituting the appropriate IT GRC controls, organizations can demonstrate regulatory compliance in areas of specific concern to auditors.
At the same time, these controls can take organizations beyond the immediate need to pass an audit and into the realm of reduced operational risk exposure through process ...
Accelerate core system and application transformation [ Source: IBM ]
May 2011-
In the rapidly evolving market for financial services and products, addressing key business, regulatory and technological challenges requires a robust IT infrastructure and an effective transformation of your core systems and applications.
IBM Rational provides a solution to accelerate your transformation effort through four entry points within your core systems, which can help reduce risks and accelerate time to market.
IBM Rational Core systems and application transformation eKit for Financial Services Institutions [ Source: IBM ]
May 2011-
This eKit provides you with materials about IBM Rational software's role in helping Financial Services Institutions (FSI) transform core systems and applications to grow and change rapidly for meeting evolving customer demands.
Learn how IBM Rational helps optimize the design, delivery and management of core systems and applications.
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 ...
The Eight Stages of an Agile Approach That Works [ Source: OutSystems ]
February 2009- With the experiences gathered through 500+ Agile projects, the OutSystems team has developed and refined a repeatable way to enable the efficient and successful delivery of enterprise-scale Agile projects -- in essence, defining an Agile method that works. This approach includes the concepts applied, the tools used and the activities conducted for successfully delivering web business applications. By leveraging the Agile Platform and Agile Network, organizations are able to adopt Agile development methods and scale their ...
Desktop Virtualization: Examining the Next Wave of Transformative Technology for the Banking Industry [ Source: Citrix ]
September 2010-
Desktop virtualization continues the trend of centralizing applications, securing user data, while dramatically increasing utilization and reducing support costs. In short, desktop virtualization contributes to key IT initiatives in several operational areas.
This paper explores the strategic benefits of implementing a desktop virtualization solution, including a list of critical features and practical steps for implementation.
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.
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