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.
- Choose Segment:
- Banking
- |
- Insurance
- |
- Capital Markets
- |
- Trading/Exchanges
- |

A Strategy for Governing IT Projects, Programs, and Portfolios Throughout the Enterprise [ Source: Oracle ]
March 2013- Making the right IT investment decisions is both critical and challenging. How can you help ensure that only the projects that provide the highest value to the business actually get implemented, even across such a diverse technology landscape?
The Integrated Enterprise: Connecting the Dots Between Business, IT, and Project Success with EPPM [ Source: Oracle ]
March 2013- Today in almost every enterprise, business growth and IT investment are inextricably linked. Learn how the right integrated EPPM solution can impact the enterprise and help ensure profitability and project success.
Reputational Risk and IT in the Banking Industry [ Source: IBM ]
March 2013-
How IT risk management can shape the reputation and value of a company
It's no secret that the reputation of your financial institution is at risk every day. An IT issue can set in motion a series of events that can have significant impact on business value, affecting your firm's reputation.
IBM conducted a worldwide study examining how security and business continuity can shape the reputation and value of a company. ...
Revolution of the Customer-Focused Enterprise: How banks are driving new value through information, insight, and interaction [ Source: IBM ]
March 2013-
S&D White Paper: "Revolution of the customer-focused enterprise"
When it comes to technology, change is constant, inevitable, and largely beyond our control. We can't know what the future of the customer landscape will be, but successful organizations understand that being prepared for constant change in customer landscapes may be the best strategy to win in the future. With insights from this white paper, your organization can answer key questions, such as:
<...
Bank on the Customer [ Source: IBM ]
March 2013-
Customer Focused Enterprise in Banking
GBS White Paper: Forego creating products, "Bank on the Customer"
Though the global economy is still shaking off the effects of the past and current financial crises, banks in both the emerging and developed economies have an opportunity to manage enormous capital growth and wealth creation. To regain customer confidence and earn their slice of the increasingly competitive market, banks must transform themselves by jettisoning old, ...
Assessing the Real Value of Strategic Use of Open Source: A New Approach to Valuation [ Source: Black Duck Software ]
November 2012-
For ISVs and enterprise IT organizations, the strategic use of open source components can substantially and rapidly improve the development process and boost developer productivity. As such, assessing the value of the strategic use of open source components is critically important.
This paper demonstrates how an organization can save $4-$5 million over five years with the implementation of strategic open source procedures, such as those provided by the Black Duck® Suite.
2011 Cloud Networking Report [ Source: Certeon ]
June 2012-
The 2011 Cloud Networking Report provides an in-depth look into the world of the wide area network (WAN).
• Compares and contrasts WAN vs. LAN environments
• Identifies key factors IT organizations are using in their decisions about WAN
• Describes current and future WAN architecture and technology options
Find out why "The majority of IT organizations believe that factors such as the growth in the number of mobile workers and ...
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.
Investment Management - Business Economics [ Source: CAPCO ]
April 2012-
Downward pressure on fees, increasingly complex client needs and more diverse product sets are among the new realities requiring investment managers to gain better insight into profitability drivers. Some firms have begun measuring revenue in addition to the traditional profitability proxy of assets under management. However, these metrics are no longer adequate.
Capco can help you model and understand the economics of your business today, enabling you to quickly make more confident decisions ...
4 Steps to Maximize Customer Profitability [ Source: IBM ]
January 2012- Read this whitepaper and learn how your financial services organization can use analytics to understand customer profitability and lifetime value across all products and business lines.
Enterprise Capture: Enabling Customer Service Improvement, Cost Cutting, And Compliance For Financial Institutions [ Source: Kofax ]
July 2011-
Today the financial services market is experiencing unprecedented transformation. Restructuring, consolidation and volatility are driving significant structural changes in the investment and retail banking sectors. Banks are responding by actively looking for ways to improve liquidity, restore investor confidence, increase customer retention and better compete for deposits. They recognize the need to streamline business processes to better support their clients during account opening, loan origination, mortgage processing and portfolio management.
Banks and other ...
Customer Centricity: The Key to Success in Retail Banking [ Source: Kofax ]
July 2011- Two years after the financial crisis, economies worldwide have started to recover. Banks and financial institutions, however, have not benefitted as much as they normally would, as GDP growth no longer automatically translates into increased customer confidence, especially in developed markets. Households and business clients have remained tentative about entering long term borrowing contracts and have created a savings surplus instead. The slowdown has forced many banks to redirect their focus to retail banking and ...
State of the ECM Industry 2011: How well is It meeting business needs? [ Source: Kofax ]
July 2011-
Over the last few years, Enterprise Content Management has been one of the fastest growing areas of IT, outstripping traditional enterprise applications with its double-digit growth. Driven partly by the need to contain content chaos, but more positively, by the need to maximize employee productivity, improve knowledge sharing and reduce fixed costs, ECM has taken its place at the IT top-table, both as a concept and as a product.
There is no doubt ...
Capture and Business Process: Drivers and Experiences of Content-Driven Processes [ Source: Kofax ]
July 2011- Over the years, we have charted a slow but steady increase in the number of organizations transitioning from basic scanning of paper documents for archive, to the more sophisticated recognition and capture of multi-format content as input to business processes. We have frequently recorded a strong return on investment performance from these scanning and capture projects, but, as evidenced by this year's results, there is a considerable variation in levels of adoption and maturity across ...
Rebuilding Trust in Wealth Management [ Source: Thunderhead ]
February 2011- The wealth management industry is changing. After the financial crisis, with its wealth management scandals, clients are nervous about investing their money and are happy to leave it in fixed income products. If wealth managers are to entice these customers back, they have to provide them with more information about how their money is invested.
Get on the Fast Track to Maximizing Customer Value: Operationalizing Customer Centricity to Drive Sustained Growth in a Low-Growth Environment [ Source: Informatica ]
May 2010- Overcome the barriers of account-centric systems. Enable desktop access to a customer-centric view to make more relevant cross-sell and up-sell offers, align service delivery with an accurate measure of customer value, and gain business agility and speed.
Managing Wealthy Customers: When Change is the Only Constant [ Source: Oracle ]
September 2008- What are the challenges associated with managing High-Net Worth customers? Read this whitepaper to find out.
Building Client Advocacy: New Opportunities for Wealth Management Firms [ Source: IBM ]
June 2009- Ask a relationship manager or private banker about the importance of being client-focused, and they will likely respond that it's in their DNA. Yet according to our new research, three out of five clients are not advocates of their wealth management firms. This finding illuminates a troubling statistic in an industry known for its service excellence. At the same time, we believe there is a tremendous opportunity for wealth management firms to strategically use client ...
Evaluating Opportunities to Streamline Account Opening [ Source: Arius Software ]
September 2009- The recent recession and market volatility is pressuring financial services firms to improve operating processes and reduce costs. The rapid market surge and potential recovery has served a reminder that operational processes must be scalable and ready to take advantage of every opportunity. Many firms are scrutinizing their account opening process since client on-boarding is expensive, labor intensive, and error prone. As a result, improving account opening has become a high priority project with many ...
TANDBERG Solutions Sheet: Real Time Advisor [ Source: TANDBERG ]
October 2005- Retail banks and brokerage firms are waging an ongoing battle to find and keep the right types of customers — those with the potential to grow their accounts and assets as their life stages change. Finding and keeping these customer relationships depends heavily upon loyalty to the bank and the number of products under management. These two factors can be traced directly to satisfaction with bank staff at the local branch. Doesn’t it make sense ...
View All Categories
BANKING: Architecture/Infrastructure, Channels, Core Systems, Customer Insight/Business Intelligence, Payments & Cards, Regulation/Compliance, Risk Management/Security
INSURANCE: Architecture/Infrastructure, Claims, Customer Insight/Business Intelligence, Distribution, Management Strategies, Policy Administration & Management, Regulation/Financial Systems, Security/Risk Management
ADVANCED TRADING: ATS/ECN/Dark Pool, Algorithmic Trading, Block Trading, Cross Asset Trading, Data Latency, Derivatives, Market Data, OMS/EMS, Trading Infrastructure/Technology, Trading Regulations/Compliance, Trading/Exchanges, Transaction Cost Analysis (TCA)
CAPITAL MARKETS: Asset Management, Compliance, Data Latency, Data Management, Data Security, IT Infrastructure, Operations, Risk Management, Wealth Management
Featured Banking Resources