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
- |

E-Banking Security Guide [ Source: Gemalto ]
September 2012- The purpose of this guide is to offer an overview of the process of preparing and implementing an eBanking security solution. At Gemalto, we believe that reliable and flexible eBanking security is not only a requirement for your customers, but a prerequisite for future business opportunities. Through our knowledge and experience, we have identified the key success factors in launching a successful eBank and have created a step-by-step guide toward a more reliable and strategic ...
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 ...
Connecting the C-Suite [ Source: IBM ]
July 2012- Leading Through Connections. Get the 2012 IBM CEO study to discover the issues influencing strategic business decisions today, and find out how the sudden convergence of digital, social and mobile is causing disruptions - and creating innovations - in the ways organizations connect.
Always Open: Why the Performance of Online Insurance Matters More Than Ever [ Source: Akamai ]
June 2012-
Consumers have become more demanding of their online experiences. Performance of insurer websites now has to meet or beat that of industries like online retailers and even banking.
Akamai Technologies commissioned Forrester Consulting to evaluate how online availability and performance of insurance online services would influence customer and agent perceptions and the implications for achieving insurer business goals if an insurer failed to meet these customer expectations. Download this study to learn:
...
The Impact Of Poor Web Site Performance In Financial Services [ Source: Akamai ]
June 2012-
Financial service companies have now been using the Web to service accounts for more than 15 years. Over the years, there have been various reports and studies about the importance and need for an ever-expanding menu of features and functions - an element that has never been given its just due regarding the importance of Web site performance and its effect on the customer experience, actions, and satisfaction of users.
Akamai Technologies commissioned Forrester ...
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 ...
How Banks are Driving Online Conversions & Building Customer Loyalty with Live Chat [ Source: Netop ]
February 2012-
Live chat is essential to the success of the online channel for today's banks and credit unions. Its importance simply cannot be overstated.
At a time when customer retention is more important than ever, the value of
quick answers and personal, human interaction is crucial, not only to achieve customer satisfaction, but to bolster the banking relationships upon which financial institutions are built. Live chat does that?while also driving conversions, lowering operating ...
Empower Customers and iWorkers with On-Demand Customer Communications [ Source: Adobe ]
May 2011- Too many enterprises communicate with customers using antiquated approaches. After all, smart devices, pervasive video, and social media have given new power to customers and citizens - allowing them to interact easily with customer service agents, pass information electronically, and complete business transactions on the run. In organizations with archaic approaches, stymied internal staff are not yet equipped or trained to communicate and support customers in these new ways. They wonder why their company is ...
Paperless Plight: Growing Resistance Outpaces Adoption Among U.S. Bank Account Holders [ Source: Adobe ]
May 2011-
With more US consumers accessing their bank accounts through multiple channels today, the value of a paper snapshot of their financial activity would seem to have shrunk considerably. And yet the percentage of US bank account holders who have given up paper statements averages just 24%. Worse still, 37% of account holders who receive a paper statement today say they will never abandon paper in favor of online statements.
Soft selling paperless adoption on the ...
Citibank, Chase, Bank of America: Web Site User Experience Review 2010 [ Source: Adobe ]
December 2010- Forrester evaluated the user experience at the public-facing Web sites of the six leading US banks. None of the sites tested earned a passing score. The most common usability flaws uncovered included: inefficient task flows, illegible fonts, wasted space, and hard-to-find privacy and security policies. To improve the online user experiences they offer, and in the process differentiate from competitors, banks should follow the principles of Scenario Design, emphasize design basics, and move toward an ...
Spurring Innovation and Increasing Customer Satisfaction in the Finance Industry [ Source: Magnolia Americas, Inc. ]
July 2010- Internet banking continues to grow, spurred by competitive pressures and rising customer expectations. In support of their online banking businesses, financial institutions must build and manage rich consumer and business Web sites. Further, industry deregulation and the financial meltdown of 2008 have led to a complex and somewhat unique set of challenges at financial institutions. In essence, it is especially critical to have the right CMS tools for the job that comply with industry standards. Magnolia's ...
New Research Reveals Untapped Market for Mobile Banking Among Offline Consumers [ Source: Syniverse ]
November 2009- U.S. financial institutions face ongoing pressure to boost profitability, lower channel costs and enable more self-service banking. Many institutions have chosen to focus most of their mobile banking marketing efforts on those who are already using online banking. However, in doing so, they have overlooked a key customer segment: the 55 million American households who do not bank online on a regular basis. Today, financial institutions should consider expanding their approach to mobile banking and ...
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 ...
After the Storm: A new era for risk management in financial services [ Source: SAS Institute ]
July 2009- According to findings from a recent Economist Intelligence Unit report, less than half of risk professionals in the industry believe their strategies are sound given the financial and economic shell shock of the past 18 months. The way in which financial institutions identify, assess and manage risks continues to fall under intense scrutiny. The crisis has exposed the shortcomings of a whole host of risk techniques, and major soul-searching is now under way to ensure that ...
The Opportunity for Banks in Alternative Payments [ Source: Moneta Corporation ]
January 2009- This white paper, co-authored by SunTrust Bank and Moneta executives, provides a banker's perspective and market analysis of the alternative payments marketplace, projected to reach 30% of all online payments by 2012. Consumers are increasingly choosing free payment solutions which offer convenience, security and online privacy. PayPal and BillMeLater have become the dominant providers, limiting bank opportunities for interchange, deposit retention and online consumer services. This paper outlines what banks can do to capture alternative payments revenue ...
Knowledge-based Authentication Is Not Enough [ Source: Global Crypto ]
February 2009-
Everyday millions of consumers login to financial institutions, brokerage accounts, trading platforms and other web sites using Knowledge Based Authentication (KBA) solutions. Typically these solutions ask users to respond to questions selected by the user during the web sites initial enrollment process.
The assumption is only that particular user knows the correct answer to these common questions. But the reality is these solutions tend to create user confusion and do little to ...
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