financial strategy

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By: Cisco     Published Date: Jan 08, 2016
Financial services customers are increasingly going digital, but human assistance continues to play a pivotal role — especially in the purchase journey — and many banks still only allow customers to get this assistance over the phone or in a branch. To improve the customer experience, increase the productivity of frontline experts, and increase sales, eBusiness and channel strategy executives should consider weaving human advisors and digital technologies together with video banking. Success will require more than just a simple video call. eBusiness and channel strategy executives need to ensure that video banking capabilities let prospects collaborate effectively with an expert when and where they choose and that experts are supported by the right processes, tools, and training.
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cisco, video banking, driving digital sales, improving customer experience, best practices
    
Cisco
By: MuleSoft     Published Date: Jan 16, 2018
The future of financial services is under pressure from profound digital disruption. Across the globe, there are forces, both regulatory and customer-led, that open up the market to new entrants and disrupt what customers are buying — and how. The advent of Open Banking is one major influence, with Open APIs paving the way for third-party developers to build applications and services independently. This whitepaper outlines the challenges facing financial services firms and how a new approach to enterprise integration — API-led connectivity — can help banks and financial services firms not only survive, but thrive in an increasingly competitive future. Download this whitepaper to learn: What financial services firms should do about Open Banking, based on the experiences of the impact of PSD2 in Europe How an API strategy could define the future of financial services How a global bank successfully completed a digital transformation initiative
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MuleSoft
By: SAS     Published Date: Oct 18, 2017
With enhanced regulatory pressure, banks must continuously evaluate their risks. To meet these demands, the AML industry has turned to analytical/statistical methodologies to reduce false-positive alerts, increase monitoring coverage and reduce the rapidly escalating financial cost of maintaining their AML programs. An effective AML transaction monitoring strategy includes segmenting the customer base by analyzing customer activity and risk characteristics in order to monitor them more effectively. This paper explains how to blend both quantitative and qualitative methods to tune scenarios to identify the activity that poses the most risk to the bank.
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SAS
By: BlackBerry Cylance     Published Date: Sep 13, 2017
The Forrester Consulting report provides a framework to evaluate the potential financial impact and benefits of investing in a prevention based cybersecurity strategy with Cylance.
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BlackBerry Cylance
By: DocuSign     Published Date: Jun 25, 2014
Regulatory actions have forced financial institutions to re-strategize their business models, an approach that could increase or decrease profitability depending on the strategy chosen. Banking executives who want to stay competitive must focus on differentiating their services based on the customer experience and streamline related costs.
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docusign, financial institutions, regulatory actions, streamline, reinvention strategies, customer experience, banking executives
    
DocuSign
By: Polycom     Published Date: Sep 24, 2014
There are many ways to take advantage of the rich set of collaboration tools provided with Microsoft Lync. IT leaders should consider a cap-and-grow strategy where investment dollars in legacy systems are capped and the financial and IT resources are reallocated to grow Lync. Once the company has a cap-and-grow Lync strategy, IT leaders should consider retirement of legacy infrastructure and how Lync can be leveraged as a replacement technology. Forward-looking IT leaders will consider Lync a strategic UC platform upon which to build a companywide collaboration strategy, rather than just a replacement for a legacy phone system. Get this report to read best practices for a Lync deployment.
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grow, strategy, cap, best practices, lync, deployment, advantage, rich
    
Polycom
By: Quick Base     Published Date: Sep 15, 2017
Financial professionals spend a lot of time bogged down by inefficient processes and dispersed data, rather than focusing on strategy. Find out how 6 people took the lead and transformed their day-to-day financial processes in manual accounting, FP&A, and procurement. With minimal investment, they redesigned their workflows to create exponential benefits for not only their companies, but themselves: • No More Chasing People for Data • Easily Met Deadlines • Removed Need for Clunky Spreadsheets Download this eBook to learn more and see how you can write your own success story.
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Quick Base
By: SAP     Published Date: Apr 07, 2011
In companies of all sizes, the chief financial officer (CFO) is the crucial link between strategy and execution. The CFO acts as a trusted advisor to the chief executive officer (CEO) in mapping out your company's strategic vision, and plays a key role in making sure that vision is realized in all business activities in a profitable way.
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financial planning, budgeting, forecasting, sap, business intelligence
    
SAP
By: Eaton     Published Date: Jan 26, 2016
When designing a power protection scheme for their data center, IT and facilities managers must ask themselves whether a distributed or centralized backup strategy makes more sense. Unfortunately, there is no easy answer to that question. Companies must weigh each architecture’s advantages and disadvantages against their financial constraints, availability needs and management capabilities before deciding which one to employ. This white paper will simplify the decision-making process and lessen the potential weaknesses of whichever strategy you ultimately select.
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eaton, distributed backup strategy, centralized backup strategy, facility managers, data center solutions
    
Eaton
By: Zycus     Published Date: Nov 30, 2009
If the go-go 1990s, with its fast money and flush credit seeking rapid and steep returns, created the demand for "renaissance" Chief Financial Officers ("CFO"), who could manage (and market) both the strategic and financial operations of the enterprise, the more sobering decade that followed led directly to the creation and subsequent rise of the Chief Procurement Officer ("CPO"), who could reduce costs, build internal relationships, and develop strategic suppliers efficiently and effectively.
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zycus, cfo, chief financial officer, procurement, chief procurement officer, sourcing companies, sourcing services, sourcing
    
Zycus
By: SilverSky     Published Date: May 09, 2014
Download this report for access to all the data from the most recent report, as well as expert analysis from respected industry leaders.
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silversky, financial institution, threat report, security report, cloud strategy, security products, security vendor, silversky methods
    
SilverSky
By: Schneider Electric     Published Date: Jun 07, 2019
Attracting Investors Webinar: With more than $18 billion in M&A activity in the first half of last year alone, the colocation industry is riding the bubble of rapid growth. Colocation data center providers are being evaluated by a wide range of investors, with varying experience and perspectives. Understanding the evaluation criteria is a critical competency for attracting the right type of investor and investment to your colocation business. Steve Wallage, Managing Director of Broad Group Consulting, has led more than 30 due diligence projects and will discuss specific areas of focus including assessment of financials, management, customers, business plan, competitive positioning and future strategy and exit. By attending this presentation colocation providers will: Hear how investors are assessing colocation providers Understand different types of investor strategy and positioning Explore actual case studies –success stories as well as examples where investors walked away Walk away with a greater understanding of how to not only attract investment, but the right type of investor to propel their business growth
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investors, schneider electric, - colocation provider, attracting investors, colo data center
    
Schneider Electric
By: Breece Hill, LLC     Published Date: Mar 15, 2007
Once a business clears the financial hurdle and begins to plan their data protection strategy the choices can appear daunting. Do they select tape or disk? Apply differential or incremental backups? How much will a new system cost and how much time will it take to implement? What data should be included in the backup? This article attempts to address these concerns.
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smb, storage, archiving, backup, hardware, small business networks, storage, backup and recovery
    
Breece Hill, LLC
By: Aprimo, Inc.     Published Date: Dec 19, 2008
Financial Company Marketing maintains all key functions of marketing in-house to include: marketing strategy, creative services, direct mail, lead management, eCommerce, emerging markets, database, reporting analytics, strategic partnerships & cross-sell, and print vendor management.
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marketing process improvement, marketing resource management, aprimo, marketing productivity
    
Aprimo, Inc.
By: MuleSoft     Published Date: Apr 15, 2019
The future of financial services is under pressure from profound digital disruption. Across the globe, there are forces, both regulatory and customer-led, that open up the market to new entrants and disrupt what customers are buying — and how. The advent of Open Banking is one major influence, with Open APIs paving the way for third-party developers to build applications and services independently. This whitepaper outlines the challenges facing financial services firms and how a new approach to enterprise integration — API-led connectivity — can help banks and financial services firms not only survive, but thrive in an increasingly competitive future. Download this whitepaper to learn: What financial services firms should do about Open Banking, based on the experiences of the impact of PSD2 in Europe How an API strategy could define the future of financial services How a global bank successfully completed a digital transformation initiative
Tags : 
    
MuleSoft
By: Mitto     Published Date: Jun 06, 2017
APQC reports that 30% of CFOs that are unhappy with their current planning solution.1 Most FP&A professionals want a planning and forecast process that is fast and repeatable. They want the financial data to be accurate and transparent to the deepest levels. They need planning tools that provide structure to streamline the process and flexibility to accommodate changes in the business. And they require analysis and reporting that bring visibility to the state of the business and lead to actionable insights. This paper details five best practices that Finance teams can follow to improve their planning and forecasting and influence the strategy of an organization.
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veritas, backup, recovery, netbackup
    
Mitto
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