financial needs

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Published By: VMware     Published Date: Dec 10, 2018
It’s no secret financial services organizations own and operate legacy solutions. Some of these core processes are front and center, meeting customer needs; others are in the middle, supporting account handling operations; and still many more are in the back-office, handling data and managing analytics. The challenge for financial leaders is to ensure these traditional systems don’t prevent the delivery of great digital experiences now and into the future. To find out more download this eBook today.
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VMware
Published By: insightsoftware     Published Date: Oct 19, 2018
Never has so much pressure fallen on the shoulders of finance to be timely and credible with the reporting of financial results. Ninety percent of financial executives report feeling pressured to close the books faster, according to a recent Adra Match study. This burden is driven by the needs of managers who have less time than ever before to make important tactical decisions. To download this White Paper, please complete the following form.
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insightsoftware
Published By: Hewlett Packard Enterprise     Published Date: May 11, 2018
For midsize firms around the world with 100 to 999 employees, advanced technology plays an increasingly important role in business success. Companies have been adding cloud resources to supplement on-premise server, storage, and networking capabilities. At the same time, growth of mobile and remote workers is also changing how companies need to support workers to allow them to be as productive as possible. Like larger companies, midsize firms must make sure that they are effectively coordinating on-premise, public cloud, and private cloud capabilities. Unlike large companies, though, midsize firms are limited in both financial and technical resources to design and coordinate effective solutions to meet specific needs. Rather than invest in a major overhaul of their IT environments, midsize firms have to move incrementally, supplementing current resources with new cloud and on-premise capabilities that provide the performance needed to prosper in an increasingly competitive environment.
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Hewlett Packard Enterprise
Published By: Salesforce     Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
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cloud, financial, salesforce, investors
    
Salesforce
Published By: Oracle     Published Date: Aug 02, 2018
T raditional backup systems fail to meet the needs of modern organizations by focusing on backup, not recovery. They treat databases as generic files to be copied, rather than as transactional workloads with specific data integrity, consistency, performance, and availability requirements. Additionally, highly regulated industries, such as financial services, are subject to ever?increasing regulatory mandates that require stringent protection against data breaches, data loss, malware, ransomware, and other risks. These risks require fiduciary?class data recovery to eliminate data loss exposure and ensure data integrity and compliance. This book explains modern database protection and recovery challenges (Chapter 1), the important aspects of a database protection and recovery solution (Chapter 2), Oracle’s database protection and recovery solutions (Chapter 3), and key reasons to choose Oracle for your database protection and recovery needs (Chapter 4).
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Oracle
Published By: Infor     Published Date: Jan 03, 2011
When members began expressing wishes to have more exposure to information on financial investments that meet their individual needs, Navy Federal decided to turn to technology that would combine available member data into a comprehensive solution and allow real-time decisions.
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infor, navy federal, credit union interaction advisor, case study, customer relationship management data, financial investment
    
Infor
Published By: Infor     Published Date: Jan 06, 2011
When members began expressing wishes to have more exposure to information on financial investments that meet their individual needs, Navy Federal decided to turn to technology that would combine available member data into a comprehensive solution and allow real-time decisions.
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infor, navy federal, credit union interaction advisor, case study, customer relationship management data, financial investment
    
Infor
Published By: NFP Advisor Services     Published Date: Feb 27, 2015
Clients, especially those with a high net worth, are increasingly demanding guidance for all of their financial needs from a single source. A multidiscipline practice enables you to provide them with complete wealth management solutions, resulting in higher rates of client satisfaction, retention and referral. Learn how to exploit social media opportunities, build a strategy that's right for you, design online profiles that match your goals and much more.
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business models, growth performance, advisor services, multidiscipline practices, business owners, complex mdp, iinvestments, insurance, financial needs
    
NFP Advisor Services
Published By: Dun & Bradstreet     Published Date: Mar 03, 2017
Creating predictive analytics from alternative data has become the current focus of the biggest quant trading firms in the industry The democratization of financial services data and technology, together with more intense competition, makes the needs of today’s market participants vastly different from those of previous generations. Firms must locate untapped sources of data for both public and non-public companies. This alternative data, such as payment data and other non-public information, from sources beyond the common channels, can be a predictive indicator of market performance; a difference maker in assisting firms as they develop models to evaluate their investments. By combining our unique data sets with advanced analytics, traders, analysts and managers can seek predictive signals and actionable information utilizing their own models. View our research report to learn how alternative data, our 'Information Alpha,' can help you earn differentiated investment returns.
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Dun & Bradstreet
Published By: BMC Software     Published Date: Aug 12, 2013
For many organizations, moving to the cloud to meet the needs for business services represents a tremendous investment of both time and financial resources, without clear instructions for reaching their goals. This road map takes into consideration the ultimate needs of the business, the efficiency and effectiveness of IT, best practices, and future needs. Make sure your cloud meets the needs of the business — both today and tomorrow. Get BMC’s checklist to clear your path to success.
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cloud, business services, best practices
    
BMC Software
Published By: Prophix     Published Date: May 31, 2016
Why is faster closing important? A faster close is a good indication of how well a company’s financial systems and procedures are performing. In today’s competitive market, the accounting function needs to improve existing processes and, at times, infrastructure to achieve greater efficiency and accuracy. When properly implemented, sound financial processes will improve information and deliver accurate data to decision makers throughout the entire year, and early enough to take corrective action.
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best practices, competitive advantage, efficiency, productivity
    
Prophix
Published By: Juniper Networks     Published Date: Oct 19, 2015
Interactive Data is a trusted leader in financial information, delivering a comprehensive set of products and services designed to meet the needs of the front, middle, and back offices at some of the largest and most well-known institutions around the world.
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market, data, operations, scale
    
Juniper Networks
Published By: CA Technologies     Published Date: Aug 24, 2017
Every enterprise has a wide variety of IT requirements where integration is needed. The rapid proliferation and adoption of cloud and mobile technologies has accentuated the financial impact of these needs. In response, the integration space has matured to include feature-rich stacks from enterprise integration vendors that provide full, multi-layer platforms in the form of an Enterprise Service Bus (ESB) or SOA suite. But with these very broad capabilities comes complexity—multi-layer stacks can be difficult and costly to install, debug, administer and secure.
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CA Technologies
Published By: Juniper Networks     Published Date: Aug 10, 2017
Interactive Data is a trusted leader in financial information, delivering a comprehensive set of products and services designed to meet the needs of the front, middle, and back offices at some of the largest and most well-known institutions around the world. These clients trust Interactive Data to help support their investment activities and operational workflow through a broad range of offerings.
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interactive data, financial services, global network, market data, ethernet switches, low latency, it infrastructure
    
Juniper Networks
Published By: Juniper Networks     Published Date: Aug 10, 2017
The digital, connected world is fundamentally changing the dynamics of the financial services industry. Consumers expect anytime and anywhere access with a customer experience commensurate with the Internet world, while fintech start-ups disrupt established value chains, driving a need to deliver faster innovation. This is creating tremendous pressure on the network, with escalating demands for performance and agility, while cost control and compliance imperatives remain as dominant as ever. This paper looks at optimal strategies for CIOs and CTOs, exploring how the future network needs to evolve to both drive operational effectiveness and enable business change, while assessing key investment and strategic considerations for equipping the network for the digital financial institution.
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security information, security management, event management, system security, system management, risk management, security infrastructure, it infrastructure, privilege management, system authentication
    
Juniper Networks
Published By: IBM UK&Ireland     Published Date: Nov 14, 2017
Our inclusion criteria for this Magic Quadrant emphasize the financial wherewithal of the digital commerce vendors as well as the robustness of their digital commerce platforms, most of which enable large volumes of buying transactions and significant levels of digital commerce GMV revenue. Many platforms support the needs of multiple industries and multiple regions, if not offer global support.
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magic quadrant, digital, commerce, gmv, vendors, ibm
    
IBM UK&Ireland
Published By: Oracle     Published Date: Mar 06, 2018
The financial system you are running today can probably trace its heritage back to the ‘80s and ‘90s. Since then, the needs of finance organisations have changed dramatically, but financial systems have failed to adapt at the core. Built to serve only the most basic requirements, these systems weren’t designed to meet the needs of today’s finance organisation. With CFOs today facing requirements very different from those they faced just a decade ago, Workday believes that finance organisations need applications built from the ground up based on today’s needs – not yesterday’s. They need modern financial systems. Workday Financials is the only financial management solution designed in the past ten years that incorporates the latest technologies, functionality, and design ethics at the core to address what modern finance organisations need. We discuss six key capabilities that separate Workday Financial Management from old-world business apps.
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Oracle
Published By: Lenovo - India     Published Date: Oct 11, 2018
While many organizations have acknowledged the importance of digitally transforming their businesses and processes to deliver speed and agility, most are just starting their cloud journey. Cloud-in-a-Box delivers an enterprise cloud platform with a mix of on- and off-premises private cloud and public cloud, with orchestration between them. This will provide the organization with the ability to avoid vendor lock-in, find the optimal cloud services for a particular business or technical need, and increase redundancy. Download IDC Infobrief on “Cloud-in-a-Box” to understand: • How you can deliver the different functions of a data center and meet business requirements by deploying a “Cloud-in-a-Box.” • Understand how industries such as financial services, manufacturing and healthcare can benefit from “Cloud-in-a-Box” technology. • Self-discovery questions and focus areas that every organization needs to go through for successful cloud deployment.
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Lenovo - India
Published By: Workday     Published Date: Aug 08, 2018
In today’s evolving financial environment, your jurisdiction needs a flexible system built to adapt. The County of Placer chose to ensure that its constitutions receive timely, transparent services at all times with a cloud-based ERP system. Watch this webinar replay to learn about the benefits of the cloud for government agencies. Discover how you can get your jurisdiction into the cloud and prepared for the future.
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government agency, cloud, future, cloud based erp
    
Workday
Published By: Workday     Published Date: Mar 02, 2018
Today’s banks, credit unions, asset management firms, lending companies, and other financial services businesses operate in a highly competitive and regulated environment. Servicing clients, introducing new products and channels, and opening new markets as well as having insight into your loans, investments, and deposits is critical to your bottom line. At the same time, employing the right people is what drives your future. Workday provides financial management, human capital management, and planning/ budgeting in a single cloud-based system to support your needs.
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bank, credit unions, financial services, cloud-based system
    
Workday
Published By: Fiserv     Published Date: Oct 27, 2017
" The Impact of CECL and Financial Institution Readiness When it comes to CECL compliance, top financial consultants agree that extensive amounts of historical data, including different lengths of portfolio histories, will be needed. In addition, this research reveals that a majority of financial institutions do not understand how their risk management methodology needs to change. Nor do they comprehend the impacts of the changes that will need to be made to calculate Allowance for Loan and Lease Losses (ALLL). This represents a significant opportunity for top-tier consultancies to provide valuable thought leadership and guidance now, before financial institutions find themselves scrambling to meet the new standard. Learn more in our survey results."
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cecl compliance, cecl consulting, allowance for loan loss calculator, fasb, cecl, current expected credit loss, alco, reserve, alll, allowance for loan and lease loss, loan segmentation, loan pooling credit loss trends, loan reserve
    
Fiserv
Published By: Fiserv     Published Date: Nov 06, 2017
The right kind of insurtech can modernize the financial close, freeing up time, money and resources so businesses can focus on strategic efforts and specific customer needs. Reconciliation of transactions and accounts across large organizations is one area where automation and digitization can have a major impact on the balance sheet. In the article, Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!, learn how one of the top ten major insurance carriers has used digitization for the past decade to streamline their reconciliation efforts - saving time and money - while increasing their bottom line.
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insurtech, financial automation, financial close, insurance reconciliation, insurance bottom line, insurance automation, digitization, digitalization
    
Fiserv
Published By: Salesforce.com     Published Date: Jul 02, 2014
With today's financial advisors and wealth managers facing such tough competition, the ability to thrive comes through maximizing efficiency and finding innovative ways to maintain and grow business. This white paper highlights how technology is a great partner for meeting this need: • Create more relevant interactions with customers by tracking your business in the cloud • Connect to your customer information from any mobile device • Increase sales to your customers with a deeper understanding of their needs Download this white paper to learn more!
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salesforce.com, customer tracking, business in the cloud, financial advisors, wealth managers, mobile devices, enterprise applications, data center
    
Salesforce.com
Published By: Netsuite DWASF Leads Display Q1 2015     Published Date: Oct 06, 2015
Money makes the world go ‘round, but can you tell your organisation’s “money story”—how it generates revenue and profits, maximises cash flow and steers clear of trouble? Not the practiced version that is supplied to the company’s investors, but the actual per unit economics, the metrics indicating the financial viability of the organisation, what is working well and what needs to be improved, and when to hit the brakes or pound the accelerator?
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revenue and profits, maximize cash flow, financial viability, money stiflers
    
Netsuite DWASF Leads Display Q1 2015
Published By: K2     Published Date: Aug 24, 2015
This white paper follows the story of Kim, head of the IT department for a large financial-services company, as she navigates the transition from Microsoft SharePoint 2010 to SharePoint 2013. Kim can’t wait to use the latest SharePoint technology, but she also knows she’ll need a third-party solution to expand the capabilities of SharePoint. She needs a solution that helps increase mobility, flexibility and collaboration between departments within her company.
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K2
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