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Financial Services Provider Gives Clients Real Time Access to Market Information on Windows Mobile-Based Pocket PCs
White Papers With its flagship desktop product, called Thomson ONE, Thomson Financial provides its customers in the global financial services industry the software tools and information access they need. The key to success for professionals in the financial...
[November 10, 2006, 0:00]
Financial Services Company Improves Remote Operations With New IT System
White Papers Macquarie Group Limited provides retail banking, investment advice, loans, and other financial services on multiple continents. The Australia-based firm has more than 12,000 employees spread across more than 80 offices worldwide.
[July 3, 2008, 1:01]
Financial Services Consultancy Boosts Bottom Line Using Software Integration
White Papers The Goetzman Group provides financial and accounting consulting services. The Goetzman Group, a financial and accounting consultancy, used the software integration in Microsoft Office Small Business 2007 to help automate the core processes of...
[July 27, 2009, 1:20]
Financial Services/Insurance Provider: Reusable Security Management System
White Papers A multistate financial and insurance services organization needed to devise and deploy a web platform that enabled a single sign-on across various custom, web-based applications. The client engaged LiquidHub to develop and deploy a reusable...
[March 15, 2007, 0:00]
Financial Services Startup Banks on Integrated Technology to Build Business
White Papers Imagination is a South African startup company that provides low-cost financial products and services such as life insurance and banking to people who normally cannot afford or access those services. To support its low-cost, high-volume business...
[December 2, 2008, 23:00]
Financial Services Firm Improves Application Deployment With New Solution
White Papers Leumi Card offers credit cards and other financial services in Israel. It used Windows Deployment Services to simplify deployment of client operating systems. The company plans to begin installing Windows Server 2008 in production in the first...
[March 24, 2008, 0:02]
Financial Services Company Gains Improved Sales Performance With Easy-to-Use Solution
White Papers Security Benefit is a growing financial services company with more than 790 employees. Headquartered in Topeka, Kansas, the company's outside sales team operates from remote locations nationwide. For years, the company used an internally developed...
[August 11, 2009, 0:00]
Financial Services Firm Upgrades Browser to Enhance Security and User Productivity
White Papers The CUNA Mutual Group provides a broad suite of financial and member-relationship services to credit unions. The company has been a longtime user of the Microsoft Internet Explorer Internet browser and wanted to improve network security, reduce...
[March 1, 2008, 0:02]
Financial Services Company Gains Interactive Training, Low Costs With Web Conferencing
White Papers With a geographically dispersed network of 1,750 financial consultants, each of whom must undergo annual training to remain licensed, the company needed a cost-effective and efficient way to deliver training.
[September 13, 2006, 0:00]
NICE Systems Case Study: Retail Company, Financial Services Division
White Papers The financial services division of this retail company has enjoyed improved scheduling management as well as rising adherence and agent satisfaction by introducing the IEX TotalView Workforce Management system into its outbound collections...
[July 11, 2006, 0:00]
Measuring TCO at a Leading Financial Services Provider
White Papers A regulated financial services provider, Amvescap must carefully safeguard company and client data. The company must also retain records of email and instant messaging transactions for seven years, and be able to respond quickly to questions about...
[February 21, 2009, 0:24]
Securing Support for Financial Services
White Papers Support organizations in the financial services industry encounter a number of barriers to providing support securely. Not only has the support environment become highly distributed, with increased branch offices and regional locations, but the...
[February 21, 2009, 0:24]
Business Continuity Planning: Old Concept, New Imperative in Financial Services
White Papers Continuous high performance is now a standard expectation of the marketplace regardless of the natural, technical, or human failures that can beset a Financial Services Institution (FSI). This is especially true today when global sourcing and...
[October 6, 2009, 0:00]
Forsythe Technology Case Study: A Diversified Financial Services Company
White Papers A diversified financial services company wanted to validate and improve its existing disaster recovery plan and increase awareness of the issues surrounding the execution of the plan during a crisis. The company's senior IT management engaged...
[August 18, 2006, 0:00]
Best Practices in Financial Services: Achieving Excellence in Customer Management, Productivity and Strategic Alignment
White Papers As the financial services needs of customers rapidly change, the banking industry faces significant delivery challenges. Extending customer relationships, making them profitable and delivering service seamlessly across multiple channels and lines...
[October 20, 2005, 0:00]
Tool Helps Financial-Services Firm Reach Out to High-End Brokers and Customers
White Papers Streetscape for Windows, a system developed by Fidelity Investments, gives brokers using Fidelity services the ability to easily manage customer accounts while gaining real-time access to Fidelity financial products.
[April 1, 2007, 1:00]
Learn How Financial Services Firms Succeed with Unified Communications
White Papers Focused on Financial Services, the study reveals that with unified communications: SMBs improve responsiveness to customers; employees collaborate effectively; time to resolve problems decreases; approval process time decreases; mobile workers are...
[May 11, 2009, 9:32]
Leading Financial Services Firm Implements New Software for Improved Client Service
White Papers Netherlands-based SNS REAAL, a leading financial services, banking, and insurance firm, is the product of mergers among regional savings banks and insurance companies. The acquisitions meant that the company's fast-growing REAAL Verzekeringen...
[January 10, 2007, 0:00]
How to Automate Forms-Processes for Financial Services Organizations
White Papers The Documentum and Adobe intelligent forms solution for the financial services industry is designed to meet the specialized requirements of the different sectors of Financial Services. Examples of successful usage include new account openings...
[July 12, 2005, 0:00]
Doculabs: Document and Image Processing Solutions for Financial Services
White Papers Content management, particularly the ability to manage high volumes of documents, can present challenges for organizations in the financial services industry. Technology consulting firm Doculabs discusses the capabilities that financial services...
[December 19, 2006, 12:12]
