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!
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?
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.
Published By: Datastax
Published Date: Dec 27, 2018
As a financial service institution (FSI), you can’t fight fraud anymore with slow or unintelligent solutions. Today’s cyber criminals are way too sophisticated. To effectively battle fraud in the Right-Now Economy, FSIs need nimble solutions that act at the data layer. Read this white paper to learn the specific attributes your database needs to provide powerful anti-fraud prevention and protection.
Cloud financial corporate performance management solutions help the office of finance manage the financial close and apply appropriate controls throughout the accounting cycle. Application leaders should use this Magic Quadrant to identify vendors that are a good match for their business needs.
The 2017 Gartner Magic Quadrant for Strategic CPM solutions provides valuable insights into the latest market trends, the current Leaders, and key vendor evaluation criteria.
Download the Gartner report to learn:
Why cloud has become the preferred deployment model
Who the key vendors are and how they compare
Why mega vendors no longer dominate the market
Best practices in evaluating and selecting a vendor
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.
Published By: Vindicia
Published Date: Oct 04, 2017
Consumers and businesses can subscribe to a virtually infinite array of products and services. From meal delivery and financial advice to legal services and weight-loss coaching, people try to keep using services that fit their needs. The subscription business model is having an equally dramatic impact on businesses like yours. Instead of investing in customer acquisition in hopes that customers will simply make a one-time purchase, you entice people into making a recurring commitment to your offering.
IBM and Red Hat provide a range of technology and services that can support their customers’ IT and development needs. IBM commissioned Forrester Consulting to conduct an emerging Total Economic Impact™ (TEI) technology assessment study to examine the ways in which customers utilize solutions by both companies in tandem and the impacts achieved as a result. The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of solutions using both IBM and Red Hat offerings on their organizations.
Forrester interviewed five organizations that use IBM and Red Hat offerings together. These interviewees are focused on modernizing infrastructure and applications to resolve legacy architecture challenges and meet quickly changing market needs. These companies adopted a wide range of solutions from IBM (including IBM Power, IBM Z, IBM Cloud Paks, middleware, and professional services) and Red Hat (including Red Hat Enterprise Linux, OpenShift, JBoss, a
More connected, informed and demanding customers have the financial services sector looking closely at their processes and products. Collaborative digital platforms can transform your value network and approach.
• Improve data insights: Transform legacy systems, manual processes and data silos for consumer-centric collaboration.
• Compete with agile FinTech startups: Use disruptive technologies to meet clients’ changing needs.
• Empower me to make my own decisions: Give self-directed customers exceptional experiences, like rapid enrolment and self-assessment tools.
• Turn regulatory compliance to competitive advantage: Use digitization to improve compliance, reduce risk and enhance governance.
• Improve customer experience through digitization: Reduce regulatory issues, gain insights, increase efficiency and customer-centric innovation.
I invite you to download your targeted industry analysis and uncover the expectations to take into account at every stage to be disruptive in the age o
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.
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If you need better reporting, more automation, tighter internal controls, and greater visibility into your operations, it may be time to switch to a new accounting system.
If you're like most small businesses, you've been using QuickBooks to manage your company's financials. It's well known. It's easy. It works. And it offers the functionality a business needs when it's starting out.
But if your business has moved beyond the entry level, you may find you're doing more outside of QuickBooks—which is affecting your organization's productivity.
If you need better reporting, more automation, tighter internal controls, and greater visibility into your operations, it may be time to switch to a new accounting system. How can you be sure?
Discover why now's the time to graduate to a new financial management and accounting system.
It’s time to pull your data out of silos so you can harness all your insights and provide the next best offer. Learn how to use new marketing technologies to create customized offers that steer customers to the right financial services and products for their needs. It’s all in our new white paper, More Precious than Gold.
Read our paper to learn how to:
• Define your customer engagement objectives
• Create valuable and intriguing offers to engage customers
• Effectively deliver compelling offers across multiple touch points
• Optimize your next best offer through real-time testing
Online, mobile, omnichannel, untethered, data mining, automation, and remote
communication are all now buzzwords surrounding the new technologies and resources
financial institutions have to help them re-invent their branch experience. Capabilities are
available today that were not imagined a decade ago. This is an exciting time for those
institutions that can look to the future and enhance their offerings.
While technology is driving change, it can also be a tremendous challenge for financial
institutions as they work to keep pace and even take advantage of the dramatic shift in
customer needs and expectations. Millennials, baby boomers, small businesses – all are
important market segments with very different wants and needs. Driven by technology,
the new demand is for a complete online presence, complemented by more flexibility in
personalized services, and specialized expertise available in every branch.
Suffice it to say, financial institutions of all sizes and in every geography a
An effective rolling forecast is important to estimate long term financial plans. Every organization undertakes this process as a finance activity. However, when the forecasted data is examined on its effectiveness for decision making, more often than not the results are disappointing, and the rolling forecast process needs to be redefined. This paper talks about effective rolling forecasts that utilize resources, technologies, processes, and business intelligence to deliver actionable insights. A best-in-class matured RF process will enable CFOs to deliver great results through increased revenue and cost reductions, and create new benchmarks for the organization.
Published By: BlackLine
Published Date: Aug 23, 2019
Accounting and finance leaders are expected to deliver accurate, compliant, and real-time analysis of their organization’s financial performance at all times. But many institutions wrestle with outdated systems and processes that don’t meet the needs of today’s business. Leading organizations are transforming their finance operations to reduce compliance risks and gain greater efficiencies.
Published By: BlackLine
Published Date: Aug 23, 2019
As organizations in a rapidly changing, highly regulated industry, manufacturers must be able to deliver accurate, compliant, and real-time analysis of their financial performance at all times. Yet many manufacturers, while relying on modern technology for production, still wrestle with outdated systems and processes that don’t meet the needs of today’s business. At BlackLine, we help manufacturing companies transform their accounting and finance operations to increase visibility, gain efficiencies, and improve accuracy.
Published By: Microsoft
Published Date: Jul 20, 2018
Microsoft commissioned Forrester Consulting to conduct a Total Economic
Impact™ (TEI) study to examine the potential return on investment (ROI)
enterprises may realize by shifting some or all their management and
operations from on-premises, hosted, and outsourced implementations to
Azure’s infrastructure-as-a-service (IaaS) offering. The purpose of this
study is to give readers a framework to evaluate the potential financial
impact, or ROI, of leveraging Azure IaaS for their organizations. Benefits
gained by interviewed customers that migrated or re-architected some or
all workloads from on-premises to IaaS include:
› Greater revenue opportunities from business-to-business (B2B) and
customer web channels with a solution that is more mobile and reliable,
and meets scale and seasonality needs.
› Increased profits from those revenues.
› Improved production efficiency.
› Reduced datacenter, IT resource, and outsourcing costs.
› Easier and faster software and hardware management (such as
Your customers are asking for it. Your developers are ready for it. Your operations team is demanding it. What’s behind this momentum?
Software-as-a-Service (SaaS) is a fundamental shift away from traditional software licensing to a market-driven subscription model. Keystone engaged 20 ISVs who successfully transitioned to a SaaS model, and found:
New customer segments open thanks to lower adoption and operating costs.
With less complex infrastructure under SaaS, customer TCO drops.
ISV products improve with value-added cloud services and SaaS data capabilities.
Financial predictability improves with recurring revenue model.
New pricing models aligns ISV value to customers’ business needs, driving increased revenue.
Additional, significant operational benefits from switching to a SaaS model.
Fill out the form at right to get the free report, The Shift to SaaS: A high-value opportunity for ISVs.
The collection of product usage data increases the speed of product development by 33%. –
Financial institutions run on data: collecting it, analyzing it, delivering meaningful insights, and taking action in real time. As data volumes increase, organizations demand a scalable analytics platform that can meet the needs of data scientists and business users alike. However, managing an on-premises analytics environment for a large and diverse user base can become time-consuming, costly, and unwieldy.
Tableau Server on Amazon Web Services (AWS) is helping major Financial Services organizations shift data visualization and analytics workloads to the cloud. The result is fewer hours spent on manual work and more time to ask deeper questions and launch new data analyses, with easily-scalable support for large numbers of users. In this webinar, you’ll hear how one major asset management company made the shift to cloud data visualization with Tableau Server on AWS. Discover lessons learned, best practices tailored to Financial Services organizations, and starting tactics for scalable analytics on the cloud.
Profitability analysis is important to all companies. But in times of economic uncertainty, it becomes even more critical because organizations need a comprehensive and forwardlooking view of profitability to ensure that they can remain financially viable, whatever the economic circumstances. For companies to be successful, they need automated systems that enable interactive profitability analysis that can be shared across a broad swath of users. They also need robust, advanced analytics, to provide detailed granular metrics for assessing profitability and measuring performance. IBM offers solutions that can meet those needs.
Customers’ expectations have never been so high. Yet, leaders at many banks and financial institutions still fail at providing a smooth, personalized, timely and relevant experience throughout channels. By leveraging the increasing amount of data about customers, bankers can create information to constantly improve their understanding of product usage, profitability, risk, buying behavior and financial needs. Access this white paper today to learn about expert solutions that can help you reinvent your business operations and create a customer-focused company. Read on now to explore more.
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.
Customers’ expectations have never been so high. Yet, leaders at many banks and financial institutions still fail at providing a smooth, personalized, timely and relevant experience throughout channels.
By leveraging the increasing amount of data about customers, bankers can create information to constantly improve their understanding of product usage, profitability, risk, buying behavior and financial needs.
Access this white paper today to learn about expert solutions that can help you reinvent your business operations and create a customer-focused company. Read on now to explore more.