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Published By: Financial Force     Published Date: Dec 01, 2017
This IDC Vendor Profile describes FinancialForce.com, a cloud applications company with financial management, ordering and billing, human capital management (HCM), professional services automation (PSA), and supply chain management (SCM) solutions built on the Salesforce1 platform and a 36-year heritage of building financial management solutions at UNIT4 (the former Agresso and CODA products). FinancialForce.com's accounting solution, launched in 2008 as CODA 2go, was the first on - demand financial system built entirely on the Salesforce1 Platform. Backed by Technology Crossover Ventures, Advent International, Salesforce Ventures, and UNIT4, FinancialForce.com's applications continue to be the leading finance and professional services solutions available as native Salesforce1 applications on the AppExchange.
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Financial Force
Published By: Financial Force     Published Date: Dec 01, 2017
The #1 Accounting App on the Salesforce Platform. FinancialForce Accounting is a simple, yet powerful accounting application that is straightforward to learn, easy to implement and trouble-free to maintain. The perfect complement to Salesforce CRM, it brings back office data to the front, allowing companies to align sales, services and finance on a single cloud.
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Financial Force
Published By: Salesforce     Published Date: Nov 19, 2015
We are entering a new era in financial services, and there is a massive opportunity on the horizon. Some $2 trillion1 in wealth will change hands in the next five years, with $30 trillion being shifted in the next 30 to 40 years. What exactly does this mean for financial advisors?
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salesforce, client expectations, wealth management, investing, finance
    
Salesforce
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: DataStax     Published Date: Mar 10, 2017
Banks are at an inflection point. According to a recent research by Viacom, 1 in every 3 U.S. consumers are open to switching banks in the next 90 days. Financial services companies need to break through the competition to gain customer trust and loyalty. Building a 360° view of the customer can help banks grow customer retention and loyalty, upsell high margin products and provide compelling interactions. However, this is no easy task as complexity increases when retail banks engage their customers across multiple channels and financial products. Gaining visibility into every customer interaction, across your business silos, and with every engagement channel is critical to making the right decisions to deliver amazing customer experiences. This white paper examines the challenges Financial Services Institutions (FSIs) face when building a 360° view of the customer to transform their customer experience and how to overcome them.
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DataStax
Published By: Adobe     Published Date: Apr 23, 2018
2017 Trends in Financial Services and Insurance: Customer is Priority The FSI sector is progressing with a digital, data-driven, marketing mentality, all centered around prioritizing customer experience and taking a more personal approach. The 2017 Digital Trends in Financial Services and Insurance compiles the information shared by over 800 FSI respondents to see what opportunities and obstacles are shaping the future of FSI. Read this report and find out: How data and personalization drive digital transformation How fintech is leading the FSI chase Tips to help future-proof your FSI business
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Adobe
Published By: Adobe     Published Date: Apr 23, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on i
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Adobe
Published By: Dell and Nutanix     Published Date: Oct 26, 2017
The CSI Companies consists of four entities plus affiliate Anteo Group that provide staffing and specialized services to meet a wide range of client needs. Since 1994, the Jacksonville, Floridabased company has offered staff augmentation services, executive search, and direct hire of people for clients in healthcare, financial services, banking, retail/hospitality, technology, and other industries. The company serves businesses nationwide from its headquarters and three regional offices.
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Dell and Nutanix
Published By: Codility     Published Date: Dec 08, 2017
Citi, a financial services leader, implemented Codility to help them more efficiently screen and assess programming candidates. Prior to Codilty, Citi utilized internal managers and programmers to conduct initial candidate assessments. They wanted this process to be more efficient.
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Codility
Published By: Infosys     Published Date: May 30, 2018
APIs are a convenient way for enterprises, particularly in the financial services domain, to monetize their services with minimum expenditure. However, making sure that the APIs are always available, scalable, and secure is vital for the API economy to truly realize its potential. A major financial services firm built an API platform to earn revenue by exposing its backend functions, but needed a partner to make sure the platform was well supported and available 24/7 to partners and developers. See how Infosys helped and the five key takeaways from the project.
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api, investment, platform, financial, services, domain
    
Infosys
Published By: Dome9     Published Date: Apr 25, 2018
As of May 2017, according to a report from The Depository Trust & Clearing Corporation (DTCC), which provides financial transaction and data processing services for the global financial industry, cloud computing has reached a tipping point1. Today, financial services companies can benefit from the capabilities and cost efficiencies of the cloud. In October of 2016, the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of Currency (OCC) and the Federal Reserve Board (FRB) jointly announced enhanced cyber risk management standards for financial institutions in an Advanced Notice of Proposed Rulemaking (ANPR)2. These proposed standards for enhanced cybersecurity are aimed at protecting the entire financial system, not just the institution. To meet these new standards, financial institutions will require the right cloud-based network security platform for comprehensive security management, verifiable compliance and governance and active protection of customer data
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Dome9
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: Dell DnCP     Published Date: Nov 20, 2018
Forrester Consulting conducted a Total Economic Impact™ (TEI) study to provide readers with a framework to evaluate the potential financial impact of Dell UltraSharp monitors above 27” on their organizations. To better understand the benefits, costs, and risks associated with this investment, Forrester interviewed one customer from the global financial services industry with experience deploying Dell monitors. This summary is based on a full TEI study, which can be downloaded here.
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Dell DnCP
Published By: Dell EMC EMEA     Published Date: Nov 22, 2018
Das IT-Marktforschungsunternehmen IDC hat eine globale Studie unter mehr als 3 500 IT-Führungskräften auf der ganzen Welt durchgeführt und fand heraus, dass Unternehmen jeder Größenordnung PC Life Style as a Service-Modelle zur Reduzierung der Kosten, Verkürzung von Aktualisierungszyklen und zur Beschaffung besserer Technologie für ihre Mitarbeiter in Erwägung ziehen. Dell PC as a Service (PCaaS) vereint Hardware, Software, Lebenszyklusservices und Finanzierung in einer umfassenden Lösung, die einen einzelnen, vorhersehbaren Preis pro Arbeitsplatz pro Monat bietet und von Dell Financial Services bereitgestellt wird. Erfahren Sie mehr über Dell Lösungen in Zusammenarbeit mit Intel®.
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Dell EMC EMEA
Published By: Dell EMC EMEA     Published Date: Nov 22, 2018
IT market intelligence agency, IDC, conducted a global study of 3500+ IT leaders around the world and found that companies at all levels are considering PC Lifecycle as a Service models to reduce costs, shorten refresh cycles and procure better equipment for their employees. Dell PC as a Service (PCaaS) combines hardware, software, lifecycle services and financing into one all-encompassing solution – providing a single, predictable price per seat per month provided by Dell Financial Services. Learn more about Dell solutions powered by Intel®.
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Dell EMC EMEA
Published By: Dell EMC EMEA     Published Date: Nov 22, 2018
IDC, la agencia de inteligencia de mercados de TI, realizó un estudio global entre más de 3500 líderes de TI de todo el mundo y descubrió que empresas de todos los niveles están planteándose modelos de PC Lifecycle as a Service para reducir costes, acortar los ciclos de renovación y adquirir mejores equipos para sus empleados. Dell PC as a Service (PCaaS) combina hardware, software, servicios durante el ciclo de vida y financiación en una única solución todo en uno, a un único precio predecible por puesto al mes, proporcionada por Dell Financial Services. Obtenga más información sobre las soluciones Dell con tecnología Intel®.
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Dell EMC EMEA
Published By: Dell EMC EMEA     Published Date: Nov 22, 2018
IDC, agenzia di intelligence del mercato IT, ha condotto uno studio globale su oltre 3.500 leader IT in tutto il mondo e ha riscontrato che le aziende di tutti i livelli stanno considerando i modelli PC as a Service per ridurre i costi, accorciare i cicli di aggiornamento e offrire apparecchiature migliori per i propri dipendenti. Dell PC as a Service (PCaaS) unisce hardware, software, servizi e finanziamento per l’intero ciclo di vita in un'unica soluzione onnicomprensiva, a cui affanca un prezzo mensile per postazione unico e prevedibile offerto da Dell Financial Services. Scopri di più sulle soluzioni Dell in collaborazione con Intel®.
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Dell EMC EMEA
Published By: Dell EMC EMEA     Published Date: Nov 22, 2018
IT-marktonderzoeksbureau IDC heeft een wereldwijd onderzoek uitgevoerd onder meer dan 3500 IT-leiders over de hele wereld en kwam tot de conclusie dat bedrijven op alle niveaus PC Lifecycle as a Service modellen in overweging nemen om de kosten te verlagen, de vernieuwingscycli te verkorten en betere apparatuur te verwerven voor hun medewerkers. Dell PC as a Service (PCaaS) biedt een combinatie van hardware, software, levenscyclusservices en financiering in één complete oplossing, met een enkele, voorspelbare prijs per seat per maand. Dit alles wordt aangeboden door Dell Financial Services. Leer meer over Dell oplossingen powered by Intel®.
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Dell EMC EMEA
Published By: IBM APAC     Published Date: Nov 22, 2017
Using IBM Watson’s cognitive capabilities, companies can quickly differentiate their customer service quality by being more pro active and responsive to customer needs. Simply put, chatbots and virtual agents are the future of customer interactions. Building apps from scratch that incorporate natural language processing, speech to text recognition, visual recognition, analytics, and artificial intelligence requires broad expertise in these disciplines, large staffs, and a huge financial commitment. Making use of IBM Watson cognitive services brings these capabilities in-house quickly and without the capital investment that would be needed to develop the technologies within an organization.
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decision making, deeper data, insights, cognitive, analytics, ibm, watson, virtual agents
    
IBM APAC
Published By: Digital Realty     Published Date: Feb 24, 2015
GoGrid needed a state-of-the-art data center in the heart of the financial district to be up and running within days. As a fast-growing technology company headquartered in the San Francisco Bay Area, they needed a scalable data center with a robust infrastructure and an experienced operations team to support the cloudbased services they provide to their customers. Find out why they turned to Digital Realty.
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data center, infrastructure management, access control, physical security, it management
    
Digital Realty
Published By: Digital Realty     Published Date: Feb 25, 2015
When measuring competitive differentiation in milliseconds, connectivity is a key component for any financial services company’s data center strategy. In planning the move of its primary data center, a large international futures and commodities trading company needed to find a provider that could deliver the high capacity connectivity it required.
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financial services, trade processing, data center, connectivity, data center, it management, data management, infrastructure
    
Digital Realty
Published By: Akamai Technologies     Published Date: Oct 02, 2018
"Customer relationships begin with trust. When customers entrust your organization with their sensitive financial and personal information, not only do they expect you to keep it safe, but they also demand the same fast, convenient online experiences they’ve become accustomed to over web and mobile devices. This new e-book provides guidance on how financial institutions can meet and exceed these expectations, while also reaping bottom-line rewards, by mastering security, trust, and digital experience. You’ll learn about: - What makes your new millennial customers tick - How to stay competitive in a rapidly evolving digital market - Real-world takeaways and success stories"
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Akamai Technologies
Published By: Akamai Technologies     Published Date: Oct 02, 2018
"Customer relationships begin with trust. When customers entrust your organization with their sensitive financial and personal information, not only do they expect you to keep it safe, but they also demand the same fast, convenient online experiences they’ve become accustomed to over web and mobile devices. This new e-book provides guidance on how financial institutions can meet and exceed these expectations, while also reaping bottom-line rewards, by mastering security, trust, and digital experience. You’ll learn about: - What makes your new millennial customers tick - How to stay competitive in a rapidly evolving digital market - Real-world takeaways and success stories"
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Akamai Technologies
Published By: Akamai Technologies     Published Date: Oct 02, 2018
"Customer relationships begin with trust. When customers entrust your organization with their sensitive financial and personal information, not only do they expect you to keep it safe, but they also demand the same fast, convenient online experiences they’ve become accustomed to over web and mobile devices. This new e-book provides guidance on how financial institutions can meet and exceed these expectations, while also reaping bottom-line rewards, by mastering security, trust, and digital experience. You’ll learn about: - What makes your new millennial customers tick - How to stay competitive in a rapidly evolving digital market - Real-world takeaways and success stories"
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Akamai Technologies
Published By: Akamai Technologies     Published Date: Oct 02, 2018
"Customer relationships begin with trust. When customers entrust your organization with their sensitive financial and personal information, not only do they expect you to keep it safe, but they also demand the same fast, convenient online experiences they’ve become accustomed to over web and mobile devices. This new e-book provides guidance on how financial institutions can meet and exceed these expectations, while also reaping bottom-line rewards, by mastering security, trust, and digital experience. You’ll learn about: - What makes your new millennial customers tick - How to stay competitive in a rapidly evolving digital market - Real-world takeaways and success stories"
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Akamai Technologies
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