Windows in Financial Services

Georgian Bank, a fast-growing bank that was founded in 2001 and now has more than $1 billion in assets, has selected services ranging from core processing to loan origination and document compliance from Harland Financial Solutions. The bank selected Harland’s Phoenix System for core processing, along with other services in part because the platform’s SQL [...]

When Microsoft CEO Steve Ballmer came to New York in mid-March with Microsoft’s new “People-Ready” marketing campaign, he was making a case for the importance of people to a company’s success, and the importance of software in making people productive.
Over the next year, Microsoft plans to launch more new software releases than it has in [...]

Not just another pretty interface:
Market data, historical records, customer information. These are just a few of the ways that information is at the center of the investment banking business. Building new derivatives, creating innovative structured products, compliance, sales, decision support for traders, risk management – these are just a few of the ways that technology [...]

Excel 2007 and Excel Services
– New Tools Bring Spreadsheets into Compliance
Excel spreadsheets are so flexible and powerful that companies, especially financial firms, have greatly expanded their use across the enterprise.
In financial services, Excel is widely employed to develop new trading products, to fill the gaps between applications and help banks close their books at [...]

Taking control of research at buy-side firms used to mean finding a better way to store fat paper reports than stacking them on the floor or the desk until they toppled over. Nowadays those reports are electronic, and regulators want to know how firms are using them, and how they are deciding which broker dealers [...]

Mike Gilkey joined Avanade from Accenture five and a half years ago, when the company was formed through a joint venture between Accenture and Microsoft aimed at providing consulting and implementation services for applications running on the Microsoft platform. Avanade, which launched in 2000 just after the peak of the technology boom, struggled with the [...]

Two years ago, the Pacific Exchange realized that it was beginning to run out of processing power in its data center. It had a contract for 85 MIPS on an outsourced mainframe for its clearing and billing system, and the fast-growing options business was pretty close to using up all that capacity.
Last year the Pacific [...]

How do investment managers differentiate between all the different OMS vendors on the market?
We looked through out past issues, email newsletters and online content to cull together what customers have said about the decision, in their own words.

WHY?
Customers cite:
• Strong control of workflow processes
• Platform reliability
• Breadth of product coverage
• Scalability
• Flexibility
• Portfolio accounting and reporting component is robust and [...]

eSpeed, a subsidiary of Cantor Fitzgerald, has launched a wireless electronic data and trading platform for US Treasury bonds and foreign exchange. Aimed at the institutional market, the trading solution is based on Microsoft Windows Mobile 5.0 and will be available on devices like the Treo 700w and the Motorola Q. eSpeed had launched a [...]

CRM’s Rebirth
Initially, CRM was viewed as a four-letter-word by some users who thought it would solve complex problems out-of-the-box. But the industry is now on a second or third generation of CRM. Companies, as the following examples show, have learned from experience. They are approaching the challenges more holistically, combining new technology with changes to [...]