Windows in Financial Services

Fidelity Investments is the number one provider of workplace retirement savings plans in the United States with administered assets of nearly $840 billion held by more than 14 million participants in over 18,000 defined contribution plans as of June 30, 2008.
Fidelity has a tradition of serving this large customer base with highly customized investment reviews. [...]

Fidelity’s transformation of its document creation process, described on the previous pages, exemplifies ingenuity in the face of challenges resulting from shifting market conditions. Fidelity’s approach, of confronting hurdles by embracing and implementing advanced technologies, makes it stand out among its peers as a technology innovator. On the following pages are seven more companies that [...]

In today’s competitive environment, financial institutions are challenged to meet customers’ expectations, accelerate the time-to-market, optimize constrained resources, improve productivity, leverage IT investments and make better decisions based on current data. But considering the number of mergers over the last decade, that’s a tall order to fill. It’s not unusual for organizations to be made [...]

Taking on the Compliance Challenge
Compliance is the foundation of the financial institution so managing it well is essential to the health of the business. When a new regulation emerges, institutions need to be super efficient, able to turn on a dime while maintaining full control. That means clear project governance, application anostic compliance platforms, and [...]

The credit crisis has been spurring a new trend for those homeowners no longer able to borrow against their homes: go online and borrow the needed funds from a stranger.
Online networks such as Prosper.com, which offer an eBay-style auction of loans and interest rates, have experienced dramatic growth the last few years. This growth has [...]

Fiserv Inc., a provider of information technology services to the financial services industry, has won the 2008 Microsoft Partner of the Year Global Independent Software Vendors (ISV) Line of Business Special Recognition award. The company was chosen from an international field of top Microsoft partners as delivering market-leading customer solutions built on Microsoft technology.
Fiserv Aperio [...]

Microsoft Corp. and BearingPoint, Inc. have joined forces to create the BearingPoint Enterprise Governance, Risk and Compliance (EGRC) solution. The risk-based compliance solution helps organizations identify areas of risk, assess and remediate control deficiencies, and strengthen compliance without compromising profitability.

Built on Microsoft Office SharePoint Server 2007, this technology solution includes the necessary software and management [...]

As the estimated 80 million people nationwide born between 1981 and 2001 enter the work force and become active consumers, technology will play a critical role for insurance firms recruiting those in the so-called “millennial generation” as potential employees and customers, according to a survey released by Insurity and Microsoft Corp. earlier this year.
The Insurity-Microsoft [...]

A key item on the agenda this year for financial services companies has been revitalizing the data center and automating expensive, time-consuming manual tasks.
We put Fidelity Investments on our cover this month for its innovative document automation solution. Although a leader among its peers providing workplace retirement savings plans, it still took the company 22 [...]

Financial institutions have a few options for taking advantage of virtualization; among them is Microsoft‘s Hyper-V Server for HP ProLiant iVirtualization. The solution enables firms to consolidate multiple server roles running as separate virtual machines to a single physical server while using both Microsoft’s and HP’s management tools.
Microsoft’s Hyper-V solution running on HP ProLiant [...]