Archive for the ‘Microsoft Leaders Forum’ Category

In spite of the current economic malaise, quite a few financial institutions are still growing - principally those willing to play offense and defense. In many respects the glass is more than half full, and there is an abundance of opportunities for financial institutions of all sizes to help their existing customers, and bring in ... Full story

There is a right approach to dealing with this financial crisis and it is not dramatically cutting IT spending and waiting for the crises to pass. According to insurance analyst Matthew Josefowicz, the right approach for insurance carriers is taking a strategic look at IT and investing as if their competitive edge depends on it. It ... Full story

In order to successfully cope with the current economic downturn and credit crisis, banks must implement innovative strategies that extract the most out of existing resources. In particular, they must collaborate closely with their vendors to find the right mix of technology, products and services that will help them through these difficult times and prepare ... Full story

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 ... Full story

Welcome, Allan. How well is the industry doing in your view? The two most glaring deficiencies in the arsenal of essential tools required to support client-facing professionals is a simple, easy-to-use CRM system and a comprehensive aggregation system that collates both asset and liability information from various sources. Two trends within wealth management have exacerbated ... Full story

The insurance industry has often been criticized for being too legacy burdened to take advantage of new technology, but this is proving far from true. Insurance companies have embraced the latest technological advancements in mobility and elsewhere and have made more strides in streamlining the workflow process than many other sectors. This is critically ... Full story

Bankers around the globe are under increasing pressure to drive profits and reduce costs while still investing in technology solutions that help increase customer satisfaction and loyalty. Finding this balance is difficult at best, but our panelists will provide some sage advice to retail bankers who are seeking to strike this balance. Plus, ... Full story