Posts Tagged ‘Banking’

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Banking Innovation: SunGard’s IntelliMatch

SunGard recently decided to overhaul its IntelliMatch reconciliation system into a consolidated platform that could manage reconciliations in varied departments of a financial institution or corporation through one centralized point. In the process, developers boosted the system’s performance, increased its scalability, improved the user experience and added automated analytics that provided new levels of depth and visibility. Full story
Tags: Ambit, , Dave Barrett, IntelliMatch, reconciliation solutions, Richard Chapman,

CONTENT AND DOCUMENT MANAGEMENT IN FINANCIAL SERVICES – SHAREPOINT AND BEYOND

CONTENT AND DOCUMENT MANAGEMENT IN FINANCIAL SERVICES - SHAREPOINT AND BEYOND
CONTENT MANAGEMENT IN FINANCIAL SERVICES IS HEATING UP! Financial Services has been undergoing intense competition and regulatory scrutiny in recent months. This is resulting in a major escalation of content management in financial services. Those companies that don’t respond properly or remain complacent may pay the price later. Our research with customers, solution providers and financial institutions confirms the fact that those with ... Full story
Tags: Account management, AgilePoint, AIIM, Alcero, ARMA, Autonomy, AvePoint, Axceler, , Best Practices, BizTalk, Blue Rooster, BPM, Business Process Management, , Case management, Christian Schneider, cloud services, Collaboration, , content management, digital content, document management, Documentum, Duck Creek, , Ediscovery, EMC, , enterprise records management, enterprise search, ERM, FileNet, financial services, FIS, , Global 360, governance, GRC, Harland, hedge funds, HP, Hyland, IBM, ImageSoft, imaging, information access, , Jack Henry, K2, KnowledgeLake, Lending, metadata, Microsoft Office SharePoint Server, Misys, MOSS, Neverfail, Nintex, Nonlinear Creations, , Open Text, Oracle, Polaris, portal, Ralph Severini, records management, search, SharePoint, SharePoint 2010, SharePoint Designer, Silverlight, Steve Kass, , taxonomy, underwriting, Visio, WCM, web content management, Web Parts, workflow, xRM

Content and Document Management in Financial Services – SharePoint and Beyond (Author Bio)

About the Author Ralph Severini is a senior business development, alliances and professional services executive working for software and hardware companies, financial services providers, and within the industry itself as a non-IT business manager. He has worked for companies in ECM, search and business intelligence and has been in executive and professional roles at SunGard, Sun Microsystems and Open Text. In addition, Ralph served as ... Full story
Tags: , BPM, Business Process Management, , , content management, digital content, document management, , electronic content management, , enterprise records management, enterprise search, ERM, financial services, information access, , Microsoft Office SharePoint Server, MOSS, Ralph Severini, records management, search, SharePoint, workflow

Content and Document Management in Financial Services – SharePoint and Beyond (Abstract)

Executive Summary The following report has been prepared to highlight and illustrate areas where ECM and SharePoint provide a valuable software platform to the financial services and insurance industry. This report looks at some of the major suppliers and vendors in the ECM and financial services market overall, as well as some of the key issues affecting the adoption of SharePoint. Aside from Office, SharePoint ... Full story
Tags: , BPM, Business Process Management, , , content management, digital content, document management, , electronic content management, , enterprise records management, enterprise search, ERM, financial services, information access, , Microsoft Office SharePoint Server, MOSS, records management, search, SharePoint, workflow

Content and Document Management in Financial Services – SharePoint and Beyond (Table of Contents, Figures and Tables)

Content and Document Management in Financial Services – SharePoint and Beyond (Table of Contents, Figures and Tables)
  The following represent the Table of Contents, Figures and Tables that are included in the report:   Full story
Tags: Account management, AgilePoint, AIIM, Alcero, ARMA, Autonomy, AvePoint, Axceler, , Best Practices, BizTalk, Blue Rooster, BPM, Business Process Management, , Case management, cloud services, Collaboration, , content management, digital content, document management, Documentum, Duck Creek, , Ediscovery, EMC, , enterprise records management, enterprise search, ERM, FileNet, financial services, FIS, , Global 360, governance, GRC, Harland, hedge funds, HP, Hyland, IBM, ImageSoft, imaging, information access, , Jack Henry, K2, KnowledgeLake, Lending, metadata, Microsoft Office SharePoint Server, Misys, MOSS, Neverfail, Nintex, Nonlinear Creations, , Open Text, Oracle, Polaris, portal, records management, search, SharePoint, SharePoint 2010, SharePoint Designer, Silverlight, , taxonomy, underwriting, Visio, WCM, web content management, Web Parts, workflow, xRM

Banks Should Blog According to Microsoft Survey

Banks Should Blog According to Microsoft Survey
A Microsoft-sponsored survey of 500 18 to 29-year-olds (or "millennials") finds that banks can use blogs and other social networking technology to improve their image. Nearly 60 percent of survey respondents said their level of trust in financial services has decreased in the last year and only half of the group felt that the industry was ... Full story
Tags: , social networking

ISO 20022: Europe Leads the World Toward a Global Payments Standard

ISO 20022: Europe Leads the World Toward a Global Payments Standard
By Renee Wijnen Caruthers In Europe, the Single European Payment Area (SEPA), which will effectively eliminate cross-border payments between participating European countries, is ushering in payments innovation. European banks and other large multinational banks that operate in the region are leaders in deploying the global ISO 20022 message standards for mass euro payments. If these standards ... Full story
Tags: Andy Schmidt, , Bob Blair, Citigroup, Ed Barrie, ISO 20022, JP Morgan, Microsoft Payments Service Factory, Microsoft Treasury, Payments, Roger Durepos, Royal Bank of Canada, SEPA, SWIFT, TowerGroup

Innovation in Branch Banking

Innovation in Branch Banking
Royal Bank of Scotland Introduces Customers to Experts on the Big Screen With 2200 branches, Royal Bank of Scotland (RBS) is continually exploring ways to efficiently share expert talent among its network of RBS and NatWest branches. In early 2008 the firm decided to test the idea of allowing branches to share experts electronically. The idea ... Full story
Tags: Alan Wood, , Innovator Awards, John Needham, RBS, Royal Bank of Scotland

Innovation in Risk Reporting

Innovation in Risk Reporting
Lab49 Adds Speed, Visuals and a Unified View to the Risk Picture Early in 2009, a major investment bank looking for a better way to chart and analyze ever-changing risk metrics turned to Lab49, a New York- and London-based solutions provider for the financial services industry. "Existing software lacked the ability to provide sophisticated visualizations, such as ... Full story
Tags: , , Daniel Chait, Innovator Awards, Lab49

Fortune Favors the Brave & Those Who Lead through Offense-Defense Strategies

Fortune Favors the Brave & Those Who Lead through Offense-Defense Strategies
Brian R. Geisel Executive Vice President, Enterprise Payments Goldleaf Financial Solutions, Inc. Many financial institutions have gotten back to the basics and retrenched a bit during the economic downturn. Cost cutting is certainly advisable and represents a good defensive stance, but you can't let the pendulum swing too far. In many respects the best time to invest ... Full story
Tags: , Brian R. Geisel, Check 21, Goldleaf Financial Solutions, RDC
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