Posts Tagged ‘Capital Markets’

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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

Data Innovation

Data Innovation
EDGAR Online Perfects XBRL Data Management EDGAR Online is the only company that has created a historical XBRL data set - including 10 years of history of every U.S. public company at more depth (6,000 data elements) than anyone in the world. "What is unique about it is that most vendors can only produce a couple hundred ... Full story
Tags: , EDGAR Online, Philip Moyer, XBRL

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

Innovation in Equity Trading

Innovation in Equity Trading
Eikos Partners Adds Configurability and Speed Eikos Partners has built a client zero install equity trading system with tick by tick position, P&L and sophisticated stock charting that allows users to annotate charts with news and even online chat sessions. The charts update in real-time, and the news and annotations made by users appear on the ... Full story
Tags: , Eikos Partners, Innovator Awards

Raymond James’ Sr VP, Strategy & Technology Alignment Mark Abbott, Guest Speaker at Wealth Management CEO Breakfast Roundtable Hosted by Microsoft June 25 in NYC

Raymond James' Sr VP, Strategy & Technology Alignment Mark Abbott, Guest Speaker at Wealth Management CEO Breakfast Roundtable Hosted by Microsoft June 25 in NYC
  Mark Abbott discussed how Raymond James is focusing on providing better customer facing services for its financial advisors and at the same time providing operational efficiencies and costs savings. Microsoft is a key partner in this strategic effort through their implementation of CRM/SharePoint/BI. Participants in the Wealth Management CEO Breakfast Roundtable: Natalia Tchetchoulina, Vice President, Barclays Bank Dennis Layden, Pershing Joe Giglia, Market Executive, Wells Fargo / Wachovia Frank Minerva, ... Full story

Sector Treasury Services Adds SunGard STN Money Markets Portal For Investment Data for Clients

Sector Treasury Services, a subsidiary of Capita Group that serves as treasury management and capital financing advisor to UK local authorities, has tapped SunGard Transaction Network's (STN) Money Markets portal to help its local government treasury clients meet short-term investment requirements. STN Money Market Portal will be used to give clients research capabilities and historical data as well as underlying holdings of funds, yield comparisons and ... Full story
Tags: , Kevin Rafferty, Maryum Malik, Sector Treasury Services, STN Money Markets Portal

WINDOWS IN FINANCIAL SERVICES Announces 2009 Innovator Award Winners at 2009 SIFMA Technology Management Conference & Exhibit

WINDOWS IN FINANCIAL SERVICES Announces 2009 Innovator Award Winners at 2009 SIFMA Technology Management Conference & Exhibit
A total of four winners were selected for clearly implementing technologies that will redefine a new tomorrow in technology and demonstrate a clear-cut advantage they have in their particular sector of the marketplace. Criteria for judging and selecting were based on the end result enabling a concrete resolution to an impending issue, solving practical business problems. Full story
Tags: , EDGAR Online, Eikos Partners, Innovator Awards, Lab49,
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