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Published By: Adobe     Published Date: May 15, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on imp
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Adobe
Published By: Adobe     Published Date: Apr 23, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on i
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Adobe
Published By: Bill.com     Published Date: May 14, 2012
In this paper, financial executives from a variety of top performing industries discuss systems that they have implemented, like Bill.com, that help them efficiently manage the daily pulse to sustain healthy cash flow.
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cloud invoice, cloud, smb, management, invoices, bill.com
    
Bill.com
Published By: Bloomberg     Published Date: Nov 29, 2010
An open symbology framework for financial instrument identifiers can automate and accelerate transaction processes while driving out costs and introducing higher levels of transparency for effective risk management. Bloomberg explores open symbology in the securities industry. *Whitepaper content is specific to Financial Industry Executives*.
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bloomberg, open symbology, market identifiers, financial instruments, analytics
    
Bloomberg
Published By: Bloomberg     Published Date: Dec 14, 2010
An open symbology framework for financial instrument identifiers can automate and accelerate transaction processes while driving out costs and introducing higher levels of transparency for effective risk management. Bloomberg explores open symbology in the securities industry. *Whitepaper content is specific to Financial Industry Executives*.
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bloomberg, open symbology, market identifiers, financial instruments, analytics
    
Bloomberg
Published By: Cisco     Published Date: Jan 08, 2016
Financial services customers are increasingly going digital, but human assistance continues to play a pivotal role — especially in the purchase journey — and many banks still only allow customers to get this assistance over the phone or in a branch. To improve the customer experience, increase the productivity of frontline experts, and increase sales, eBusiness and channel strategy executives should consider weaving human advisors and digital technologies together with video banking. Success will require more than just a simple video call. eBusiness and channel strategy executives need to ensure that video banking capabilities let prospects collaborate effectively with an expert when and where they choose and that experts are supported by the right processes, tools, and training.
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cisco, video banking, driving digital sales, improving customer experience, best practices
    
Cisco
Published By: Cisco     Published Date: Jul 11, 2016
As digital workplace initiatives grow, it is vital to examine their impact through a financial business case to obtain funding, structure stakeholder dialogue and secure commitment. Here, we describe how IT leaders can create a convincing business case with a strong link to business benefits. Key Challenges: ¦ It is difficult for IT leaders to quantify the financial returns associated with digital workplace initiatives, as they often fail to recognize the broad and indirect benefits. ¦ Treating digital workplace initiatives as infrastructure rollouts obscures their business relevance and distances business stakeholders, whose commitment is vital for success. ¦ Business and finance executives are more likely to take seriously a digital workplace initiative with a credible financial impact assessment.
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Cisco
Published By: DocStar     Published Date: Jun 11, 2018
Accounts Payable is a fundamental activity for nearly all businesses. Pick any enterprise and you can bet there is an AP function at the heart of financial operations. The obligation to pay off short-term debt is one that every company must satisfy. But more than that, the process to do it must be efficient and productive. If you get behind on your obligations you risk missing important financial discounts, defaulting with creditors, and damaging your reputation with suppliers and stakeholders. CFOs face the challenges associated with Accounts Payable…and it’s easy to lose sleep. As other areas of business and commerce have become more and more paperless, the accounts payable process in most organizations remains mired in paper copies and manual workflow. The result is an often costly and people intensive process that leaves companies vulnerable to competitors and financial executives with a growing unease over the inherent inefficiencies.
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DocStar
Published By: DocuSign     Published Date: Jun 25, 2014
Regulatory actions have forced financial institutions to re-strategize their business models, an approach that could increase or decrease profitability depending on the strategy chosen. Banking executives who want to stay competitive must focus on differentiating their services based on the customer experience and streamline related costs.
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docusign, financial institutions, regulatory actions, streamline, reinvention strategies, customer experience, banking executives
    
DocuSign
Published By: Entrust Datacard     Published Date: Jun 09, 2017
The rapid adoption of Office 365 means that work created using the Microsoft product contains a large amount of the business world’s sensitive information. In fact, in most enterprises using Office 365, more than half of that highly valuable information — including business plans, sales data, product designs, M&A details and financial forecasts — is contained within Excel, PowerPoint, Word, Outlook and other Microsoft software. Securing the information created with its products has emerged as a primary concern for CSOs, CIOs, IT departments and other C-level executives.
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Entrust Datacard
Published By: Epicor     Published Date: Jun 06, 2018
Accounts Payable is a fundamental activity for nearly all businesses. Pick any enterprise and you can bet there is an AP function at the heart of financial operations. The obligation to pay off short-term debt is one that every company must satisfy. But more than that, the process to do it must be efficient and productive. If you get behind on your obligations you risk missing important financial discounts, defaulting with creditors, and damaging your reputation with suppliers and stakeholders. CFOs face the challenges associated with Accounts Payable…and it’s easy to lose sleep. As other areas of business and commerce have become more and more paperless, the accounts payable process in most organizations remains mired in paper copies and manual workflow. The result is an often costly and people-intensive process that leaves companies vulnerable to competitors and financial executives with a growing unease over the inherent inefficiencies.
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Epicor
Published By: EvolveIP     Published Date: Sep 09, 2015
Evolve IP’s virtualization TCO calculator is a comprehensive financial tool that produces an accurate analysis of on-premise data center hardware, software, and operational costs. Unlike overly simplified marketing gimmicks on the Internet, this is the actual tool we are using successfully with IT executives across the country. When completed and compared to a cloud services quote, you’ll be able to accurately determine which solution is right for your organization.
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EvolveIP
Published By: Forcepoint     Published Date: May 14, 2019
Forcepoint Strategies for Distributed Network Security Financial institutions are facing increasing challenges as their organizations become more distributed, applications move to the cloud, and threats rapidly evolve. But legacy solutions are fragmented, labor intensive, and inconsistent. You need a better way. Forcepoint Next Generation Firewall (NGFW) leads the industry with #1 security, manageability, and availability. Download our whitepaper to learn about: Senior IT executives’ perspectives on the current network security landscape Forcepoint NGFW’s centrally managed solution combining enterprise-grade SD-WAN and network security Success stories from companies like Sword Apak, Avency, and Carglass Download our whitepaper to learn more!
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Forcepoint
Published By: Forcepoint     Published Date: May 14, 2019
Forcepoint Strategies for Distributed Network Security Financial institutions are facing increasing challenges as their organizations become more distributed, applications move to the cloud, and threats rapidly evolve. But legacy solutions are fragmented, labor intensive, and inconsistent. You need a better way. Forcepoint Next Generation Firewall (NGFW) leads the industry with #1 security, manageability, and availability. Download our whitepaper to learn about: Senior IT executives’ perspectives on the current network security landscape Forcepoint NGFW’s centrally managed solution combining enterprise-grade SD-WAN and network security Success stories from companies like Sword Apak, Avency, and Carglass Download our whitepaper to learn more!
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Forcepoint
Published By: Forcepoint     Published Date: May 14, 2019
Forcepoint Strategies for Distributed Network Security Financial institutions are facing increasing challenges as their organizations become more distributed, applications move to the cloud, and threats rapidly evolve. But legacy solutions are fragmented, labor intensive, and inconsistent. You need a better way. Forcepoint Next Generation Firewall (NGFW) leads the industry with #1 security, manageability, and availability. Download our whitepaper to learn about: Senior IT executives’ perspectives on the current network security landscape Forcepoint NGFW’s centrally managed solution combining enterprise-grade SD-WAN and network security Success stories from companies like Sword Apak, Avency, and Carglass Download our whitepaper to learn more!
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Forcepoint
Published By: Forcepoint     Published Date: Jun 06, 2019
Financial institutions are facing increasing network security challenges as their organizations become more distributed, applications move to the cloud, and threats rapidly evolve. But legacy solutions are fragmented, labor intensive, and inconsistent. You need a better way. Forcepoint Next Generation Firewall (NGFW) leads the industry with #1 security, manageability, and availability. Download our whitepaper to learn about: Senior IT executives’ perspectives on the current network security landscape Forcepoint NGFW’s centrally managed solution combining enterprise-grade SD-WAN and network security Success stories from companies like Sword Apak, Avency, and Carglass
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Forcepoint
Published By: Forcepoint     Published Date: Jul 30, 2019
Financial institutions are facing increasing network security challenges as their organizations become more distributed, applications move to the cloud, and threats rapidly evolve. But legacy solutions are fragmented, labor intensive, and inconsistent. You need a better way. Forcepoint Next Generation Firewall (NGFW) leads the industry with #1 security, manageability, and availability. Download our whitepaper to learn about: Senior IT executives’ perspectives on the current network security landscape Forcepoint NGFW’s centrally managed solution combining enterprise-grade SD-WAN and network security Success stories from companies like Sword Apak, Avency, and Carglass
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Forcepoint
Published By: Global Software     Published Date: Aug 13, 2018
Streamlining the close process is the new imperative for many financial executives in order to keep pace with the speed of information coming from various mediums. When financial information is released weeks after the period end, the risk is that this information is perceived and received as old news and less relevant for management decision making. This amplifies the perception of the finance department acting as the “back office” and just another cost center inside the organization.
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financial, executives, management, organization
    
Global Software
Published By: Group M_IBM Q3'19     Published Date: Jul 19, 2019
Hear the highlights from industry leaders presented their experience in digital transformation at Reinventing Financial Services 2019. Hearing from executives leading IT, operations, and lines of business from companies such as USAA, Bank of America, HSBC, Prudential, and many others in this session, we’ll cover the strategies and tactics for building the platforms necessary for reinventing customer experience, empowering employees and creating te
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Group M_IBM Q3'19
Published By: gyro     Published Date: Sep 10, 2015
This article explores how to connect with this unique group by dialing up the logic without losing the human element. In this article, find out how to bridge the gap.
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financial executives, line of business, lob, decision-making, logic, partnering
    
gyro
Published By: IBM     Published Date: Jul 14, 2016
How are some companies decreasing audit fees in the face of pressure to increase them? In this follow-up report to the 2015 Audit Fee Survey, Financial Executives Research Foundation interviewed several senior-level financial executives and audit partners. These interviews revealed best practices in mitigating increases in audit fees and how to work more efficiently and effectively with auditors. Access this report to learn the reasons for increased audit fees and the impact of PCAOB inspections. You'll also discover how to review current audit focus areas, improve internal controls, automate processes, and review audit hours and fees.
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best practices, audit, finance, efficiency, productivity
    
IBM
Published By: IBM     Published Date: Jul 26, 2017
It is generally accepted that a hybrid approach to IT operations gives enterprises both financial and operational flexibility— allowing them to apply new technologies with little or no capital investment and tap expertise without hiring new personnel. But it is still an imperfect solution, and with sophisticated new attacks propagating at an accelerated rate, security has become a top concern. This is evidenced by the growing number of C-level security executives and by the intensive efforts of IT organizations to identify and address the gaps in their enterprise defenses and improve their ability to respond to those attacks. It is clear that security for hybrid IT environments is due for an advanced upgrade.
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information technology, optimization, it security, data protection
    
IBM
Published By: insightsoftware     Published Date: Oct 19, 2018
Never has so much pressure fallen on the shoulders of finance to be timely and credible with the reporting of financial results. Ninety percent of financial executives report feeling pressured to close the books faster, according to a recent Adra Match study. This burden is driven by the needs of managers who have less time than ever before to make important tactical decisions. To download this White Paper, please complete the following form.
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insightsoftware
Published By: KPMG     Published Date: Jun 06, 2019
Find out why cyber security must be embedded into commercial strategy. With focused insight on the economics of trust for financial services, automotive, mobile and retail organisations. Read the report to understand: • how consumer expectations are shifting on the topic of digital trust • how well the priorities of consumers and security executives align • what it takes for consumers to stay with a brand when things go wrong.
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KPMG
Published By: Modis     Published Date: Mar 09, 2015
In the wake of the recent Sony data breach, customer and company privacy issues have become a hot topic in the media and the tech sector. The Sony incident and other widely covered consumer-facing data breaches experienced by Target, Home Depot, JPMorgan Chase and others have had a significant financial impact on these companies. Experts are projecting that both the number of incidents and the cost of dealing with data breaches will increase in 2015. To combat these attacks, businesses must respond with a heightened awareness of cybersecurity as well as increased spending on enterprise security as needed. Designating high level executives to lead security and hiring certified security experts are among the best practices for stronger IT security in 2015 and beyond. Download to learn more!
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modis, security challenges, it spending, privacy concerns, cybersecurity, security experts, data breaches, consumer facing breaches
    
Modis
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