Financial Service Resources on BNET
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192 Resources for

Financial Service

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Financial Services Brochure
This template is for financial services brochure.
Tags: Financial Planning, Financial services, Microsoft Corp., brochure, financial service, financial
Tools & templates
Enhancing Web-Based Portfolio and Asset Management Tools for a Global Financial Services Firm
This case study reports on enhancing web-based portfolio and asset management tools for a global financial services firm. This was the challenge posed before the wealth management group which aimed to provide most valuable advisory services to its clients needed to develop a solution that captures all aspects of a...
Tags: Wipro Technologies, asset management, asset, liquidity, financial service, financial, Web
Case studies
AXA Group: Financial Services Company Streamlines Employee Information Provisioning
AXA Financial, based in New York City, New York, provides insurance and other financial products and services. A lack of integration of user data stores, no single sign-on access to the enterprise, and a homegrown security code left AXA Financial without the availability, resiliency, or performance it required. A Microsoft-based...
Tags: Financial Planning, Microsoft Corp., single sign-on, integration, LDAP, financial, financial service, Human Resources, insurance, e-mail, performance, security
Case studies
Build-to-Order Banking in Asia
The market for personal financial services in Asia's emerging economies is maturing: customers want more products and better service from their financial institutions. To date, though most of them still offer a "one-size-fits-all" service, they have managed to hold their own against competition from foreign banks and companies specializing in...
Tags: Financial services, Financial Planning, McKinsey & Co., financial company, financial service, Asia, bank, financial, credit card
White papers
Improving Financial Services Through TQM: A Case Study
The work described in this case study was undertaken in a young, rapidly expanding company in the financial services sector with no previous experience with Total Quality Management (TQM). The quality project began with a two-day introductory awareness program covering concepts, cases, implementation strategies and imperatives of TQM. The program...
Tags: Quality, TQM/Six Sigma/ISO 9000, iSixSigma, Total Quality Management, financial service, financial
White papers
Raising the Standard of Customer Service
Standard Chartered Bank, the world's leading emerging markets bank, offers a full range of financial services to both consumer and wholesale banking customers. To capture and retain more of the high-value customer segment in these markets, the bank embarked on a customer sales and service program. Standard Chartered Bank turned...
Tags: Financial Planning, Financial services, Customer relationship management (CRM), Accenture Ltd., financial service, customer service, banking, bank
Case studies
Financial Services Forum Examines Convergence Among Banks, Insurance Companies and Investment Firms - Experts Caution Against Enron-Inspired "Witch Hunt"
The paper describes the gradual convergence of the insurance, banking and securities sectors into a financial services industry which has strengthened the U.S. financial structure, according to the panelists. Corrective actions are needed in light of Enron, the panelists said, both within the still evolving financial services industry and government....
Tags: Financial Planning, VOIP, Financial services, Insurance Information Institute, Enron Corp., financial service, convergence, insurance, financial, banking, industry, bank
White papers
Credit Risk Consulting at Global Financial Services Firm
The major goals of the company's were to protect enterprise value and to achieve cost savings and loss avoidance. Protiviti performed an assessment of the collection operations at three company locations. The group reviewed each organization's people, processes, technologies and strategies to identify areas for improvement. The team identified and...
Tags: Protiviti, cost savings, financial service, team, strategy
Case studies
Human Capital Transformation for the Financial Services Industry
Accenture helps increase the efficiency and effectiveness of financial services workforces while reducing the cost of managing them. With competition at its fiercest, the workforce is one of the best ways for a company to truly differentiate itself. Financial services organizations must understand and address the critical needs of their...
Tags: Workforce management, Recruitment & Selection, workforce, financial service, human capital, Accenture Ltd., financial, information technology
White papers
North American Financial Services Provider Case Study
While this North American financial services company is primarily known as a provider of consumer auto loans - financing more than half of all new vehicles sold by a particular automobile manufacturer - the company is also involved in dealer financing, auto remarketing and title processing. An accounting and reporting...
Tags: Financial Planning, Financial accounting, Financial services, Manufacturing, Electronic Data Systems Corp., financial services company, financial service, financing, financial, accounting
Case studies
Global Investment Bank: Data Management
A investment banking division of one of the world's leading global financial services companies had implemented a program to reduce market data costs and establish best practices in contract negotiation and market data usage. As this program was winding down, the organization wanted an objective third-party provider to validate the...
Tags: Financial Planning, Financial services, Accenture Ltd., financial services company, financial service, investment banking, data management, financial, negotiation, high-performance, best practice, industry
Case studies
Creating a New Data Environment With Disaster Recovery Capabilities
The client is a leading global financial services firm that has operations in more than 50 countries including the United States. The client put forth the challenge of increasing the total number of hardware assets required for the project launched by financial services organization from approximately 6,000 to 25,000 and...
Tags: Asset management, Enterprise resource planning (ERP), Enterprise software, BearingPoint Inc., asset, ERP system, financial, disaster recovery, ERP, customer service, analysis, environment, hardware
Case studies
Financial Services Corporate Performance Measurement: What's Hot and What's Not
The goal of this paper is to identify the current hot topics in financial services and specifically around Corporate Performance Management (CPM). CPM is becoming a more commonly accepted term. The concept has been around for years - at least 50. In simple terms, CPM refers to the various ways...
Tags: Business intelligence, corporate performance management, budgeting, forecasting, financial service, performance, financial
White papers
Large Finance Conglomerate, A: Leading Financial Services Company Migrates to .NET for Improved Scalability, Integration
The customer company is a large finance conglomerate, whose business includes corporate finance, mergers and acquisitions, equity and fixed-income sales and trading. The company operates its solution from three locations. All the three user groups were required to be integrated along with tracking Soft Dollar utilization. Online approval of the...
Tags: .NET, Application servers, Financial accounting, Middleware, Microsoft Corp., Microsoft .NET, finance, XML-Data, Java, M&A, equity, scalability, financial service, SOA, financial, sales
Case studies
The Natural Path - Organic Growth as a Catalyst for High Performance in Financial Services
In today's financial services environment, growth isn't everything - it's the only thing. And finding it isn't getting any easier. There are a number of avenues available to pursue growth, including adding new products and services and entering new markets or businesses. Yet perhaps the most effective way to generate...
Tags: Financial Planning, Financial services, Leadership, Accenture Ltd., financial service, high-performance, equity, financial, strategy, environment
White papers
Financial Services Business Cards
This template is for financial services business cards.
Tags: Microsoft Corp., financial
Tools & templates
Data Warehousing Solution for One of Europe's Largest Financial Services Group
The client is one of Europe's largest financial services group with leading positions in corporate & commercial banking, retail banking, credit cards and general insurance. The client needed a business intelligence solution to consolidate the mortgage administration processes, satisfy better sales cycle management, mortgage product performance analysis, financial forecasting based...
Tags: Sales strategy, Sales force management, Sales tools, Storage, Databases, Infosys Technologies Ltd., sales cycle, data warehouse, commercial banking, Europe, financial, sales, business intelligence, banking, insurance, credit card, brand, performance
Case studies
Allianz Global Investors: Global Financial Services Company Accelerates Services With Enterprise Portal
With operations in 70 countries and over 1 trillion Euros (U.S. $1.2 trillion) under management, Allianz Global Investors is one of the five largest asset managers in the world. Group subsidiaries needed a powerful yet flexible solution to improve internal communication, accelerate service delivery to clients, and develop a more...
Tags: Groupware, enterprise portal, asset, accounting, Microsoft Corp., software
Case studies
CGI Helps Industrial Alliance Insurance and Financial Services Get on With Business
Industrial Alliance is one of Canada's fastest growing and most profitable insurance and financial services firms. It wanted an outside firm to take over IT operations not only for itself and its existing subsidiaries, but for other firms that Industrial Alliance would acquire down the road as it pursued its...
Tags: Scripting languages, CGI Group Inc., CGI, IT services, financial service, outsource, data center, insurance, financial, information technology
Case studies
IP Telephony Enhances Customer Experience and Streamlines Business
The client is a leading global financial services firm with assets of over $500 billion and operations in more than 50 countries. The challenge was to develop a new telephony strategy for the firm's consumer, small business and middle-market financial services franchise. The company helped the financial institution by setting...
Tags: VOIP, Telecom & Utilities, TELECOMMUNICATIONS, BearingPoint Inc., telephony, business case, IP, IP telephony, financial service, scalability, financial, banking, small business, asset, strategy, network
Case studies
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