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- Financial Services Brochure
- This template is for financial services brochure.
- 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...
- 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...
- 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...
- 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...
- 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...
- 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....
- 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...
- 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...
- 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...
- 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...
- 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...
- 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...
- 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...
- 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...
- White papers
- Financial Services Business Cards
- This template is for financial services business cards.
- 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...
- 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...
- 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...
- 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...
- Case studies
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