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8 Resources for

financial services company

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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
Master Customer Data Integration: Regulatory Compliance Meets Revenue Generation in Financial Services: All banking, insurance, and capital markets firms face regulatory requirements for managing their master customer data, yet few have taken advantage of this authoritative source of information for new revenue generation. However, that's beginning to change, as a growing number of firms are recognizing the potential of using their...; Tags: Financial Planning, Regulations, IBM Corp., Basel II, data integration, Webcast, line of business, regulatory compliance, financial, financial service, Sarbanes-Oxley Act, banking, compliance, insurance, industry; Webcasts 2007-09-27
Financial Compliance and Data Quality: This White Paper considers the challenges that Basel II and other compliance initiatives pose for Financial Services Providers (FSPs). It contends that far from being a "Compliance chore," Basel II presents genuine opportunities for FSPs to increase profitability by improving their business strategies and pricing products and deals more accurately....; Tags: Financial Planning, Financial accounting, Informatica, financial services company, Basel II, financial service, financial, compliance, data quality, data analysis, business strategy, pricing strategy; White papers 2006-04-11
Harmonizing the Compliance Effort: Financial services companies face an ever-increasing barrage of proposed new regulations and guidance, and rising stakeholder expectations for risk management, controls, and compliance. The rules and guidance that have emerged have somewhat different objectives, the data, risk management and control processes, and governance structures they address have much in common....; Tags: Financial Planning, Financial services, Strategy, Ernst & Young LLP, risk management, financial service, compliance, financial; White papers 2004-10-26

Retail Advisers Throw The Dice On Risk Management: In the contemporary business era, retail financial services are grappling with the challenges posed by myriad risk and uncertainties. They are developing innovative tools to face the same. The Monte Carlo Simulation is one such tool. Monte Carlo Simulation is an analytical technique that predicts expected returns for various asset...; Tags: PRODUCTIVITY, Financial Planning, Financial services, SECURITY, CMP Media, risk management, risk, advisor, financial service, financial, tool, asset, technique, strategy; White papers 2003-05-13
The Financial Services Sector: An Update on Recent Developments: The Canadian financial industry continues to experience significant changes. This report provides an update on recent developments and re-examines a number of issues facing financial service providers that were identified in Technical Report No. 82. In particular, this report highlights the role of economies of scale and scope as they...; Tags: Financial Planning, Financial services, Business services, Bank of Canada, financial service, financial services company, service provider, financial, merger, strategy, industry, information technology; White papers 2002-08-01
What Employees Really Want: Financial services companies have long struggled with such human resource challenges as attracting, engaging and retaining key talent. Finding and keeping quality personnel are as difficult as ever for financial services firms. This paper talks about a survey on talent management that provides new insights into the views of financial...; Tags: Workforce management, Financial Planning, Financial accounting, Towers Perrin, financial service, talent, talent management, financial, workplace, Human Resources, survey; White papers 2002-01-01

Additional Resources

Financial Services: Mergers and acquisitions have brought big international banks into the country in recent years, and e-business startups are moving into traditional financial services areas. Today, good customers are very hard to find. So Banamex has changed from a product-based bank to a services-oriented organization. this company don't just react to...; Tags: Financial services, Hewlett-Packard Co., bank, M&A, financial service, e-business, financial; Case studies 2002-02-12
Financial Services M&A: Review of and Outlook for Mergers and Acquisitions in the European Financial Services Market: This report analyses the deals and trends in the financial services sector across Europe in 2004 and provides insight into some of the factors that may shape European Financial Services M&A going forward. Some of the key findings in the report include: 2004 saw an increase in the value of...; Tags: Mergers & Acquisitions, Financial Planning, Financial services, PricewaterhouseCoopers Consulting, M&A, financial service, asset management, private equity, financial, banking, insurance, asset; White papers 2005-06-20
The Bank of New York Company, Inc. : 2002 Annual Report on Form 10-K: The Bank of New York Company, Inc., is a financial holding company and together with its consolidated subsidiaries (the “Company”) (NYSE: BK), has total assets of over $77 billion as of December 31, 2002. The Company provides a complete range of banking and other financial services to corporations and individuals...; Tags: Financial services, Bank of New York Co., banking, payment service, capital market, financial service, net income, financial, bank, asset, strategy, security; White papers 2002-01-01
Financial Overhaul: The Gramm-Leach-Bliley Act repeals the restrictions on banks affiliating with securities firms contained in sections 20 and 32 of the Depression era Glass-Steagall Act. The Act creates a new "Financial Holding Company" ("FHC") under which affiliations between banks, securities firms, insurance companies, and other financial services organizations may occur. Read...; Tags: Financial accounting, Financial services, Financial Planning, Gramm-Leach-Bliley Act, financial, bank, financial service, insurance; White papers 2000-06-01
Five Year Plan (Service Industry): This template has been designed to help a financial services company - such as a small bank, mortgage broker, or savings-and-loan company - create and plan five years of financial information.; Tags: Financial Planning, Financial accounting, Financial services, Microsoft Corp., financial, financial service, bank, industry; Tools & templates 2002-05-16
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
CPAs Building Financial Services Practices: Firms of All Sizes Are Successfully Balancing Client Interests and Pressure for New Revenue: Accounting firms increasingly are looking to offer financial planning services as a means of retaining clients and expanding revenue in today's highly competitive business climate. Local firms, particularly medium- and large-size local firms, appear better positioned than other firms to generate significant revenues from financial services offerings to clients. CPA...; Tags: Financial services, Financial accounting, Operational accounting, AllBusiness.com, certified public accountant, financial service, financial planning, financial, revenue, accounting; White papers 2005-07-01
The Business Case for Collaborative Technologies at Midsized Financial Services Firms: This paper illustrates the financial operation to be done by small financial institutions. By improving the likelihood of successful transaction outcomes and reducing the cost of transactions, collaborative technologies that combine voice and data can help financial services firms lower costs, improve sales, and increase customer service?all goals that resonate...; Tags: Financial accounting, ShoreTel, financial, business case, financial service, sales; White papers 2003-05-01
The Financial Services and Insurance Industries: The On-Demand Print Opportunity: The financial services and insurance industries present a tremendous opportunity for digital document services providers. Key to success in these markets is the ability to provide comprehensive solutions that are accurate, flexible, innovative, and help reduce expenses and deliver significant value to the company and its customers. These companies are...; Tags: Financial Planning, Financial services, CAP Ventures Inc., financial service, insurance, on-demand, industry, tool; White papers 2003-02-06
IT Led Business Process Management In The Financial Service Industry: Nowadays study has indicated that enterprises in the financial services industry have shown a high adoption of Business Process Outsourcing (BPO) compared to other industries. The higher than average demand management adoption by the enterprises in the financial services industry can be considered as the touchstone of the value proposition...; Tags: Business process outsourcing (BPO), Financial Planning, Outsourcing, Operational planning, IT Services, Financial services, Infosys Technologies Ltd., BPO, financial service, business process, process reengineering, financial, re-engineering, industry; White papers 2004-02-01
How Differentiation Within the Financial Planning Profession Affects CFP® Practitioners and the CFP Mark: The fact that financial planning is a process and not a product now finds wide acceptance among financial planning groups and financial professionals. Consumers are beginning to understand what kind of services they should expect from someone identifying himself or herself as a financial planner. The research in this paper...; Tags: Financial accounting, financial planning, financial, financial service; White papers 2002-01-01
H&R Block: H&R Block Inc. Is a Diversified Company Providing a Wide Range of Financial Products and Services: H&R Block Inc. is a diversified company providing a wide range of financial products and services. The challenge put forth by the client was to manage all facets of the portfolio consisting of approximately 5,000 company-owned offices around the country and approximately 1,500 transactions per year. The company offered the...; Tags: H&R Block Inc., benchmarking, financial, real estate, acquisition; Case studies