Investment Services Industry Reports

EGUIDE: In this e-guide we meet ten up-and-coming financial services disruptors. This series of interviews were originally published on the Computer Weekly blog: Fintech Makes the World go Around.

Posted: 08 Feb 2021 | Published: 07 May 2019

ESSENTIAL GUIDE: This survey of business leaders by the Economist Intelligence Unit for Pegasystems finds that businesses are mostly confident they will reach their digital transformation agendas, but senior business leaders need to be more closely involved.

Posted: 08 Feb 2021 | Published: 09 Jan 2017

EGUIDE: Whether it's the insurance sector, lending or full service banking there are a number of companies, often still in their early stages, disrupting the financial services sector. But who are these companies, where do they come from, and what drives them? In this e-guide, the second in a series, we meet another ten of them.

Posted: 08 Feb 2021 | Published: 15 Nov 2019

EGUIDE: In this e-guide, we'll take a look at how some of the world's biggest financial brands are moving to the cloud, and share a cautionary tale or two about the mistakes some have made while trying to get there.

Posted: 08 Feb 2021 | Published: 31 Jul 2017

PRODUCT LITERATURE: Insurers are feeling the need to move from a silo view of operations centered along business lines to a seamless enterprise processing environment. Learn about managing new technology realities in this whitepaper.

Posted: 30 Sep 2008 | Published: 18 Sep 2008

WHITE PAPER: Remote workforces are a growing trend that has documentation implications on your business processes. This paper explores that, placing special emphasis on a distributed capture strategy for resolving remote workforce-related issues.

Posted: 21 Aug 2008 | Published: 15 Aug 2008

WHITE PAPER: This paper provides an overview of opportunities and benefits and includes two "before and after" scenarios -- one in financial services and one in healthcare -- that demonstrate how IBM clients have benefited from integrated business communications.

Posted: 20 Jun 2007 | Published: 01 Jan 2007

CASE STUDY: Western Financial group was facing a challenge to provide insurance brokers with remote access from the organization's core insurance application running on Windows terminal Servers, so to overcome this issue they moved on to Ericom.

Posted: 10 May 2008 | Published: 01 Jan 2007

WHITE PAPER: Financial services organizations strive to retain existing customers and attract new ones, many are introducing new, enhanced services over the Web. Ensure you are providing the best possible experience by focusing your SLM processes on the end user.

Posted: 23 Jan 2005 | Published: 01 Jan 2004

WHITE PAPER: The key enterprise risk management (ERM) issue for many financial institutions is to get enriched data in a single place in order to report on it. Learn best practices for data management that are critical for ERM.

Posted: 06 Mar 2008 | Published: 01 Jan 2007