ZDNet / IT Library / Professions and Industries / Financial Services / Planning and Services /
Planning and Services
Latest whitepapers Sort by Popularity
Dynamic Warehousing for Banking Buyer's Guide: A comprehensive solution for leveraging data in today's financial industry
Most organizations realize that the key to success lies in how well they manage dataÃÂand the banking industry is no exception. From customer statistics to strategic plans to employee communications, financial institutions are constantly juggling endless types of information. Not only does this data provide the basis for major corporate moves, it also impacts business on a more granular level by helping to maintain customer loyalty and improve staff productivity. Simply put, a bank's information is its lifeline. That's why it's critical for financial institutions to be able to access relevant data when it's needed most.
409 days ago by IBMIT in the Financial Sector - The Key to Thriving in a Challenging Economy
Today's financial sector is changing fast, and technology executives are asked to keep up with swiftly changing business needs. In a challenging economy, IT staff must integrate diverse technologies from consolidated institutions, solve compliance issues, and somehow figure out a way to do it under budget with less staff.
In this new white paper, learn specific strategies to enable financial institutions to do more with less. With today's mounting economic challenges, it's more important than ever for your institution to reduce redundancy in your changing IT environment. Read the white paper today.
Requirements Planning: Overlooked and Undervalued
This paper takes a high-level look at project requirements and the requirements cycle to help one understand the role of the business analyst in requirements planning. Ah, requirements. How can such a simple word generate so much misunderstanding? When it comes to planning projects and designing solutions, the very word can create perplexed looks and unknowing nods of agreement. It doesn't have to be so difficult, however. On any project, requirements are just the necessary items that must be included in the project to ensure success. That's it. Nothing more. One thinks what seems to throw people off are the roles and actual responsibilities involved in determining just what those project requirements should be. Who is responsible for this? And how exactly is it accomplished?
566 days ago by IBMAdaptive Contact Planning: Building Customer Trust and Value Through Improved Contact Policy Management
There is tremendous value in establishing a contact policy. Managing the recency and frequency of customer communications can help build trust with customers as well as increase the value of these customers. However, the contact policy is of little value if it is not comprehensive enough to adapt to changing conditions and account for the most recent communications, regardless of the channel. It's a multichannel world, and contact policy must account for and keep up with communications across all channels. The adaptive contact planning process, as discussed in this paper, is dynamic and adaptive to the changing conditions of the customer across all channels.
567 days ago by SAS InstituteThe Home Office Deduction
The savings from an office-in-home deduction can be significant, particularly in the case of a taxpayer who is subject to both income and self-employment taxes. However, before including this deduction on the client's return, one should help him assess his future. In particular, one should inquire whether he'll be selling his house soon. If the client claims an office-in-home deduction in the year that he sells his house, he could incur a significant tax penalty.
842 days ago by Microsoft TipsMake Time Adjustments to Fit Your Values
Once the user has created a personal mission statement - that is, a statement that defines what's important to the user and that helps him or her make difficult decisions when faced with the myriad choices that life presents the user need to assess if he or she is spending the time in ways consistent with that statement. For example, if other people observe the way the user spends the time, will it be obvious what the user values? If the user say health is important, one would expect to see the user being physically active. If the user say family is important, one would expect to see the user spending quality time together. Is the user using the time in ways that reflect priorities?
842 days ago by Microsoft TipsUsing Documents Effectively in Court
Long before one enters the courtroom, one must spend a great deal of time preparing, formatting, and organizing the documents that one plan to use as part of the case. One is often required to use precise formatting in the documents that one files with the court. For example, pleadings, briefs, and other similar documents must adhere to court formatting rules and must often be submitted under court-imposed deadlines. Many of the tools that are available in Word 2003 can assist one in creating documents easily and reduce the amount of time one spend preparing documents for filing.
842 days ago by Microsoft TipsMarex Financial Ltd Transitions to Operational Independence, Meets Three-Month Deadline
Marex Financial Ltd is an independent brokerage and foreign exchange company offering comprehensive coverage of key global commodities, financial futures, options, and foreign exchange. The challenge was to achieve systems independence and autonomy following a split from a larger financial services group - while still using the legacy software - within a short, critical time frame; implement the new financials system on time to support a chain of business system go-lives; and separate and migrate all Marex-relevant historical and ongoing data from existing systems as part of the separation process. The company achieved total system independence with a single business instance of Oracle's PeopleSoft Enterprise Financials Management solution - specifically General Ledger, Asset Management, and Payables - to support internal financial operations.
985 days ago by OracleThe Promises and Risks of Service-Oriented Architecture (SOA) in the Financial Services Industry: A Financial Services Industry White Paper
The paradox is unavoidable: in an era when firms aspire to agility, adaptability and ease of maintenance in their application portfolios, many are still saddled with leaden systems built to last - not to change. Meanwhile, the financial services industry faces two contradictory challenges: Increased commoditization of financial products means banks and other institutions must now differentiate based primarily on customer service. But the channels through which they serve customers are typically information "Silos" comprised of proprietary systems and custom interfaces that are unable to provide a complete 360-degree customer view. Today's institutions need a flexible IT infrastructure that supports change.
1056 days ago by Hewlett-Packard (HP)Oracle Retail Merchandise Financial Planning
In retail, it all starts with a plan. Senior management sets strategic merchandise and financial objectives - and all the other departments aim to meet them. Independently, merchants, planners, store operations managers, and others create many low-level financial, store, item, assortment, and operational plans in order to support the corporate ones. These low-level, detailed, financial, and unit plans define how the retailer will achieve the corporate goals.
1652 days ago by Oracle
