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Increasing operational efficiency by 300% -- with RPA

Published By: Automation Anywhere APAC     Published Date: Aug 15, 2019
After evaluating all the options on the market, one company chose Automation Anywhere RPA to start its digital transformation journey and automate its invoice processing, help desk, and internal financial reporting processes. The company achieved its initial goals—and more. It got the first initiative—automating accounts payable—up and running in less than 6 months, and increased the efficiency of the operation by 300%.
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efficiency, rpa, roi, digital workforce, ocr
    
Automation Anywhere APAC

The Changing Face of Online Banking and Financial Fraud

Published By: Iovation     Published Date: Aug 02, 2019
Account takeover. Synthetic identities. The security risks that financial services and online merchants face are endless, and the fraud landscape is changing dramatically. You not only need to be aware of how it’s evolving, but how to address these threats, protect your customers and your brand. iovation has analyzed data from our consortium made up of six billion devices seen, 55 million fraud reports, and thousands of fraud analysts to determine the most significant fraud trends and what you can do to combat them.
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Iovation

Increasing operational efficiency by 300% -- with RPA

Published By: Automation Anywhere APAC     Published Date: Apr 18, 2019
After evaluating all the options on the market, one company chose Automation Anywhere RPA to start its digital transformation journey and automate its invoice processing, help desk, and internal financial reporting processes. The company achieved its initial goals—and more. It got the first initiative—automating accounts payable—up and running in less than 6 months, and increased the efficiency of the operation by 300%.
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Automation Anywhere APAC

Three Core Advantages of Salesforce Financial Services Cloud

Published By: Salesforce     Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
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cloud, financial, salesforce, investors
    
Salesforce

Econsultancy 2017 Digital Trends in Financial Services and Insurance

Published By: Adobe     Published Date: Apr 23, 2018
2017 Trends in Financial Services and Insurance: Customer is Priority The FSI sector is progressing with a digital, data-driven, marketing mentality, all centered around prioritizing customer experience and taking a more personal approach. The 2017 Digital Trends in Financial Services and Insurance compiles the information shared by over 800 FSI respondents to see what opportunities and obstacles are shaping the future of FSI. Read this report and find out: How data and personalization drive digital transformation How fintech is leading the FSI chase Tips to help future-proof your FSI business
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Adobe

How Experience Keeps Top Financial Brands in the Lead

Published By: Adobe     Published Date: Apr 23, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on i
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Adobe

What CFOs Need to Know About Financial Reporting

Published By: insightsoftware     Published Date: Oct 19, 2018
Leveraging technology to improve speed, accuracy, and agility
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insightsoftware

The Impact of SCA: Shaking up Europe's Online Economy

Published By: Stripe     Published Date: Jun 11, 2019
Analyst firm 451 Research interviewed 500 businesses and 1,000 consumers and found that Europe's online economy risks losing €57 billion when Strong Customer Authentication (SCA) goes into effect on 14 September. SCA is intended to reduce fraud rates and enhance the overall security of online payments. But what does this mean for businesses and how can they best accommodate these new requirements in order to limit the financial impact? Download the report to find out.
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sca, online economy, online payment
    
Stripe

Financial and Business Reporting for Oracle E-Business R12 and 11i – 3rd edition

Published By: Key Private Bank     Published Date: May 22, 2018
There are obviously a variety of choices open to you: a spreadsheet plug-in may be appropriate if you are only focused on general ledger reporting and do not have concerns over security or compliance. You might also suppose that this is a low-cost option, though we would argue that the remediation required, the additional audit fees and the lack of repeatability means that this is a false economy and that this approach will end up costing you more in the long term. A second use case would be where you already have a financial reporting solution installed, when the add-on facilities for purposes such as business intelligence are likely to be your major focus. In this case an Oracle based solution is likely to be as good as anything else.
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finance, business, planning, integration, strategy, company
    
Key Private Bank

Mobile Banking Strategy in FS

Published By: Akamai Technologies     Published Date: Mar 09, 2017
ENGAGE AND SATISFY FINANCIAL SERVICES CUSTOMERS In order to stay relevant and retain today’s “always-on”, mobile customers, financial institutions must prioritize and innovate. According to a recent Akamai FinServ industry survey conducted by TechValidate, almost half of the respondents are “behind” or “slightly behind” their peers with regard to their mobile capabilities. Download a free report with detailed findings and takeaways from the survey to find out how to maximize customer acquisition, increase retention, and drive card usage. You’ll also learn: - Current mobile strategies and barriers to adoption - The right metrics to measure success - The most important factors in a mobile banking experience
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financial services customer engagement, customer service, mobile customers, akamai, mobile strategies, mobile banking
    
Akamai Technologies

Managing Bots in FS

Published By: Akamai Technologies     Published Date: Mar 09, 2017
For many financial institutions, traffic from bots (aggregators, scrapers, crawlers) can account for up to 40-60% of their overall website traffic — from good bots engaged in essential business tasks to bad bots performing harmful activities. Banks, traders, asset managers, and insurers might know how much of their traffic is from bots, but what they may not know is the impact those bots may be having on their business. Read the report to learn more about: • Managing Financial Data Aggregators • How Bots Affect the Digital Experience • What a good bot looks like?
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financial services, financial data, bots, bot management, website traffic, the digital experience
    
Akamai Technologies

CFO Research: The Future of Financial Planning and Analysis

Published By: SAP     Published Date: Dec 04, 2015
In May of 2015, CFO Research conducted a global survey of senior finance executives at large companies, seeking to better understand how finance leaders aspire to support business decision makers in the pursuit of value creation—and how leading-edge financial planning and business analysis capabilities factor into those aspirations. This report is based on 335 survey responses from senior finance executives at companies with more than US$500 million in annual revenues, representing a broad range of company segments.
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financial planning and analysis, fp&a, finance leaders, business decision makers, business analysis capabilites
    
SAP

Retail Financial Services Need to Keep Pace with Customer Savvy

Published By: Pega     Published Date: Apr 04, 2016
Organizations operating in the retail financial services sector – banks and insurers – need to work smart and fast to keep pace with the increasing demands of their customers. We may have a 24/7 love affair with our smartphones but it is clear that in the future we will be sharing information and making payments via fitbands, cars, TVs and white goods, as the Internet of Things fuses the physical and digital worlds. For incumbent banks and insurers, the challenge will be to leverage the possibilities of this new hyper-connected world to embed themselves in their customers’ daily lives. They need to change the way operate, which includes how they market, engage and communicate with their customer base. This will be a key defense against the growing ranks of digital newcomers seeking to disrupt and dislodge incumbents through an array of innovative and smart new offers. However, too many are moving too slowly, either from an excess of caution or complacency. This report should serve as a
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Pega

The 8-Ball of Customer Portfolio Segmentation for Finance

Published By: Dun & Bradstreet     Published Date: Mar 03, 2017
A tool for finance leaders to unify disparate customer data with financial and strategic ROI If you’ve found yourself sweating in a smoky billiard room, wondering what role customer data should play in finance—as well as in your company’s long-term strategy—this eBook will help you hone your pool shark skills. Inside, you’ll find insights about…. • How to identify patterns in your customer portfolio, and why it matters. • Avoiding four critical data billiard blunders. • Key questions to ask while you’re segmenting your data. • How to tell if your portfolio segmentation strategy is working with the right reporting. This eBook will help you navigate the crowded billiard room of customer data and how you can use it to drive cross-functional value for your team.
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Dun & Bradstreet

Applying Alternative Data to Find Alpha in the Marketplace

Published By: Dun & Bradstreet     Published Date: Mar 03, 2017
Creating predictive analytics from alternative data has become the current focus of the biggest quant trading firms in the industry The democratization of financial services data and technology, together with more intense competition, makes the needs of today’s market participants vastly different from those of previous generations. Firms must locate untapped sources of data for both public and non-public companies. This alternative data, such as payment data and other non-public information, from sources beyond the common channels, can be a predictive indicator of market performance; a difference maker in assisting firms as they develop models to evaluate their investments. By combining our unique data sets with advanced analytics, traders, analysts and managers can seek predictive signals and actionable information utilizing their own models. View our research report to learn how alternative data, our 'Information Alpha,' can help you earn differentiated investment returns.
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Dun & Bradstreet

Oracle Talent Cloud: A Strategic Approach to Talent Management

Published By: Oracle     Published Date: Aug 09, 2013
Talent management has moved to the top of the CEO’s agenda. In a 2012 global survey of CEOs and CFOs by the Economist Intelligence Unit, 53 percent of these leaders said that insufficient talent within their organization could harm them financially over the next 12 months. The number expressing financial concerns rose to 67 percent at organizations with more than 1,500 employees. Moreover, a full 83 percent of HR and business executives believe that talent programs need to be improved, according to Deloitte’s 2012 report Talent Edge 2020. With statistics like these, it’s no wonder there’s more pressure than ever on HR leaders to make the right talent decisions for their organizations and to source the right talent management systems to maximize the value of their workforce.
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oracle, talent cloud, cloud, talent management
    
Oracle

Oracle Talent Cloud: A Strategic Approach to Talent Management

Published By: Oracle     Published Date: Aug 15, 2013
Talent management has moved to the top of the CEO’s agenda. In a 2012 global survey of CEOs and CFOs by the Economist Intelligence Unit, 53 percent of these leaders said that insufficient talent within their organization could harm them financially over the next 12 months. The number expressing financial concerns rose to 67 percent at organizations with more than 1,500 employees. Moreover, a full 83 percent of HR and business executives believe that talent programs need to be improved, according to Deloitte’s 2012 report Talent Edge 2020. With statistics like these, it’s no wonder there’s more pressure than ever on HR leaders to make the right talent decisions for their organizations and to source the right talent management systems to maximize the value of their workforce.
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oracle, talent cloud, cloud, talent management, enterprise applications, human resource technology, business technology
    
Oracle

Retail Financial Services Need to Keep Pace with Customer Savvy

Published By: Pega     Published Date: May 24, 2016
Organizations operating in the retail financial services sector – banks and insurers – need to work smart and fast to keep pace with the increasing demands of their customers. We may have a 24/7 love affair with our smartphones but it is clear that in the future we will be sharing information and making payments via fitbands, cars, TVs and white goods, as the Internet of Things fuses the physical and digital worlds. For incumbent banks and insurers, the challenge will be to leverage the possibilities of this new hyper-connected world to embed themselves in their customers’ daily lives. They need to change the way operate, which includes how they market, engage and communicate with their customer base. This will be a key defense against the growing ranks of digital newcomers seeking to disrupt and dislodge incumbents through an array of innovative and smart new offers. However, too many are moving too slowly, either from an excess of caution or complacency. This report should serve as a
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Pega

2017 Digital Trends in Financial Services and Insurance

Published By: Adobe     Published Date: Mar 21, 2017
The 2017 Digital Trends in Financial Services and Insurance report is based on a sample of almost 850 FSI respondents1 who were among more than 14,000 digital professionals taking part in the annual Digital Trends survey carried out in November and December 2016.
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Adobe

Corporate Performance Management Software from a Finance Perspective

Published By: Prophix     Published Date: May 31, 2016
Prophix develops Corporate Performance Management (CPM) software that companies use primarily to manage processes in the finance department, streamlining budgeting, planning, financial reporting and consolidation, and scorecarding.
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prophix, performance management, best practices, software development, business management, database development, content management system, document management
    
Prophix

Tapping Cloud-Based ERP Solutions to Capture Global Business Opportunities

Published By: Netsuite DWASF Leads Display Q1 2015     Published Date: Jun 10, 2015
In this paper, we consider the distinct financial and operational challenges that businesses face when launching international operations, and examine the value that global, real-time financial reporting and consolidation solutions can deliver. We discuss the criteria that companies should use to evaluate solutions.
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business management software, cloud erp, erp, business software, accounting software, business accounting software, cloud financials, small business software
    
Netsuite DWASF Leads Display Q1 2015

A New Approach to Audit and Control in Enterprise Software

Published By: Workday Nordics     Published Date: Feb 27, 2018
This whitepaper looks into Governance, compliance, control, and audit, and how its been traditionally treated as afterthoughts, or even irritants, in the financial modules of classic “big ERP” software. It has been easy and, unfortunately, typical to ignore this topic when planning, building, and evaluating enterprise business software. Control concepts are not as urgent as transaction processing, as visible as financial reporting, or as exciting as analytics so they are almost always an afterthought. Today we can’t afford for governance to be an afterthought, and from day one Workday was built with that in mind.
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Workday Nordics

A Day in the Life: Finance Practitioners

Published By: Workday     Published Date: Mar 20, 2019
Current and former finance practitioners share stories of how they met their daily challenges—from managing internal controls and the financial close to onboarding and reporting—with a single cloud-based system for finance. Watch the video.
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finance, workday, workforce technology, digital strategy
    
Workday

2019 Gartner Magic Quadrant for Cloud Core Financial Management Suites for Midsize, Large and Global

Published By: Workday     Published Date: Jun 14, 2019
Looking for a trusted partner for financial management that can help lead your organization today and into the future? Get analysis of the market, key recommendations for evaluating vendors, and more. Download your complimentary copy of the report.
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finance, workday, workforce technology, digital strategy
    
Workday

'The Future of Financial Planning and Analysis' by Gartner

Published By: Unit4     Published Date: Apr 12, 2019
Financial planning and analysis is evolving to support digital business initiatives. Application leaders supporting finance transformation must focus on new ways of managing financial performance by enabling broader integration with operational plans and actionable performance reporting. Download this complimentary Gartner report and discover how.
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Unit4
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