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Document Management Case Study: DUCA Financial Services

Published By: Computhink     Published Date: Dec 10, 2007
The amount of paper that DUCA Financial Services had to retain for every member they dealt with was piling up. In fact, DUCA had a complete office wall dedicated to the storage of client records in thirteen large fireproof filing cabinets. "We simply ran out of space and had no more room to put anything," said Jack Vanderkooy, President & CEO. "While we have to maintain documents for our daily reference and access, the problem was made greater by the fact that legally we have to retain documents and files for the full term of each mortgage or loan."
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paperless, document management, imaging, information management, computhink, viewwise, viewise, finserve, finserv, financial services, best practices, secure content management
    
Computhink

Learn the Secrets of Competing with Larger Financial Institutions

Published By: IBM     Published Date: Feb 08, 2008
It’s tough for community financial institutions to succeed, especially when faced with fierce competition from large banks with large budgets. See how IBM can help with solutions tailored for community banks. Click now and receive the new 18-page report from TowerGroup on CRM Metrics and how smart banks measure success.
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customer data, customer centric, customer-centric, crm, customer relationship, bank, banks, finserv, finserve, financial services, finance, financial, smb, small business, ibm, small business networks, business analytics, business metrics, customer relationship management, analytical applications
    
IBM

How Collaborative Technologies are Transforming Financial Services

Published By: SiteScape     Published Date: Aug 21, 2009
A noted consultant recommends that, to be leaders in their industry, financial companies must implement collaboration technologies such as workflow, instant messaging and virtual workspaces. Download this free white paper to learn more about collaboration in financial markets.
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financial industry, banking industry, collaboration, collaborate, workflow management, secure im, team management, site scape, sitescape, finserv, finserve, knowledge management, secure instant messaging, collaborative commerce, content management system, corporate portals, messaging, search and retrieval, secure content management
    
SiteScape

Banks and Data Leak Prevention

Published By: Quocirca     Published Date: Feb 05, 2008
The financial services industry deals with a commodity that is primarily electronic — money. Consequently it spends more per employee on IT than any other industry.  Despite this, there is a worrying tendency for information that should be confidential to end up in the public domain. Why is this and what can be done?
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quocirca, bank, banks, financial services, finserve, finserv, network security, customer data, data protection, intrusion prevention, data security, database security, security
    
Quocirca

Employee Fraud within Financial Services

Published By: Actimize     Published Date: Oct 10, 2007
According to the results of Actimize's 2007 Employee Fraud survey, which was managed by Infosurv, an independent research company, financial services institutions know that they have a significant and growing problem with employee fraud and are not fully prepared to handle the threat as attacks from organized crime, dissatisfied staff and financially distressed employees become more sophisticated.
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auditing, audit, finserve, finserv, financial services, data theft, identity theft, data protection, id theft, employee, ex-employee, ex employee, fraud, employee fraud, actimize, security, access control, authentication, intrusion prevention, security management
    
Actimize
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