CIO Finance Summit Resource Center

Case Studies

Top 10 Reasons Young Consumers Will Transform Retail Banking: The Cisco Internet Business Solutions Group (IBSG), the company's global consultancy, recently conducted a study of 1,055 U.S. consumers to explore their evolving financial priorities, service expectations from banks, and interaction preferences.

Throughout the entire financial services industry, there is increasing demand for rapid and accurate analyses of the risk associated with investments and financial positions.

David Dorfman, a specialist in computational modeling for Microsoft, recently shared his thoughts on using HPC Server to improve performance and reduce actuarial modeling costs.

A national financial investment firm needed a technology partner to develop a native Android application. Magenic delivered an Android app in the same timeframe that another vendor successfully delivered an iPhone application, but with 33% of the resources.

In this case study Axway Financial Exchange helps Credit Agricole to adapt to and leverage the new regulatory and technological context of SEPA and ensure continuity of service through the cessation of X.25.

Uncontrolled growth tamed at French Financial Institution: La Banque Postale had grown annually in the order of 15% to 25%, leading to unsustainable budget growth. CPT Global optimized LBP's IT infrastructure through its specialist performance tuning services and significantly reduce LBP's costs. All this was achieved using a payment model whereby CPT was paid on results delivered.

Magenic was tasked with developing an Android application that would quickly follow the platform's public launch. The client wanted to beat competition to market by launching a mobile experience that featured three key pieces of functionality.

Meet operational, growth, and regulatory challenges with world-class information management technology.

ANZ, the third largest bank in Australia with more than $475 billion in assets and 800 branches, implemented Yodlee's Personal Financial Management (PFM) platform in October 2008. Under the name ANZ MoneyManager, the solution was one of the bank's most successful online product launches and significantly surpassed its forecasted benchmarks.

Whitepapers

When security is also your reputation it's critical to understand the pitfalls. This paper describes the unique risks associated with mobile devices and how enterprises can move forward with a tested mobile strategy.

Digital Services Play a Key Part in Customer Acquisition and Retention: In early 2009, Financial Insights conducted a global consumer survey and in-depth bank interviews on financial digital services.

The challenge facing the financial services industry is to develop online and mobile tools that can bolster the consumer's confidence and sense of financial control. This white paper goes into detail on the five things FIs need to do in 2011.

What are financial firms worldwide doing to manage risk more effectively going into the second half of 2011? Find out in this research report, which recaps a recent worldwide survey of senior risk executives conducted exclusively for SAS by the Economist Intelligence Unit.

The Six Gotchas: Common Misconceptions in Mobile Application Development - Smartphone technology is changing the way we work, the way we spend and how business is done. With fast changes in the mobile marketplace it's hard for CIO's to keep up with the best mobile strategy. This white paper addresses common challenges faced by businesses today when offering mobile applications.

Insights on How to Run a Bank - The articles that follow address both the opportunities and obstacles that the financial services industry may encounter in the coming months and years as it embarks on this path.

Delivering smarter security and more customized services are at the top of any IT agenda. Both would be easier - and cheaper - to achieve with a common infrastructure - what we call an identity and context service.

The leading information security and IT Governance solutions go beyond simply satisfying auditor checkboxes, delivering an improved security posture and real business value. Enable your IT staff to spend time on business-driven technology initiatives that will ultimately improve company operations instead of manually changing privileged account passwords and assembling compliance reports.

In today's challenging economy, organizations must be more agile and work smarter in order to create value for their customers quickly. Businesses have been mandated to operate with fewer resources, yet are still expected to deliver superior services while increasing efficiency and productivity.

Transforming Retail Banking's Customer Experience: Delivering Personalized, Expert Service On Demand - On-demand expertise, whenever and wherever the customer requests it, is fast becoming the new standard of customer service innovation in retail banking.

In recent years, the role of IT has been changing. The function is increasingly expected to come up with innovative business improvements. Post-recession, organizations inhabit a very different global economy and IT has a vital part to play in supporting change and growth. IT leaders have to understand the dynamics of this

Executive Content

Credit Agricole is a banking leader in France with operations in 70 countries. The corporate banking and investment arm of Credit Agricole chose Axway Financial Exchange (FEX) for its data exchange platform and can now more easily connect and quickly deliver quality products and services to customers.

Rough Seas Ahead? Consider Creative Sourcing - In these difficult economic times, innovation requires new thinking and approaches. This article challenges banks to rethink activities to determine if an external partner can leverage its skills, scale and even financing to do the activity more efficiently.

Information Security Media Group has assembled a broad suite of webinar training programs that are relevant to your career needs. These sessions cover the gamut of industry/security topics such as: regulatory compliance, fraud, and today's pressing needs.

Cisco Collaborative Customer Experience: Virtual Expert Management - Connect All Customers to Your Banking Experts, No Matter Where They Are. To achieve profitable and sustainable growth, banks must capture the attention of new customers, strengthen bonds with existing customers, and increase sales of higher-margin financial products and services. However, retail banks face a host of challenges today.

ITO America sat down with David Wade, CIO/EVP of Primerica Financial Services, for a quick chat about the importance of business and IT alignment at organizations.

15 Minutes with Parsh Mishra: As VP Technology Infrastructure - WHG Compliance, Parsh Mishra works on the Risk Management side. The foremost function of his team is to bring down IT inherent risk to tolerable or non-affecting levels.