Financial Services

Google is going to offer checking accounts next year. That’s big, and scary, for a lot of banks. A Reuters article provided these salient quotes: “Our approach is going to be to partner deeply with banks and the financial system,” sure thin, general manager and vice-president of payments at Google, told the Wall Street Journal […]

Previously, I outlined the how and why of server and endpoint protection. This blog will discuss the benefits of data encryption and application programming. Data Encryption All of a firm’s data should be encrypted both at rest (stored on media) and in flight (in transit on the network). This provides the best protection from a […]

Cloud Procurement offers a new interface defining approval workflow for Requisitions, Purchase Documents (Order, Blanket, Contract) and Supplier Management. Approval rules are managed in a user friendly interface that integrates back-end Business Process Management (BPM) while keeping a logical and complete setup in front of the user. While relatively simple to define rules in Approval […]

Here is something I’m working on at Perficient to make installing/upgrading, configuring, and deploying IBM FileNet P8 more efficient. It even creates a Domain, and Object Store. All using Ansible. If your organization is looking to implement something like this in your environment, give Perficient a call. We’ll be happy to assist.    For […]

My last blog explored network infrastructure and proactive measures to take to keep the network secure. This blog analyzes the how and why of server and endpoint protection. In a network context, an endpoint is defined as any computing device that communicates with a network to which is it connected. It includes all of a […]

What does it take to create a lean, mean project machine? Many have wrestled with this in the past. How do you get your teams to perform at optimal levels? SEMPERFI Support don’t smother, Empower and trust, Motivate , Put forth – communicate, Energize, Release – deliver, Fail fast, Iterate   Turns out, Marine Seal […]

Previously, I discussed artificial intelligence (AI) and the benefits it can have when transforming retirement services. In this next post, I look at call center optimization and how AI provides an in-depth look into financial advice. Call Center Optimization Call centers are a necessary evil for financial services organizations, and none feel the pain more […]

Previously, I analyzed the risk of a cyberattack in financial services. This blog explores network infrastructure and proactive measures to take to keep the network secure. While firewalls have been the cornerstone of network security for years, there are newer, much more capable devices now available. These next-generation firewalls (NGFW) are capable of performing the […]

We are continuing to see the big financial services firms catching up and in some cases leapfrogging other industries in their use of digital content and artificial intelligence to gain customers and loyalty. UBS recently announced many enhancements to its equity compensation plan services and digital platform, alongside access to personalized advice from a UBS […]

There are many ways to implement FileNet P8 in an environment. Small organizations might have a simple implementation consisting of the Content Platform Engine (CPE), and Content Navigator. Large organizations may have multiple CPEs in a single cluster performing many different functions. Some of those functions are basic, such as end-users simply uploading or retrieving […]

Financial services companies are focusing more closely than ever on creating unique buyer experiences with the help of marketing automation platforms like Marketo Engage. The end result is these companies are delighting their buyers and driving more revenue. Today we’re going to look at a few ways financial services companies can create unique buyer experiences […]

Previously, I discussed the components needed to design a data governance strategy. This post will describe in detail, how to initiate the data governance program. The first step in implementing an enterprise data governance program is conducting a comprehensive assessment of all data related policies, processes, standards, repositories, and usage. Determining the major pain points […]