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 […]
Financial Services
The Importance of Network Infrastructure in Financial Services
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 […]
Digital and AI Helping Financial Firms Gain Customers and Loyalty
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 […]
Adding Additional Content Platform Engines to an Existing P8 Domain
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 […]
How Financial Services Companies Create Unique Buyer Experiences with Marketo Engage
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 […]
Initiating a Data Governance Program in Financial Services
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 […]
[Guide] 5 Opportunities to Transform Retirement Services with AI
Financial services back-office processing, particularly in retirement services, has historically been a very labor-intensive and opaque environment. Most organizations have made it a strategic goal to find ways to be more efficient and also to capitalize on the extraordinarily complex data to find trends and insights to better serve their customers. Today, the advanced pattern […]
iReceivables Blog Series – Part 2
In Part 2 and the last of my iReceivables blog series I will dive deeper into some of the application’s cool features, review a feature and its related issues that are not so cool and finally give tips for a successful implementation as I had promised to do in my iReceivables blog series-Part 1. Recap […]
Automation and Artificial Intelligence (AI) with ServiceNow ITSM
Why Automation & AI ? Automation and Artificial intelligence are transforming businesses by improving enterprise productivity and innovation. Each new version of ServiceNow ITSM includes new and enhanced automation and AI capabilities. What is ITSM ? IT Service Management (ITSM) refers to all the activities involved in designing, developing, deploying, supporting and managing the life-cycle […]
Installing, Configuring, and Using IBM FileNet Deployment Manager
IBM FileNet P8 comes with many tools used for administering, and configuring the different aspects of the application. One of the most important is the FileNet Deployment Manager (FDM). It is used to migrate Objects, such as Classes, Property Templates, Documents, Marking Sets, Workflow Definitions… between different environments. It can even be used to migrate […]
Reducing App Development Build Time by 75% with Cloud
The following is the fifth blog in a series about why businesses are moving to the cloud to modernize and improve business performance. Thus far in this series, we’ve examined the state of cloud and how cloud enables innovation, including with a case study in cloud automation, with speed and agility. In this blog, we’ll […]
Engage Millennials with Better Banking
Exploring what’s essential to consumers is a primary step to gaining, retaining, and cross-selling in the banking industry. However, millennial stereotypes regularly fool financial institutions, botching their marketing strategies with incorrect beliefs. Case in point: it turns out millennials enjoy physical branch visits just as much as Gen Xers and Baby Boomers. Nonetheless, most financial […]