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Published By: Key Private Bank     Published Date: Apr 05, 2018
From budgeting daily expenses to deciding a career path, attending college brings plenty of opportunities for teenagers to make the right—and wrong—financial decisions. That’s why parents of college-bound children should utilize opportunities to instill money and wealth preservation lessons in their children. But knowing where to start can be daunting. The experts at Key Private Bank have narrowed down the best ways to help you discuss important money lessons with your teens, so that you can set your children up for a lifetime of financial success. Read about the four wealth lessons you can start introducing to your children now when you read our latest whitepaper. © 2018 KeyCorp. E92127 180314-372281
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financial responsibility, college money management, managing your money in college, college money tips, college spending tips, how can students spend money wisely, save money in college, budgeting in college, budgeting college students, personal finances for college students, credit cards and college, student loans, college loans, managing student loans, monthly budget for college students, savings accounts for students, spending habits of college students, better spending habits in college, money management for students, college cash management
    
Key Private Bank
Published By: Avanade DACH     Published Date: May 08, 2018
In this six-step guide, we aim to help you solve your data challenges to prepare for advanced analytics, cognitive computing, machine learning and the resulting benefits of AI. We’ll show you how to get your data house in order, scale beyond the proof of concept stage, and develop an agile approach to data management. By continually repeating the steps in this guide, you’ll sharpen your data and shape it into a truly transformational business asset. You’ll be able to overcome some of the most common business problems, and work toward making positive changes: • Improve customer satisfaction • Reduce equipment outages • Increase marketing campaign ROI • Minimize fraud loss • Improve employee retention • Increase accuracy for financial forecasts
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Avanade  DACH
Published By: IBM     Published Date: Apr 16, 2018
In this on-demand webinar from the Institute of Management Accountants (IMA), Sherri Liao of The Hackett Group and Jim Collins of IBM discuss the steps your organization can take to link financial planning to operational decision making more effectively. You’ll hear about: Simplifying and amplifying reporting Optimizing decision-making: Predictive vs. historical analytics Aligning finance and operations Reporting beyond finance to include cross-functional measures of performance The path to building a World-Class finance organization
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operational planning, financial planning, planning analytics
    
IBM
Published By: IBM     Published Date: May 23, 2018
IBM Planning Analytics is the fast, flexible, planning solution that helps you align financial plans with corporate objectives linked to operational tactics and market events. In this quick, 10- minute guided demo, you’ll get hands-on experience with IBM Planning Analytics by building a book for revenue planning. You’ll play the role of a financial planner and learn how to: • Create a book for revenue planning in Planning Analytics Workspace • Adjust the plan by increasing sales through an online channel by 20% • Review the impact of your changes on net profit
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ibm planning analytics, revenue planning, income statement
    
IBM
Published By: ServiceNow     Published Date: May 15, 2018
The Forrester TEI study examines potential ROI enterprises may realize by improving IT operations management and eliminating service outages. Customers interviewed experienced major financial benefits in improvements with IT productivity and cost savings. Read this study to learn more.
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ServiceNow
Published By: Workday     Published Date: Jan 16, 2018
Financial transformation by definition is not something you can bolt on—it requires a willingness to question long-held assumptions and envision where you want to go and a total technology rethink. In the next blog, we’ll take a closer look at how one, unified, cloud-based system can create the perfect environment for finance to handle transaction processing and compliance and control while delivering the answers the business needs.
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financial, technology, innovation, optimization, business, workday
    
Workday
Published By: Workday     Published Date: Jan 16, 2018
The shift from a product- to a service-driven economy—mixed with an uncertain economic climate—has given finance teams the opportunity to become strategic business partners capable of shaping and guiding organisational decision-making. This partnership is only possible by creating a deeper understanding of the contextual factors that influence revenue and profit and loss, and making this analytical data available to the right stakeholders when they need it. That requires a fundamental change in the way finance teams think about technology.
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financial, profit, loss, reporting, business, revenue, optimization, workday
    
Workday
Published By: Workday UK     Published Date: Mar 15, 2018
For both finance and HR, this separation is often driven by organizational obstacles, disparate systems and data sources, regulatory uncertainty, and a lack of complete visibility into the business. As Joseph Fanutti, CFO of Bill Gosling Outsourcing, says of his own organization’s challenges, “Finance operated its own silo, HR its own, operations its own. There was a lack of consistency in terms of how we viewed the business.” He recalls, “Numbers were always challenged, no one could agree on metrics, and people couldn’t agree on what actions to take going forward.” If this situation sounds familiar, that’s because it’s commonplace across organizations the world over. Strategic uncertainty and incomplete data are symptoms of a larger problem: a lack of unification among finance, HR, and operations teams. Managers need to make financial and people decisions in tandem, yet traditional systems store this information independently. This separation creates multiple versions of the same u
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Workday UK
Published By: Adobe     Published Date: May 15, 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 busines
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Adobe
Published By: Adobe     Published Date: May 15, 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 imp
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Adobe
Published By: CA Technologies EMEA     Published Date: Apr 10, 2018
Much has been written about Payment Services Directive 2 (PSD2) and its potential to herald a new era of open banking where banks no longer have a monopoly on payment services. Instead they will be forced to provide full access to customer accounts to third parties looking to provide financial services of their own, on top of banks’ existing data and infrastructure. All of this could prove to be true, just not on January 13th 2018, the deadline for national governments to transpose PSD2 into law. This is because there is still so much to be decided and clarified. The European Banking Authority’s longawaited regulatory technical standards (RTS) on strong customer authentication (SCA) were issued in March 2017 but missing some of the finer details, such as the methods to remotely access customer data and account information and the measures around the use of application programming interfaces (APIs) and screen-scraping.
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CA Technologies EMEA
Published By: Anaplan     Published Date: Mar 29, 2018
The concept of integrated business planning — closing gaps in an organization’s various planning functions and aligning operations and strategy with its financial performance — has existed in various forms for decades. What has changed is creation of planning platforms that can handle the fluidity of data to erase silos and enterprise borders where once there were multiple geographies, departments, time zones, languages and currencies. All elements of business are managing the avalanche of information coming to them. Just like connecting disparate people, we also must connect data that resides in various systems, applications and tools.
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afp, ibp, business, organizations, enterprise, data, systems
    
Anaplan
Published By: ASG Software Solutions     Published Date: Jul 28, 2008
Targeted at IT executives responsible for both the financial and ultimate project oversight of an enterprise CMDB initiative, this white paper sets expectations for ROI calculations for CMDB initiatives, provides basic ROI best practices, and gives readers sufficient insight to move forward with their CMDB project.
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asg, cmdb, bsm, itil, bsm, bsp, metacmdb, roi, configuration management, metadata, metacmdb, lob, sdm, service dependency mapping, ecommerce, bpm, workflow, itsm, critical application, cms
    
ASG Software Solutions
Published By: Nuance Communications     Published Date: Jun 17, 2009
The response to possible bank card fraud is one of the most important factors affecting the relationship that customers have with their bank. For customer-centric financial institutions who issue millions of bank cards, any instance of possible fraud is both a business risk to be managed and an opportunity to strengthen customer relationships.
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nuance, retail banking, fraud, identify, contact, theft, outbound, business risk, security management, security policies
    
Nuance Communications
Published By: Nuance Communications     Published Date: May 28, 2010
Register today to view to the webcast Proactive Notifications for Financial Services: Using Automated Customer Communications to Manage Risk and Retain Customers.
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nuance, retail banking, fraud, identify, contact, theft, outbound, business risk, financial services
    
Nuance Communications
Published By: Oracle     Published Date: Apr 16, 2018
This is a digibook that discusses at a very high level the challenges faced by today’s financial services providers, and how they must innovate to remain relevant.
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digital, innovation, market, technologies, industry
    
Oracle
Published By: Oracle     Published Date: Apr 16, 2018
Is a guide for financial services providers to building enduring customer relationships through technology
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engaged, financial, services, customer, experiences
    
Oracle
Published By: Oracle     Published Date: Apr 16, 2018
Infographic on where the financial services industry will be in 2022 with digital usage
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financial, services, digital, industry, data
    
Oracle
Published By: Coupa Software Inc.     Published Date: May 11, 2018
To identify the strategic priorities of CFOs and senior finance professionals over the next two years, The Economist Intelligence Unit conducted a survey, commissioned by Coupa, of 507 finance executives across industries and located in the US, UK, France and Germany.
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finance, finance strategy, financial management, finance technology, corporate finance, collaboration, information management
    
Coupa Software Inc.
Published By: AppAssure Software     Published Date: Jul 14, 2010
All those employees who access email, financial systems, human resources, and other core corporate applications; Replay for Exchange continuously protects and monitors the health of your Exchange data stores and allows administrators to quickly search, recover, and analyze mailbox content. With Replay for Exchange you can restore individual email messages, folders, or mailboxes to a live Exchange server or directly to a PST, thereby solving some of your most costly and time consuming challenges. Take advantage of these Free Trial Offer!!
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appassure, sql, hyper-v, windows, vmware, replay, windows server, application server, disaster recovery
    
AppAssure Software
Published By: e-SignLive     Published Date: Oct 11, 2013
While we tend to think about mobility largely as a consumer phenomenon, it is also changing how the workforce carries out business. With so much being done beyond traditional office walls, many insurance companies, financial service organizations and even government agencies are adopting mobile tablets and smartphones as productivity tools for agents, representatives and personnel, and developing enterprise apps for these devices.
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ipad, mobility, apple, e-signatures, esign
    
e-SignLive
Published By: Zynapse     Published Date: Nov 08, 2010
A worldwide leader inSpend Management Software solutions: Zycus. Recognized as one of the Top 3 Global Market Leadersin Spend Management Domain by leading analysts and Industry observers
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zynapse, erp projects, unspsc, data information, data management, governance, mdm, master data management, odm, mmdm, material, business intelligence, web service management
    
Zynapse
Published By: DocuSign     Published Date: Apr 24, 2018
Discover Digital Transaction Management and how it can dramatically improve the real estate business. From safety and legal concerns, to financial costs and user experience improvement, each aspect of the Digital Transaction Management approach is covered in this guide.
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DocuSign
Published By: DocuSign     Published Date: Apr 24, 2018
"In April 2016, the Department of Labor (DOL) released its final rule regarding financial and fiduciary disclosures. This rule significantly expands the definition of fiduciary, spanning financial advisors as well as plan sponsors, funds, and producers who provide incentives to advisors. The rule has far-reaching impacts on business, compliance, and operations/technology and the April 2017 compliance deadline is coming up quickly. View this on-demand webinar and learn how DocuSign can help you: • Satisfy the final rule requirements by automating disclosures with a tamper-proof audit trail • Delight clients and brokers by providing a greatly improved customer experience • Meet critical DOL deadlines with rapid implementation "
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DocuSign
Published By: DocuSign     Published Date: Apr 24, 2018
"In order to succeed in this evolving digital landscape, financial services institutions must embrace trending technology to remain competitive or risk becoming obsolete. Today’s customers expect to be able to bank not just anywhere, any time, but also on any device. What’s more, they want to be able to open new accounts, apply for loans, and perform other tasks that in the past could only be done at a branch, securely and easily. Download this complimentary IDG report to learn about digital banking best practices to stay competitive by going paperless, attract and keep the next generation of customers who demand digital options, and thrive in the digital age. "
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DocuSign
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