financial strategy

Electronic health record (EHR) system implementation is one of the largest IT investments most healthcare systems have ever made but it’s success is largely dependent upon the data which feeds it. One the main data sources for the EHR is the item master, which drives not only supply chain processes but also a broad range of clinical and financial functions. Only with a clean, accurate and complete item master can a healthcare organization trust the outputs generated from its EHRs – from evaluating the clinical effectiveness of products to securing reimbursements. Learn how to execute a master data management strategy to derive the greatest value from your EHR investment.

The way we work has completely transformed. New technology is changing how, where and when we work. In this new landscape, businesses face challenges around growth, talent acquisition and productivity. Employers need to embrace new technology to get ahead in this new world of work, and put people at the heart of their strategy. However, HR and People leaders are in fierce competition for that all-important slice of budget and that makes building the strongest business case for technology investment vital. This guide is designed to help HR and People leaders like you get the financial support you need. You’ll get practical, effective tips on: • Understanding and explaining the true benefits of investing in a new HR system and likely return on investment • Positioning HR as a leader of change throughout your business • Ensuring your HR vision fits in with the business strategy • Getting management and key stakeholder buy-in • Building the strongest business case and the most powerful el

Download this report for an in-depth analysis of trends in customer experience management strategies for financial services companies. The study was developed using independent research and survey responses from 100 senior-level leaders across marketing, customer experience management, analytics, digital strategy, and innovation roles. After identifying key market stressors, the report analyzes the five key drivers of successful customer engagement: Customer Understanding, Prioritization, Design, Measurement, and Culture.

When measuring competitive differentiation in milliseconds, connectivity is a key component for any financial services company’s data center strategy. In planning the move of its primary data center, a large international futures and commodities trading company needed to find a provider that could deliver the high capacity connectivity it required.

Private equity and investment banking experts share observations on what a distribution company owner can expect when preparing to sell a stake in the company, and how to prepare the business to attract potential buyers’ attention and maximize the price it can command.

In this case study, a company needed to find a way to update and improve a legacy trade portal application. With the help of Collaborative, using domestic resources, the company completely replaced several legacy trade portal applications, allowing for the retirement of several application platforms and legacy databases.

Clients, especially those with a high net worth, are increasingly demanding guidance for all of their financial needs from a single source. A multidiscipline practice enables you to provide them with complete wealth management solutions, resulting in higher rates of client satisfaction, retention and referral. Learn how to exploit social media opportunities, build a strategy that's right for you, design online profiles that match your goals and much more.

A tool for finance leaders to unify disparate customer data with financial and strategic ROI If you’ve found yourself sweating in a smoky billiard room, wondering what role customer data should play in finance—as well as in your company’s long-term strategy—this eBook will help you hone your pool shark skills. Inside, you’ll find insights about…. • How to identify patterns in your customer portfolio, and why it matters. • Avoiding four critical data billiard blunders. • Key questions to ask while you’re segmenting your data. • How to tell if your portfolio segmentation strategy is working with the right reporting. This eBook will help you navigate the crowded billiard room of customer data and how you can use it to drive cross-functional value for your team.

Thomson Reuters QA Studio, powered by Palantir, provides easy and rapid financial time series analysis, multi-asset class portfolio simulation, factor testing, and other portfolio analytics.

To have the greatest impact within your company, you need to contribute to strategy rather than focusing on tactical issues. But, to accomplish this means that you have to tap into your company's financial performance and unearth insights that will help senior leaders make better decisions. This “From Tactics to Strategy” webinar focuses on helping you play a more critical role in your organization’s success. The fast-paced session reveals how you can capture and leverage the data gathered from across your financial systems to help senior management make better and faster strategic decisions.

This document will guide solution providers through the five main principles necessary to develop a practical, customized cloud transformation strategy designed to support a cloud-first customer offering. These principles include: Financial Considerations to Building a Cloud Model Marketing Approach How To “Sell” the Cloud Technical Strategy Operational Readiness

Learn 7 ways to help build a strong company culture within the workplace to help your company thrive.

The release of iOS 8 not only introduces a comprehensive list of features to enable greater enterprise mobility, it also highlights the pervasive need for an agile mobility strategy and EMM platform. According to a March 2014 study conducted by the Ponemon Institute, 50 percent of IT professionals in financial services say their company has no mobile strategy(1). Without a strategic approach to mobility and an EMM provider, organizations lack control over data security, end-user privacy, and mobile technologies that support corporate productivity. As iOS 8 becomes widely adopted, it will impact other mobility trends such as the continued migration away from Blackberry. Enterprises will need to move quickly to address these challenges, so updating the mobile strategy should be a top priority in every IT organization.

The release of iOS 8 not only introduces a comprehensive list of features to enable greater enterprise mobility, it also highlights the pervasive need for an agile mobility strategy and EMM platform. According to a March 2014 study conducted by the Ponemon Institute, 50 percent of IT professionals in financial services say their company has no mobile strategy(1). Without a strategic approach to mobility and an EMM provider, organizations lack control over data security, end-user privacy, and mobile technologies that support corporate productivity. As iOS 8 becomes widely adopted, it will impact other mobility trends such as the continued migration away from Blackberry. Enterprises will need to move quickly to address these challenges, so updating the mobile strategy should be a top priority in every IT organization.

A Harvard Business Review Analytics Services White Paper Finance is constantly tested to keep pace in today’s business environment. To keep up, planning needs to become a continuous process that spans departmental boundaries and enables managers to collectively realign resources to respond to market changes. Organizations must streamline disparate sales and operational planning with traditional financial planning and analysis by using technology to connect people, data, and processes across the organization. Download this white paper to discover the three steps to moving towards finance-led integrated business planning recommended by the Harvard Business Review.

Sanctions screening and fraud prevention solutions use real-time detection to prevent terrorist financing and financial crime; whereas anti-money laundering (AML) primarily follows an “observe and report” process. Such a process is all that is currently required by many regulators. Increasingly though, international compliance teams are choosing to stop transactions before they are executed – based on suspicions of money laundering activity. More and more, the industry has been asking itself if this approach of rejecting suspicious activity is a more effective strategy to prevent money laundering. This paper explores where and why AML real-time detection might make sense as a new paradigm for global financial institutions.

For the past decade, financial institutions have created sophisticated digital platforms for consumers to access, save, share and interact with their financial accounts. As sophisticated as these digital platforms have become, cyber criminals continue to pose an ever-present risk for everyone – from individual consumers to large corporations In his recent article, 2018 Outlook: Customer Experience and Security Strike a Balance, Andrew Davies, vice president of global market strategy for Fiserv’s Financial Crime Risk Management division, explains how and why security will become a key differentiator for financial institutions as they respond to a changing landscape, which includes: •Global payment initiatives •Open Banking standards •Artificial intelligence and machine learning •Consumer demand for real-time fraud prevention and detection

The information explosion has exposed organizations to an overwhelming amount of risk. Whether financial, legal, security, productivity, or reputational risk, there is a high likelihood that your organization is currently trending toward an information ecosystem that is not sustainable and highly out of control. The time to act is now to deploy an Information Governance strategy. Are you prepared to climb out of your information hole?

Cloud-based data and processing services present too much opportunity for organizations to ignore. How can organizations realize the obvious financial benefits of the cloud while ensuring information culled from cloud sources is secure and trustworthy? Good hybrid information governance implies several priorities for IT and the business which are based on these foundational pillars: - Broad agreement on what information means - Clear agreement on how owned information assets will be maintained and monitored - Standard practices for securing strategic information assets - Enterprise data integration strategy

Integrate your data silos to finally navigate the data maze. This comprehensive white paper addresses a key element in any GRC program: regulatory compliance. Download this paper to learn about the costs, current practices, and associated risks. We’ll also recommend a technologically-enabled approach and highlight its main business benefits for financial services, insurance, and energy companies. Overview Executive Summary Compliance Requirements A Recommended Approach Business Benefits Regulatory Compliance Solution Architecture Related Materials

There is opportunity in the ongoing turbulence throughout the financial industry; however, regulatory and compliance challenges absorb resources and distract focus away from growth. Download white paper to learn about a smart approach to data and innovative tools that build resilience into a business looking to not just weather the storm, but seize the advantage. Overview: - Executive Summary - Challenges of Financial Markets Today - The Need for a 360-View of Data - How to Deliver: Increased Transparency Adapt to Evolving Regulations Improve Compliance and Lower Cost - Solution Architecture for Regulatory Reporting - Case Study: Adapting to Regulatory Complexity "Disparate systems led to frequent cycles spent correcting errors within the data”.

Remember Y2K – the IT “problem” that should have brought businesses to a screeching half? Despite the hype, the preparation led to widely documented business benefits and uncovered new opportunities that transformed organizations worldwide. Similarly in today’s highly regulated Financial Services industry, enabling GRC by integrating data from silos can be the driver for future business use cases like machine learning and anti-fraud detection services. GRC can be your catalyst for new opportunities. Listen in as our panel of financial services experts discuss the keys to reinventing your data strategy. We’ll cover: How to align your GRC strategy with a business transformation agenda How to ensure your organization’s approach to data management isn’t just a one-off solution, but a comprehensive one adaptable to changing regulations How to navigate the increasing regulatory demands for granular data security How to turn your compliance spend into new opportunities to earn revenue

Global financial organizations are facing increasing demands from the business for more granularity, transparency, reporting and security. If you’re on the IT side, you know this adds a different set of ‘mores’ to the equation: More duplication, delays, and people. What’s the net-net? More cost and more risk. You can balance the scales to satisfy those demands. And it starts with thinking differently about data management. Our financial services technology experts will explore the implications of governance, risk and compliance (GRC) imperatives. You’ll learn: • Why data is at the heart of an effective and dynamic GRC strategy • Why technological capabilities used to enable standard GRC programs can reduce transparency and prevent you from gaining a holistic view of your data • A new approach to data can provide the business with complete transparency • Review a sample regulatory reporting architecture Stop burning time on tooling — and start building a dynamic GRC strategy that can

Capital abundance, low interest rates, and high volatility are creating new challenges and opportunities in equity markets. To succeed in this crowded and complex global landscape, you must take your investment expertise to a new level. The Private Equity and Venture Capital program at Harvard Business School explores cutting-edge industry models and related issues—from venture capital, growth equity, and buyouts to industry infrastructure, portfolio strategies, and decision-making processes.

For decades, large companies have been wary of corporate venturing. So why are more and more smart companies going VC to find their next breakthroughs? With corporate R&D units under pressure to focus on a narrow range of projects, companies often lack a good way to sniff out competitive threats beyond their main areas of expertise. A corporate venture capital fund for investing in outside startups can help a company see, understand, and respond rapidly to changes in the business landscape. But the parent company’s processes tend to bog down these funds.