November 8, 2013
Consumer adoption of mobile devices such as smartphones and tablets has exploded and this growth has significantly impacted how financial services firms interact with their customers. Michael Charest, VP of Financial Services, Insurance and Healthcare, GMC Software Technology, spoke with FSOkx about changing customer expectations and how financial services firms can take an evolutionary approach to improving customers’ communications experience despite an environment of legacy and siloed systems.
October 17, 2013
For an industry like financial services which is characterized by frequent market changes and increasing competitive pressure, BPM can prove to be a key differentiator. A BPM Center of Excellence (CoE) can serve as a strategic tool to enable the sharing of best practices while managing skills, knowledge, and technology resources.
October 17, 2013
Business process management is often inextricably linked with Six Sigma, Lean, and other methodologies. But are these tools essential to successful BPM? That question was debated at FSOkx’s 4th Annual Business Process Management and Technology Innovation Forum.
August 14, 2013
In any outsourcing arrangement, financial institutions are ultimately responsible for the risks incurred in the course of doing business. However, by ensuring their business process outsourcing (BPO) provider has the appropriate risk management framework in place, financial services organizations can significantly mitigate risk.
June 28, 2013
During the FSOkx forum: “From Meltdown to Transformation: Facing the Next Generation of the Mortgage Industry,” industry experts debated issues surrounding compliance in both the mortgage origination and mortgage servicing businesses, discussed what it takes for organizations to remain compliant, and offered arguments for why compliance must be baked into an organization’s culture.
May 20, 2013
Teresa Bazemore, President of Radian Guaranty Inc., led a dialogue about ways to encourage private capital and the private mortgage insurance industry to return to the housing finance market during the FSOkx forum: “From Meltdown to Transformation: Facing the Next Generation of the Mortgage Industry.”
February 11, 2013
Fareed Saeed, Vice President of Product Management at XTRAC Solutions, a Fidelity Investments Company, discusses how financial services firms can leverage data
May 8, 2012
Mark Schlageter, Managing Director of Governance, Risk, and Compliance, Thomson Reuters: There’s absolutely a change in how financial services firms view compliance.
July 22, 2011
FSOkx had the opportunity to speak with Gib Veconi, CEO of Peridrome Corporation, about the results of Peridrome’s 2011 Managed Accounts Executive Outlook survey. According to the study, the industry’s transition to unified managed accounts (UMA) can create opportunities for service providers—if they know where to look for them.
May 29, 2011
Thanks to regulatory pressures and the economic meltdown, data
management is no longer the “ugly stepchild of IT” and is instead a
top-three priority for financial firms, says Michael Atkin, Managing
Director of the non-profit, member-owned EDM Council. FSOkx spoke with
Atkin about the council and what needs to happen industry-wide to
improve data management.