Financial Services IT Resources: Technology Information for Banks, Insurance Companies and Capital Markets Firms

The Power of Insight: Understanding Your Customer

Insurers are discovering that retaining profitable customers can be even more valuable than acquiring new ones. Carriers that know their customers — from their life stages and behavior to their profitability — have the edge in today’s marketplace. Key to gaining this advantage is leveraging insurers’ reams of data to identify loyal customers and close the “expectation gap.” Carriers can maximize their customer service technology investments by identifying what is important to different tiers of customers and matching capabilities to customer profitability. Data accessibility, analytics, rules-driven workflow and process visibility are just some of the tools insurers can use to retain profitable customers.

 
In This Report:

• Getting to Know You: Analytics Offer View of Customers’ Lifetime Value Model           
• The Science of Retention: Technologies to Make the Data Work for You           
  
• Not All Customers Are Equal: Matching Capabilities to Customer Profitability         
  

Wall Street & Technology Report: Next-Generation Data Centers

Wall Street firms have to make smart technology and design choices to optimize data center performance and minimize latency while remaining lean and green.

Wall Street & Technology Report: Tools for the Modern IT Organization

As the global financial crisis continues to upend the capital markets, Wall Street IT organizations increasingly are looking for ways to improve efficiency while remaining in position to capitalize on opportunities when the business environment improves. To boost agility and cut costs, many financial services technology organizations are exploring tools such as cloud computing, virtualization, software as a service and outsourcing.

• 8 financial services successes from around the world
• Consistent customer experience boosts online banking at Union Bank of California
  

• Union Bank of California safeguards online transactions with better application performance
  

• Raymond James Financial delivers superior service levels for 1.8 Million Accounts