The calculus of IT support for the banking, securities and insurance industries has changed dramatically and rapidly over the past few years. Unheard of just a few years ago, corporate intranets are now used for everything from job postings to enhanced team communications. Whole new departments are being created to support e-commerce. And the Internet/Intranet/Extranet triple-whammy is the most critical component of most financial IT shops. At the same time, new intelligent agents stand ready to take on such diverse functions as customer profiling and data mining.
Get a handle on all these new and newer ripples with Handbook of Technology in Financial Services. Here, in this exhaustive new guide and reference book, industry guru Jessica Keyes gives you the no-nonsense scoop on not just the tried and true IT tools of today, but also the up-and-coming "hot" technologies of tomorrow, and how to plan for them.
Keyes gives you extensive, example-driven explanations of such topics
digital check imaging and Internet-based billing
e-commerce and Internet banking
portfolio management systems for the 21st century
GIS technology in financial services
and much more.
Focusing on problems from both a technology perspective and a business perspective, the Handbook also addresses challenges and solutions associated with:
supporting the self-service revolution by servicing kiosks and ATMs efficiently and economically
straight-through processing for the securities industry
outsourcing business communications in the insurance industry
distributed integration as a cost-effective alternative to data warehousing
and putting inbound fax automation to work in financial organizations.
Packed with real-world case-studies and practical solutions to problems confronting financial services IT managers every day of the week, Handbook of Technology in Financial Services covers everything from system security to IT support for the Web marketing of financial services. In short, it is a compendium of essential information no professional can afford to be without.
Table of Contents
BANKING TRENDS AND TECHNOLOGY
Grab a Ringside Seat for the Best of Banking Technology
Banking Technology in Emerging Markets
Going Global -- Systems Issues for Servicing Global Business
A Brief Case History in Internet Banking
How "Internet Bill Presentment" Changes the Deployment Strategy for Homebanking and Online Payment
The Self Service Revolution: Harnessing the Power of Kiosks & ATMs
Checking It Twice: Check Imaging System Offers Greater Flexibility and Efficiency
Internet Banking: Leveling the Playing Field for Community Banks Through Internet Banking
Straight Talk on SET: Challenges and Opportunities from a Business Perspective
SECURITIES TRENDS IN TECHNOLOGY
The Future of the Securities Industry: Convergence of Trust and Brokerage
A Portfolio Management System for the 21st Century
Logging Monitoring in the Financial Services Industry
Straight Through Processing
Designing and Evaluating Investment Performance Systems
INSURANCE TRENDS IN TECHNOLOGY
Outsourcing Business Communications in the Insurance Industry
New Business Model for Insurance Industry Demands New Automation Model
The Internet and Evolving Technology: Changing How Insurance Companies Service and Operate
Producer Management Systems -- The Need for Automation and Integration
Understanding and Implementing Business Intelligence Solutions in the Insurance Industry
TECHNOLOGY TRENDS IN FINANCIAL SERVICES
The "Must Have" Guide to Total Quality for the Financial Services Manager
Distributed Integration: An Alternative to Data Warehousing
Distributions Solutions in n-Tier Design in the Financial Services Industry
Windows Distributed Internet Architecture for Financial Services
Evaluating Financial and Application Prototyping Environments
Customer Profiling for Financial Services
Business Rule Systems
Customer Data Quality: The Foundation for a One-to-One Customer Relationship
A History of Knowledge-Based Systems in Financial Services
The Unfolding Wireless Technology in the Financial Services Industry
Personal Financial Appliances
Putting Inbound Fax Automation to Work in the Financial Organization
VPNs for Financial Services
Designing a High-Performance, High-Availability Network Infrastructure
Applications of GIS Technology in Financial Services
Designing and Implementing a Virus Prevention Policy in Financial Services Organizations: Key Issues and Critical Needs
Voice Over ATM
Toward a More Perfect Union: The European Monetary Conversion and Its Impact on Information Technology
Systems that Build Themselves: Anatomy of a Development Before the Fact
Software Engineering Methodology
Multimedia-Based Training (MBT) for Financial Services
Law (or the Lack of it) on the Web: A Primer for Financial Services
Internet Security Analysis Report: An Executive Overview
Multicast Applications and Technology for the Financial Services Industry
An Introduction to the Internet for Financial Services Developers
Introduction to e-Commerce
Using Net-Based Interactive Technology for Online Marketing, Sales and Support of Financial Services Firms
Appendix A: Selected Product Briefs
"The Handbook of Technology in Financial Services is a veritable encyclopedia of technology trends. A must-read for anyone in the industry."
-Pat Bitton, Director of Marketing, Trend Micro, Inc.
"If you are a financial services manager, this is a 'must read' to keep up with the technology trends in such a fast-paced industry."
-Michael A. McNeal, President & CEO, Absoft
"The financial services industry is evolving more quickly than a broker makes trades on the NYSE. This book makes dry technology issues come alive!"
-Lynn Paull, VP of M&I Bank, Milwaukee, WI
"This book is an indispensable guide to the convergence of technology and the global financial system."
-Bernard Lunn, CEO, Ionic Systems
"How will the financial services industry meet the unprecedented challenges and opportunities of the electronic marketplace? This book provides some insights from those on the front lines, and is one of the few resources available that can be used by every department in almost any financial services firm."
-Rob Brown, Ph.D., CFA, Executive Vice President, Portfolio Management Consultants, Inc.
"As someone who has been involved both in the Financial services business and the Technology business I would highly recommend this book as it is a marriage of the two worlds in a style that is easy to understand."
-Mal Anderson, Executive Vice President, SLM Software and CEO of their western operations including wealth management support tools