Banking & Investment Services

Featured Research

• Wall Street Systems Bolsters Back-Office Focus in Aleri Deal
  6 May 2008
• The Changing Landscape of Treasury and Trading Systems
  2 May 2008
• To Win Over SMBs, Banks Must Make Banking Personal
  1 May 2008
• MiFID and the New Trading Venues
  24 April 2008
• Business Intelligence for Banking and Investment Services
  23 April 2008
• Contactless or Cash Payments: Loyalty and Rewards Will Be Key to Fueling Growth and Cutting the Hype
  11 April 2008
• Road Map No. 1 for the Future of Retail Lending: An Incremental Strategy
  8 April 2008
• ASP and SaaS Can Help Investment Firms Deliver Wealth Management More Effectively
  1 April 2008
• SOA-Enabled Reuse in Banking: A Holistic Perspective
  31 March 2008
• New Approaches to Investment Management Technology Lead to Greater Business Agility and Flexibility
  1 April 2008
• Market Overview: SWIFT Connectivity and Messaging Software Solutions
  31 March 2008

Back Office

• MiFID and the New Trading Venues
  24 April 2008
• Derivative Systems Are Crossing Boundaries and Expanding Horizons
  31 March 2008
• Core Securities-Processing Renewal: The Next Step Sideways
  25 March 2008
• Findings: IT Cost Reduction Can Be Tactical or Strategic
  24 March 2008
• Cost Cutting Through Market and Reference Data Management
  10 March 2008
• SunGard's CSA Initiative Ratchets Up Discipline, Granularity and Customer Offerings
  28 February 2008
• IT Spending for Banks, 2007
  4 February 2008
• Banks Must Redesign Their Lending Architecture
  30 January 2008
• Survey Analysis Reveals Practices of More-Mature SOA Implementers in Financial Services
  29 January 2008
• A Survey of Consumer Loan Servicing Solutions
  27 December 2007
• A Survey of Commercial Loan Servicing Solutions
  27 December 2007
• SunGard and SAP Leverage Each Other's Service Orientation With BancWare-SAP Partnership
  19 December 2007
• Investment Service Firms Are Leveraging Hybrid ENS Services to Leave Legacy Behind
  18 December 2007
• Outsourced Testing for Financial Services Institutions
  13 December 2007
• Survey Shows Enterprise Nervous Systems and Business Process Network Progress at Financial Services Providers
  10 December 2007
• Predicts 2008: Control of the Financial Relationship Is Up for Grabs in Banking and Investment Services
  28 November 2007
• IT Mass and Complexity Drive Banks' IT Expense
  27 November 2007
• Case Study: Implementing a Global Messaging Platform
  16 November 2007
• Logic and Data Granularity Protocol Is Part of a Holistic Approach to Banking System Design and Acquisition
  1 November 2007
• Report From FSIT3: SOA Best Practices Roundtable
  24 October 2007
• SOA Adoption Continues in Banking and Investment Services
  23 October 2007
• The Mortgage Servicing Divide: Functionality vs. Architectural Flexibility
  22 October 2007
• The SEC Inches Toward a Decision on an XBRL Mandate
  16 October 2007
• The Case for Commercial Loan-Servicing Technology Renewal
  28 September 2007
• A Review of Mortgage, Consumer and Commercial Loan Servicing
  28 September 2007
• Product Review: GL Rims, an International Securities-Processing Engine
  31 October 2007
• Finding the Common Processes in Uncommon Derivatives
  17 September 2007
• The Case for Mortgage Servicing Technology Renewal and a Six-Step Plan
  7 August 2007
• Banks Doing Business Differently Use Enterprise BPM With SOA
  19 July 2007
• Deriving Architectural Requirements for Bank Logic and Data Design Protocols
  28 June 2007
• SWIFT's Role in Industry Standards Development is a Benefit That Should be Leveraged and Protected
  26 June 2007
• Evaluating Vendor-Supplied Investment Services Data Models
  26 June 2007
• Information and Architectural Spaces: The Second Legacy Wave
  25 June 2007
• Four Road Maps to Bank Agility With Enterprise BPM and SOA
  20 June 2007
• Business Logic and Data Design Protocols for the Bank of the Future
  1 June 2007
• The Race Will Not Always Go to the SWIFT
  20 April 2007
• royalblue Seeks Elusive Product Synergy in Buying LatentZero
  19 April 2007
• Business Logic and Data Design for the Bank of the Future: Agenda
  19 April 2007
• When to Use Software as a Service in Back-Office Banking
  18 April 2007
• FAQ: The Impact of Virtualization on the Server Market
  10 April 2007

Business Processes

• ASP and SaaS Can Help Investment Firms Deliver Wealth Management More Effectively
  1 April 2008
• SOA-Enabled Reuse in Banking: A Holistic Perspective
  31 March 2008
• Getting Customers on Board and Keeping Them There Demands a Process-Centric Approach
  25 March 2008
• Process Models for Financial Services Institutions
  26 December 2007
• Modeling Business Logic and Data Architectural Space for the Bank of the Future
  24 December 2007
• Provision of BPO for Investment Services Firms
  24 September 2007
• A False Start for Commercial Treasury BPO
  21 June 2007
• Case Study: Reuters Group Chooses Russia for Offshore Testing
  18 April 2007

Emerging Business and IT Trends

• MiFID and the New Trading Venues
  24 April 2008
• Road Map No. 1 for the Future of Retail Lending: An Incremental Strategy
  8 April 2008
• ASP and SaaS Can Help Investment Firms Deliver Wealth Management More Effectively
  1 April 2008
• New Approaches to Investment Management Technology Lead to Greater Business Agility and Flexibility
  1 April 2008
• Derivative Systems Are Crossing Boundaries and Expanding Horizons
  31 March 2008
• How to Successfully Introduce New Technology to Life Insurance Agents
  26 March 2008
• New U.S. Guidance on IT in Pandemics
  3 March 2008
• Language: The Foundation Protocol for Business Logic and Data Design for the Bank of the Future
  4 February 2008
• Social Lending Will Challenge Bank Customer Relationships
  12 December 2007
• Architectural Requirements: Temporal and Spatial Agility
  8 October 2007
• Green IT: The Future Is Now
  4 October 2007
• Virgin USA Buys CircleLending: How Should Banks Respond?
  21 August 2007
• High Energy Costs Will Turn Financial Services Firm Strategies on Their Heads
  7 August 2007
• Financial Services IT Must Learn to Think Outside the IT Box
  26 April 2007
• Financial Services Business Priorities, 2007
  17 April 2007
• Banking on Virtual Worlds: Threats and Opportunities
  11 April 2007

Front Office

• The Changing Landscape of Treasury and Trading Systems
  2 May 2008
• To Win Over SMBs, Banks Must Make Banking Personal
  1 May 2008
• Business Intelligence for Banking and Investment Services
  23 April 2008
• Cost Cutting Through Market and Reference Data Management
  10 March 2008
• CIO Call to Arms: Trading Application Strategy Essential for Market Survival
  4 March 2008
• Cost Cutting for Banks to Derive Value From Multichannel Integration With a Shrinking IT Budget
  4 March 2008
• Help Bank Customers to Help Themselves and Their Banks
  26 February 2008
• Understanding the Online Banking Customer
  27 December 2007
• Mobile Banking: Think Mobile Financial Services First
  12 December 2007
• How to Know if a CEVA Is the Right Choice for Your Retail Bank
  2 November 2007
• Leveraging Portal Technology in Wealth Management
  8 November 2007
• Delivering Institutional-Level Portfolio Services to Retail Wealth Management
  9 October 2007
• Case Study: Mitsubishi UFJ Securities International Implements Real-Time Excel Multisharing for Traders
  2 October 2007
• SAP OEM Partner Channel Offers Advantages to Midsize Banks
  18 September 2007
• Alternative Equities Trading Systems: Portrait of a Shifting Market
  18 September 2007
• The Developing Market for Retirement Cash Flow Planning Solutions
  12 September 2007
• Banks Doing Business Differently Use Enterprise BPM With SOA
  19 July 2007
• Case Study: Commonwealth Bank of Australia's CommSee Is a Framework for Achieving Business Goals
  28 June 2007
• Treasury Workstation Services Have the Potential to Change Bank Service for Commercial Customers
  20 June 2007
• Comparison of Treasury Workstations to Service Commercial Bank Customers
  6 June 2007

Payments, Clearing and Settlement

• The Payment Hub Evolves Into the Payment Services Hub: Banks' Most Critical Payment Innovation
  25 March 2008
• Banks: Think Hard and Plan Twice Before Launching Prepaid Card Solutions
  25 March 2008
• Cut Through the Hype: Mobile Contactless Payments Offer Less to Banks and Their Customers
  14 February 2008
• Banks Must Maintain Their Long-Term IT Strategy in Payments
  13 February 2008
• Setting Responsibility for Risk and Performance Data
  7 February 2008
• Western Union: A Driver for Banks' Global Payment Aspirations
  6 February 2008
• Survey Analysis Reveals Practices of More-Mature SOA Implementers in Financial Services
  29 January 2008
• Case Study: How a Major Global Bank Went About Selecting a Trading System Replacement
  21 December 2007
• Google's Mobile Payment Ambitions: A Step Forward, but Still a Way to Go
  25 January 2008
• Product Review: GL Rims, an International Securities-Processing Engine
  31 October 2007
• The Future of Money
  18 December 2007
• A Survey of Mortgage Servicing Solutions
  28 November 2007
• Foreign Card Issuers in China: Learn the Rules Before Showing Off Your Cards
  11 October 2007
• Pricing Technologies: Don't Let the Silence Fool You
  21 August 2007
• The Case for Mortgage Servicing Technology Renewal and a Six-Step Plan
  7 August 2007
• Don't Rely on Current Card Management Systems to Support Future Business Requirements
  8 June 2007
• How Banks Can Choose the Right Sourcing Model for Card Payments
  6 June 2007
• Banks' Retail Payment Operations at a Tipping Point
  10 May 2007
• Harmonized Payment Standards Will Take Longer Than Expected for the Single Euro Payments Area
  23 April 2007
• Faster Payments, Stronger Authentication
  23 April 2007

Risk Managment and Compliance

• Market Overview: SWIFT Connectivity and Messaging Software Solutions
  31 March 2008
• XBRL: Addressing the Challenges That Inhibit Use for Credit and Investment Analysis and Decision Making
  25 March 2008
• Reduce Risk by Enhancing Anti-Money-Laundering Training in 2008
  12 March 2008
• Setting Responsibility for Risk and Performance Data
  7 February 2008
• Adopt Unannounced, Live AML Testing
  3 December 2007
• Data Practices Are Impediments to Risk Management at Banks
  11 December 2007
• Mobile Phone Money Transfer Services: Compliance Is a Bank's Best Friend
  28 November 2007
• Changing Face of OFAC Tools, 2007
  13 November 2007
• Managing Scarcity-Driven Business Disruptions
  21 September 2007
• PayPal Pay Later Maintains Consumer Privacy
  8 August 2007
• Stored-Value Cards Can Be a Risk, Threat, Menace or Opportunity
  7 August 2007
• Latest Platform Aims to Help Brokers Address Markets in Financial Instruments Directive Compliance
  13 July 2007
• Use Scorecards for Effective Risk Management
  29 June 2007
• Findings: New NASD/NYSE Security Rules Focus on Emerging Technologies and Not Global Markets
  27 June 2007
• Case Study: Banca Popolare Italiana Implements Enterprise Risk Architecture as a Best Practice for Risk Management
  20 June 2007
• Bank Controls Runaway Use of Microsoft Excel, Improves Risk Management
  15 May 2007
• The SEC's Banning of Pre-Trade Netting Will Definitely Raise Your Clearing Costs
  16 March 2007

Hype Cycles

The wave of the future — or just hype? Gartner Hype Cycles show the difference

• Hype Cycle for Back-Office Emerging Technologies and Applications (Banking and Investment Services), 2007
  12 July 2007
• Hype Cycle for Financial Services Payments, 2007
  6 July 2007
• Hype Cycle for Business Processes (Banking), 2007
  3 July 2007
• Hype Cycle for Banking and Investment Services Front-Office Technologies, 2007
  2 July 2007
• Hype Cycle for Banking and Investment Services Risk and Compliance, 2007
  28 June 2007
• Hype Cycle for Business Process Investment Services, 2007
  21 June 2007
• Hype Cycle for Regulations and Related Standards, 2007
  15 January 2007

Magic Quadrants

Which vendors are leaders, visionaries, challengers or niche players

• Magic Quadrant for International Retail Core Banking, 2008
  3 April 2008
• MarketScope for Retirement Cash-Flow Planning Software, 2008
  1 February 2008
• MarketScope for Multiregional Card Management Software, 2007
  26 June 2007