Financial Services

Banks and asset management and insurance organizations can own their future by transforming and creating new business models to meet changing customer needs and drive sustainable growth.

Featured Insights

  • Evaluating your institution’s preparedness

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    Measure your bank's readiness to combat financial crime with our comprehensive assessment. Download now to identify areas of strength and improvement.

  • Developing a Digitally Enabled Finance Organization

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    A digital-first approach allows finance leaders to provide actionable insights that encourage agility in the face of a competitive market.

  • Using Strategy, Automation to Drive Efficiency and Value in Regulatory Compliance

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    With proper governance and technology, financial services institutions can evolve regulatory reporting from a compliance burden to a value-add exercise.

  • Why Budgeting And ALM Should Be Separate

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    Financial services organizations’ nuanced forecasting needs demand distinct applications for budgeting and asset liability management modeling.

  • 4 Regulatory Areas of Focus for Banks in 2022

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    To prepare for potential new regulations or interpretations of existing regulations, banks should focus on these four regulatory areas in 2022.

  • How Banks Can Think Differently About Margin Planning

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    With the right enterprise technology, banks can transform margin planning into a mechanism that delivers more accurate earnings projections and improved performance.

  • How Integrating OFSAA With Salesforce Drives Better Bank Decisions

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    Most banks rely on Oracle and Saleforce to house critical customer data, but often fail to integrate the two systems — leaving valuable insights on the table.

  • How OFSAA Can Help Banks Better Understand Cost and Profits

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    With the right tools and strategy, financial services leaders can transform data they already have into actionable cost and profitability analytics.

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