Mobile Technology for Wealth Management Advisors
|
|
- Philomena Grant
- 8 years ago
- Views:
Transcription
1 An Oracle White Paper Jan 2010 Mobile Technology for Wealth Management Advisors
2 Disclaimer The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle.
3 Introduction Financial advisors face difficult times. The volatile market conditions force advisors to work much harder to retain their client s business, while clients demand better service levels from their financial services firms. Many clients are much better informed these days and have access to real-time information wherever they are. Mobile phones, especially in their latest incarnations, have changed the way many consumers interact with one other. Receiving and sending s from a mobile phone is common practice, and many consumers use their mobile phones for getting directions, searching for restaurants, or shopping on websites like Amazon.com. In November 2008, TD Ameritrade started offering its clients mobile trading applications for their Apple iphone and ipod touch. These, and similar applications that are offered to retail clients, also increase the pressure on financial advisors to keep up with their clients. Unfortunately, the technology used by financial advisors often lags far behind what is technically possible and what is available to consumers. Having the most up-to-date information available when the client inquiry reaches the advisor can make an important difference in a client relationship, especially in difficult times like these. This article looks at the current use of mobile applications among financial advisors and their desire for this type of technology. In July 2008, Aite Group surveyed 201 financial advisors on their preferences for mobile support. The survey population consisted of an equal mix of independents, registered investment advisors (RIAs), and captive brokers. The Importance of Technology for Advisors Advisors clearly understand the critical role that technology plays in their daily work life; 72% of advisors consider technology either very important or essential to their decision to work for a particular firm. 2
4 Figure 1: Importance of Technology for Advisors Beyond general technology, advisors have very definite opinions concerning which technology plays an important role in their ability to conduct business. Nearly half of advisors (46%) rank financial planning tools as their most important application. Another 17% of advisors ranked customer relationship management (CRM) their top application. Figure 2: Importance of Technology for Advisors 3
5 Requirements of Advisor for Mobile Support Today s life has become increasingly more mobile. Well over one-third of advisors state that they spend more than 25% of their work time outside the office, and only 14% of advisors conduct all their business in the office. Figure 3: Time Spent Outside the Office Through the rise of mobile and smartphone devices, clients and advisors alike have become used to staying in touch and being reachable when on the road. The widespread availability of mobile devices is demonstrated in the following chart. Only 3% of advisors do not carry any mobile device, while more than half have devices with capabilities that go beyond a standard mobile phone. 4
6 Figure 4: Type of Mobile Device Owned By Advisors Almost two-third of advisors have a data plan in place with their mobile provider that allows them not only to make calls from their mobile device, but also to transmit data and access the Internet. Figure 5: Type of contract with mobile carrier Q: What type of contract do you have with your mobile provider? Voice plan only 38% Voice and data plan 62% 5
7 While mobile devices carried by advisors offer a great deal of capabilities, financial services firms have only slowly started turning these capabilities into increased advisor efficiency. Only 22% of advisors currently use their mobile devices for business tasks other than sending s and managing contacts and calendars, compared to 53% of advisors who carry a mobile device that could also be used for other tasks. This suggests that advisors are underutilizing the capabilities of their mobile devices. Figure 6: Current use of mobile device for business The advisor s desire for increased mobile capabilities becomes clear when asking them if they would find access to business applications via their mobile device useful. Only 26% of advisors say they would not find any value in accessing business applications via their mobile device, while 62% of advisors would find it useful. 6
8 Figure 6: Desired Use of Mobile Device For Business Q: Do you think it would be useful to have access to business applications you use in the office via a mobile device? Yes 62% No 26% Don't know 11% Asked what business application advisors would most like to access via their mobile device, respondents cited CRM by far the most often. Trade order management, financial planning, and research systems delivering market data are follow some distance behind. Advisor interest in accessing business applications clearly revolves around staying up-to-date when it comes to their clients and the market. The access to trading and order management from a mobile device would allow advisors to take emergency trades should market or client events require these actions. 7
9 Figure 8: desired access to business applications Conclusion Mobile devices have allowed our society to enter a mobile era. The computing and networking capabilities delivered through these devices were available only from desk computers not long ago. These types of capabilities have not only transformed the way consumers interact, but have also raised the expectations consumers have about interacting with their financial advisor. The financial services industry, however, has lagged behind in making use of mobile capabilities. Aite Group believes this might change in the near future. Aside from expected client service levels, advisor productivity has become a key measure and a top priority for wealth management firms addressing mass-affluent and high-net-worth client segments. The current market conditions have increased the number of client inquiries advisors are facing on a daily basis. Being able to respond to these inquires in the most efficient manner and in the shortest period of time, regardless of desk presence, will give advisors a competitive advantage. This is particularly important since investment performance for many clients has been less than stellar in the last couple of months. Making use of mobile capabilities will allow financial advisors to increase efficiency and provide a better service to their clients. It should come as no surprise that 62% of advisors are asking for these types of capabilities. 8
10 Mobile Technology for Wealth Management Advisors Jan 2010 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA U.S.A. Worldwide Inquiries: Phone: Fax: oracle.com Copyright 2010, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. 0110
An Oracle White Paper July 2013. Introducing the Oracle Home User in Oracle Database 12c for Microsoft Windows
An Oracle White Paper July 2013 Introducing the Oracle Home User Introduction Starting with Oracle Database 12c Release 1 (12.1), Oracle Database on Microsoft Windows supports the use of an Oracle Home
More informationOracle FLEXCUBE Direct Banking Release 12.0.0 Retail Credit Card User Manual. Part No. E52305-01
Oracle FLEXCUBE Direct Banking Release 12.0.0 Retail Credit Card User Manual Part No. E52305-01 Retails Credit Card User Manual Table of Contents 1. Transaction Host Integration Matrix... 3 2. Credit Card
More informationOne View Report Samples Financials
One View Report Samples Financials Introduction... 1 Application: One View Customer Ledger Inquiry Accounts Receivable P03B2022... 2 Report: Open Invoices... 2 Report: Customer Balance... 4 Report: Open
More informationOne View Report Samples Warehouse Management
One View Report Samples Warehouse Management Introduction... 1 Application: One View Warehouse Request Inquiry P46270... 2 Report: Warehouse Pick Request Analysis... 2 Report: Warehouse Putaway Request
More informationA Framework for Implementing World-Class Talent Management. The highest performing businesses are re-focusing on talent management
A Framework for Implementing World-Class Talent Management The highest performing businesses are re-focusing on talent management The highest performing businesses are re-focusing on talent management.
More informationOracle Easy Connect Naming. An Oracle White Paper October 2007
Oracle Easy Connect Naming An Oracle White Paper October 2007 NOTE: The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated
More informationLeveraging Mashups to Address Financial Services Challenges
An Oracle White Paper Jan 2010 Leveraging Mashups to Address Financial Services Challenges Disclaimer The following is intended to outline our general product direction. It is intended for information
More informationAn Oracle White Paper November 2010. Oracle Business Intelligence Standard Edition One 11g
An Oracle White Paper November 2010 Oracle Business Intelligence Standard Edition One 11g Introduction Oracle Business Intelligence Standard Edition One is a complete, integrated BI system designed for
More informationOracle Business Intelligence Enterprise Edition Plus and Microsoft Office SharePoint Server. An Oracle White Paper October 2008
Oracle Business Intelligence Enterprise Edition Plus and Microsoft Office SharePoint Server An Oracle White Paper October 2008 Oracle Business Intelligence Enterprise Edition Plus and Microsoft Office
More informationMarch 2014. Oracle Business Intelligence Discoverer Statement of Direction
March 2014 Oracle Business Intelligence Discoverer Statement of Direction Oracle Statement of Direction Oracle Business Intelligence Discoverer Disclaimer This document in any form, software or printed
More informationMonitoring and Diagnosing Production Applications Using Oracle Application Diagnostics for Java. An Oracle White Paper December 2007
Monitoring and Diagnosing Production Applications Using Oracle Application Diagnostics for Java An Oracle White Paper December 2007 Monitoring and Diagnosing Production Applications Using Oracle Application
More informationMANAGING A SMOOTH MARKETING AUTOMATION SOFTWARE IMPLEMENTATION
MANAGING A SMOOTH MARKETING AUTOMATION SOFTWARE IMPLEMENTATION If you ve neglected the advantages of marketing automation software because you think implementation will be complex, read on... MANAGING
More informationOne View Report Samples Health and Safety Incident Management
One View Report Samples Health and Safety Incident Management Introduction... 1 Application: One View Incident Summary Inquiry P54HS220... 2 Report: Incident Attributes... 2 Report: Incident Costs... 9
More informationAn Oracle White Paper March 2009. Integrating Microsoft SharePoint Server With Oracle Virtual Directory
An Oracle White Paper March 2009 Integrating Microsoft SharePoint Server With Oracle Virtual Directory Oracle White Paper Integrating Microsoft SharePoint Server With Oracle Virtual Directory Disclaimer
More informationAchieving Sarbanes-Oxley Compliance with Oracle Identity Management. An Oracle White Paper September 2005
Achieving Sarbanes-Oxley Compliance with Oracle Identity Management An Oracle White Paper September 2005 Achieving Sarbanes-Oxley Compliance with Oracle Identity Management INTRODUCTION The Sarbanes-Oxley
More informationExpress Implementation for Electric Utilities
ORACLE UTILITIES Customer Care and Billing Express Implementation for Electric Utilities An Professional Services Offering The Electricity Business Is Changing Today s electric utility finds it almost
More information10 Questions to Ask Your On-Demand Contact Center Provider. An Oracle White Paper September 2006
10 Questions to Ask Your On-Demand Contact Center Provider An Oracle White Paper September 2006 10 Questions to Ask Your On-Demand Contact Center Provider EXECUTIVE OVERVIEW Building and maintaining a
More informationOracle Insurance General Agent Hardware and Software Requirements. Version 8.0
Oracle Insurance General Agent Hardware and Software Requirements Version 8.0 April 2009 Table of Contents OIGA Hardware and Software Requirements... 3 OIGA Installation Configurations... 3 Oracle Insurance
More informationAn Oracle White Paper September 2014. Adapting to PeopleSoft Continuous Delivery
An Oracle White Paper September 2014 Adapting to PeopleSoft Continuous Delivery Oracle White Paper PeopleSoft Enterprise and Fusion Middleware Disclaimer The following is intended to outline our general
More informationJune, 2015 Oracle s Siebel CRM Statement of Direction Client Platform Support
June, 2015 Oracle s Siebel CRM Statement of Direction Client Platform Support Oracle s Siebel CRM Statement of Direction IP2016 Client Platform Support Disclaimer This document in any form, software or
More informationAn Oracle Communications White Paper December 2014. Serialized Asset Lifecycle Management and Property Accountability
An Oracle Communications White Paper December 2014 Serialized Asset Lifecycle Management and Property Accountability Disclaimer The following is intended to outline our general product direction. It is
More informationAn Oracle White Paper February 2012. 2012 B2B E-Commerce Survey: Results and Trends
An Oracle White Paper February 2012 2012 B2B E-Commerce Survey: Results and Trends Introduction Although business to consumer (B2C) gets a lot of attention for being on the sexy side of e- commerce, 2010
More informationAn Oracle White Paper December 2013. Advanced Network Compression
An Oracle White Paper December 2013 Advanced Network Compression Disclaimer The following is intended to outline our general product direction. It is intended for information purposes only, and may not
More informationAn Oracle White Paper March 2011. European Consumer Views of E-Commerce: A Consumer Research Study of Buying Behavior and Trends
An Oracle White Paper March 2011 European Consumer Views of E-Commerce: A Consumer Research Study of Buying Behavior and Trends Introduction In July 2009, ATG (acquired by Oracle in 2010) commissioned
More informationIntegrating Tutor and UPK Content: A Complete User Documentation Solution. An Oracle White Paper April 2008
Integrating Tutor and UPK Content: A Complete User Documentation Solution An Oracle White Paper April 2008 Integrating Tutor and UPK Content: A Complete User Documentation Solution TUTOR OR UPK? Oracle
More informationAn Oracle White Paper April, 2010. Effective Account Origination with Siebel Financial Services Customer Order Management for Banking
An Oracle White Paper April, 2010 Effective Account Origination with Siebel Financial Services Customer Order Management for Banking Executive Overview In the absence of an enterprise account origination
More informationOracle Sales Cloud for Consumer Goods
S U M M E R 1 5 Oracle Sales Cloud for Consumer Goods Oracle Sales Cloud for Consumer Goods is a comprehensive industry solution that includes trade promotion management and retail execution. The retail
More informationAn Oracle White Paper June 2010. Introduction to Determinations Engines
An Oracle White Paper June 2010 Introduction to Determinations Engines Introduction to Determinations Engines Executive Overview IT tools and approaches can deliver significant benefits to policy implementation
More informationConnect the Contact Center to the Field with Oracle Service Cloud
Connect the Contact Center to the Field with Oracle Service Cloud O R A C L E W H I T E P A P E R J U N E 2 0 1 5 Disclaimer: This document is for informational purposes. It is not a commitment to deliver
More informationAn Oracle White Paper October 2011. BI Publisher 11g Scheduling & Apache ActiveMQ as JMS Provider
An Oracle White Paper October 2011 BI Publisher 11g Scheduling & Apache ActiveMQ as JMS Provider Disclaimer The following is intended to outline our general product direction. It is intended for information
More informationOracle FLEXCUBE Direct Banking Release 12.0.0 Retail Mutual Funds User Manual. Part No. E52305-01
Oracle FLEXCUBE Direct Banking Release 12.0.0 Retail Mutual Funds User Manual Part No. E52305-01 Retails Mutual Funds User Manual Table of Contents 1. Transaction Host Integration Matrix... 3 2. Fund Information...
More informationImprove your Customer Experience with High Quality Information
An Oracle White Paper April 2014 Improve your Customer Experience with High Quality Information Executive Overview Businesses are better leveraging their key CX asset customer data - by building MDM foundations
More informationAn Oracle White Paper February 2013. Integration with Oracle Fusion Financials Cloud Service
An Oracle White Paper February 2013 Integration with Oracle Fusion Financials Cloud Service Executive Overview Cloud computing is a vision that is increasingly turning to reality for many companies. Enterprises,
More informationTHE NEW BUSINESS OF BUSINESS LEADERS. Hiring and Onboarding
THE NEW BUSINESS OF BUSINESS LEADERS Hiring and Onboarding 2 INTRODUCTION Unlocking the potential of your talent is key to the success of your organization. Leading businesses actively dedicate resources
More informationOracle s BigMachines Solutions. Cloud-Based Configuration, Pricing, and Quoting Solutions for Enterprises and Fast-Growing Midsize Companies
Oracle s BigMachines Solutions Cloud-Based Configuration, Pricing, and Quoting Solutions for Enterprises and Fast-Growing Midsize Companies Oracle s BigMachines cloud-based solutions enable both enterprise
More informationOracle FLEXCUBE Direct Banking Release 12.0.0 Corporate E-Factoring User Manual. Part No. E52305-01
Oracle FLEXCUBE Direct Banking Release 12.0.0 Corporate E-Factoring User Manual Part No. E52305-01 Corporate E-Factoring User Manual Table of Contents 1. Transaction Host Integration Matrix... 4 2. Assignment
More informationApril 2014. Oracle Higher Education Investment Executive Brief
April 2014 Oracle Higher Education Investment Executive Brief Disclaimer The following is intended to outline our general product direction. It is intended for information purposes only, and may not be
More informationAn Oracle White Paper February 2009. Real-time Data Warehousing with ODI-EE Changed Data Capture
An Oracle White Paper February 2009 Real-time Data Warehousing with ODI-EE Changed Data Capture Executive Overview Today s integration project teams face the daunting challenge of deploying integrations
More informationOracle s Solution for Secure Remote Workers. Providing Protected Access to Enterprise Communications
Oracle s Solution for Secure Remote Workers Providing Protected Access to Enterprise Communications Our forecast shows that the worldwide mobile worker population will increase to more than 1.3 billion
More informationFive Things to Consider in an Enterprise CRM Evaluation. An Oracle White Paper July 2010
Five Things to Consider in an Enterprise CRM Evaluation An Oracle White Paper July 2010 Five Things to Consider in an Enterprise CRM Evaluation EXECUTIVE OVERVIEW When it comes to Customer Relationship
More informationOracle FLEXCUBE Direct Banking Release 12.0.0 Retail Loans User Manual. Part No. E52305-01
Oracle FLEXCUBE Direct Banking Release 12.0.0 Retail Loans User Manual Part No. E52305-01 Loans-User Manual Table of Contents 1. Transaction Host Integration Matrix... 3 2. Introduction... 5 3. Loan Details...
More informationAn Oracle White Paper June 2009. Successfully Managing Contract Risk by Forming Win-Win Relationships
An Oracle White Paper June 2009 Successfully Managing Contract Risk by Forming Win-Win Relationships Executive Overview This white paper identifies some of the risks involved with contract project work
More informationAn Oracle White Paper October 2013. Oracle Database and IPv6 Statement of Direction
An Oracle White Paper October 2013 Oracle Database and IPv6 Statement of Direction Disclaimer The following is intended to outline our general product direction. It is intended for information purposes
More informationShifting Gears: Manual to Automatic. Conducted by Oracle and the National Association of State Auditors, Comptrollers and Treasurers
August 2012 Shifting Gears: Manual to Automatic Statewide Financial Reporting and Performance Data Analysis Survey Conducted by Oracle and the National Association of State Auditors, Comptrollers and Treasurers
More informationOracle Database 10g: Building GIS Applications Using the Oracle Spatial Network Data Model. An Oracle Technical White Paper May 2005
Oracle Database 10g: Building GIS Applications Using the Oracle Spatial Network Data Model An Oracle Technical White Paper May 2005 Building GIS Applications Using the Oracle Spatial Network Data Model
More informationINFORMATION PUTS INSIGHTS INTO ACTION
INFORMATION PUTS INSIGHTS INTO ACTION Realize the Value of Your Hospitality Brand Siebel Group Sales and Event Management Hospitality companies across the globe face an intensely challenging business climate.
More informationManage Oracle Database Users and Roles Centrally in Active Directory or Sun Directory. Overview August 2008
Manage Oracle Database Users and Roles Centrally in Active Directory or Sun Directory Overview August 2008 Introduction... 3 Centralizing DataBase Account Management using Existing Directories with OVD...
More informationAn Oracle White Paper April 2011. Mobile Trends: Consumer Views of Mobile Shopping and Mobile Service Providers
An Oracle White Paper April 2011 Mobile Trends: Consumer Views of Mobile Shopping and Mobile Service Providers Introduction Mobile commerce, in all its forms, is growing exponentially. U.S. consumers of
More informationThe Yin and Yang of Enterprise Project Portfolio Management and Agile Software Development: Combining Creativity and Governance
An Oracle White Paper August 2011 The Yin and Yang of Enterprise Project Portfolio Management and Agile Software Development: Combining Creativity and Governance How to gain a comprehensive picture of
More informationAn Oracle White Paper March 2013. Oracle s Single Server Solution for VDI
An Oracle White Paper March 2013 Oracle s Single Server Solution for VDI Introduction The concept of running corporate desktops in virtual machines hosted on servers is a compelling proposition. In contrast
More informationOracle Data Integrator and Oracle Warehouse Builder Statement of Direction
First Published January 2010 Updated October 2013 Oracle Data Integrator and Oracle Warehouse Builder Statement of Direction Disclaimer This document in any form, software or printed matter, contains proprietary
More informationINFORMATION MANAGED. Project Management You Can Build On. Primavera Solutions for Engineering and Construction
INFORMATION MANAGED Project Management You Can Build On Primavera Solutions for Engineering and Construction Improve Project Performance, Profitability, and Your Bottom Line Demanding owners, ineffective
More informationOctober 2015. Oracle Application Express Statement of Direction
October 2015 Oracle Application Express Statement of Direction Disclaimer This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle.
More informationFAQ: How to create Effective Messages
User Experience Direct (UX Direct) FAQ: How to create Effective Messages Disclaimer The following is intended to outline our general product direction. It is intended for information purposes only, and
More informationAn Oracle White Paper October 2009. Frequently Asked Questions for Oracle Forms 11g
An Oracle White Paper October 2009 Frequently Asked Questions for Oracle Forms 11g Disclaimer The following is intended to outline our general product direction. It is intended for information purposes
More informationOracle JD Edwards EnterpriseOne Mobile Sales Order Entry
Oracle JD Edwards EnterpriseOne Mobile Sales Order Entry Third-Party Credit Card Plug-In ORACLE WHITE PAPER J ULY 2015 Disclaimer The following is intended to outline our general product direction. It
More informationOracle Knowledge Solutions for Insurance. Answers that Fuel Growth
Oracle Knowledge Solutions for Insurance Answers that Fuel Growth When seeking to boost market share and customer retention rates, having answers makes all the difference. Timely answers help brokers and
More informationSupply Chain Best Practice: Demand Planning Using Point-of-Sale Data. An Oracle White Paper Updated October 2006
Supply Chain Best Practice: Demand Planning Using Point-of-Sale Data An Oracle White Paper Updated October 2006 Supply Chain Best Practice: Demand Planning Using Point-of-Sale Data Multiple forecasts based
More informationWhat you need from an Enterprise Grade CRM System. An Oracle White Paper November 2008
What you need from an Enterprise Grade CRM System An Oracle White Paper November 2008 What you need from an Enterprise Grade CRM System EXECUTIVE OVERVIEW When it comes to Customer Relationship Management
More informationOracle Service Cloud and Oracle WebRTC Session Controller ORACLE WHITE PAPER FEBRUARY 2015
Oracle Service Cloud and Oracle WebRTC Session Controller ORACLE WHITE PAPER FEBRUARY 2015 Disclaimer The following is intended to outline our general product direction. It is intended for information
More informationINFORMATION CONNECTED
INFORMATION CONNECTED Business Solutions for the Industrial Manufacturing World Primavera Project Portfolio Management Solutions from Oracle Streamline, Automate, and Accelerate the Manufacturing Process
More informationAn Oracle White Paper February 2011. Oracle Revenue Management and Billing for Healthcare Payers
An Oracle White Paper February 2011 Oracle Revenue Management and Billing for Healthcare Payers INTRODUCTION... 1 ORACLE REVENUE MANAGEMENT AND BILLING FOR HEALTHCARE PAYERS... 3 FEATURES OVERVIEW... 3
More informationBusiness Intelligence and Enterprise Performance Management: Trends for Midsize Companies. An Oracle White Paper Updated July 2008
Business Intelligence and Enterprise Performance Management: Trends for Midsize Companies An Oracle White Paper Updated July 2008 Business Intelligence and Enterprise Performance Management: Trends for
More informationORACLE SELF INSURANCE
ORACLE SELF INSURANCE KEY FEATURES: Online Quotes Personal Offers Order Policies View, Print & Download Invoices & Statements View & Print Policy Documents Download Policy Terms & Conditions View & Print
More informationDeliver Oracle BI Publisher documents to Microsoft Office SharePoint Server 2007. An Oracle White Paper July 2008
Deliver Oracle BI Publisher documents to Microsoft Office SharePoint Server 2007 An Oracle White Paper July 2008 Deliver Oracle BI Publisher documents to Microsoft Office SharePoint Server 2007 To create
More informationAn Oracle Strategy Brief May 2011. No Limits: Enabling Rating without Constraints
An Oracle Strategy Brief May 2011 No Limits: Enabling Rating without Constraints Executive Overview... 1 Introduction... 2 Trends in Rating... 3 The Carrier Challenge... 4 The Rise of Standalone Rating
More informationSimplifying Contact Center Technology
Simplifying Contact Center Technology Eliminating complexity with a single-vendor on-demand contact center solution An Oracle White Paper August 2006 Simplifying Contact Center Technology EXECUTIVE OVERVIEW
More informationOracle Banking Platform. Enabling Transformation of Retail Banking
Oracle Banking Platform Enabling Transformation of Retail Banking Putting the Customer at the Heart of the Business Model The banking industry is undergoing unprecedented change. Banks are challenged to
More informationAn Oracle Technical Article November 2015. Certification with Oracle Linux 6
An Oracle Technical Article November 2015 Certification with Oracle Linux 6 Oracle Technical Article Certification with Oracle Linux 6 Introduction... 1 Comparing Oracle Linux 6 and Red Hat Enterprise
More informationOracle Data Integrator 12c (ODI12c) - Powering Big Data and Real-Time Business Analytics. An Oracle White Paper October 2013
An Oracle White Paper October 2013 Oracle Data Integrator 12c (ODI12c) - Powering Big Data and Real-Time Business Analytics Introduction: The value of analytics is so widely recognized today that all mid
More informationG Cloud 7 Pricing Document
G Cloud 7 Pricing Document October 205 Pricing Pricing Information This is Oracle s G-Cloud 7 Pricing Document for the following service(s): Metered Usage Oracle Java Cloud Trial B78388 Not applicable
More informationRapid Bottleneck Identification A Better Way to do Load Testing. An Oracle White Paper June 2009
Rapid Bottleneck Identification A Better Way to do Load Testing An Oracle White Paper June 2009 Rapid Bottleneck Identification A Better Way to do Load Testing. RBI combines a comprehensive understanding
More information2011 Customer Experience Impact Report. Getting to the Heart of the Consumer and Brand Relationship
2011 Customer Experience Impact Report Getting to the Heart of the Consumer and Brand Relationship Today, consumers call the shots. With globalization and the internet providing nearly unlimited choices,
More informationAn Oracle White Paper October 2011. Why CRM Has Failed the Customer And What to Do About It
An Oracle White Paper October 2011 Why CRM Has Failed the Customer And What to Do About It Introduction Customer relationship management (CRM) one of the great application categories to emerge over the
More informationAn Oracle White Paper December 2011. Cloud Candidate Selection Tool: Guiding Cloud Adoption
An Oracle White Paper December 2011 Cloud Candidate Selection Tool: Guiding Cloud Adoption Cloud Candidate Selection Tool: Guiding Cloud Adoption Executive Overview... 2 Introduction... 2 Tool Capabilities
More informationThe Oracle Mobile Security Suite: Secure Adoption of BYOD
An Oracle White Paper April 2014 The Oracle Mobile Security Suite: Secure Adoption of BYOD Executive Overview BYOD (Bring Your Own Device) is the new mobile security imperative and every organization will
More informationPower Reply and Oracle Utilities
September 2010 Power Reply and Oracle Utilities Partnering in Smart Metering implementations Scenario Today s utilities are faced with increased pressure to deliver cost effective and sustainable solutions.
More informationAn Oracle White Paper January 2011. Using Oracle's StorageTek Search Accelerator
An Oracle White Paper January 2011 Using Oracle's StorageTek Search Accelerator Executive Summary...2 Introduction...2 The Problem with Searching Large Data Sets...3 The StorageTek Search Accelerator Solution...3
More informationOracle SQL Developer Migration. An Oracle White Paper September 2008
Oracle SQL Developer Migration An Oracle White Paper September 2008 Oracle SQL Developer Migration Overview... 3 Introduction... 3 Supported Databases... 4 Architecture... 4 Migration... 4 Standard Migrate...
More informationOracle FLEXCUBE Direct Banking Release 12.0.0 Corporate Foreign Exchange User Manual. Part No. E52305-01
Oracle FLEXCUBE Direct Banking Release 12.0.0 Corporate Foreign Exchange User Manual Part No. E52305-01 Corporate Foreign Exchange User Manual Table of Contents 1. Transaction Host Integration Matrix...
More informationAn Oracle White Paper December 2010. Tutor Top Ten List: Implement a Sustainable Document Management Environment
An Oracle White Paper December 2010 Tutor Top Ten List: Implement a Sustainable Document Management Environment Executive Overview Your organization (executives, managers, and employees) understands the
More informationSIEBEL CRM ON DEMAND ANALYTICS
SIEBEL CRM ON DEMAND ANALYTICS Siebel CRM On Demand delivers analytics everywhere with the industry s most powerful analytic capabilities. From the home page to analytic dashboards embedded throughout
More informationSIX QUESTIONS TO ASK ANY VENDOR BEFORE SIGNING A SaaS E-COMMERCE CONTRACT
SIX QUESTIONS TO ASK ANY VENDOR BEFORE SIGNING A SaaS E-COMMERCE CONTRACT When evaluating software-as-aservice, particularly e-commerce SaaS solutions, companies often focus on comparing product features
More informationAn Oracle White Paper June 2011. Tackling Fraud and Error
An Oracle White Paper June 2011 Tackling Fraud and Error 1 Executive Overview Fraud and error has been estimated to cost the public finances approximately 17.6bn in 2010 alone 1. Getting to the root cause
More informationBusiness Driven Process Optimization
An Oracle Solution Brief October 2013 Business Driven Process Optimization Introduction... 3 Improving Business Processes... 3 Being Business Driven... 3 Business-driven process design with Oracle BPM
More informationNext Generation Siebel Monitoring: A Real World Customer Experience. An Oracle White Paper June 2010
Next Generation Siebel Monitoring: A Real World Customer Experience An Oracle White Paper June 2010 Next Generation Siebel Monitoring: A Real World Customer Experience Table of Contents Introduction...
More informationAn Oracle White Paper May 2011. Distributed Development Using Oracle Secure Global Desktop
An Oracle White Paper May 2011 Distributed Development Using Oracle Secure Global Desktop Introduction One of the biggest challenges software development organizations face today is how to provide software
More informationSiebel CRM On Demand Single Sign-On. An Oracle White Paper December 2006
Siebel CRM On Demand Single Sign-On An Oracle White Paper December 2006 Siebel CRM On Demand Single Sign-On Introduction... 3 Single Sign-On with Siebel CRM On Demand... 4 Customer Requirements... 4 SSO
More informationOracle Business Intelligence ADF Custom Visualizations and Integration. An Oracle White Paper November 2012
Oracle Business Intelligence ADF Custom Visualizations and Integration An Oracle White Paper November 2012 Oracle Business Intelligence ADF Custom Visualizations and Integration OVERVIEW Business users
More informationOptimizing Daily and Routine Maintenance in the Oil & Gas Industry through Project Portfolio Management
An Oracle White Paper August 2009 Optimizing Daily and Routine Maintenance in the Oil & Gas Industry through Project Portfolio Management Executive Overview Executives in the oil and gas industry often
More informationThe New Rules of Field Service Management
The New Rules of Field Service Management How Technology Can Help You Win ORACLE WHITE PAPER NOVEMBER 2014 Introduction: The New Rules Field service managers are required to do more than ever. Corporate
More informationAn Oracle White Paper July 2011. Oracle Desktop Virtualization Simplified Client Access for Oracle Applications
An Oracle White Paper July 2011 Oracle Desktop Virtualization Simplified Client Access for Oracle Applications Overview Oracle has the world s most comprehensive portfolio of industry-specific applications
More informationReaching New Heights: Providing Consistent and Sustainable High Performance at the State Level
August 2013 Reaching New Heights: Providing Consistent and Sustainable High Performance at the State Level A Study Conducted by Oracle and the National Association of State Auditors, Comptrollers and Treasurers
More informationModern Sales in the Cloud. In the Era of the Empowered Customer
Modern Sales in the Cloud In the Era of the Empowered Customer Today s Sales Landscape 45% of enterprise-level buying decisions are made before your buyer says hello to 1 your sales rep 60% of sellers
More informationAn Oracle Technical Article March 2015. Certification with Oracle Linux 7
An Oracle Technical Article March 2015 Certification with Oracle Linux 7 Oracle Technical Article Certification with Oracle Linux 7 Introduction...1 Comparing Oracle Linux 7 and Red Hat Enterprise Linux
More informationModern Customer Care In a Multi-Channel World
An Oracle White Paper March 2015 Modern Customer Care In a Multi-Channel World By David Lanning, Senior CX Strategist and Jeff Griebeler, Principal Sales Consultant Executive Overview The Connected Customer
More informationG Cloud 7 Pricing Document
G Cloud 7 Pricing Document October 2015 Pricing Pricing Information This is Oracle s G-Cloud 7 Pricing Document for the following service(s): Services SaaS Extension S1 Non-Metered Usage Services SaaS
More informationOracle Communications Extension Group: Enterprise Application Guide ORACLE WHITE PAPER AUGUST 2015
Oracle Communications Extension Group: Enterprise Application Guide ORACLE WHITE PAPER AUGUST 2015 Disclaimer The following is intended to outline our general product direction. It is intended for information
More informationAn Oracle White Paper May 2011 BETTER INSIGHTS AND ALIGNMENT WITH BUSINESS INTELLIGENCE AND SCORECARDS
An Oracle White Paper May 2011 BETTER INSIGHTS AND ALIGNMENT WITH BUSINESS INTELLIGENCE AND SCORECARDS 1 Introduction Business Intelligence systems have been helping organizations improve performance by
More information