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The Library » By Industry » Financial Services

Financial Services

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 Research

Knowledge Management Makes a Comeback
How to Champion Sustainability, Reduce Costs and Consumption and Win Friends in High Places... Without Increasing Your Spend
What's Hot and What's Not in 2010
IT Outsourcing Trends and Satisfaction Levels in the Financial Services (FS) Industry across Western Europe
Life After the 'Crunch' in the Financial Services Sector -- Five Ways to Adapt Your Sourcing Strategy to be Ready for the Upturn
OutTake: Are We Seeing the Death of the Captive?
Top Five Ways to Optimize Operations and Outsourcing During Mergers, Acquisitions, Divestitures or Downsizing
OutTake: The Need for Speed
It's a Question of Balance - How Professional Advisors can Add Value to the Process
Outsourcing Trends in the Financial Services Industry

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 Articles

Outsourced Call Centers Return, to U.S. Homes
From Transactional to Exceptional: A Guide to Shared Services Success
Healthcare Payors Reshuffle Their Priorities in Light of Healthcare Reform and Will Look to BPO
Sourcing Under Review: SSON Interviews Rick Bertheaud
The Recovery: What Now?
Cultures and Personalities
Sourcing for Survival: What Impact is the Credit Crunch Having in the Financial Services Sector?
Rapid Restoration
Consolidating Climate
State Farm Insurance Dumps Service Provider Satyam

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 Case Studies

Global Bank Responds to Opportunities Resulting from Deregulation
Leading European Bank Turns to Outsourcing to Manage Procurement Woes
Leading Insurance Company's IT Transformation Brings Huge Payoff
Major European Bank Adopts IT Offshoring for the First Time
Major Financial Services Company Investigates IT Outsourcing
Erste Bank Implements Procurement Sourcing Strategy to Support Expansive Continental Growth
EquaTerra Advises Standard Chartered Bank on Scope Expansion
Major Nordic Bank Optimises Procurement and Accounts Payable Processes
Statewide Health Insurance Provider Undertakes IT and Business Process Outsourcing Efforts

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 Events

Webcast: HR Shared Services 101 – A Guide to Establishing an Effective HR Shared Services Model15 September 2010
12:00 pm EST/ 5:00 pm BST/ 6:00 CET
Presenter: Jim Farrell, Client Executive

Sponsored by: EquaTerra, Enwisen and HCI
CoreNet Global Summit: Space Matters19-21 September 2010
Phoenix, AZ
Panelists: Ron Walker, Managing Director, Real Estate & Facilities Management Advisory (Global) 
Larry Morgan, SVP - Corporate Real Estate, U.S. Bank
Luigi Sciabarrasi, VP - Workplace Solutions, Symantec
Bryan Jacobs, International Director, Jones Lang LaSalle
"Risks and Rewards: How to Optimize Complex Multi Provider Outsourcing Strategies"
HR Technology Conference & Exposition29 September - 1 October 2010
Chicago, IL
Panelists: Lowell Williams, Executive Director, Global HR Services
Phil Fersht, Founder & CEO, Horses for Sources
Frank J. Casale, Founder & CEO, The Outsourcing Institute
"The Great Service Delivery Debate: SaaS, Shared Services or Outsourcing?"
Global Sourcing Forum13-14 October 2010
New York, NY
Panelists: Stan Lepeak, Managing Director - Global Research
Phil Fersht, Founder & CEO, Horses for Sources
David Guzman, CIO, Axciom
Karl Keirstad, Senior Equity Analyst, Kaufman Bros.
'Uncloaking the Cloud: How the Outsourcing Industry is Being Reshaped by the Utility Model'
Optimizing Outsourcing GovernanceBest Practices Roundtable and Networking
14-15 October 2010
Boston 
Hosted by EquaTerra

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 Brochures

Business in Transition Services - Managing Mergers, Acquisitions, Divestitures and Downsizing
Contract Diagnostic Services - Know How Your Contract Stacks Up
Customer Relationship Management Advisory Services - Transform Service Centers to Manage Critical Relationships and Maximize ROI
EquaSiiis Enterprise - Know Your Governance Data Adds Up
ERP Assurance Services - Mitigate the Risks and Maximize the ROI of Your ERP Solution
Expert Outsourcing Management and Governance Delivers Results
Finance & Accounting Advisory Services - Quality, Cost-Effective Finance & Accounting is within Reach
HR Contract Review Services - Is Your HRO Contract Competitive?
Human Resources Advisory Services - Achieve Competitive Advantage with More Efficient HR
Human Resources Diagnostic Services - Understand Your Cost Structure and the Path to Improvement

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 Blogs

EquaTerra Blog: Is Legal Spend Sacred Ground? 50% Savings is Changing the Game.
EquaTerra Blog: Knowledge Management in 10 Easy Steps
EquaTerra Blog: What Will Increased Regulation Mean For Outsourcing in the Financial Services Sector?
EquaTerra Blog: (Attempting to) Legislate Call Center Best Practices
The Outsourcing Debate Blog: Create a Habitat Where Innovation Will Thrive
EquaTerra Blog: Taking the Pulse of the UK IT Outsourcing Market
EquaTerra Blog: Is Your Shared Services Organization in a Rut? Think Non-Traditional Services
EquaTerra Blog: Will BFSI Regulations Stifle Outsourcing Innovation?

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 Podcasts

Podcast: What Effect Will Healthcare Legislation Have On IT Services and Outsourcing?

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 Webcasts

What You Need to Know About Legal Process Outsourcing and How to Get Started

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