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Financial Services research analyzes the impact of technology on how retail financial services are manufactured, sold, and serviced. This research helps banking, insurance, investment, and credit executives understand emerging trends in technology and how consumer attitudes will affect their adoption of new products and services. Our banking research has a special emphasis on electronic payments; our wealth management research is particularly strong on the electronic delivery of advice.
Displaying results 1-25 of 62 results
For Security & Risk Professionals
by Bill Nagel, November 16, 2009
Matt Jennings at Baker Tilly Virchow Krause needed to overhaul the accounting and advisory firm's security processes and technologies to ensure ongoing regulatory compliance and customer confidence. Replacing the company's use of a single password as . . .
For Security & Risk Professionals
by John Kindervag, October 26, 2009
To effectively deal with the broad and complex requirements of Payment Card Industry (PCI) data security, you need to break the elements apart to provide enhanced clarity. We've designed the PCI X-Ray series to provide actionable information to help Forrester . . .
For Business Process & Applications Professionals
by Craig Le Clair, Chris McClean, August 28, 2009
Milestones in regulation such as the USA PATRIOT Act, Sarbanes-Oxley (SOX) Act, and amendments to the Federal Rules of Civil Procedure (FRCP) helped drive substantial enterprise content management (ECM) enhancements for better document management and . . .
For Infrastructure & Operations Professionals
by Khalid Kark, July 31, 2009
With increasing workforce mobility and the extension of the business supply chain globally, organizations are struggling to keep up with increasing corporate and regulatory compliance requirements. Regulations such as the Health Insurance Portability . . .
For Security & Risk Professionals
by John Kindervag, July 17, 2009
To effectively deal with the broad and complex requirements of Payment Card Industry (PCI) data security, you need to break the elements apart to provide enhanced clarity. We've designed the PCI X-Ray series to provide actionable information to help Forrester . . .
For Security & Risk Professionals
by John Kindervag, Andrew Jaquith, April 30, 2009
The security information management (SIM) market has undergone a dramatic transformation in the past five years. After growing to a respectable size in a short period in the early 2000s, the SIM market stagnated until the Payment Card Industry Data Security . . .
For eBusiness & Channel Strategy Professionals
by Brian K. Walker, April 23, 2009
Security and data compliance are issues that can be easily ignored in the face of the next product launch or marketing campaign. But global eCommerce leaders need to take control of these issues and marshal their resources, including vendors, to ensure . . .
For Security & Risk Professionals
by John Kindervag, April 8, 2009
To effectively deal with the broad and complex requirements of Payment Card Industry (PCI) data security, you need to break the elements apart to provide enhanced clarity. We've designed the PCI X-Ray series to provide actionable information to help Forrester . . .
For Technology Sales Enablement Professionals
by Ellen Carney, Jost Hoppermann, April 6, 2009
The move to Islamic banking will challenge conventional bank IT, which means strong opportunities for tech vendors with expertise and experience in rolling out Islamic finance systems. In the face of a deep and long-lasting recession, conventional banks . . .
For Consumer Market Research Professionals
by Gina Zavradinos, Andrew Peach, April 2, 2009
This Technographics Insight takes a look at how US online consumers view the role of government regulation in the relationship with their primary bank provider.
For Enterprise Architecture Professionals
by Jost Hoppermann, Ellen Carney, March 26, 2009
Islamic finance and in particular Islamic banking is a growing segment within multiple countries as well as on a global level. Conventional banks increasingly show interest in Islamic banking. Enterprise architects need to understand the key principles . . .
For Security & Risk Professionals
by John Kindervag, February 26, 2009
With the increase in identity theft and fraud, credit card companies are making a concentrated effort to improve compliance rates. Merchants now face fines or loss of privileges to use the card brand if an audit shows noncompliance. Forrester's IT security . . .
For Infrastructure & Operations Professionals
by Robert Whiteley, February 24, 2009
Did your organization just fail an audit test, and were you, the IT manager, blamed for not keeping your infrastructure or IT operations up to snuff? The Gramm-Leach-Bliley Act (GLBA), the Health Insurance Portability and Accountability Act (HIPAA), the . . .
For eBusiness & Channel Strategy Professionals
by Edward Kountz, February 13, 2009
The rise of social media is changing the way consumers communicate online, introducing a two-way dialogue and giving users the ability to more effectively disseminate and share information with other online users. While most of today's usage is centered . . .
For Security & Risk Professionals
by John Kindervag, February 13, 2009
To effectively deal with the broad and complex requirements of Payment Card Industry (PCI) data security, you need to break the elements apart to provide enhanced clarity. We've designed the PCI X-Ray series to provide actionable information to help Forrester . . .
For Security & Risk Professionals
by John Kindervag, January 30, 2009
To effectively deal with the broad and complex requirements of Payment Card Industry (PCI) data security, you need to break the elements apart to provide enhanced clarity. We've designed the PCI X-Ray series to provide actionable information to help Forrester . . .
For Business Process & Applications Professionals
by Scott Tiazkun, November 10, 2008
In the US, eXtensible Business Reporting Language (XBRL) is promoted largely through the efforts of the US Securities and Exchange Commission (SEC) and is currently pending guidelines for reporting of annual and quarterly financial statements. But once . . .
For Infrastructure & Operations Professionals
by Jo Maitland, October 24, 2008
Relying on the Securities and Exchange Commission (SEC) for guidance on regulations turns out to be a pretty bad idea, as we are finding out in more ways than one these days. When it comes to figuring out what constitutes compliance-based storage, the . . .
For Business Process & Applications Professionals
by Scott Tiazkun, October 23, 2008
Corporate finance and IT need to prepare now for new financial reporting guidelines. In tandem, they need to devise how the enterprise will create interactive data reports that satisfy the US Securities and Exchange Commission (SEC). Acting as an enforcer, . . .
For Security & Risk Professionals
by John Kindervag, October 20, 2008
To effectively deal with the broad and complex requirements of Payment Card Industry (PCI) data security, you need to break the elements apart to provide enhanced clarity. We've designed the PCI X-Ray series to provide actionable information to help Forrester . . .
For Security & Risk Professionals
by Chenxi Wang, Ph.D., October 17, 2008
The issue of application security is increasingly important for security professionals in today's ever-evolving application vulnerability landscape. But Forrester's data shows a clear disconnect between perceived importance of application security and . . .
For Security & Risk Professionals
by Geoffrey Turner, October 3, 2008
As of November 1, 2008 federal regulation will require all organizations in the US that offer consumer credit accounts to have implemented Red Flag programs to address consumer identity theft. The significance of this is that businesses will now be required . . .
For Security & Risk Professionals
by John Kindervag, October 1, 2008
To effectively deal with the broad and complex requirements of Payment Card Industry (PCI) data security, you need to break the elements apart to provide enhanced clarity. We've designed the PCI X-Ray series to provide actionable information to help Forrester . . .
For Security & Risk Professionals
by John Kindervag, September 11, 2008
PCI (Payment Card Industry) compliance — a requirement for accepting credit card transactions — can be difficult. About 65% of global enterprises are still working on their PCI compliance initiatives. But PCI compliance is an ongoing effort, not a bounded . . .
For Enterprise Architecture Professionals
by Jost Hoppermann, August 20, 2008
An increasing number of banks are working on long-term business and IT visions of the future, realigning IT strategies on a continual basis. To help enterprise architects better understand the business and IT environment of the future, Forrester surveyed . . .
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