Banking Resource Center
Visit Progress at Business Process Excellence for Financial Services: April 16-18, 2012!
Progress is the lead sponsor of this event. Come and see Dr. M.A. Ketabchi, Chief Strategist, Office of the CTO at Progress present "How BPM is Evolving to Help You Improve Your Top-line".
Below you will find some informational resources for the banking and financial services industry.
Customer Transaction Management, Gaining Visibility, Control and Reliability
If you don’t have real-time visibility across all of your business transactions, how will you respond to failures or interruptions? Start getting the level of visibility you need to optimize business processes and give your customers the service they deserve. Watch this Bank Systems & Technology-moderated webcast to learn more.
Achieving Real-time Customer Management in Banking
Let our industry gurus explain how to overcome competitive and regulatory challenges—and use your valuable data to its full business-building advantage. You’ll learn how you can seize profitable customer on-boarding, cross-sell, and up-sell opportunities–and make your bottom line more responsive, too!
Mainframes Made Visible in Banking
Listen to this archived webinar and find out how banks are adopting solutions to gain the visibility into legacy systems in order to address the regulatory issues and market dynamics that are demanding greater transparency into all banking transactions. This webinar is moderated by Bank Systems & Technology Editorial Director Greg MacSweeney
The Single View of the Corporate Customer in Banking
How has the behavior of the corporate customer in Banking changed over the past year? Get some insight by listening to the Finextra webcast, sponsored by Progress Software, featuring Charles Henry Dubarry de Lassale, Head of Direct Channels and Integration, GTB at HSBC, Michael Burkie, Market Development (EMEA), BNY Mellon Treasury Services, and Richard Bentley, Industry VP of Banking and Capital Markets, Progress Software. Watch webcast.
Beyond BPM: True Operational Responsiveness in Banking
Replay this webinar and gain true visibility into some core banking process improvements that will help you make better decisions and reap impressive ROI through the power of responsive process management (RPM).
Addressing Banking Challenges & Opportunities with BPM
In this webinar speaker Kristin Moyer, Research Director, Gartner, talks about how business process management can help address the challenges and opportunities in the banking or financial services industry. Topics discussed include how can BPM enable transformation in the banking industry with emphasis on lending.
How Event-Driven Processes Can Make Financial Services More Responsive
In a survey by Vanson Bourne, 94% of respondents said that responding to information immediately is critical to their business, yet only 8% currently report information in real-time. Replay this webinar and hear independent analyst Sandy Kemsley explain how event-driven processes make financial services more responsive to customers, competitors and the industry. You will also hear how you can build a solid growth platform with BPM and CEP, and enable ‘on the fly’ decision making.
Responsive Customer Engagement in Banking
Make your bank respond more quickly and effectively in this changing market. Read this paper by industry analyst James Taylor and learn how to deliver personalized, context-sensitive product and service offers in real-time, identify and offer cross-sell opportunities, leverage online and mobile platforms, and achieve real-time visibility into customer interactions across all banking channels and systems.
How Event-Driven Processes Make Financial Services More Responsive
This white paper, written by industry analyst Sandy Kemsley, discusses how linking events and processes can make processes more responsive to changing conditions by being able to react quickly to changing conditions with less manual intervention. It also presents a real-world financial services example of an event-driven process.
Improving Business Processes in Financial Services
Read how you can improve a few of the most important processes faced by the financial services industry, including new account initiation, loan and insurance policy origination and underwriting, loan and insurance policy servicing, dispute/claims resolution, and regulatory compliance and risk management.
RPM in Financial Services
Gain real-time visibility into your payments operations so that you can identify payment exceptions or abnormal loan approval queue length/times. Get insight as to how you can get a real-time view into your clearing and settlement operations to detect prospective trade failures before they cost you client satisfaction and profits. Read this paper and learn about other ways RPM can help those in financial services achieve operational responsiveness.
Progress Customer Transaction Management for Mainframe Visibility
Within the banking industry, mainframe applications account for the majority of business-critical transactions. Read this 5-page data sheet and learn how Progress® Actional® enables banks to see what’s going on across all transactions
within the bank’s environment, take action on events and opportunities, and improve processes through a unified, interactive environment—all in real-time
Responsive Customer Engagement in Banking
How can banks adapt to the changing nature of the market and take advantage of new trends? By making every channel a unique touchpoint. Read this paper to learn how your bank can respond more efficiently to customers, competitors and regulators as their actions and demands change.
Progress for Payments Lifecycle Management
With Progress Software, banks have increased visibility into payments and can create a “sense and respond”infrastructure that existing and new processes can tap into. Progress helps banks transform their payments operations so they can become more cost-efficient and innovative by bridging the islands of information across middle-and back-office systems.
 
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What does Progress RPM customer IPD report?It’s a game changer! UK-based Investment Property Databank (IPD) was one of Progress’ first RPM customers. With the Progress® Responsive Process Management (RPM) suite, including the Progress Control Tower™, IPD has optimized their business performance making the leap from batch based processing to event based. This provides IPD customers with real-time visibility of performance analysis, benchmarks and market indices. Now IPD produces the same amount of business with 20% less effort and 30% less time. |
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Bishopstown |
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Capita Hartshead |
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Central Bank |
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Cole Taylor Bank |
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Derivatives Provider |
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Deutsche Bundesbank |
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Financial Services Authority (FSA) |
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First Command Financial |
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First State Bank |
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FirstMerit Bank |
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GFI Group, Inc. |
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GGz |
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Getronics PinkRoccade |
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Hudson City Savings Bank |
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Institutional Asset Manager |
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IntercontinentalExchange |
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Jefferson Pilot Financial |
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Leading Global Custodian |
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Main Street America Group |
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Metavante |
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Mizuho Bank |
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Oliver Adjustment Company of Kenosha & Racine Inc. |
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Pacific Capital Bancorp |
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QUE Financial |
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Quicken Loans |
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Raymond James |
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SEB |
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SPARDAT |
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Skandia |
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Provider to Asset Managers |
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Springs Valley Bank & Trust Company |
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Sung Hung Kai Financial |
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UniCredit Group |
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