2019/04/23
Given the significance of the need to mitigate threats to company data, security testing assessment requires covered entities to implement indus…
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Survey Summary
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Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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2019/04/23
Increased global regulatory pressure coupled with fragmented regulatory landscape is making financial institutions realize the value of putting a…
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2019/04/23
In fast-evolving regulatory environments, financial institutions face the uphill tasks of regulatory compliance and reporting—as failure attracts…
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2019/04/23
The mutual fund industry has seen rapid growth in recent years. The rise of middle-class and the changing investment mindsets helped this trend…
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2019/04/23
The digital disruption we are witnessing today has changed the business landscape for industries across the board. The world is moving online, a…
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2019/04/23
In the business world today, customer engagement mandates creating emotions associated with real-life situations. Rapid changes and innovations…
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2019/04/23
Personalization has always been a way of retaining good customers and generating more revenues for any viable business. At the same time, person…
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2019/04/23
For insurance organizations, staying ahead of the curve in a highly competitive and dynamic environment is critical. As digitalization expands,…
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2019/04/23
Internet of Things or IoT, as we call it, is changing the way we lead our lives. Tiny devices that can get embedded anywhere, whether it’s your…
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Insurance is a dynamic industry, with evolving customer demands, increasing competition, ever changing regulatory controls, and technological ad…
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What is the impact of emerging technologies on investment advisors? The answer lies in the growth of advisor portals. Enterprises have started t…
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The insurance landscape is evolving rapidly and is fraught with challenges. Insurance providers are required to deliver swift, effortless engagem…
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2019/04/23
Customers’ expectations for convenience and personalization increase every day. Mobile technology and digital solutions have changed the average…
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2019/04/23
For insurance organizations that work with legacy systems, the key to meeting today's market challenges lies in moving to flexible, distributed p…
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How do mutual funds and financial services companies ensure delivery essentials of completeness, security, timeliness, responsiveness, consistenc…
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2019/04/23
How do investment firms ensure they are more in touch and engaged with their clients? How do they ensure that they have empowered advisors who de…
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2019/04/22
The worldwide industry is embracing cognitive computing to embed native intelligence into digital solutions and the insurance sector is right at…
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2019/04/22
It’s a common adage in the industry that to be successful as a wealth advisor, it helps to have wealthy clients. And having wealthy clients take…
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2019/04/22
Blockchain technology has the potential to revolutionize the way the insurance industry operates. While this distributed ledger technology has s…
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2019/04/22
Artificial Intelligence (AI) technologies have rewritten how businesses are run in the digital economy as digital has become the default method…
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2019/04/22
In an interview with Dr. Sanjay Joshi , Gautam Samanta - Head of BFS at NIIT Technologies, talks about some of the key industry trends, the mete…
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Back in the eighties when I first entered the Lloyd’s insurance market, underwriting discipline simply meant doing exactly what the underwriter…
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Over the past five or so years, personal wealth management has morphed into a new industry. In part, this transformation has resulted from new t…