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Financial Services Reference Architecture

Reference architectures built on years of industry expertise, honed by analysts working with real IT professionals in your industry. Leverage industry best practices so you don’t waste time and money reinventing the wheel.

Financial Services Notes

Short, tailored research notes aimed at providing you with timely insights, relevant to your industry. Hot off the press, these notes will be published regularly and pair great with your morning coffee.

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Build Cross-Functional Teams for Complete Customer Journeys in Financial Services

Date published:

July 30, 2019

  • David Tomljenovic

Cross-functional teams are a vital tool that financial services organizations can use to transform their customer journeys. Their multidisciplinary composition and empowered nature mean the teams can create and deliver innovative new customer products and services much more rapidly.

Digital Preservation: The Opposite Side!

Date published:

June 27, 2019

  • Janice Clatterbuck

  • David Wallace

Digital preservation is a sustained and integrated people-process-technology capability and commitment to ensure usability and access to digital materials in years to come. Adopting a digital preservation product will prove beneficial to Government, Higher Education, and Financial Services among others.

  • George Goodall

Info-Tech’s IT Management & Governance Diagnostic provides industry-level insights on the challenges of IT departments. We use a concept known as Service Gap to compare the rated importance of a particular IT process with its effectiveness. Use this data to review the existing IT strategy. Ensure that it includes initiatives that adequately address these shortcomings.

The Report of Finance Jobs’ Death by Automation is Grossly Exaggerated

Date published:

March 7, 2019

  • David Lee

I’m sure my bosses want machines to replace me as soon as possible, but I’m still waiting for artificial intelligence to read my handwriting better than a five-year-old human can.

Use Your Security Strategy to Put the Fun Back In Compliance

Date published:

March 6, 2019

  • Kevin Peuhkurinen

Compliance-related ennui is curable. Learn how to use your security strategy controls to manage your compliance obligations and make work fun again.