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Bank Technology News August 2009 John Adams	The New Generals CROs are being charged with a broader swath of IT-related risk management.
OCC Bulletin May 15, 2002	Bank Use of Foreign-Based Third-Party Service Providers This bulletin provides guidance to national banks on managing the risks that may arise from their outsourcing relationships with foreign-based third-party service providers...
OCC Bulletin November 1, 2001	Third-Party Relationships This bulletin provides guidance to national banks on managing the risks that may arise from their business relationships with third parties...
Bank Technology News December 2004 Holly Sraeel	Outsourcing Gets a Closer Look. But is It Different? The strategic value of outsourcing has always been the source of some debate in banking. The question is, "Is it different than in years past?" Good question, and the answer depends on the size of institution.
OCC Bulletin July 15, 2004	FFIEC Information Technology Examination Handbook Providing the latest guidance on the outsourcing of technology services and the management of information technology, these booklets from the Federal Financial Institutions Examination Council continue a series of updates for the Council's 1996 Information Systems Examination. Handbook.
Bank Technology News December 2004 Jeremy Quittner	A Reversal of Fortune? What may look like a reversal of fortune for providers of outsourcing services in financial services, appears to be something of an anomaly.
Bank Systems & Technology June 2, 2004 Cynthia Ramsaran	Scotiabank Starts With the Basics Though outsourcing overseas raises data security concerns, banks that outsource onshore face many of the the same issues. A discussion with Scotiabank Group's vice president of strategic sourcing about how the bank approaches outsourcing.
Global Services March 6, 2008	Enabling Better Business & IT Alignment What will set apart great business leaders is the ability to adapt to and manage change well. Here are some tips for selecting and managing multiple IT service providers
Insurance & Technology May 4, 2009 Anthony O'Donnell	Conning Research: P&C Offshore BPO May Accelerate Property/Casualty insurers save an average of 32 percent on offshore versus onshore business process outsourcing alternatives, according to Conning Research & Consulting.
Bank Systems & Technology May 7, 2007 Peggy Bresnick Kendler	Bank Tech Experts Discuss Vendor Relationships Here, these industry experts talk about outsourcing and offshoring along with other areas of bank tech concerns.
Global Services January 28, 2008	The Future of Risk Over a decade where IT systems became critical to every aspect of business, identifying and managing IT risks - once a minor component of operational risk - has emerged as a significant challenge.
Bank Technology News July 2009 John Adams	A BIT of Competition How much sharing banks should do with other institutions is a tough decision for CIOs and CROs, and even the forces that advocate shared assessments says convincing banks to fully relinquish proprietary controls is a challenge.
Bank Technology News February 2002 Joseph McKendrick	Leave Computing to Us Outsourcing hits its stride in banking...
Bank Systems & Technology June 26, 2006 Peggy Bresnick Kendler	Outsourcing Questions and answers about bank outsourcing.
Insurance & Technology June 16, 2004 Anthony O'Donnell	Room for Improvement Insurers should be more aggressive in managing outsourcing's risks and reaping its rewards as part of an overall sourcing strategy.
Bank Systems & Technology December 15, 2005 Peggy Bresnick Kendler	Perspectives: Outsourcing Various bank executives weigh in on outsourcing issues, such as strategy, data security risks, specialized services, and emerging markets and how nearshoring fits into the outsourcing picture.
Wall Street & Technology March 19, 2007 Paul McDougall	Big Surge for Bank Offshore Outsourcing, Deloitte Study Predicts Banks in the U.S. and other countries will dramatically increase the percentage of their IT budgets devoted to procuring technology services from offshore providers operating from low-wage countries, such as India and China, over the next three years.
CIO November 1, 2000 Tracy Mayor	Our Vendors, Ourselves - Interview: Frank Casale Frank Casale wants you to love your outsourcer as yourself...
Bank Systems & Technology January 6, 2009 Katherine Burger	Bank Technology Outlook 2009: Risky Business Topics and trends that will set the tone for banking technology decision makers in 2009, with risk management and regulation compliance looming large.
OCC Bulletin May 10, 2004	Risk Management of New, Expanded, or Modified Bank Products and Services The risk management principles in this bulletin outline the expectations of the Office of the Comptroller of the Currency and apply to the introduction of traditional and non-traditional bank products and services, as well as modifications to existing products and services.
Wall Street & Technology August 22, 2006	Ask The Experts: Ira Lehrman, CTO at Merrill Lynch, on Outsourcing While no one should underestimate the time and the additional costs involved in management and maintaining communications, offshoring does work. Financial firms that have a thorough and well-thought-out strategy will succeed.
Bank Technology News October 2008 Anthony Jabbour	For Cost Cuts BPO and SaaS Still Deliver Banks are constantly looking for ways to dramatically reduce their IT costs; some banks have already launched programs targeted at cost reductions in the range of 50 percent.
Global Services December 7, 2008 Dinesh Goel	Outsourcing in 2009: Uncertain As Never Before Apart from budgetary reductions, there will be actions planned on the part of the customers to get a bigger bang for the buck or more value for money.
Global Services December 7, 2008 Chris Osentowski	Global Sourcing Strategies Customers are conferring with their global sourcing providers to revisit their outsourcing strategies, procurement processes, transition and delivery commitments for what is expected to be a soft year.
Bank Systems & Technology August 1, 2007 Nancy Feig	New Rules for Bank Outsourcing and Offshoring New deal models and business imperatives, as well as opportunities in emerging markets, are inspiring banks to reevaluate the types of outsourcing and offshoring arrangements they make.
Bank Systems & Technology May 7, 2009 Maria Bruno-Britz	In M&A, Special Attention Must Also Be Paid to Integrating Outsourcers' Tech A series of reports from Morrison & Foerster details trends in the financial services outsourcing industry, one of which emphasizes the importance of IT harmonization at merged entities.
Food Processing January 2009 Dave Fusaro	Collective Wisdom on Outsourcing Our joint survey on contracting-out production, R&D and other functions finds a lot of mixed feelings.
Wall Street & Technology January 22, 2008 Melanie Rodier	Enhanced Shared Assessments Program Can Make Audits Speedier The Collaborative Software Initiative recently joined the Shared Assessments Program, to provide a web services front-end application for collecting and editing shared assessment submissions and an XML schema for validating and accepting those submissions as XML documents.
Bank Technology News February 2003 Michael Sisk	Outsourcing Goes On-Demand Bankers like JP Morgan Chase's John Schmidlin, CTO of enterprise services, are increasingly looking to outsourcing firms to help them slash inefficiencies in commodity services and gain the upper hand in more strategic business partnerships.
Bank Systems & Technology March 27, 2008 Cory Levine	Offshore Outsourcing of IT Losing Popularity Offshore IT outsourcing has taken a sharp downturn in popularity, due to the difficulty in managing it, and lower-than-expected cost savings.
Bank Systems & Technology July 29, 2008 Maria Bruno-Britz	Banks Increasingly Are Creating Vendor Management Offices When one considers that large banks can have thousands of vendor relationships, it's no wonder vendor management is a growing trend in the industry.
Insurance & Technology May 16, 2007 Peggy Bresnick Kendler	Effective Vendor Management Enables Insurance Companies to Get the Most Out of Software, IT Services and Outsourcing Contracts Questions and answers about insurer/vendor relationships.
Wall Street & Technology November 18, 2005 Leslie Kramer	CIO Challenge: Business Process Outsourcing As Wall Street firms reevaluate their core competencies, once-strategic business processes are now being outsourced. But deciding which processes to outsource and managing the provider relationship remain critical to success.
Wall Street & Technology March 22, 2005 Paul Allen	The Evolution of Outsourcing Though most trends in the financial services industry tend to be U.S.-led, fund management outsourcing has been more of a U.K. and continental European phenomenon to date, with a raft of high-profile deals hitting the headlines in the past two years.
Global Services June 1, 2008 Imrana Khan	Five Most Popular Outsourcing Risks As the practice of outsourcing matures, new risks emerge. Some call it next generation outsourcing risks. Let's take a look at the topic of managing risks in an outsourcing engagement.
U.S. Banker August 2008 Jim Bolton	The Strategic Case for Outsourcing Back-Office Chores It's more critical than ever that banking executives weigh further efficiencies and fresh initiatives to retain and attract customers. This is where business process outsourcing increasingly enters the picture.
Bank Systems & Technology February 24, 2010 Steve Martin	Is Banking Ripe for Outsourcing? Several trends in the outsourcing provider space are altering the outsourcing value proposition for banks.
CIO July 30, 2015 Adam Dennison	CIOs are cutting back on the number of 'strategic' vendors they use In the past four years large enterprises (those with more than 1,000 employees) have reduced the number of vendors they consider to be strategic partners from six to three, on average.
Finance & Development December 1, 2008 Ingves & Lind	Stockholm Solutions A crucial lesson from the Nordic experience is the need for prominent state involvement in crisis resolution.
Bank Technology News February 2006 Glen Fest	Risk Management: BITS Offers Outsourcing Report Card Pooled outsourcer assessments offer banks and vendors uniform reviews of risk management capabilities.
Wall Street & Technology January 23, 2007 Peter A. Horowitz	On the Offensive The mega changes brought about by globalization, demographics, new regulation and new technologies, as well as diminishing product profit margins, disintermediation and previous underinvestment, will be compounded by fundamental changes in the financial industry's structure and makeup.
FAO Today Nov/Dec 2007 Chris Gattenio	Ask Chris: This month, she examines how companies maximize third party advisor (TPA) involvement in outsourcing their F&A processes.
IndustryWeek July 1, 2006	Outsourcing's Next Steps When it's best not to chase cheap labor.
CRM January 1, 2007 Pawan Verma	Offshore Call Center Activities By understanding the external and internal risks and by putting in place plans to manage or avoid these risks, companies can successfully offshore call center activities and meet corporate objectives.
Global Services December 7, 2008 Neeraja Kandala	Global Legal-Services Market: Crisis Creates New opportunities Offshore legal services industry has been reporting over 40 percent growth annually and we can expect an even higher than average growth over the next two years.
CIO January 30, 2013	IT Offshoring Still Works, If You're Careful Three CIOs say that the benefits of offshore outsourcing still resonate -- if you learn from previous missteps and manage the risks
Insurance & Technology June 16, 2004 Peggy Bresnick Kendler	Gaining the Outsourcing Edge Whether they consider outsourcing applications, infrastructure or business processes, insurers have a myriad of reasons to contract out portions of their operations.
HBS Working Knowledge July 4, 2005 Poping Lin	Should You Outsource Your Marketing? Most companies already outsource a portion of their marketing function -- advertising. But what about direct-mail management, lead management, or customer analytics?
IndustryWeek April 21, 2010 Jill Jusko	Avoid Outsourcing Headaches Open communication sets the stage for a more successful outsourcing relationship.
Wall Street & Technology June 13, 2006 Paul Allen	CIO Challenge Lately, it seems that one investment management firm after another is outsourcing back-office functions. But as providers expand their service offerings beyond the back office, how do CIOs determine which functions to keep in-house?