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Bank Technology News February 2002 Joseph McKendrick	Leave Computing to Us Outsourcing hits its stride in banking...
Wall Street & Technology December 28, 2009 Michael Lobosco	Evaluating Outsourcing Options The technology and capabilities of outsourced portfolio management systems offer functionality that is comparable to their installed counterparts. But not all outsourced solutions are created equal.
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.
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.
Wall Street & Technology October 25, 2004 Jim Middlemiss	BPO Draws Broader Appeal Faced with ever-increasing pressure to cut costs, more investment firms are tapping business process outsourcing.
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.
CFO March 1, 2011 Janet Kersnar	Outsourcing Matures, Slowly To make outsourcing deals succeed, CFOs still need to ask plenty of questions -- and demand more flexibility in contracts.
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.
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 June 13, 2006	Spending More Can Be Satisfying Research from an outsourcing and insourcing advisory firm reveals a direct correlation between an organization's satisfaction with its outsourcing efforts and how much it invests in outsourcing management and governance.
U.S. Banker June 2007 Lee Conrad	Weighing Customization Against 'Bank-in-a-Box' Solutions The ability to customize IT platforms could help small banks differentiate themselves, but they must be careful not to bite off more than they can chew. Partial outsourcing may do the trick.
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.
CFO December 1, 2004 Don Durfee	Buyer Beware More companies than ever have experience with outsourcing. So why are deals still failing?
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.
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 Anthony Guerra	WestLB Securities Inc. Looks to Outsource Back-Office Functions Without Giving Up Self-Clearing Status ADP will assume responsibility for WestLB Securities' back-office functions, such as clearing and custody, while allowing the firm to maintain self-clearing capability.
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.
Entrepreneur July 2010 Ivy Hughes	Outsourcing: Not Just Cheaper From processing payroll to integrating IT, outsourcing certain functions can mean better talent at lower costs.
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?
CRM February 2, 2004 Ginger Conlon	The Great Outsourcing Debate The debate has its own benefit, that of providing information and opinion on both sides that could help companies decide what's right.
Financial Advisor February 2006 Bruce W. Fraser	Outsourcing: Does It Help? As financial planning becomes more comprehensive and demands from clients grow, more financial advisors are creating virtual office practices by outsourcing tasks they used to do themselves.
National Real Estate Investor July 1, 2005 John C. Maher	It's a Brand New Ballgame for Outsourcing Real Estate Outsourcing is certainly not a new concept to real estate. What is new is the extent to which outsourcing is being used by Global 1000 companies to improve the performance of key internal business functions such as finance and accounting, supply-chain management, human resources and real estate.
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 11, 2005 Thomas H. Davenport	The Benefits of Business Process Standards A broad set of process standards will soon make it easy to determine whether a business capability can be improved by outsourcing it. The low costs and low risk of outsourcing will accelerate the flow of jobs offshore, force companies to look differently at their strategies, and change the basis of competition.
Bank Systems & Technology July 30, 2007 Nancy Feig	Banks Eye Finance, Accounting Outsourcing Revenue Lagging cash management revenue has prompted many banks to start offering new elements of finance and accounting outsourcing to their corporate customers.
Bank Systems & Technology November 1, 2005 Phil Britt	Walk Before You Run First Magnus Financial's use of Trinity Partners' outsourcing services helps the bank improve lending operations by outsourcing back-office processes.
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?
Investment Advisor November 2005 Eric Clarke	Posing the Proper PMS Questions Portfolio management systems are a critical business operations component. But how do you know if your current system is the best fit for your financial advisory practice? You'd better ask these questions.
Global Services November 29, 2007	The Future of Deal Structures Business the world over is getting savvier -- and that also goes for outsourcing, as market trends today portend some notable shifts in IT and Business Process Outsourcing deal structures for 2010.
Insurance & Technology June 16, 2004	Transforming Your Business Through IT and Business Process Outsourcing Insurance is a risk management industry, and its approach to outsourcing should be consistent with its nature. Risks are to be managed, not fled from.
CIO March 1, 2003 Stephanie Overby	Breaking Up Is Hard to Do When your outsourcing relationship is on the rocks, here's how to manage the split.
Insurance & Technology August 30, 2010 Anthony O'Donnell	Insurers Expand Views On What Can Be Sourced Externally Economic pressures, evolving technology and increasing comfort with partner management are combining to force insurance executives to expand their views of what can be sourced externally.
Bank Technology News September 2009 Mike Scheuerman	Outsource the Small Stuff Small financial institutions typically struggle with their IT infrastructure. Often, the answer is outsourcing.
Bank Technology News May 2004 Karen Krebsbach	Lessons from the Dark Side How financial services firms can avoid mistakes in overseas outsourcing.
IndustryWeek April 1, 2005	Finance -- On Balance Senior executives, especially in this Sarbanes-Oxley era, remain hesitant to outsource finance functions. Done selectively, however, such outsourcing might actually benefit governance and compliance. A recent survey of 203 senior executives reinforces this premise.
Global Services November 29, 2007	The Future of Buy-side Sourcing Careers The real change between now and 2010 for outsourcing professionals is likely to be less in terms of what they do, and more in terms of the recognition of their role and its importance.
Global Services December 2, 2008 Imrana Khan	What'll the New Year Bring for Outsourcers? Outsourcing will continue to be a lever for transformation. Adding business value will become the norm. Services providers will be pressed to drive business transformation that creates sustainable value for their customers
Global Services October 31, 2008 Mike Beals	Governance Tools Can be a Game Changer A successful outsourcing initiative requires the implementation of a disciplined outsourcing lifecycle methodology. To make this methodology work, both the customer and the service provider must together design an approach to govern the relationship using the right governance tools and guidelines
CIO June 13, 2011 Stephanie Overby	No. 1 Gripe with Outsourcers: Lousy Service An outsourcing survey finds CIOs need to improve vendor management.
U.S. Banker August 2002 Karen Krebsbach	Banking on SMA Funds From investment management to technology to back-office services, outsourcers are elbowing their way into the separately managed account (SMA) business. Small banks are paying attention -- and hoping to reap the rewards.
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.
FAO Today Nov/Dec 2007 Bob Cecil	Deals for the Next Decade of Finance and Accounting Outsourcing Increased buyer savvy paves the way for notable shifts in deal structure.
Entrepreneur March 2006 Chris Penttila	Out With It When growing your business, you know you can't do it all on your own. But could you be outsourcing too much?
CIO February 1, 2003 Lorraine Cosgrove Ware	Save Time and Money: Outsource Software Implementation - By the Numbers Companies that outsource packaged-software implementations can benefit from shorter time to implementation and lower costs as opposed to taking on these tasks in-house.
CIO October 1, 2005 Stephanie Overby	Simple Successful Outsourcing CIOs who outsource discrete processes that have well-defined business rules are almost always happy with the outcome.
Financial Advisor December 2004 Jeff Hollowniczky	Outsourcing By Multi-Client Family Offices Whether you are a multi-client family office (MFO), an existing single-family office or a comprehensive wealth management firm thinking of offering services to other families, one of the most crucial decisions you will face is which services to outsource.
InternetNews April 14, 2010	Microsoft Hires Single Firm to Manage its IT Infosys has been providing IT outsourcing almost as long as Microsoft has been around, and now it's taking over the management of many of the software giant's IT functions around the world.
Pharmaceutical Executive October 1, 2010	Knowledge-Based Outsourcing: Driving Deeper Insights Outsourcing is fairly commonplace in the world of pharma. Tracking, monitoring, and trend evaluation is not enough. Companies must now do more than assess what happened and why.
InternetNews August 29, 2005 Tim Gray	Financial Service Providers Should Outsource More To improve the bottom line, financial firms should send IT work out.