Category Archives: Finance Technology


Business Agility Primer: Requesting your help for AN idea…

I had posted a while back on the “Business Agility Primer” - I’d promised that I want to get it done and over with by 15th Jan… So, I have been preparing a lot of material, etc. for the primer series - things like the capabilities of BRE / BRMS, BPM, ESB, BI, ECM / […]

Can’t Get No Satisfaction? The disconnect between IT and the Actuary departments

Apparently, Sarbanes-Oxley is forcing the actuaries and the techies to collaborate and develop processes for conducting financial calculations. The senior members of both the IT and the Actuary departments from the top 30 insurance companies got together to brainstorm for ideas on how best to achieve this - you can read about it here…
Essentially, what […]

Why are Business Rules Management Systems considered ONLY server-side, and not client-side, technology?

One of the things I’ve noticed is that most people assume that BPM, BI, and BRMS technologies are essentially “server-side” technologies. Something in the term “business” seems to be conjuring up visions of multi-processor server boxes linked to a SAN with huge databases operating on RAIDs somewhere in that mix…
I’ve been continuously surprised by […]

What an experience? Customer retention in the banking industry…

Came across Katherine’s article, “What an Experience“, on the financetech.com website - she talks about BAI’s research project on how banks can attract and retain customers in a world where financial services are increasingly becoming commoditized.
What caught my eye is this…
“Customers want more when it comes to branch staff knowledge, including knowledge of the customers’ […]

Strategic Shifts in Global Financial Services Institutions - can business rules help the poor CxO??

The Tower Group is releasing a series of new reports identifying the top trends impacting core sectors of global financial services industry in 2007. I came across an article titled “Three Major Strategic Shifts to Drive Global Financial Services Institutions in the Future” about this on the FinanceTech website…
So what is the Tower Group saying […]

Trading platforms and Business Rules…

I came across the “Seeing is Believing” post on the FinanceTech blog today. The author talks about trading algorithm transparency, and how it can affect the efficiency of traders here.
But the article set me thinking because some of the points mentioned there seem so familiar. For example:
“However, in order for traders to be true experts […]