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17 items found

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BI Bankers Hit the Jackpot

by Vijay Sankaran

Cashing in on business intelligence presents a wealth of opportunity to the financial services industry.

Can Your Assets Raise Cash?

by Sunil Sharma

Like factoring, Asset Based Lending is a big industry and one of the most popular methods of securing commercial-industrial short-term credit. Do you know it and what it can do for you?

Vendor PM: The Five Things You Must Know

by Todd B. Loeb, PMP

After more than 20 years in the financial services industry, this writer thought he knew exactly what to anticipate moving into his new role as a software vendor project manager. He was wrong...

PM Careers in Financial Services (Part 1): The Corporate PM

by Todd B. Loeb, PMP

During this recent expansion within the project management profession, two very distinct career paths have begun to take shape: Corporate Project Manager and Project Management Consultant. This series of articles explores the pros and cons of each path, and further breaks down some of the subtleties within each role to provide insight to those of us evaluating future career options.

PM Careers in Financial Services (Part 2): The Firm-Based PM Consultant

by Todd B. Loeb, PMP

In order to better evaluate a career in project management consulting, one should first step back and understand the different types of PM consultant roles. In this second installment in a series of three, we discuss the pros and cons of the firm-based project management consultant--and how they can enhance an organization's strategy.

PM Careers in Financial Services (Part 3): The Independent Consultant PM

by Todd B. Loeb, PMP

There are really two major career paths to follow in the world of financial services project management--pursue the role of Corporate Project Manager or Consultant Project Manager. For the latter track, it is broken down further into two roles. In this article, we will examine the pros and cons of being an Independent Consultant.

Objective Comparison of Project Complexity and Performance of Project Managers in the Banking Environment

by Ivan Poliacik, PhD, PMP

Evaluation of project manager performance after completion can be a challenging part of any project. Use of objective criteria to measure project complexity should supplement evaluation of scope-time-budget performance and subjective factors. The author provides a comparison matrix, designed for a banking environment, that can be applied to any area of project management. The comparison matrix can also be published to the team, to compare performance with colleagues and for self-evaluation.

Banking on Digitization

by PM Network Staff

The future of banking is digital. Yet despite the rapidly growing demand for online products and services, many U.S. and European retail banks have struggled to fund the projects necessary to modernize all front- and back-office operations. It’s not just about digitizing loan applications to speed up the approval process. Transitioning from legacy systems at individual bank branches to one digital system spanning the entire organization has proven especially difficult.

FinTechs and the Financial Market Future

by Adriano Balaguer

There is no reason to suggest that financial technology companies are a real threat to the future of large financial corporations. But how has FinTech driven the future of the financial sector—and how have traditional and established corporations responded to these threats?

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