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            Services for Organizations

            Using our research, best practices and expertise, we help you understand how to optimize your business processes using applications, information and technology. We provide advisory, education, and assessment services to rapidly identify and prioritize areas for improvement and perform vendor selection

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              We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

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                  Financial Services

                  Our Expertise

                  The need for financial service institutions to modernize their digital business and computing environments requires business and technology investments that can innovate and streamline business processes. To ensure your digital effectiveness requires customer experiences that are engaging and rewarding. Utilizing digital technology like analytics and AI can ensure the path to great sophistication is realized. How an organization unifies applications for its workforce in human capital management and technology in cloud computing with its data and analytics architectures is just one part of the essential path forward.

                  Ventana Research offers expertise and research-based guidance to help financial services through our business and technology advisory to utilize our subject-matter expertise and meet the business resilience required to reach optimal outcomes. Going beyond traditional digital transformation consulting approaches requires the experience on how to gain the return on the organization’s resources and digital technology investments. Ventana Research can help.

                  Contact us to learn more.

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                  By 2024, one-half of financial services will have taken steps to optimize the customer experience with an intelligence and conversational self-service environment.
                  Keith Dawson

                  Keith Dawson

                  VP & Research Director of Customer Experience Research

                  Industry Insights

                  Viewpoint
                  Data Intelligence for Financial Services

                  Financial services organizations that integrate external data into all their analysis, planning and performance reviews are better able to detect and respond to their environment and by doing so, to survive and thrive.

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                  Viewpoint
                  Total Compensation in Financial Services

                  It is critical to select and deploy software built to manage these activities in a comprehensive way that utilizes data and inputs from across the entire organization.

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                  Industry Perspective
                  Business Trends for Financial Services Industry

                  The financial services industry is continuously challenged by economic indicators that impact the global environment and the necessary resilience every business desires.

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                  Industry Perspective
                  Technology Trends in Financial Services Industry

                  The financial services industry has ample opportunity to innovate and transform how it operates through technology that adapts to its specific requirements.

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                  White Paper
                  The Age of Communication Platforms in Financial Services

                  Demand is growing for a new generation of modern communication technology for the enterprise.

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                  White Paper
                  Five Keys to Choosing an Analytics Platform in Financial Services

                  Competitive forces are putting extreme pressure on financial services organizations to better understand their customers and how to serve them.

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                  White Paper
                  Insights on Contact Centers in Financial Services

                  The imperative to manage contact centers to optimal performance is essential to the fundamental purpose of every financial services organization.

                  View

                  Industry Agenda

                  Ventana Research provides a subject matter expertise-based Market Agenda built from our industry experience and market research methodology to provide business and technology insights for your vertical industry. This foundation provides actionable information and guidance to help you identify opportunities for continuous improvement. Unlike other industry analyst firms that do not have an agenda and are easily biased by their clients, we take pride in our passion for excellence and independence to reliably guide your strategy and plans.

                  Ventana_Research_Industry_Agenda_Financial_Services

                  Want to see our plans for business and technology this year?
                  DOWNLOAD THE INDUSTRY AGENDA

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                  We provide insights and guidance across business and technology. We can help your organization; the first step is to reach out to a member of our team and see how we can help.

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