An Initial Overview of Financial Services Industry Technology
Best Selling Research Reports
    Date Published: September 2009
    600 Pages

    The purpose of this report is to provide readers with an initial understanding of financial services industry technology, including bank institutional technology, brokerage institutional technology, asset management institutional technology, & insurance institutional technology. The report includes a history of the market, an analysis of leading players by segment, and predictions for the future of financial services industry technology. This is the second draft of Tiburon's research on this topic.

    Tiburon's first draft of this report was published in 2009; that draft consolidated prior Tiburon research into one report and was unbundled from Tiburon's equally thorough financial advisor technology research report.

    This is Tiburon's second draft of this report; this draft includes a reconciled appendix with Tiburon's online tools & advice and financial advisor technology research reports. This draft also includes minor enhancements to the profiles of Consona, Northstar Financial Services Group, Net Suite, Optima Technologies, & SalesForce.Com.

    Written by Tiburon Managing Principal Chip Roame & Research Associate Madhu Subramanian.
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    Appendix
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    Research Report
    Key Findings
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    Power Point Deck
    Research Report
    Executive Summary
    Research Report
    Excel Data Sheet
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