Financial services and insurance organizations have some of the most demanding information management requirements in terms of the complexity of systems, range of documents, volume of transactions, security, variety of data streams, and the number of business partners and customers. A valuable information management solution must help these organizations reduce expenses, support programs for Customer Relationship Management (CRM), and facilitate new revenue streams tied to content-driven products.

Achieving a secure, reliable, and scalable foundation for these purposes speaks to the heart of a dynamic content software provider’s value proposition. 

A new research report from CAP Ventures examines the technology needs of financial services and insurance organizations with an emphasis on the business opportunities relevant to dynamic content software providers. The report discusses the scope and size of the financial services and insurance industries, the key trends and issues facing both industries, the information management requirements that are important to both groups, and information to educate sales and marketing channels. The report also includes extensive reference information in an Appendix, including data from the current Economic Census as well as reference tables that list the corporate leaders in the industries.

This report is available immediately to clients of CAP Ventures’ Dynamic Content Software Strategies Consulting Service. To learn more about the research or to make a purchase, please contact Keith LaVangie at , ext. 126 or via e-mail at . 

CAP Ventures’ Dynamic Content Software Strategies (DSS) Consulting Service provides research, analysis, and consulting to companies that develop, integrate, and use products and services for creating, managing, and delivering dynamic content, including documents and information.

The DSS Service covers the dynamic content software landscape, including the range of technologies associated with managing an organization's knowledge assets. These technologies include content management, document management, digital asset management, collaboration software, and portal solutions. DSS also covers content enrichment tools such as content analysis, categorization, and personalization solutions as well as content distribution tools such as syndication and digital rights management solutions. We also track industry standards such as XML that are used to facilitate content generation, exchange, and distribution.