Financial services

Browse Adobe solutions by industry segment or business need.

Document Automation Solutions for Insurers (PDF, 404k)
A report from Celent's CIO survey.

Using Technology to Engage Retail Banking Customers. A report by Gallup Consulting

Electronic Signature and Secure Forms in the Insurance Industry: Taking the P&C; Pen to the Web

Read Forrester’s latest research on fixing the account opening process

Read Forrester's the Recipe for Growing Share of Wallet Includes More Than Technology

Read Forrester's the Customer Acquisition: A Growing Ordeal for Financial Services Firms report

Read Forrester's the Financial Firms are Listening, Customer Demands are Driving Cross-Channel Enablement report

PDF and digital signatures enable secure electronic records

Automate and Engage to Fulfill the True Potential of the Internet

Accelerating XBRL Adoption

News

• FST talks with Adobe's Chip Greenlee about the benefits of making a connection with your customers
• FST talks document output management (DOM) with Adobe's Chip Greenlee
• Adobe and Wolters Kluwer Financial Services team to deliver mortgages electronically
• New PDF eSignature guidelines for mortgages
• Adobe and Tradocs help automate document processes across global supply chains
• Adobe and Satyam deliver intelligent statements for financial services organizations
• Adobe delivers intelligent ACORD forms for insurance industry
• Adobe and Itemfield demonstrate joint solution for the insurance industry

Live eSeminar

• Correspondence Management
  August 13 — Online
  Join Adobe for this exclusive event to hear Jeff Goldberg, senior analyst with Celent, share his perspectives on the role of documents in insurance and why document automation is high on CIO priority lists. You will receive a copy of Jeff's recent report, "Document Automation Solutions Vendors for Insurers 2007."
  Register today >

Current events

• Adobe's Executive Roundtable
  September 4 — Boston, Massachusetts
  September 9 — Hartford, Connecticut
  Join us for an executive forum to hear one of Adobe's premier insurance clients describe how they are gaining efficiencies and competitive advantage by automating intensive processes such as claims correspondence with Adobe LiveCycle ES. Event details will be coming soon. In the meantime, please contact FSIpractice@adobe.com for more information.

onDemand Seminars

• Engaging Your Customers to Sustain Profitable Growth
  
• Straight-Through Processing: A Passport to Competitive Advantage
• Increase Your Customers' Share of Wallet
• Excellence in Insurance Distribution: Not for the Faint of Heart
• Streamlining the Customer Acquisition Experience
• Account Opening as the On-Ramp to a New Level of Customer Engagement
• Overcoming Distribution Challenges with Straight-Through Processing
• Optimize the Account Opening Process for New Customers
• Streamline Mortgage Origination and Processing
• Find Out How Adobe Helps Insurance Companies Adhere to Industry Standards
• Learn How to Optimize Your Account Opening Process

 

To learn more about Adobe solutions for financial services, refer to these resources.