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Bank Technology News November 2003 Jeremy Quittner	Finding Equals in a Merger Jean Davis's responsibility is to integrate all of Wachovia's systems, technologies and operations since its 2001 merger with First Union. It wasn't a cake walk, but the new entity is beginning to hum.
Bank Systems & Technology August 19, 2009 Maria Bruno-Britz	Martin Davis Unites the Wells Fargo and Wachovia IT Shops Merging two customer-centric banks presents challenges and opportunities for Davis as he oversees the technology integration.
CIO April 1, 2004 Alice Dragoon	Banks Fight Customer Fligtht Following mergers, banks used to sacrifice customer service in favor of speedy integration and cost-cutting. But no more. Here's how CIOs are helping banks implement a new postmerger mandate to focus on customer service.
The Motley Fool April 11, 2007 Ryan Fuhrmann	Foolish Forecast: Well-Protected Wachovia The banking giant is set to report its first-quarter 2007 financial results shortly. Investors, here is what you can expect to see.
Bank Systems & Technology March 7, 2005 Deena M. Amato-McCoy	Seeing Clearly Like most banks, when Wachovia Bank launched a new Web site in November 2002, its goal was to provide a superior online banking experience. They choose WebSideStory's HBX analytics service to measure usage.
Bank Systems & Technology August 19, 2009 Maria Bruno-Britz	Wells Fargo and Wachovia: The Creation of a Coast-to-Coast Banking Franchise It wasn't the easiest of acquisitions, but now that Wachovia is officially part of Wells Fargo, the heavy lifting has only begun for IT.
CIO August 1, 2002 Lorraine Cosgrove Ware	Whatever Happened to the CTO? Only 65 out of 500 (13 percent) heads of IT use the CTO title. Confusion about the role, tight budgets and ambiguity have slowed widespread acceptance of the CTO title and role.
Bank Systems & Technology March 27, 2008 Maria Bruno-Britz	Wachovia Elevates David Pope to Mortgage and Retail Credit Head Charlotte-based Wachovia ($782.9 billion in assets) has turned to longtime executive David Pope to take the reins of its mortgage and retail credit business.
Bank Systems & Technology August 23, 2007 Maria Bruno-Britz	A New Kind of Executive Needed for Future Bank CIOs Future financial industry CIOs must offer a radically different skill-set than what was needed in the past.
U.S. Banker June 2007 Karen Krebsbach	Is Umpqua Cool? Maybe. Quirky? Yup. Successful? No Question About It. Ray Davis's "Leading for Growth: How Umpqua Bank Got Cool and Created a Culture of Greatness" tells how he remade the backwater institution into a $7 billion, 134-store unqualified success in an industry not known for outside-the-box thinking.
Bank Systems & Technology May 1, 2006	Executive News Wachovia Promotes Enos... DB Expands Rossi's Role... Barr to Head FSTC Architecture Committee... Van Dyke Joins BofA... Misys Names Banking CEO...
U.S. Banker August 2006 John Engen	Southern Exposure Wachovia's Ken Thompson's appetite for deals has raised eyebrows with investors and analysts. Yet proponents say Thompson's ambition, coupled with strong organizational skills, is sure to keep customers and investors satisfied.
Registered Rep. September 29, 2008	Wachovia, The Bank, Saved by Citi; What Will Happen To Wachovia Securities? Firm Says The AGE Integration To Continue Unaffected Citigroup apparently thinks its got enough financial advisors: Citi declined to buy the retail brokerage business -- Wachovia Securities (and A.G. Edwards) -- and the asset management unit (Evergreen).
Fast Company April 2005 Lucas Conley	Cultural Phenomenon Umpqua Bank is changing the culture of customer service at banks in innovative ways.
CIO June 15, 2002 Lorraine Cosgrove Ware	Survey Says: Deliver ROI The forward-looking, visionary CIO may be out of style for the moment. In fact, the CIO most likely to get hired now is pragmatic, diagnostic and has a proven track record of delivering on time and on budget.
The Motley Fool July 19, 2005 Stephen D. Simpson	Wachovia Gets the Edge -- Again Solid growth, improving efficiency, and a reasonable valuation may spell opportunity.
U.S. Banker May 2010	Hits and Has-Beens A list of recent executive changes in the financial services industry.
Bank Systems & Technology June 26, 2006 Deena M. Amato-McCoy	Back to School As part of its customer acquisition strategy, Charlotte, N.C.-based Wachovia saw an opportunity to leverage the growing demand for debit card products among college students by issuing an all-in-one campus card that can be used as a student ID, ATM card and Visa Check debit card.
CIO August 31, 2011	Tips for Taming Rogue IT If users understand what IT capabilities are already available, they'll be less likely to want to buy technology themselves.
BusinessWeek January 12, 2004	Ken Thompson In his nearly four years at the helm of First Union -- now Wachovia Corp. -- G. Kennedy Thompson has rewritten the book on bank mergers.
Bank Systems & Technology May 25, 2006 Maria Bruno-Britz	Corporates' Wishes Are Banks' Commands Between industry consolidation and the entrance of new players in the market, banks have their work cut out for them when it comes to serving business customers and meeting their demands.
Bank Systems & Technology February 1, 2007 Maria Bruno-Britz	Wachovia Offers Mobile Banking Product The bank's new product is set to provide users with anywhere access to account data.
Bank Systems & Technology October 10, 2008 Maria Bruno-Britz	Wells Fargo Victorious in Wachovia Battle Wells Fargo given the go ahead to continue with Wachovia buyout. The purchase means the creation of a stronger coast-to-coast banking franchise.
Bank Systems & Technology May 24, 2007 Maria Bruno-Britz	Banks Using Security to Increase Customer Trust and Their Bottom Lines Banks realize that information security can increase client loyalty and lower costs.
The Motley Fool September 21, 2007 Lawrence A. Rothman	Good Deal, Wachovia! Strong quarterly results from A.G. Edwards reaffirm the wisdom of Wachovia's pending purchase. Investors, take note.
The Motley Fool October 17, 2006 Ryan Fuhrmann	Wachovia Banks Another Quarter Wachovia just reported third-quarter results, and the bank continues to grow steadily. Investors, take note.
Bank Systems & Technology May 7, 2007	Executive News Bixby Joins Capitol... Davis Named WVB CIO... etc.
Wall Street & Technology April 26, 2007 Nancy Feig	A New Foundation: SOA Implementation for Business Transformation Financial services providers worldwide are turning to SOA to differentiate and grow. A successful services-oriented architecture implementation starts with making the right decisions early on in the process.
Wall Street & Technology June 4, 2004 Jessica Pallay	Growing Through a Major Merger Wachovia CIO Martyn Greene faces integration challenges with the firm's Prudential merger.
The Motley Fool October 17, 2005 Stephen D. Simpson	Watching Wachovia Acquisitions increase this stock's risk but promise future growth.
The Motley Fool January 24, 2007 Michael Mancini	Has Wachovia Made the Turn? Two acquisitions boost its year-end results. Investors, take note.
Bank Systems & Technology September 22, 2008 Peggy Kendler	Innovative CIOs 2007: Fleming Continues With Wachovia's Service Excellence Initiative Scott Flemming, VP of IT for Wachovia, says his focus continues to be on ensuring successful application of business process management, content management and integration technologies at an enterprise level.
The Motley Fool July 20, 2006 Stephen D. Simpson	Wachovia Weighs In The popular bank reports respectable results in a challenging environment. Wachovia's management looks cocky now, but investors have taken a "show me" attitude in response.
U.S. Banker February 2004 John Engen	U.S. Bancorp's Smooth Operator Lauded for building one of the best bank management teams around, U.S. Bancorp's CEO has used his operational skills and his salesmanship to meld four different institutions together in three years -- giving shareholders a total return of 45 percent in 2003.
U.S. Banker November 2009	Wachovia's End The stakes were high. The maneuvering was unprecedented. An inside look at the rescue of a banking giant and its place in the debate over systemic risk.
U.S. Banker October 2007 John Engen	Revving Up Revenues Employing customized approaches in individual markets is merely one piece of a multi-pronged strategy that CEO Richard Davis hopes will spur greater organic revenue and earnings growth in U.S. Bancorp's core banking business.
BusinessWeek October 23, 2006 Jon Fine	Reworking The Ad Mix The average chief marketing officer has a notoriously short tenure, so the lofty reputation of Wachovia CMO Jim Garrity is perhaps best evidenced by how neatly the word "longstanding" fits in front of his title.
CIO December 1, 2001 Simone Kaplan	Calling All Workers Developing a successful intranet was Ford's first move on the road to e-commerce...
U.S. Banker April 2003 Glen Fest	Going with the Flow Wachovia CEO Ken Thompson's deal with Prudential has tongues wagging and rivals paying close attention. The newly combined brokerage, nets the bank greater access to trillions of dollars that will pass from one generation to another over the next 10 years. Move over Merrill?
Financial Planning January 1, 2007 Elizabeth O'Brien	Fund Manager Profile Even Keel: Large-cap Selected American Shares fund's Christopher Davis has achieved consistent results by focusing on company valuations.
CIO May 12, 2015 Stephanie Overby	How Aflac put claims processing in the fast lane The insurer can now receive, process and pay most individual claims in just one business day, thanks to streamlined IT systems.
The Motley Fool September 13, 2005 Rich Smith	Wachovia's Turbocharged Purchase Wachovia gets deeper into auto loans by buying Westcorp's loan portfolio -- and its shares, too. Investors, take note.
Wall Street & Technology September 21, 2006 Greg MacSweeney	Jack Be Nimble CIOs and CTOs at larger financial organizations often wish that they could implement enterprisewide projects in a few months, rather than - because of their sheer size - over many years. With easier-to-manage business units, smaller peers can implement newer technologies much more quickly.
Bank Systems & Technology May 3, 2005 Steven Marlin	Good Things Come in Small Packages An interview with CTO Corey Davis who was named an "Industry Rising Star for 2005" by the Independent Community Bankers of America (ICBA)
Registered Rep. June 8, 2007 Christina Mucciolo	Wachovia Accelerates Hiring in Private Bank Under plans to expand its private banking presence, Wachovia Securities said it would hire about 300 private bankers over the next three years, more than doubling its number of private banking relationship managers.
U.S. Banker May 2006 Holly Sraeel	Umpqua's Strategy Gives New Feel to Neighborhoods Expanding on his retail-branch push, Umpqua CEO Ray Davis is embarking on "neighborhood stores" that he says can be brought to market at half the cost of a traditional branch in just six weeks.
The Motley Fool June 29, 2006 Tim Beyers	Better Know a Fund Manager Up this week are Christopher Davis and Kenneth Feinberg of the Clipper Fund. Is this fund for you?
Bank Systems & Technology March 30, 2007 Nancy Feig	A New Foundation: SOA Implementation and Bank Transformation A successful services-oriented architecture implementation starts with banks making the right decisions early on in the process.
Bank Systems & Technology January 14, 2004 Steven Marlin	Sharpening Aim at Retail Banking Microsoft angles for retail banks' business with solutions that aim for customer-centricity.
CIO March 11, 2010 Johnson & Levien	Numbers You Need: Top Tech Priorities IT departments are focused on cloud computing, business intelligence, and business process management.