Operations in Financial Services-An Overview

• 成果类型: Article
• 署名作者: Hatzakis, Emmanuel D. (Manos); Nair, Suresh K.; Pinedo, Michael
• 署名单位: University of Connecticut; New York University
• 刊物名称: PRODUCTION AND OPERATIONS MANAGEMENT
• ISSN/ISSBN: 1059-1478
• DOI: 10.1111/j.1937-5956.2010.01163.x
• 发表日期: 2010
• 页码: 633-664
• 关键词: data envelopment analysis; telephone call center; cash balance problem; center arrival data; transactions demand; customer satisfaction; Distribution channels; revenue management; Poisson processes; time-series

摘要

We provide an overview of the state of the art in research on operations in financial services. We start by highlighting a number of specific operational features that differentiate financial services from other service industries, and discuss how these features affect the modeling of financial services. We then consider in more detail the various different research areas in financial services, namely systems design, performance analysis and productivity, forecasting, inventory and cash management, waiting line analysis for capacity planning, personnel scheduling, operational risk management, and pricing and revenue management. In the last section, we describe the most promising research directions for the near future.