Financial Services, Banking & Insurance

Organic growth, operational cost reduction, risk management and regulatory compliance are among the most critical themes for banking, financial services and insurance institutions today. The leading banking, financial services and insurance institutions trust our solutions to transform themselves into efficient, effective, flexible, customer-centric organisations.
With our solutions banking, financial services and insurance organisations can leverage extensive finance and insurance indudtry-specific functionality to acquire, retain and expand customer relationships. They can also utilise the business intelligence and analytics solutions to extract information from data captured during every customer interaction, to effectively cross-sell and up-sell products/services.
Our solutions cover the requirements of retail/cosnumer and corporate relationship management, across all customer-facing channels (Call Center, Branch, ATM, Email, Fax, Field Sales, WWW, etc.), organisational business units and product lines. They enable the organisations to provide a personalised customer experience, that greatly facilitates customer acquisition and rerention. The net result is increased profitability, cross-selling, up-selling and improved employee productivity.

More specifically, our solutions for the Financial Services, Banking & Insurance environment include the following:

• Institutional Trade Management - Our solutions enable securities firms to differentiate their institutional services (prime brokerage, trading, research, custody, etc.) by enabling a single view of the business combined with streamlined on-boarding and trade management processes
• Wealth Management - Our solutions equip advisors and clients with integrated access to information and tools for financial planning, customer service, and portfolio management, enabling superior, cost-effective advice delivery to the growing affluent market
• Risk Management & Regulatory Compliance - Our solutions deliver enhanced processes and integrated views of credit and operational risk, thus improving capital allocation, regulatory compliance, and risk-based pricing. Furthermore we enable firms to avoid exposure through an integrated compliance approach that mitigates reputational risk and regulatory penalties
• Multi-Channel Delivery - Our solutions empower financial institutions to deliver a consistent, convenient customer experience across all channels, accelerating revenue growth while reducing cost-to-serve
• CRM, PRM, ERM - The full range of front-office Customer/Partner/Employee Relationship Management solutions covering all the communications channels (Call Center, Field, E-mail, Fax, WWW, Correspondence, Shop/Partner, etc.) [more...]
• Call/Contact Centers & CTI - CTI, IVR, Voice Portals
• Sales Management - Corporate/Commercial/Wholesale Banking, Institutional Finance, Wealth Management/Private Banking, Retail/Branch Banking, Consumer Credit, Opportunity Management, Applications Management [more...]
• Service – Customer Service, Complaint Management, Asset Management, Web Self-Service, Service Level Agreements, Preventive Maintenance, Internal/External Helpdesk [more...]
• Collections - Collections and Financial Relationship Management
• Marketing – Marketing Plans/Programs/Campaigns, Marketing Resource Management, Multi-channel/Multi-stage Campaign Planning/Management/Execution/Monitoring [more...]
• Business Intelligence & Analytics - Sales, Service, Marketing, Contact Center, Financial, Employee Analytics and Business Performance Management [more...]
• Systems Integration (EAI/SOA) - We help you integrate front-office and back-office systems to reduce errors, build customer satisfaction, and increase revenue assurance through EAI and SOA
• Data Quality – Enterprise wide Data Quality, Corporate & Retail customer data cleansing, Real-time and Batch standardisation, cleansing and deduplication [more...]
• Portals – Corporate, Intranet, Web Self-Service and eBilling Portals [more...]
• Content Management – Document and Content Management, Workflow, Collaboration