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Trends in the financial sector are moving towards rapid globalization and consolidation through mergers and acquisitions. With increased pressure on reducing transaction costs and creating diverse banking and investment products, industry is relying more on technology to streamline processes and integrate system across business functions. Increased demand for online banking and integrated brokerage services requires financial institutions to bring more internal systems online securely and create integrations across institutions using standards based protocols. After spending years defining technology standards used by Financial Organizations, we can help you set the right course for your institution.

  • Financial Planning and Forecasting
  • Capital Planning
  • Investment Planning
  • Risk Management
  • Security Management
  • Performance Metrics
  • Budget Formulation
  • Budget Execution
  • Partner Relationship Management
  • Compliance Management
  • Financial Control & Reporting
  • Asset Management
  • Procurement
  • HRMS
Product Definition
  • Market Analysis & Approval
  • For Insurance - Actuarial Analysis
  • Define Products
  • Define Credit Facilities
  • Define Arrangement Contacts
  • Develop Policies & Guidelines
Marketing
  • Define Market Strategy
  • Market Research & Analysis
  • Segment Customers
  • Plan Programs
  • Execute Programs
  • Measure Program Effectiveness
  • Program Profitability Analysis
Sales
  • Sales Planning and Forecasting
  • Customer Portfolio Management
  • Sales Force Management
  • Territory Management
  • Account/Contact Management
  • Lead and Opportunity Management
  • Multi-Channel Sales
  • Upsell/Cross-Sell
  • Rate/Price, Quote, and Commission Management
  • Capture Applications
  • Manage Documents
  • Create Agreements & Financial Contracts
  • Establish Accounts/Policies
  • Register New Customers
Distribution Channel Management
  • Assess Agency Requirements
  • Agency Planning & Contracting
  • Identify & Evaluate Distribution Channels
  • Establish Collaborations
  • Manage Distribution Channel Relationships
Manage Line of Business
  • Capture Customer Requests
  • Complete Customer Transactions
  • Manage Deposit Accounts
  • Manage Loan Accounts
  • Manage Customer Wealth Relationships
  • Manage and Renew Contract Instruments
  • Manage Aggregated Accounts
  • Financial Planning and Portfolio Management
  • Manage Business Partners
  • Cash Management - Payments & Billing/Collections
  • Trade & Currency
  • Securities Management
  • Manage Policy Administration Systems
  • Manage Underwriting & Rating Systems
  • Manage Claim Systems
  • Manage Investment Income Systems
Manage Fees and Payments
  • Capture Billing Information
  • Invoice Customers
  • Update Customer Balances
  • Manage Collections
  • Manage Financial Relationships
For Insurance - Actuarial Management
  • Premium Analysis
  • Loss Analysis
  • Actuarial Reporting
  • Update Rating Plans
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