The challenge

Financial services reach and affect everyone. In banking, insurance and securities brokerage, managing the diversity of customers and compliance with regulatory agencies requires fast and flexible access to corporate knowledge.

Our solutions

We deliver solutions that enable our customers to enhance their business capabilities through effective collaboration, improved focus on risk management and regulatory compliance, and greater efficiency through automated business processes.

• Account Opening Automation
• Accounts Payable & Receivable
• Auto Leasing
• Capital Expenditure Authorization
• Cash Management
• Corporate Actions Automation
• Relationship Management
• Commercial and Equipment Leasing & Lending
• Compliance: Business
• Credit Card Correspondence Management
• Customer Complaint Resolution
• Customer File & Document Tracking
• Customer Service: Investigation
• Discount Brokerage
• Electronic Signatures
• Human Resources
• Investment Banking: Pitchbook
• Legal Support
• License Management (Broker/Dealer Environment)
• Mortgage Insurance: Loss Mitigation
• Mortgage Loan Payoff
• Mortgage Origination
• Mutual Funds 401(k): Commercial Management
• Overdraft Exception Processing
• Proposal / Structured Deal Management
• Secondary Markets: Loan Sale Transfer
• Student Loans
• Trading Account Set-Up & Processing
• Trust Administration
• Universal Financial Services

Business benefits

• Increased productivity or rationalisation of administrative staff or workload
• Accelerated transaction turnaround time
• Increased accountability attributed to audit trails and real-time tracking of forms or document-driven
• Savings of up to CHF 300 per form-driven process, thus eliminating waste associated with manual processes, printing and storing forms and documents
• 80% reduction in lead times compared to manual processes
• Improved data accuracy
• Elimination of data errors - incorporating database validations, calculations and other intelligent form features