Service Excellence in Financial Services
Increasing productivity for high-priced
A provider of financial planning, asset management, and insurance services to individuals, businesses and institutions needed to increase their productivity.
Increase uptime/efficiency of 17,000+ Financial Advisors, managing over $280B in assets.
Ensure support across a wide range of platforms, applications and users.
Ensuring data security and compliance with tight financial regulations.
Data Management Excellence in Financial Services
Eliminating Client’s acquisition-induced data mapping headaches
Application and data integration challenges created by the merger of national and regional financial services firms.
Integrate thousands of customer records across distributed and mainframe-based platforms.
Records needed re-coding based on corporate standards.
Transparency to end-users was a must.