Solutions
Industry Solutions

Financial Services

Account Opening Process
Corporate Actions Automation
Business Applications

Financial Services solutions
Many sectors of the financial services industry rely on our solutions to ensure regulatory compliance, streamline internal processes and improve customer service.

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 the 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
Forms-driven business processes represent a domain ripe for automation as businesses currently process seventy percent of their forms and documents manually!
  • 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; eliminating waste associated with manual processes, printing and storing forms and documents
  • Reduction of lead times of 80% compared to manual processes
  • Improved data accuracy
  • Elimination of data errors - incorporating database validations, calculations and other intelligent form features

Further resources:

> Software
> Customers
> Partners

Related documents:
Financial solution deployments
Account Opening Solution

Contact information:
> Zurich office
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