KnowledgeStorm
KnowledgeStorm

• LeasePak Lease, Contract, Portfolio, and Asset Management
  LeasePak is a premium lease management solution for banks, leasing companies, and financial institutions. The LeasePak Productivity Suite enables the user to leverage LeasePak’s power to streamline originations, integrate the dealer/vendor network, automate documentation, enhance customer service, manage risk, and control infrastructure overhead.
• FileNet Enterprise Content Management (ECM) Solutions
  By harnessing the power of your organization’s process, content and connectivity, Enterprise Content Management (ECM) solutions from FileNet enable the world’s leading financial institutions to streamline and automate their processes, connect with their information systems and access and manage all forms of content.
• Banking Services: Providing IT and BPO Services to Banks
  Hexaware provides IT and BPO services to banks everywhere. Our rich experience of partnering over 35 global banks enables us to provide best of breed technology solutions for this sector. • Proven experience of handling multi-million dollar, multi-year BFS Engagements • Ability to provide integrated IT + BPO Services
• Webcast: Improving the Value of IT Financial Management in Your Organization
  This webcast offers a brief but informative look at why (and how) organizations choose to enhance IT financial management practices. Get started using solutions that can help control costs, mitigate compliance risk and improve IT service levels to meet increasing business demands.
• A Guide for Improved Reconciliation: 10 Steps to Reduce Your Costs and Risks
  Implementing an effective reconciliation environment requires a solution that can capture, validate, match and reconcile data between your portfolios and a wide range of external parties. This paper lists some key capabilities to look for when considering what reconciliation IT framework to implement.
• Charting a Course Toward the Bank of the Future - Whitepaper
  This whitepaper describes the ideas that are driving the industry toward the Bank of the Future, a model of banking that positions the bank as an originator and (re)distributor of risk, where the discipline of risk management is viewed not merely as a cost center, but as an indispensable element of successful balance sheet and value management.
• The Buyside and the Three Phase Evolution of Electronic Trading White Paper
  The Buyside and the Three Phase Evolution of Electronic Trading describes how the function of trade execution is undergoing a period of dramatic transformation; not only for buyside firms, but also brokers and execution venues.
• Free Cerulli Report - Navigating the Affluent Emerging Marketplace
  The investors who comprise the emerging affluent segment of the market are very diverse—in terms of their net worth, risk tolerance, financial goals, and a myriad of other characteristics. Because of this diversity, in order for firms and advisors to effectively service this market they must perform some level of segmentation.
• Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors
  In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. Systems that offer advisors the functionality they seek are often not affordable when considering the time and expertise required to properly manage a reporting system in-house. The answer, prospectively, lies in outsourcing.
• Research Note: A Closer Look at Satuit CRM: Vertical Expertise, Fixed-Price Implementations
  Satuit’s CRM solution for financial services enables firms to reduce costs, improve sales and marketing productivity, manage large amounts of information, and maintain positive business relationships. Available both as an on-premise and hosted basis, Satuit differentiates itself by its deep vertical process knowledge and fixed-cost implementations.
• Hedge Funds: Why Comply? - A Practical Guide to Developing a Culture of Compliance
  Creating a culture compliance may prove to be simply good business, regardless of whether or not it becomes standard regulation. Read how your firm can support compliance while improving your bottom line.
• Treasury and Asset Liability Management Best Practices
  This paper outlines the importance of balance sheet management and the role of the Treasury division in creating more enterprise value for the financial services firm. We discuss the common practices and responsibilities of this group and provide an introduction to the key risk measurement objectives and the most common risk modeling methods used.
• BancWare: Business Performance and Risk Analysis for the Banking Industry
  BancWare solutions help financial firms measure and manage risk, forecast balance sheet performance and meet regulatory requirements. Our solutions for asset/liability management, profitability, strategic planning, credit risk, operational risk, economic capital and regulatory compliance provide a complete picture of your banking business.
• Advent Portfolio Exchange Demo
  Advent Portfolio Exchange represents Advent's next generation in portfolio management technology. Advent Portfolio Exchange is the first solution to combine the front office CRM functions of client servicing and marketing with the back office operations of portfolio accounting and reporting into a single platform. View the product demonstration.
• Total Merrill Relationship Statement: Report on All Aspects of the Client ' s Money
  Merrill Lynch recognized the value in creating a consolidated statement that shows how all of their solutions work together. The "Relationship Statement" was designed to provide clients with a report on all aspects of their money - providing a balance sheet view that includes investments, bank accounts, loans, mortgages, retirement accounts, etc.
• Diversified Investment Advisors: Delivering Retirement Statements with a Tangible Difference
  Diversified Investment Advisors is a national investment advisory firm. By implementing Extream Software's Dialogue, Diversified developed a retirement statement that is shorter, more concise and specifically designed to encourage active financial planning at the participant level.
• Vestcom International: Personalization Drives Repeat Business
  Vestcom International is a New Jersey-based firm that offers end-to-end personalized communication solutions. Vestcom used Exstream Software's Dialogue solution to design a sophisticated relationship management program that is fostering loyalty and encouraging repeat customer visits to company's casino destination resort.