Key Benefits

• Transaction transparency — Implement complete records and content management, while matching the cost of managing information with its business value.

• Security — Prevent unauthorized access to, tampering with, or use of your financial institution’s information assets.

• Operational efficiency — Increase utilization of your server, network, and storage assets while reducing costs through consolidation and business process optimization.

• Process automation — Manage and resolve cases more efficiently by using automated business rules, workflows, templates, and queuing.

• Records and reports management — Reduce the cost of compliance and the risk of non-compliance with records and report management, e-mail archiving, and retention policy services.

• Regulatory requirements — Implement information architecture and business continuity solutions to reduce the operational risk involved in regulatory compliance.

• Customer account setup — Automatically capture and process new customer account information through any input source.

Solutions

Core Securities Processes

• New Account Enrollment — Automate, accelerate, and optimize the process of opening new accounts—from initial customer interaction and review through fulfillment.

• Research Content Management — Research, author, publish, and archive research reports—quickly and easily.

• Imaging for Financial Services — Transform paper documents into electronic images that you can easily manage throughout your business processes.

• New Product Development — Shorten time to market for new products and services by implementing virtual project workspaces, a global content repository, and business process support.

Security and Regulatory Compliance

• eDiscovery — Speed search and retrieval of e-records and establish audit trails in order to protect your organization, streamline litigation processing, and reduce your e-record management costs.

• Information Security — Provide identification, authentication, and access protection to safeguard sensitive information.

• Regulatory Content Creation— Create, approve, deliver, and archive regulated content for submission to regulatory agencies—as well as disclosure to clients.

Information Infrastructure

• Business Continuity and Availability — Ensure continuous availability of information through a comprehensive suite of replication strategies and technologies.

• Virtualizing Information Infrastructure — Increase the utilization of your servers, files, and block storage through the use of virtualization technology.

• Mail and Messaging — Improve the operational efficiency of your messaging environment, automate e-mail retention and disposal policies, and reduce the cost and risk of legal discovery.

• Backup, Recovery, and Archiving — Proactively manage your securities information to meet more stringent data recovery requirements and strengthen data protection, while significantly reducing costs.

• Infrastructure Consolidation and Optimization — Optimize your data center, network, and storage while maximizing your IT resource allocation and use.