Finance companies are struggling from intense scrutiny and trying to improve their systems to provide complete visibility and control of real business transactions.
Insurance companies have the same challenge in addition to unique challenges such as multipart insurance policies, claim filing, temporary coverage needs, and underwriting processes. Their efficiency also lies in the hand of other industry players efficiencies such as title verification, motor vehicle records, and medical records providers along with agent systems that will help them in finding right coverage, writing policies and getting compensated.
If you have the same challenges then our extensive experience in industry, mobile solutions, business process automation, rule engines, business analytics, policy processing, agency systems, system integration, event management, cloud computing, and underwriting process can help you in gaining the efficiencies and beating competition.
- Our team members have 10-15 years of experience in the finance and insurance industries and have worked for companies such as JP Morgan Chase, State Street, Fidelity Investments, Mercer, SunLife, Safeco to name a few.
- Our team members’ certifications and education includes MBA (Finance), CFA, FRM, PMP, Series 63, 65, Registered Investment Advisors, MS (Finance, Operations Research), and PhD.
- Our Industry specific product experience such as WealthCentral, Fidelity.com, JPMorganInvest.com, eTrade.com, SIS, Advent, NaviPlan, FIX, RTTM, TRACE, DTCC, MSRB, NSCC, FICC, MAS90, MCH (trade data), Financial market data from various data sources, Navigator, MISMO, ACORD, MIB, eNable, MVR, ARMS, APS/Paramed to name a few.
INVESTMENT AND WEALTH MANAGEMENT
Leverage our experience in building IT solutions for account management (at individual, client and group level for balances, positions and transactions), modeling & rebalancing, financial planning, trading, customer relationship management, optimal asset allocation for broker/dealer and family offices.
LIFE INSURANCE AND AGENCY LICENSING
Our expertise in automating business process can reduce the time for putting a life insurance policy in a client’s hand while improving the quality of the underwriting process using structured and non-structured data including social media, credit scores and many more.
TRADING AND RISK MANAGEMENT
Our team is highly specialized in trading and risk management. We can help in
- Getting control of trade execution and routing. Expertise includes FIX engine and trade execution based on cost, liquidity, volume and many other factors.
- Optimizing trade settlement processes capabilities.
- Managing market and credit risk management.
Call us for a free consultation. We can provide a proof of concept to improve algorithmic trading performance using our twitter and news sentiment engine.
Our experience includes managing balances, transactions, and history along with ACH, systematic withdrawal plans, pre-authorized checking and periodic payment functionalities to customers.
Excel models to analyze and manage real estate assets have their benefits in quick analysis, but they are lacking in critical industry intelligence and analytical capabilities. We can help you build an IT roadmap and to bring your vision to reality. Call us today.