FS (Financial Services)
Enterpulse's Financial Services solutions streamline and automate critical functions, ranging from onboarding clients and customizing their account views, to providing risk mitigation strategies, to offering online member services for insurance companies. We have a long history of financial clients, including banks, credit and investment companies, and have used that experience to develop a series of focused, portal-based solutions that can take advantage of Services-Oriented Architecture for cost savings and re-use. Additionally, we have implemented content management solutions and secure member portals for companies in the insurance industry.
Risk Management
Enterpulse's Risk Management solution takes advantage of portal and services technology to enable data access and consolidation of financial and client information in a streamlined, desktop view. Built with services-based infrastructure in mind, it accesses key data from multiple systems to offer features such as Credit Scorecard Review and Approval, Risk Exposure Dashboard, Risk Reporting and Alerts, and Client Onboarding. These features empower our customers to:
- Access credit analysis and reporting tools, as well as inbox alerts, that offer objective risk evaluation opportunities based on processes and data the brokerage defines
- Enhance the communication, visibility, and workflow processes among relationship managers, risk managers, and credit analysts
- Streamline the creation of new client accounts and accessing existing client account information
- Customize the federated services offered to the client for increased loyalty, and increased efficiency for the brokerage in disseminating information
Leveraging BEA's WebLogic technology stack and AquaLogic Data for queries across multiple CRM; financial; and research systems; the Risk Management portal can help you address your greatest challenges in serving your customers while mitigating your risk potential.
Prime Brokerage
Enterpulse's Prime Brokerage solution provides brokerage companies with the ability to create a personalized experience for their customers to access their financial and portfolio information. As part of a desktop portal, the solution offers relationship managers a consistent, accessible method for creating new accounts and customizing federated services. With features such as Client Onboarding, Cash Management, Trade Management and Execution, and Pitch Management, the Prime Brokerage portal offers:
- Cash management based on an automated request and approval process
- Robust trade reporting mechanisms to allow the client to organize and view their trade history and analyze trends
- Ability for clients execute trades online, while automatically enforcing the policies and trade guidelines set forth by the brokerage
- Ability to push out financial product/services pitches and campaigns to target the right clients based on predefined criteria
- Streamlined creation of new client accounts and accessing of existing client account information
- A robust application that can take advantage of Service-Oriented Architecture to elevate key data from multiple financial systems, the Prime Brokerage solution is built on BEA's WebLogic technology stack. It uses AquaLogic Data for queries across multiple CRM, financial, and research systems.
Loan Management
The Loan Management portal offers role-based logins for Loan Officers to create new loans, new customer accounts, and look up additional customers. It also provides Loan Analysts with the ability to view and evaluate applications online to streamline the loan management process. Additional functionality can include document imaging and scanning, and capabilities extend further to:
- Automate manual loan processing and move toward paperless environment
- Consolidate multiple systems to support loan processing via consistent user interface
- Reduce loan cycle time and transaction cost per loan
- Provide the same tools to the customer and the branches
Enterpulse created a demo to help a large financial institution, part of the Farm Credit System, view the plethora of capabilities for streamlining and automating the loan process.
