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Finance
Today, investment managers are an important part of personal financial planning. They take money seriously ¡V it¡¦s their job. Investment managers look to brokerage firms for comprehensive services and a wide array of investment vehicles to help them serve their clients. They insist on easy access to no-load mutual funds, discounted commissions on large equity trades, efficient operational support, and accurate account administration.
The rapid advancement of online and client/server technology has had a major impact on the services available to our Finance customers. They need a system that may adapt to various departmental needs and provide users with a range of functionality, such as modeling, forecasting, Executive Information System (EIS)-style reporting, and budgeting.
Our Business Intelligence (BI) solution¡¦s OLAP reports off of both relational and multi-dimensional data, it included a powerful application development language and a customized interface for several major department-specific applications:
- Marketing ¡V Includes a worksheet for modeling, setting views, and interacting with data. The marketing department can segment information in ways that were not possible before. Users can simply view canned reports or analyze them further with the worksheet.
- Sales ¡V Enables users to view canned reports through a simpler interface; they do not require in-depth analysis capabilities to model profitability and make client presentation-quality reports.
- Finance ¡V Provides functionality for modeling, forecasting, and budgeting. The budget application can update and recalculate reports interactively for multiple users.
- Training ¡V Provides a variety of functions so training teams can customize programs for marketing, sales, finance, and operations.
With our system, account managers can compare pricing relationships and forecast years in advance; for the commission tables and rule tables, the pricing possibilities are limitless. As technology continues to make managing investments more sophisticated, internal employees and external clients can benefit from a comprehensive information management system designed for the future.
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