Financial Operations and Intelligence
Customer relationships, workflow and decision support for running a financial institution.
What this layer covers.
Beyond trading and fund administration, a financial institution runs on processes: serving customers, routing requests through approvals, and giving management a clear view of what is happening.
These OTS products support that work, with a configurable CRM connected to portals and call centres, workflow management, and decision-support dashboards that turn operational and market data into information management can act on.
Products in financial operations and intelligence.
Select a product for its capabilities, architecture and related products.
CRM and Corporate OMS
Customer relationship management with a modular, dynamic design and graphical workflows.
- Modular, dynamic design
- Graphical workflows
- Administrator-defined logic
EDSS Decision Support
Interactive dashboards that turn operational and market data into decisions for management.
- Executive dashboards
- Rankings and comparisons
- Market heat maps
Not sure which products you need?
Tell us about your institution and the problem you are solving. We will point you to the right starting point.