Challenges & Opportunities

Face business challenges including customer retention, regulatory changes and increasingly sophisticated cybercrime.
  • Comply with evolving regulations
    Reduce regulatory operations costs and eliminate risks from non-compliance without impacting speed to market or customer service.
     
  • Exceed customer expectations
    Leverage contextual, real-time customer data to deliver personalized and empathetic customer experiences.
     
  • Mitigate risk
    Detect and remediate security threats to confidently secure customer information and comply with increasing security regulation.
     
  • Achieve operational excellence
    Optimize operations to meet mounting customer expectations, changing regulations and security challenges.

Solutions

AlertFind

Enterprise notifications to communicate important information, monitor responses and verify staff safety.

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FirstRain

Stay in the know with just-in-time sales & marketing intelligence to increase customer engagement and grow revenue.

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Synoptos

Understand what’s transpiring in the media, identify pathways to influence key stakeholders and improve operational decision making.

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Firm58

Manage billing, payments, compensation, positions and client commission agreements across asset classes — including equities, futures, options, foreign exchanges and fixed income.

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ResponseTek

Collect and aggregate customer experience, demographic, journey and behavior data to monitor and improve customer experience in real time.

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Acorn

Activity-Based Costing and Profit Management. Obtain cost-to-serve customer insights for direct and indirect costs, and precisely attribute against products, customers, regions, business units and facilities.

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Customer Success

Acorn Use Case: Cost & Profitability Management
Acorn Use Case: Cost & Profitability Management
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AlertFind Allianz Global Investors Use Case
AlertFind Allianz Global Investors Use Case
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Firm58 Use Case: Market Trading Profit & Expense Analysis
Firm58 Use Case: Market Trading Profit & Expense Analysis
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Firm58 Use Case: Trade Compliance & Surveillance
Firm58 Use Case: Trade Compliance & Surveillance
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FirstRain Use Case: Sales Rep Account Intelligence
FirstRain Use Case: Sales Rep Account Intelligence
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ResponseTek Use Case: Voice of the Customer
ResponseTek Use Case: Voice of the Customer
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Synoptos Use Case: Executive Daily News Briefs
Synoptos Use Case: Executive Daily News Briefs
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