Financial Services

Harness Information for a Bigger Impact in How You Interact with Customers, Maximize Opportunity and Manage Risk and Compliance

To improve profits and customer satisfaction while reducing risk and costs, financial services companies are always looking for more powerful ways to manage and analyze critical business information. Today financial services companies' practices and investments are scrutinized by the public and regulators — and by the companies themselves as they seek to optimize outcomes.

The most successful firms are those with sharper insight into their customers, investments, risks and market trends. Getting this intelligence when it matters is complicated by ever-growing volumes — and types — of important information: structured data in CRM and operational transaction systems, unstructured content from websites, blogs, email systems, regulatory documents and call center logs.

Attivio AIE Financial Services solutions help banking, insurance, credit and investment companies address the fluid risk management, market condition, regulatory compliance and customer relationship challenges unique to the financial industry. The ability to examine all relevant data and content at decision speed gives Attivio customers the intelligence they need, when they need it.

Unified Information Access for Financial Services Institutions

Most financial organizations such as banks, investment firms and insurance companies have the information they need in various systems, but are not able to deliver the comprehensive view that users need, when they need it, or provide the insight necessary to ensure the best outcome.

Implementing a unified information access (UIA) platform combines diverse information without relying on cumbersome integration layers and without sacrificing the relationships and analytics that make information more meaningful and usable. By ingesting all types of content and data and creating a universal information repository, UIA solves the problem of information isolation that limits business agility. While the concept of unified information access might sound big on promises, its methods are proven.

Download the Attivio Unified Information Access for Financial Services Institutions position paper to learn more.

Attivio Impact for Financial Services

Capital Markets, Banking, Insurance

Mastering every customer interaction Effectively tracking and reacting to social media and other opinion sources Getting complete insight and exploration capabilities from market research applications Improving customer micro-segmentation and pricing refinement with analytics Ensuring compliance with all policies and regulations and incorporating regulatory changes while reducing cost and manual processes and improving tracking Reducing fines and self-insurance against future fines to release more capital Speeding innovation by reducing technology operating costs and integration

AIE integrates information from all systems and important external sites (CRMs, SharePoint instances, Exchange, file servers, databases, social media, private research firms, policy and regulatory sources, etc.) to: Improve insight into customer needs & interests by consolidating all relevant data, analysis and related emails, call logs, articles, etc., presented in real-time dashboards Expedite analysis, trend recognition, risk management, policy and regulatory adherence, opportunity identification Alert staff to issues and opportunities so they can act faster and smarter Reduce costs and delays

AIE improves research and trading, risk management, compliance and customer service.