Windows in Financial Services

Archive for June, 2005

Pershing Relaunches Annuity Service with Software from Blue Frog

By Nadine Kjellberg • Jun 1st, 2005 • Category: eNews

Pershing LC, a member of BNY Securities Group and a subsidiary of The Bank of New York Company Inc., is relaunching its Subscribe no-transaction fee annuity program, replacing in-house technology with software developed by Blue Frog Solutions, Inc.
“At Pershing, while we have built a lot of systems in-house, we are often in search of best-of-breed [...]


SunGard Teams with Microsoft and Intel for Next Gen Insurance Solution

By Nadine Kjellberg • Jun 1st, 2005 • Category: eNews

SunGard Sherwood Systems has chosen a development strategy for its Amarta life insurance software that will adopt Microsoft’s .NET Framework and run on Intel Itanium 2 servers.
Aimed at the high end of the market, Amarta is used by carriers with 250,000 to millions of policies.
“It is enterprise-wide and can support multi-country, multi-jurisdictional, and multiple business [...]


Busted CRM at American Express Financial Advisors

By Nadine Kjellberg • Jun 1st, 2005 • Category: eNews

My mother just received a cheery letter from Rick, her financial advisor for the last 14 years, telling her what a good job he has been doing and asking that she give him a high score on the company evaluation form that will be arriving in the mail shortly.
Time to turn to a Ouija Board, [...]


Compliance Concerns Spark Industry Council and New Products

By Nadine Kjellberg • Jun 1st, 2005 • Category: eNews

Lingering concerns about meeting regulatory demands has continued to contribute to a flurry of activity in recent months, including the launch of several new products and the creation of an industry-wide council.
Earlier this month, Microsoft partners SunGard and GoldenSource together with IBM and more than 20 C-level executives from investment banks, asset management firms, securities [...]



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