Windows in Financial Services

XBRL, the financial reporting markup language, has sort of slipped from sight in capital markets, although banks across the country are using it to report their results to regulators. (see XBRL: It’s Not Just for Regulators Any More
http://www.windowsfs.com/articles.asp?ID=575) Recently though, XBRL has received some attention where it counts, from Christopher Cox, head of the SEC, [...]

United Community Bank, which has grown rapidly through acquisition in recent years, will automate its referral and sales production process with a new CRM system that will be used by its front-line, customer-facing staff. The bank will begin implementation this month of the new system that combines Wealthview Leadbuilder from Fincentric, a Microsoft Gold Certified [...]

United Educators Insurance (UE), a specialty insurer for educational institutions, has replaced a complex paper-based system for policy renewals with an automated forms management portal. The new system, built by The Revere Group, an NTT Data Company, has trimmed time, risk and complexity from the insurer’s policy renewal process. The system was built using Microsoft [...]

NewSmith is using the product for pre- and post-trade compliance with UK market regulations as well as its own internal rules. The implementation took just three weeks, and included the creation of dozens of new rules to enable the system to adhere to NewSmith’s internal guidelines. “It involved a list of internal regulations and guidelines. [...]