Windows in Financial Services

UK-based Endsleigh Insurance’s decision to upgrade its CRM solution to Microsoft CRM 3.0 has enabled the company’s two divisions to quickly access data specific to their own needs. Prior to upgrading, both divisions had to search through a consolidated database to find information, which involved team members searching through a substantial body of information to [...]

Through a business intelligence (BI) initiative that involved implementation of the Microsoft Office PerformancePoint Server 2007, Raymond James has empowered both financial advisors and senior management with timely data delivered through easy-to-use scorecards.
“The financial advisors were really the drivers behind our BI initiative,” said Ed Ferrer, application development supervisor, data warehouse and BI for Raymond [...]

Jih Sun, a retail bank in Taiwan, is reducing time-to-market for new products and better managing customer accounts through its newly implemented Temenos T24 modular core banking system. The bank is running Temenos T24 on Microsoft Windows Server 2003 to support 2.4 million accounts and 1.4 million customers across 49 branches.
Jih Sun’s CIO, Tom [...]