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Articles from March 2006

Insurance: United Educators Insurance Replaces Paper-Based Policy Renewal With Portal System

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 Office SharePoint Portal Server 2003.

Securities: NewSmith Asset Management Automates Compliance With Eze Castle Watchtower

NewSmith Asset Management, the investment management arm of London-based NewSmith Capital Partners, has implemented Eze Castle’s Watchtower compliance tool to replace a more manual compliance system.

Banking: Growing United Community Bank to Automate Lead Tracking With New CRM System

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 Partner, and 360°View CRM from inBusiness.

Commentary: SEC Chairman Cox Sees Potential in XBRL

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)