Windows in Financial Services

Lawyers don’t come cheap. So it is easy to understand why Credit Suisse in London has been seeking to enhance the efficiency of its in-house legal team. To this end, Credit Suisse has implemented Business Integrity Software’s DealBuilder system to help improve the process of creating ISDA Master Agreements, which establish the framework for the [...]

Corazon Capital, an independent management company specializing in global portfolios of alternate strategies, has selected the Tercero investment management platform from Microsoft partner Third Financial Software for its expertise in reporting, among other features.
Corazon decided that now is an opportune time to upgrade its infrastructure and improve its operational and client servicing processes. In particular, [...]

Raymond James Financial is a 17-year document management veteran. In addition to using systems from vendors such as Kofax and Singularity, it developed a proprietary content management solution and its own interface to the workflow engine. Faced with integration and scalability challenges, Raymond James recognized it was time for a change and decided to migrate [...]

The financial services institutions that survived the credit crisis’ first wave of casualties are reassessing their risk management practices. Windows in Financial Services spoke with Sai Sireesh Pachava, director of risk and compliance for Microsoft’s Worldwide Financial Services, to hear his perspective on what caused the crisis and what companies can do to protect themselves.
WFS: [...]

The regulatory environment may very well have put the financial services sector ahead of other industries in tapping into the benefits of Business Intelligence. As the recent financial crisis shows, however, there is still some distance to go before companies can feel confident that they are making smarter decisions at every level of the business.
The [...]

Often overlooked during an economic downturn when all eyes are focused on the budget is the role that technology investments can play in making the company a stronger, more competitive entity. Andrew Brust, chief of new technology for twentysix New York, a leading business and technology consultancy, discusses how BI can help a company realize [...]

Calyon, the corporate and investment banking subsidiary of Credit Agricole S.A., is using ActivePilot from Quartet Financial Systems to monitor its commodity exotics intra-day risk in real time. Active Pivot has been integrated with Calyon’s in-house pricing and risk management application, AsteRisk, and enables traders to aggregate risk along multi-dimensional axes to efficiently manage intra-day [...]

Fidelity Investments is the number one provider of workplace retirement savings plans in the United States with administered assets of nearly $840 billion held by more than 14 million participants in over 18,000 defined contribution plans as of June 30, 2008.
Fidelity has a tradition of serving this large customer base with highly customized investment reviews. [...]

Under current market conditions, financial ser-vices companies are feeling the pressure to do more with less. This is where the rubber meets the road for firms’ technology systems and processes alike: inefficiencies are magnified when efficiency moves from being a goal to being a necessity.
One of the fundamental needs financial services firms face in a [...]

Whether it’s gasoline, oil, or natural gas, the energy industry is famous for ups and downs across availability and pricing. How, then, can utility companies manage to obtain enough natural gas, at workable price levels, to heat homes and businesses throughout the year? To help answer that question, eCorp Energy Marketing LLC is now using [...]