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Banking, Finance & Insurance
The integration of financial data, taking into account the large volume of data, security restrictions, and time sensitivity is an exceptionally complex process. InetSoft’s full range of enterprise reporting and business intelligence features provides a powerful tool set for the financial industry.
Spotlight
Asset management is a rapidly growing area for investment and retail banks alike. Managing a complex security instruments portfolio and providing accurate and numerous client reports, in addition to supporting real-time information access, quickly becomes an overwhelming job. Combining InetSoft’s powerful visualization dashboard, report bursting and ad hoc reporting, this complex business process can easily be broken down into automated tasks, client self service tasks, and professional driven tasks.
Asset allocation strategies are adjusted frequently, in accordance with rapidly changing market conditions. Identifying risk levels and analyzing asset allocation for a large number of clients in a timely fashion can place extreme demands on company resources. Our sophisticated visualization dashboards, when directly linked to a transactional database, drastically reduce the complexity of this business process.
Other Sample Applications
- Fraud alert and notification of unusual transactions
- Sales and marketing analysis
- Risk and credit control
- Multi-dimensional analysis to identify market trends
- Automated compliance reporting
Some of our customers
- CitiGroup
- Deutsche Bank
- JP Morgan Chase
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