Source: www.keane.com
Topic: Investment Firm
Sort Desciption: history — a US investment firm was poised to become one of the largest ... A large US investment firm was undergoing an acquisition that would create ...
Content Inside: Large US Investment Firm Improves System Response Time by 500%, Boosting Financial Advisors’ Efficiency Keane Improves Functionality of Mission-Critical Image Retrieval System, Reduces Costs, and Provides 100% Access to Financial Advisors Worldwide With the onset of a large acquisition — the third in the company’s recent history — a US investment firm was poised to become one of the largest retail financial advisory organizations in the nation. However, as a result of the merger, the client was adopting a variety of IT applications with varying degrees of functionality. Specifically, the client needed to narrow the several image retrieval applications it had acquired to one and integrate it with its new Internet-based common broker platform. This would provide employees worldwide with access to brokerage-related applications. In only seven months, Keane provided the client with a document image retrieval application that met the clients’ requirements, reduced support and operating costs, and provided access to 100% of its financial advisors and independent brokers. It also accelerated document retrieval time by five to six times previous rates, significantly improving the productivity of these users. Business Challenge A large US investment firm was undergoing an acquisition that would create one of the largest retail financial advisory organizations in the nation, whose aim is to help individual, corporate, and institutional clients achieve their long-term financial goals. Due to previous acquisitions, the company was already using two document image retrieval applications. This new merger would introduce a third. These applications enabled a host of users who sell financial vehicles for the company to access critical documents, such as client statements, tax summaries, and commission reports. Yet, the applications were accessible to only 80% of this group, and they had limited functionality, requiring the manual transmittal of many documents ...
