Clients
 
- Finance
 
Services
 
- Fixed Income
- Investment Banking
- Retail Banking
- Brokerage
- Insurance
- Professional Services
 
 
  Brokerage - Front Office Insight
 
 
Financial clients are looking for more sophisticated investment advice, wide variety of investment offerings and better services from financial institutions today. The financial institutions are also phased with a lot of challenges like unprofitable accounts, paper based processes, increased focus on compliance, availability of real time information for the advisors and lack of integration of the backend system to provide a consolidated solution.

Front Office Insight Solution is a portal based context sensitive integration of information with a view of improving Customer Insight, Channel Consistency and Customer Interaction. FOI increases sales productivity, enables to extract value from outside sources.

  Front office Insight is a Financial Services Solution for Brokerage firms which aims to:
 
  • Improve customer service and increase share of customer assets through personalization.
  • Aggregate customer, product, and market data in the context of customer facing business processes.
  • Service customers with fewer resources and more complex products.
  • Extend applications to employee/customer devices to increase productivity and accelerate sales.
 
 
   
More on FOI
 
 
 

PA has worked collaboratively with IBM and ATG to architect and build FOI to address the needs
of financial analysts and brokerage houses.

   
Downloads
 
 
   
 

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