No other sector is witnessing the impact of the change in global economies more than financial services and as a result, reducing overheads is imposing a huge strain on many organisations. Reduced staff levels means increasing workloads on remaining members, which in turn is affecting operational efficiency, and further market consolidation has far-reaching implications with regard to systems integration and data integrity. The success of managing these challenges influences customers’ confidence and loyalty – essential in today’s competitive market, and all the while, it remains critical to ensure adherence to Basel II and FSA compliance.
IDT has a wealth of experience in a multitude of financial sub-sectors delivering solutions that provide electronic document storage, automate the distribution of information and process automation. From anti-money-laundering (AML), client reporting, know-your-client (KYC), new client take-on, trade management and FSA dispute management, our Business Process Optimisation experience can deliver solutions that are robust and agile. All essential to help reduce costs, improve customer experiences and maintain a competitive edge.
Typical questions being asked are:
How are financial services institutions retaining, (and more importantly, proving that they are retaining) client correspondence for the statutory period after a contract matures? By speaking to us about Electronic Document & Records Management.
How are financial services institutions logging and reporting dispute resolution and non-conformance? By speaking to us about our FSA Dispute Resolution Solutions.
How are financial services institutions producing documentation that looks professional yet manages to retain a personal touch? By speaking to us about Enterprise Output Management.
Talking to us is the quickest, most effective way to discover solutions that return immediate business benefits, so contact us here.
Telephone us on 0800 622 6530 or complete the form found here.