Intergen financial sector datasheet
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The document outlines the strategic transformation in the financial services sector driven by technology, which presents both challenges and opportunities for engaging customers and managing risks effectively. It emphasizes the importance of leveraging information and operational efficiency to remain profitable, all while meeting rapidly changing customer expectations for personalized service and transparency. Intergen provides Microsoft technology solutions to help financial organizations innovate, comply with regulations, and achieve sustainable profitability.
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Intergen financial sector datasheet
- 1. INDUSTRY SNAPSHOT Intelligence at work in the Financial Services Sector INTEGRATING TECHNOLOGY SOLUTIONS TO COVER THE RISK AND DELIVER THE REWARD Having experienced a time of change and upheaval like no other in recent times, the financial services industry is now in a period of strategic transformation, faced with a unique set of challenges and opportunities. Technology lies at the heart of this transformation, underpinning many of the opportunities that exist for financial services industries to stand apart from their competitors, forge more meaningful connections with customers and to get the most from the information and people in their organisations. Financial services is an information business. Success depends on fully understanding and leveraging the vast amounts of information that a financial institution amasses. Yet information is often one of the most under-utilised assets of all – held ransom by siloes and fragmentation, making it difficult to assess, let alone monetise. Rapidly changing customer expectations HOW DO WE BALANCE? Rapidly changing customer expectation Risk must be balanced with reward. Safety and compliance are the absolute bedrock of the financial services industry. And yet, against this need for the utmost security and caution, organisations must also find ways to break new ground, exploring new opportunities by defining and claiming new niches in an ever-changing market. Your customers want – and expect – more than ever. More personalised service, a great user experience, information wherever and whenever they want it. They want greater transparency and sound reasons to give you their trust and loyalty. You need to balance all of these needs while still staying true to the all-important bottom line. Innovation and customer service are well and good, but the fact remains that in a chastened market with low interest rates and tightened margins, remaining profitable is paramount. Against this industry landscape, cost reduction through operational efficiency is critical. Managing compliance & risk, delivering sustainable profitability To stay ahead of the field, financial services organisations need to innovate, grow and engage their customers in new and exciting ways, giving them any-time, anywhere access to information, providing personalised and engaging service. Financial services organisations need to innovate against a backdrop of extreme caution. Technology initiatives must be watertight, ensuring compliance and protecting against risk, while also helping bring about sustainable profitability. INTERGEN DELIVERS A RANGE OF MICROSOFT TECHNOLOGY SOLUTIONS TO HELP STREAMLINE BUSINESS PROCESSES ACROSS THE ENTERPRISE, UNDERSTAND VITAL ORGANISATIONAL AND CUSTOMER INFORMATION, MANAGE RISK AND COMPLIANCE, ENGAGE CUSTOMERS AND HELP YOU ACHIEVE SUSTAINABLE PROFITABILITY. WE CALL IT INTELLIGENCE AT WORK. REACH PROTECT ENGAGE UNDERSTAND
- 2. Helping financial services organisations use technology to innovate and better engage with customers, manage risk and achieve sustainable profitability. BALANCING Rapidly-changing customer expectations Giving me the information I need, when I need it It’s about solving business problems It isn’t simply about the technology. We have worked extensively with financial services organisations across Australasia. We understand the sector’s unique needs and requirements, helping you use technology to your competitive advantage, embedding leading edge platforms, practices and processes right across the enterprise. Whether it’s engaging your customers online, on any device, or bringing together disparate enterprise systems for streamlined business processes and a single view of the truth, we can help. REACH • Be present in the financial lives of your customers any time, any place, on any device, across any channel • Revamp and develop your digital channels to connect with customers and provide a seamless, satisfying user experience How we can help... Websites, Web & Digital Strategy • Engage with your customers, providing a seamless, positive experience • Improve your digital footprint and reinvigorate your brand • Understand your customers and engage in meaningful communication with them Delivering sustainable and profitable growth Cost reduction through operational efficiency PROTECT • Manage enterprise risk while still focusing on productivity, efficiency and profitability • Comply with regulations at a global, regional and national level, at the same time delivering returns to shareholders Operational Efficiency & Business Process Improvement • Custom development for the management of complex, highly specialised business needs and processes • Increase efficiency and performance through streamlined, integrated technologies • Reduce operational costs • Meet compliance obligations Mobility Managed Services • Meet your customers wherever they are • Free up your IT team to focus on high value activities • Ensure business productivity on the go • Reduce internal complexity and overhead • Provide useful mobile apps, offering new innovations and added value to customers • Security and dependability of system quality and availability, ensuring end user and customer satisfaction
- 3. Ensuring a good customer experience Transacting with me anywhere Delivering the best value Security, compliance and risk management Understanding data for better business insights ENGAGE • Engage your customers in innovative new ways, boosting loyalty and custom • Use customer relationship management technology to know your customer, providing better, more personalised customer service • Enrich customer experiences through social and mobile channels Guaranteeing security Providing the agility to change as needs evolve UNDERSTAND • Harness big data and analytics technologies to drive operational improvements and derive business benefits • Get a single view of your organisation’s information • Leverage this information for greater insights and competitive advantage Customer Relationship Management Business Intelligence • Achieve a single, customer-centric view • Enable better visibility of information • Provide superior customer service through insight and the personalisation this allows you • Understand and leverage customer and enterprise data • Make informed decisions and form lasting customer relationships Employee Collaboration & Productivity, Document & Information Management • Portals and intranets for improved collaboration and communication, providing better access to information • Store and protect business records, meeting legal requirements and obligations • Analyse data to understand business performance and drive improvement Financial Management & Enterprise Resource Management • Ensure auditability and compliance • Manage finances, projects and relationships • Adapt for new opportunities • Simplify access to information • Streamline integration
- 4. financial services client EVIDENCE banking funds management “It wasn’t possible to share information at any efficient or effective level. Branches had become silos of information and knowledge. Our goal was to achieve a single source of information – one version of the truth.” “Our goal is to create a 360° view of our relationship with our investment managers and partners. They all play an important role in the investment decisions we make, and making sure we can easily find everything, from investment and financial documents to upcoming meetings and activities, is key.” insurance “Change can be difficult in a big organisation. The way that Intergen relates to people helps a lot when you are implementing change. Their passion and expertise, from design to support and training, was fantastic.” banking “Everything is now done in real time and we have greater visibility of our financial performance and position. If our stakeholders require specific information we can get it to them straight away.” INTERGEN IS AT THE FOREFRONT OF DELIVERING SOLUTIONS TO ORGANISATIONS IN THE FINANCIAL SERVICES SECTOR We help address financial services organisation requirements across the breadth of Microsoft solutions, including: • Financial and Enterprise Resource Management solutions built on Microsoft Dynamics AX • Application design, development and legacy replacement using the .NET Framework • Customer engagement utilising Microsoft Dynamics CRM • Device and software management and deployment using Microsoft System Center • Mobile software clients and applications • Scalable, adaptable and cost effective cloud-based solutions using Microsoft Azure • Targeted websites and online experiences Intergen is an information technology services company that solves challenging business problems using the latest Microsoft solutions. We provide our customers with a range of solutions and services, including financial and relationship management, portals, content and collaboration solutions, custom software development, and consulting services. RE DMOND AU CK L AND WE L L INGTON S Y DNE Y CH RIS TCH U RCH PERTH ME LB O URNE DU NE DIN Australia [email protected] / www.intergen.com.au United States [email protected] / www.intergenusa.com New Zealand [email protected] / www.intergen.co.nz