Custom Applications and BI Solutions for Financial Services Clients

Wachovia Bank
Helped client enhance its on-line banking service by performing in-depth scalability and stability studies to their on-line banking software prior to deployment to the public.

Financial Services Company
Broadened client's service offering by providing online access of investment portfolios for their clients. Collaborated with client's third-party portfolio management vendor to upgrade the software and implement a Microsoft-based solution to allow for web access. Also assisted in the accounting software upgrade and migration.

National Banking Institution
Helped client gain market share by creating their first e-commerce initiative that allowed customers to apply online for mortgages.

Chicago-based regional banking institution
Helped client increase customer service and market share by assisting with the implementation of a corporate data warehouse that allowed them to learn more about their customers' banking needs. With this information they were able to develop new customer service programs that more closely met the needs of their customers, and helped increase their customer base and satisfaction rating. Also provided business intelligence education services for employees working with the new system.

Bank One
Helped promote internal communication by creating an intranet interface and the NT/BackOffice-based software that helps Bank One's communicators manage news and information, mailing lists, and product listings from a browser-based tool within their intranet.

Chicago Based Financial Exchange
Helped client reduce risk and costs by troubleshooting for an application that tracked all trades on the exchange floor in real time. As their original system was deployed, system performance declined dramatically. We optimized and re-deployed the solution in conjunction with the exchange's IT staff and provided training in Delphi, Object Oriented Programming and Rational Unified Process.

Loan and Finance Company
Helped client increase revenues stream by creating a new loan processing and reporting system for automating their business processes. The solution encompassed all of the pertinent features of the existing manual systems including Ledgers database, Loan Origination, Cash Application, Account Maintenance, Print Controls, Reporting, and general System Administration. Designed this solution using an open technology that allowed for additional features and functionality for future growth including the need for access to on-line, real-time data.

Finance Company
Helped reduce risks by providing Application Development services for this nationwide financial institution. Worked with the client to plan and provide regression, system, unit and performance testing services for the organization's new banking software implementation.

Global 500 Financial Provider
Helped client increase market share and streamline processes by creating an interest rate calculation solution for a Global 500 financial provider for use in Mexico. The system agents to provide real time quotes for car loans and leasing in Mexico based on the actual interest rate at any given time. Once a transaction was accepted, the application generated the appropriate paperwork necessary to complete the transaction.