Financial Services Customer Success Stories

The Financial Services industry faces unique market pressures which they need to respond to by generating greater customer value through initiatives around transparency, regulatory compliance, and better customer service. Actuate's scalable enterprise reporting solutions are repeatedly endorsed by the world's largest financial services companies, many of whom have standardized on Actuate to underpin their reporting operations. Read on for some examples.

For more detail, take a look at what Actuate customers are doing in the areas of


 


Success Stories

Customer Icon How NASCO Realized Significant ROI and Value from BIRT
NASCO is a leading healthcare claims and membership solutions provider and exclusive claims processing system for member BlueCross BlueShield plans. During this session, you will hear tactical steps to overcome productivity and cost challenges, address limited flexibility in meeting customer needs, and recover lost revenue with open source business intelligence. 		View webinar
Customer Icon
 		 BIRT Fills the Bill for Military Health Insurance Provider
Ease of use, self-service, scalability, performance help deliver claims information quickly		 View case study
Customer Icon Leading Multinational Financial Institution
Learn how this leading financial institution leverages Actuate’s Rich Information Application framework to improve customer service and drive revenue.		 View case study
Customer Icon Bank-Based Financial Services Organization
Actuate Platform Helps Top 25 Bank Drive Sales, Measure Performance with Lowest Total Cost of Ownership		 View case study
Customer Icon Bank of East Asia
Using Eclipse BIRT for Financial Regulatory Reporting		 View case study
Customer Icon Smith Barney's Global Stock Plan Services  
Learn how Smith Barney improved customers’ self-sufficiency & provided new BI capabilities to internal plan administration and IT staff with Actuate.		 View case study 
Customer Icon Matrix Absence Management
Learn how Matrix address its BI and analytics needs 		View case study
Customer Icon Lockheed Federal Credit Union [PDF] 
Lockheed Federal Credit Union looks to Performance Management to clearly define its value proposition, focus geographically to build market share, and reduce operating expenses to improve the value of its services.		 View case study

What Customers Are Saying

NASCO

"Actuate has helped NASCO cut its development costs in half while improving the end user experience. We are better able to deliver what our customers want on a timely basis."

Malcolm Silberman, Project Manager at NASCO
Leading Financial Institution

“Actuate has changed the way we interact with our customers, enabling our company to motivate our branch employees to offer great customer service at every customer touch point”.

Senior Vice President at a leading financial institution
Smith Barney Global Stock Plan Services

"With the new (Actuate) BI solution, (Smith Barney) GSPS has been able to improve both customers’ self-sufficiency and provide new BI capabilities to internal plan administration and IT staff."

Kurt Bremer, Director of Finance & Technology Governance at GSPS (Smith Barney)
Bank of New York Mellon

"Our use of Actuate has helped us formulate an innovative approach to handling a fast-growing user base and our Workbench application has won numerous awards for this reason. We believe that any system is as strong as its weakest link, so Actuate helps us to pinpoint and remedy any weak links."

Rajesh Kaveti, Business Unit Architect for Bank of New York Mellon
Matrix Absence Management

"Having consistent, timely, and easily understood information available through an intuitive portal has changed the way we interact with our customers. The new (Actuate) BI solution plays a part not only in ongoing customer service and retention, but also contributes to the acquisition of new clients."

Gordon Smith, CIO of Matrix Absence Management