Financial Services Customer Success Stories

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

Success Stories

	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
	Matrix Absence Management Learn how Matrix address its BI and analytics needs	View case study
	MFS [PDF] Actuate operational performance reporting applications improve regulatory compliance	View case study
	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
	Next-Generation Reporting Services for Online Treasury and Cash Management Actuate-based cash management system deployed in 90 countries to 150,000 users.	View web seminar
	Mellon Bank Improving customer value with advanced online self-service reporting.	View web seminar
	MetLife Actuate provides on-demand financial visibility throughout the enterprise.	View web seminar
	Global Financial Services Company [PDF] Company standardizes on Actuate to improve services to its customers and employees.	View case study
	Leading Financial Management and Advisory Company [PDF] Actuate helps make better business decisions and improve customer service.	View case study
	Corporate Funds Management [PDF] Actuate enables quick delivery of secure, high-quality data.	View case study
	Leading European Bank [PDF] Reduced cost of client reporting due to reduction in printing costs.	View case study
	Large Investment Management Firm [PDF] Actuate gives control and flexibility over investment information.	View case study

What Customers Are Saying

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

Mizuho Bank and Trust

"Using Actuate we were able to quickly deliver secure, high quality data, which was essential for the Web site of this new business. We now have a new Web system that is ready for future expansion - this was one of the most important requirements. In addition, we developed the report delivery facility, which was the core of the system, in a short period of time by seamlessly connecting it with backend database system."

Mizuho Bank and Trust

State Street

"(Actuate) e.Spreadsheet has allowed us to concentrate on speed of processing and reliability of delivery."

J. Kavs, Vice President, State Street

Visionary Investment Management Firm

"When we show our customers the Report Center component of our website their eyes light up and they get very excited."

Director of Product Development, Visionary Investment Management Firm