Actuate Solutions for Financial Services

Create online self-service information portals that offer greater customer value in order to stay competitive


Actuate solutions have a proven track record within each of the diverse segments that comprise the financial services landscape. Though these factions face unique market pressures, Actuate supports their common drive toward generating greater customer value through initiatives around transparency, regulatory compliance, and better customer service.

Actuate is the only Information Application and Performance Management vendor to have been named to the American Banker/IDC Financial Insight FinTech 100 list of the global top 100 technology providers to the financial services industry for the past two years. For over a decade, leaders in the financial services industries have turned to Actuate to: 
  • Gain a step on the competition and attract and retain customers through innovation 
  • Balance growth and business risk
  • Manage compliance and achieve operational excellence
 

Actuate, The Leader in Financial Services

  • 4 out of the top 5 U.S. banks rely on Actuate for their departmental, divisional or enterprise wide information management needs
  • One of the world's largest banks deploys Actuate reports to upwards of half-a-million users
  • Actuate counted 19 of the 21 Financial Services firms in the Fortune 100 as customers
  • 22 of the top 25 financial services providers in Europe rely on Actuate for mission critical repor
  • Actuate was selected as one of four front-office IBM Banking Cluster ISV Partners
  FINANCIAL SERVICES EXAMPLES

Actuate e.Reports delivers high-end, pixel-perfect statements for Financial Service in an environment that scales to an unlimited number of users. e.Report products create every report imaginable, from annual reports to internal operational reports, and from banking and credit card statements to wealth management portfolio reports.
  Learn more about e.Reports


Provide Executives with the Ability to Track KPIs and Take Action

The Actuate Performancesoft Suite helps financial services organizations manage all aspects of organizational performance, including income and profitability, customer satisfaction, adaptability, transformation, and growth. With Performancesoft, financial services organizations can:

  • Accommodate any Performance Management framework, including the Balanced Scorecard, Malcolm Baldrige, Six Sigma, etc.
  • Ensure decisions and activities are aligned with strategy
  • Communicate priorities enterprise-wide using briefing books
  • Utilize scorecards to manage service level agreements and performance-based contracts
  • Improve visibility across operational units by managing performance by location

Want to learn more?

To get more information about Actuate industry-specific solutions or to answer any of your questions, please contact an Actuate expert at 1-800-449-3804 (US & Canada) or contact us by email. You can also contact one of our offices worldwide.