金融サービスの導入事例

金融サービス業には、ほかの業界とは違った独自の市場圧力があります。つまり、透明性の確保、法規制の遵守、および顧客サービスの向上に取り組むことで、顧客価値を増大させることが必要です。Actuateの拡張性に優れたエンタープライズ レポーティング ソリューションは、世界の最大規模の金融サービス各社に支持されており、その多くがレポーティング業務に関してActuateを標準としています。導入事例をご覧下さい。

以下の分野について、Actuate顧客の事例をより詳細にご説明しています。


 



導入事例

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.
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Customer Icon
 
BIRT Fills the Bill for Military Health Insurance Provider
Ease of use, self-service, scalability, performance help deliver claims information quickly
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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.
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Customer Icon Bank-Based Financial Services Organization
Actuate Platform Helps Top 25 Bank Drive Sales, Measure Performance with Lowest Total Cost of Ownership
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Customer Icon Bank of East Asia
Using Eclipse BIRT for Financial Regulatory Reporting
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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.
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Customer Icon Matrix Absence Management
Learn how Matrix address its BI and analytics needs
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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.
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Seminar Icon Next-Generation Reporting Services for Online Treasury and Cash Management
Actuate-based cash management system deployed in 90 countries to 150,000 users.
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Seminar Icon Mellon Bank
Improving customer value with advanced online self-service reporting.
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Seminar Icon MetLife
Actuate provides on-demand financial visibility throughout the enterprise.
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Customer Icon Global Financial Services Company [PDF]
Company standardizes on Actuate to improve services to its customers and employees.
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Customer Icon Leading Financial Management and Advisory Company [PDF]
Actuate helps make better business decisions and improve customer service.
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Customer Icon Corporate Funds Management [PDF]
Actuate enables quick delivery of secure, high-quality data.
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Customer Icon Leading European Bank [PDF]
Reduced cost of client reporting due to reduction in printing costs.
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Customer Icon Large Investment Management Firm [PDF]
Actuate gives control and flexibility over investment information.
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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