Actuate for Prime Brokerage Online Channels

Today’s leading financial institutions are seeking a true competitive advantage through streamlining data access and display for clients of all types. By achieving operational efficiency with richer, more dynamic data visualization, these companies enhance customer satisfaction and improve loyalty. To accomplish this, brokerage firms need to shift common transactions such as trade confirmations away from call center-focused services and toward a rich customer self-service experience. At the same time, these companies need to reduce or eliminate slow, expensive and out-of-date printed reports.

Actuate solutions reduce the time to market for delivering rich, interactive customer self-service, even as they reduce the costs and risks of such solutions. With Actuate, Prime Brokerages can effectively differentiate their offerings by offering dynamic, Web 2.0 interfaces along with comprehensive customization and parameterization. Clients can get instant access to accounts, look at the data using Excel spreadsheets, customize their screen to their unique needs, and perform drill-down and what-if analyses rapidly and efficiently. Behind the scenes, Actuate’s information platform delivers production-level performance and scalability to ensure world-class user responsiveness. Count on Actuate to also forge seamless integration of complex backend data sources to make system customization and maintenance straightforward.