Give financial professionals the most relevant information. Help them make informed business decisions. Break down the complexities of working with numerous products in multiple markets. Show people where the profit is being made—and where risks lie.
Managing the risk/reward equation is core to running a bank. This demo shows how a bank can manage limits and exposures, monitor key roles and analyze key risk measures like PD and RoE in a global credit portfolio.
This demo shows how a company can find out who their best advisors are and find ways to make them even better—all while assuring compliance rules aren’t violated.
BT Financial Group is the Wealth Management arm of Westpac, one of Australia’s largest banks. This video shows how they transformed the analysis available in their distribution division, improving sales productivity by 96% in a single year.