Retail Banks

 

The retail banking sector is the financial environment where regulatory protocol of all advice processes is the subject of the most intense attention. Due to the size and nature of these companies, it has essential that scalable, flexible and robust software systems are implemented to eradicate existing legacy software issues.

With TCF, RDR and the banking bill to contend with, having the correct tools at your disposal is vital.

“Before choosing Intelligent Office, we conducted an intense review of 20 solutions in the marketplace proved to be the only solution that offered such a wide range of functionality together with the scale and robustness required for a large organization. The solution is easy-to-use, highly configurable and cost-effective - it will allow National Australia Bank to be one of the leading distributors in the market.” - Programme Director at National Australia Bank

In light of these industry issues, IntelliFlo can bring multiple benefits to you by:

• lowering your infrastructure costs
• delivering a suite of financial propositions across multiple channels
• using a robust and secure single technology platform
• having a connected business model driving and facilitating customer service and retention
• ensuring you stay abreast of any newly imposed training and competency regulation
• providing you with integrated Financial Planning tools to manage ongoing client risk
• providing a rich contemporary architectural framework to allow rapid and robust bespoking of core functional areas
  

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Useful Documents

• Executive Overview