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Case Studies

Case Study: Top 10 Bank Elevates Online Investment Profile

In a highly competitive investment environment that makes it more difficult—and more important—to acquire and retain customers, investment executives within banks often face an additional hurdle: the challenge of keeping their investment platforms up-to-date in an environment of limited project resources. Here’s how one institution leapt that hurdle and significantly enhanced its ability to serve clients across its banking and brokerage businesses.

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Case Study: Regional Brokerage Firm Selects Scivantage to Provide Award-Winning Online Brokerage Website

As financial services firms assess their competitive position, having a robust client-facing website is every bit as critical as trade execution, pricing and the breadth of product offerings. But with margins under pressure, one question looms large: What’s the price of a major web enhancement? As one institution found, it’s possible to significantly upgrade a retail investor website and reduce expenses at the same time.

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Case Study: Integration of Multiple Back Office Systems

Financial Firm Taps Scivantage to Automate Account Opening and Trade Processing Across Multiple Back Offices

For financial firms with multiple back offices, finding a single front-end system that seamlessly brings them all together and delivers a consistent user experience can be a challenge. But for one financial service firm, finding that system was more than a vision—it was a strategic imperative. Following the evaluation of multiple vendors, this firm ultimately chose Scivantage to provide an integrated suite of applications to open and maintain brokerage and annuity accounts, direct mutual fund trades and access centralized client and account data - all from a single, browser-based interface.

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