Soultions > Solutions by Industry : Financial Services

Financial Services

As a financial services company, you strive to meet and exceed the needs of customers, employees and shareholders.

Datawatch offers a range of solutions to give financial services organizations, mortgage companies, brokerages, and insurance companies worldwide the ability to:

  • Achieve more productive operations
  • Make better business decisions
  • Streamline business processes
  • Meet mandated compliance goals

And do it quickly, easily and affordably.

Contact us today to find out what Datawatch can do for you.

Problem Departmental Solution Enterprise Solution

Data from legacy systems needs to be shared, exported or transformed into Excel for analysis
Need to provide customer online access to statements Not applicable Use Monarch RMS on top of existing report archive or use Monarch BI Enterprise Server to eliminate manual processes of joining daily transaction reports into weekly and monthly reports as well as in viewing performance of division/ branches.
Need to consolidate trade confirms for brokerage analysis Not applicable Monarch BI Enterprise Server consolidates trade confirms over desired period and provides an Excel- based platform for analysis
Need to automate distribution of transaction reporting Monarch Data Pump for automated conversion into Excel and email for RSS delivery Monarch BI Enterprise Server for report storage and online ad hoc access through a browser in a variety of views including Excel
Need archival storage of statements and trade confirms Not applicable
Need to cross- reference and retrieve claims, benefits and policies Not applicable Datawatch BDS can deliver all documents pertaining to a single transaction in one query

Receive hundreds of different brokerage reports from Fidelity each day, along with several text-based ‘transmission’ files- reports used to manage business, all of which have to be printed, split apart by branch, and shipped overnight to each office.

Direct the report print files to Monarch Data Pump, which will automatically mine and transform the reports into multiple customized data views (usually Excel format) and distribute them via email to operations and branch managers and representatives across the

Direct the report print files to Monarch Data Pump Pro, which will automatically mine and extract the report data as part of an SSIS (SQL Server Information Services) process

Getting data out of a core bank processing system for financial analysis, operations management, and external reporting – cost of using report writer or working with data mart high and requires significant programming skills

Monarch transforms any existing current or historical reports into live data that can be analyzed with no programming, at a cost that database focused solutions simply can’t touch

 Not applicable

Need to provide immediate and complete evidence for regulatory compliance and litigation purposes

 Not applicable

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