CGI features the leading Rating solution (Ratabase) and the only integrated, best of breed Insurance Suite solution (Insurance Fusion360) enabling our customers to achieve unparalleled efficiency and productivity. Read More
Data Dimensions provides business process outsourcing services to insurance and financial services companies nationwide. Its services include: mailroom management; scanning; data capture; forms processing; physical and electronic records storage/retrieval. Read More
Burton Wealth Management is dedicated to providing investment management and strategic wealth planning that is right for you. Read More
By Global RADAR
-On-premise or cloud-hosted environment (SaaS) -Powerful search capabilities -Integrates with existing platforms -Facilitates workflow organization wide -Accessible via mobile devices This document management module helps improve the client onboarding and management experience. You can now... Read more »
By Global RADAR
-Quickly customizable software to address your institution’s unique requirements -Configure alert tolerances based on transactions -Automatic analysis of transaction patterns, accounts and client portfolios -Behavioral profiling of transaction activity -Generates an extensive library of reports... Read more »
By Global RADAR
-Facilitates FATCA identification and classification -Gathers and maintains documentation in the identification of customers’ U.S. citizenship status -Manages complex income beneficiary hierarchies and pass-through structures -Easily analyzes customer data and test for U.S. indicia -Helps... Read more »