SOLUTIONS
PRODUCTS
SERVICES
CUSTOMERS
PARTNERS
SUPPORT
ABOUT US

Financial Services Solutions Map

Many financial services businesses including banks, brokerages, insurance agencies, and investment firms rely on solutions from Progress and our partners to manage customer and channel relationships, measure the profitability of accounts and services, evaluate risks and opportunities, comply with regulations, and drive the growth of revenue and profits in an increasingly competitive financial services business environment.

Sales & Service Delivery (Insurance Agency)

Customer Relationship Management

Product Development & Management

Back Office Operations
(Insurance Claims)

Corporate Administration

Teller/Broker/Agent

Customer Service

POS

Loan/Policy Application Processing

Internet Banking/Trading

ATM/Kiosk

Marketing

CIS

Customer Profitability Analysis

Customer Segmentation Analysis

Loan Origination

Product/Policy Administration

Actuarial

Card Management

Rating/Pricing

Portfolio/Risk/Cash Management

Branch Automation

Payment Processing

Imaging

Reporting

Settlement/Clearing/
Reconciliation

Check Processing

Claims Processing

Human Resources

Finance & Accounting

Decision Support

Administrative

Resources
 
Need more information on Financial Services Business Solutions?
Contact a local sales representative.