Financial Services

The financial services sector encompasses a broad variety of institutions including banks and lending agencies, credit card companies, investment brokerages, auditing firms, and insurance providers. Many of these companies are increasingly faced with the task of maintaining profitability while complying with regulatory requirements such as Sarbanes-Oxley and other mandates. Companies must also remain competitive by expanding business activities to develop new avenues for financial services such as micro-targeting for their most profitable customers, partner channel development, increased internal development activity to enhance business processes, and expanding the online user experience through more intuitive and intelligent interactions.

Within this industry, there is a critical need to ensure total accountability while simultaneously generating sales and cash flow. In order to remain competitive, a financial institution needs to implement secure, reliable software solutions that facilitate establishing accountability and meeting regulatory challenges while providing quality customer service.

TechExcel solutions support compliance and accountability efforts with powerful change and process management and bridge the gap between internal development teams and outwardly-facing relationship management organizations. These solutions include advanced security settings and history logs which automatically record changes to customer incidents and then complete the loop by connecting connects front-line customer support with product design and development with centralized process management. Auditors and administrators can easily track issues and forecast trends through comprehensive historical tracking reporting.

TechExcel AssetWise also enables management of assets across the enterprise including team resources, hardware, and distributed networks. They deliver the ability to manage application and content assets during development and change as well as the power to release code, content, and finished applications. Seamless integration across our solutions allows you control everything that goes onto your production systems and then automatically deploy it from one interface. For example, disconnects between customer support teams and development teams reduces the opportunity to deliver requested enhancements or fix issues during regular development cycles. The results are emergency patches, lower customer satisfaction and additional work for both teams.

Combining TechExcel DevTrack and TechExcel Service Suite enables enterprises to leverage that critical link between customer relationship activities and development without sacrificing the independence of either team. This shared repository is the ideal solution to manage the entire lifecycle of support issues and incidents from initial reporting to resolution and on through delivery. Further, TechExcel solutions empower financial institutions to take advantage of their most important resource - existing customers. By uncovering additional revenue generating opportunities through the existing client base with TechExcel Service Suite, financial institutions are able to accurately discover the potential inside the organizations to better target the most profitable customers.

The most tangible benefit from a TechExcel solution, however, is the flexibility and customization that is delivered by implementing an integrated enterprise solution from a proven expert in change and service management. Our products feature industry-standard-compliance as well as the intelligent technology to enable success. TechExcel is the leading solution to span all of your critical enterprise services and application development processes.