Financial Services Solutions

Leverage Opportunities and Tackle Challenges

Leverage Opportunities and Tackle Challenges

As global deregulation opens new doors for Financial Services firms, it also introduces daunting challenges from new competitors. Actuate helps today's financial leaders create the advanced reporting and information portals they need to stay competitive.

Customer Case Study - Smith Barney

Smith Barney Global Stock Plan Services Global Stock Plan Services
Learn how Smith Barney improved
customers’ self-sufficiency & provided
new BI capabilities to internal plan
administration and IT staff.

Download case study

Actuate solutions have a proven track record within each of the diverse segments that comprise the financial services landscape. Though these factions face unique market pressures, Actuate supports their common drive toward generating greater customer value through initiatives around transparency, regulatory compliance, and better customer service.

For more information on how Actuate supports leaders within each segment of the Financial Services industry, please visit one of the categories below:

Banking
Securities/Capital Markets
Insurance
For over a decade, leaders in the financial services industries have turned to Actuate to:

  • Gain a step on the competition
  • Attract and retain customers with innovation
  • Balance growth and business risk
  • Manage risk and compliance
  • Achieve operational excellence

The Leader in Financial Services

Actuate is the only reporting and performance management vendor to have been named to the American Banker/IDC Financial Insight FinTech 100 list of the global top 100 technology providers to the financial services industry for the past two years. In addition:

  • 4 out of the top 5 U.S. banks rely on Actuate for their departmental, divisional or enterprise wide reporting.
  • One of the world's largest banks deploys Actuate reports to upwards of half-a-million users.
  • Actuate counted 19 of the 21 Financial Services firms in the Fortune 100 as customers.
  • 22 of the top 25 financial services providers in Europe rely on Actuate for mission critical reporting.
  • Actuate was selected as one of four front-office IBM Banking Cluster ISV Partners.

Leverage a Leader in Performance Management

The Actuate Performancesoft Suite helps financial services organizations manage all aspects of organizational performance, including income and profitability, customer satisfaction, adaptability, transformation, and growth. With Performancesoft, financial services organizations can:

  • Accommodate any Performance Management framework, including the Balanced Scorecard, Malcolm Baldrige, Six Sigma, etc.
  • Ensure decisions and activities are aligned with strategy
  • Communicate priorities enterprise-wide using briefing books
  • Utilize scorecards to manage service level agreements and performance-based contracts
  • Improve visibility across operational units by managing performance by location

Recent / Selected Financial Services Customers

  • ABN Amro
  • Adira Finance
  • Allmerica
  • Aviva
  • Banco de Galicia
  • Bank AlJazira
  • Bank of America
  • Bank of Montreal
  • Bank of Oklahoma
  • Bank Universal
  • BB&T Corporation
  • BNP Paribas
  • Checkfree
  • CIBC
  • CIGNA Corporation
  • Citigroup
  • Commercial Bank of Qatar Q.S.C.
  • Commerzbank AG
  • Deutsche Bank
  • Dexia Bank
  • Fannie Mae
  • FDIC
  • Federal Reserve System
  • First National Bank, Omaha
  • General Electric Capital
  • Great-West Lifeco
  • HSBC
  • Humana Inc.
  • ING Group
  • International Financial Data Services
  • JP Morgan Chase & Co
  • Kinecta Federal Credit Union
  • Legg Mason
  • Lincoln Financial Distributors
  • Lockheed Federal Credit Union
  • Los Alamos National Bank
  • Marsh & McLennan Companies
  • MassMutual
  • Merrill Lynch
  • MetLife
  • Mitsubishi UFJ Financial Group
  • Moneygram International
  • National Savings and Investments
  • Nationwide
  • Northwestern Mutual Life
  • Ontario Municipal Employees Retirement Board
  • PNC Financial Services Group
  • Portland Teachers Credit Union
  • Prudential
  • Societe Generale
  • Standard Trust Bank
  • TIAA-CREF
  • Tropical Financial Credit Union
  • Tugu Pratama
  • United Bank for Africa
  • United Health
  • Vertex
  • Visa
  • Wachovia
  • Wachovia Corporation
  • Washington Mutual
  • Wells Fargo
  • YKB Bank
  • Zurich Financial Services

View customer success stories
GET STARTED

Contact Actuate:
800-914-2259
(N. America)

Evaluate:

online channel reporting
Related Resources
Datasheet Icon Solutions Briefs
Demo Icon Demos & Tours
Seminar Icon Web Seminars
Whitepaper Icon Whitepapers
Customer Icon Customer Successes

Want to learn more?

To get more information about Actuate solutions for financial services or to answer any of your questions, please contact an Actuate expert at 1-800-914-2259 (US & Canada) or contact us by email. You can also contact one of our offices worldwide.