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Financial Services

The Financial Services industry, a traditionally conservative and cautious space, is now facing unprecedented change. Challenged by increased scrutiny, decreased margins and a more rigorous regulatory environment, technology is key to helping financial services overcome these hurdles by helping to reduce operating costs and expanding the number of products and services available to attract new customers.

Ideaca offers solutions that deliver a holistic view of the business and enable Financial Services organizations to help increase the profitability of the retail branch, advisor storefront, or insurance agency/brokerage through improved customer service and an improved ability to provide clients with a full range of financial products and services. 

Our Financial Services Solutions

Advisor Dashboards

Drive profit & customer value through customized role-based dashboards & reports for financial advisors, administrators, branch / regional managers & executive management teams. Learn more

Enhanced Household & Customer Relationship Management

Build stronger, more meaningful & accurate customer profiles with detailed household information. Learn More

Key Challenges Addressed

Banking:

  • Disparate systems that make it difficult to integrate customer and transactional data
  • Speed to market issues from inflexible systems that require too much time to upgrade when introducing new products and services
  • Stricter document and records management regulations

Insurance:

  • Inefficient policy or certificate management across multiple sales, processing and administration platforms
  • Risk exposure challenges due to siloed systems that lack the ability to provide an integrated picture
  • Complex rate and commission structures

Wealth Management:

  • Improved customer segmentation and product delivery
  • The lack of analytics to improve front line sales performance

With successful enterprise solution implementations for leading Financial Services firms in Toronto, Calgary, and Vancouver, Ideaca is well positioned to deliver results for your organization.