We deliver powerful financial analytics to help institutional and retail market players monitor and analyze economic factors, assets, and investments. Revenue, risk, and compliance can be directly and positively impacted by leveraging these applications.
Utilize advanced data analytics to meet regulatory and security requirements while driving down operating costs. Cognitive automation to handle routine back office tasks and rules–based transactions, enabling employees to focus more on strategic initiatives that can deliver stronger outcomes.
Monitor high-risk behaviors, aid in assessing the effectiveness of the fraud action plan, and provide proactive alerts for possible exceptions and violations. Look for anomalies that indicate potential fraud risk and identify high-risk areas for inclusion in the fraud risk assessment.
Evaluate and analyze products and services portfolios for existing and new customers. Gain deeper insight into portfolio risks, exposure and overall profit margins. Monitor and act on customer actions and life events that impact purchase/sale of financial assets.
CTI implemented a platform that radically improved trade processing reporting to institutional clients.
This firm, a household name in the retail financial services market, is also a major player in the institutional (i.e. retirement) market. Key to their reputation are innovative on-line tools serving the “plan administrator” at their institutional clients
The CTI solution had immediate impact: by delivering a baseline of “known reports” that thousand-plus users already understood it was immediately trusted, rapidly adopted and supported the uptake of new capabilities to perform client service and investment analytics.
