Financial Software & IT Management Consulting

Customer Driven Solutions For A Customer Driven Market.

Today’s technology allows financial firms like yours to more efficiently communicate with customers, do research and compile data, even execute critical trades within seconds – not minutes.

This same technology will also provide backup and security schematics to safeguard both client and company information. Simultaneously, your business is protected by reliable retention policies protecting against possible malicious acts that can threaten your business model or its integrity. By streamlining client communications financial firms not only secure customer approval, they effectively exceed every level of customer expectation.

To this end, Business Networking Consulting (BNC) offers the experience and depth of industry expertise that has consistently proven itself as an essential asset to many firms within the financial industry. What’s more, BNC has adeptly executed these critical roles while also providing non-biased recommendations to CRM’s and trading platforms as well as financial advisory tools.

Few industries are bound by such stringent policies and oversight as the financial industry (e.g., SEC regulation regarding a firm’s electronic communication retention policy). BNC seamlessly facilitates compliance by utilizing proprietary, award-winning mail archive solutions. Specifically, we help firms win investor business by building some of the most reliable and redundant systems in the industry. Systems that feature:

Instant incoming e-mail access even when the Internet or a server is down, or during power outages
Hot sites with real time data replication at a different location thus allowing firms to mobilize its people and be immediately operational
Protection against incremental or critical data loss during daily operations via multiple daily backups
Systems tracking all forms of client communications (voice, email, fax, hardcopy) requiring little or no customer effort
Investor confidence provided through fully documented disaster recovery plans

Determine if your firm could benefit from BNC:

Is someone in charge of your firm’s Information Technology?
Does your firm have an email retention policy?
In the event of natural disaster or unforeseen circumstances, does your firm have a business continuation plan?
Has your firm taken measures (if so, what) to safeguard critical client and company information?
Whether paper or electronic, can your firm promptly produce information upon request?
Considering changes in software needed to access information, do you maintain the means to – or does your records management program enable you to read and produce – information maintained electronically, photographically or encrypted for the entire period required?

Business Network Consulting offers proficiency in the very latest, leading-edged financial services applications, such as:

Portfolio Center by Charles Schwab
Junxure
Factset Research Systems
Advent Moxy Order Management System
Bloomberg
Axys from Advent

Follow these links to learn more about our project and technology support, or for information on our overall business IT solutions.

To contact us - please visit Denver computer services, Dallas computer services, or give us a call at 877.580.1860.