Finance & Insurance

Today, more than ever, clients are demanding and expecting immediate and knowledgeable attention, as well as the peace of mind they get from knowing that their personal and confidential information is secure. As a result, financial and insurance executives are faced with the challenge of offering their customers the best possible service whether they're in the branch, at an ATM, on the phone, or on the Internet while maintaining the security of their confidential information. The ability to instantly access business and client information while mobile and maintaining the security of valued customer data can make or break success.

We deliver solutions to the financial services and insurance industries which address:

  • Up-to-date Client and Portfolio Information

    • Wireless, instant access to back-end client management systems combined with time sensitive data (equity, options, alerts, news, stock watch lists) enable investment advisors to stay plugged in and productive while out in the field, ensuring that they are in a position to manage their book of clients when the markets move.

  • Insurance Claims Adjustments in the Field

    • Claims processing is one of the few opportunities an insurer has to interact with their clients so the ability to process a claim quickly and accurately is of the utmost importance. With tablet PC, insurers can deploy existing claims applications to their field adjusters. This enables them to process claims such as picture, sketch and signature capture and police and accident reports, on site and transmit them wirelessly to the office, thus increasing efficiency and improving customer satisfaction.

  • Quotations and Sales at the Client Site

    • In the past, client-facing insurance and mortgage professionals could not provide a quote or close a sale while at a client's location. They would collect the client's data, return to the office, re-key the information and then return to the client to provide the quote and hopefully close the sale. This process was cumbersome, time consuming and resulted lost sales. Providing agents and brokers with real-time, wireless access to back office applications enables them to submit client data and receive a quote without having to leave the client. This results in higher productivity and more closed sales.

  • Regulatory Compliance and Continuity

    • With the demands to meet regulatory compliance standards and the expectations your customers have for 24-7 service, business continuity is a necessity, not an option. Finance and insurance companies need to maintain the integrity of their customer data and keep their mission-critical applications up and running at all times. Rogers can help you plan for the unexpected and provide solutions to address your business continuity needs with solutions such as Data Backup and Recovery, Work Area and Systems Recovery and Backup Network Solutions.

  • Cutting Costs and Improving Productivity

    • With a growing range of companies offering consumer banking services, competition is fierce and the need to control costs and improve productivity has never been stronger. To deliver competitively priced services and maximize employee productivity there is a need to implement cost-saving applications such as IP telephony and wireless LAN solutions.

  • Branch/Remote Office Transformation

    • Today's banking customers have grown accustomed to the convenience and flexibility of Internet banking, and now expect to find the same level of service and the same access to information at the branch/remote office location. Financial institutions now face the task of updating their branches in order to smoothly integrate them into the bank's complete delivery channel system without diminishing in-branch customer care. IP technology can help, while preparing you for growth with future-proof flexibility built in.

Benefits

Cost Savings

  • Decrease input costs and error rates by reducing reliance on paper-based and manual processes.
  • Reduce administrative costs by eliminating the need for mobile workers to call back to the office for information.
  • Lower transaction costs through real-time processing of claims, applications and orders.
  • Ability to move new applications into/out of the branch/remote office quickly
  • Reduced communications costs and lower equipment support costs
  • Cost-effective staff training via distance learning

Increased Revenues

  • Increase reaction time by having immediate access to time sensitive, business critical information from anywhere.
  • Increase reaction time by having immediate access to time sensitive, business critical information from anywhere.
  • Compliance with increasingly stringent regulations and mandates
  • Benefit from fixed and potentially lower costs

Productivity Gains

  • Save time by accessing pertinent business and client information instantly when needed.
  • Reduce the frequency of time-consuming trips to the office to perform administrative and non-client facing activities
  • Freedom to use branches for a variety of applications, from sales campaigns to business banking clinics
  • Guaranteed availability of mission-critical applications
  • No need to worry about back end systems
  • Reduce security staffing challenges

Customer and Employee Satisfaction

  • Enhance customer relationships by increasing accessibility and reducing response times.
  • Leverage real-time, onsite processing to reduce turnaround times for quotes, applications and claims.
  • Increase professional satisfaction levels through empowering executives to deliver exceptional service to their clients.
  • Closer integration of branches/remote offices with other customer contact channels
  • Ability to support mobile workers & contact centre agents
  • Ensure the security and confidentiality of customers' personal information
  • Maintain customer trust and confidence
Our Customers Say

"Even when I am away, I am plugged into my clients' portfolios. I send e-mail and updates on their accounts from the road, which communicates to clients that even while I am travelling, I still closely watch their holdings. The quotes market glance and news features are terrific. It's really convenient to pull up this information on my BlackBerry when I am out of town, visiting clients or in a taxi."
Jay Smith, First Vice President, CIBC Wood Gundy