- Financial Organizations
- Education
- Healthcare (page 2)
- Telecommunication service providers (page 2)
- Compliance support (page 2)
...Solutions for financial organizations
Rapidly deployable and easily integrated with existing enterprise applications, OPTIMUS® software solutions improve access to critical decision making information and improve performance across the financial enterprise.
Distribute client statements, tax documents and key transaction confirmation notices securely online to your clearing organization, customer support and legal department or encrypt, download and distribute data on media (CD/DVD) to remote advisors.
A financial services company processes hundreds of jobs a day, in full automation mode, using OptiWeb. Most jobs contain stock trade information for hundreds of thousands of end-users. The company’s brokers use OptiWeb securely on the internet from various national offices to search and view their clients’ transactions, which are kept up to date on a 24/7 basis. Brokers require that the same information additionally be encrypted and distributed to them on optical disc (CD or DVD) for compliance purposes. Other departments within this same organization use OptiWeb semi-annually to archive PDF versions of employee tax documents to NAS and to disc for federal compliance.
Used by a number of our nation’s largest financial organizations, OPTIMUS software enables the seamless distribution of client transaction statements, tax documents and key financial statistics securely to clearing organizations, customer support and legal departments.
Common applications used by our financial, brokerage and insurance customers include;
• Records management for compliance
• Supporting unified lending
• Application processing
• Back office support for securities trading
• Search and presentment of original documents in digital form
• Improve financial reporting from many data, document and image types
• Mobilizing legacy print data, like 3211, into useful information and analysis
… Solutions for education
New regulatory compliance and ever-shrinking budgets are putting pressure on educational institutions to improve how they manage legacy documents and files. Whether university, school district, or community college - preserve everything from accounting records to student records, including employee files with high availability on CD/DVD and distribute over the web to better serve your students, faculty and staff.
A school district uses OptiAuthor mainly in its administration department, processing and indexing everything from accounting records to student records and then making the information available to employees on the intranet, on a quarterly basis.
Common applications our education customers use OPTIMUS software for:
