Dynamic consumer demand, competition, and new services are forcing change in the financial services sector. To respond, many institutions are changing their customer facing models to be much more responsive to consumer needs while taking advantage of up sell opportunities. Placing accurate and timely information in the hands of customer service agents will better enable these front line employees to both sell to and educate their clients. This is possible via tailored marketing solutions built on a web services and service oriented architecture (SOA) framework – both are at the core of the solutions being engineered for today’s financial services needs. On a broader scale, outsourcing firms who rely on finance and administration (F&A) as a core discipline are ever searching for application technologies that can be embedded into their services templates.

Kevin Green, Managing Partner | kgreen@triple-tree.com
Dave Henderson, Managing Partner | dhenderson@triple-tree.com
Brian Klemenhagen, Senior Principal | bklemenhagen@triple-tree.com
Chris Hoffmann, Senior Principal/Research Director | choffmann@triple-tree.com

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