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Financial Services
Visibility, control, efficiency, quality and effectiveness

For nearly a decade, financial services companies have turned to eTeam to:

  • Stay ahead of the competition
  • Gain and retain customers
  • Manage risk and compliance
  • Balance growth with risk
  • Optimize operations

The financial services industry is presently undergoing significant structural transformation. Financial institutions of all types are consolidating, becoming larger and moving into new lines of business. Banks, brokerages and insurance companies are competing for the same customers like never before. Newly-merged institutions face a challenge to standardize technology platforms and business applications across organizations and comply with increased regulatory standards.

eTeam provides Financial Services organizations with the scalability and agility to leverage crucial operational and customer data while maintaining control of information assets. eTeam solutions and services make it possible for financial services firms to:

  • Ensure data accuracy and consistency
  • Create the visibility demanded by regulators, shareholders and customers
  • Improve insight into operations
  • Improve and expedite decision-making
  • Achieve growth targets and manage risk effectively
  • Attract and retain customers more efficiently

Our Center of Excellence for Financial Services provides the industry knowledge, technology expertise and skilled services required to meet priorities of the Financial Services industry. We implement efficient and integrated processes and systems in the areas of structured finance products, risk management, portfolio management, investment management, trade processing and Sales & Marketing.

For more information on how we can help your company win and retain its share of the Financial Services market, contact us today.'


Financial Services Clients
• Dow Jones
• The Doctors Company
• Fidelity
• Geico
• Hong Kong Shanghai Bank
• Golden Tree Asset Management
• Merrill Lynch
• ITG
• Bank of America