Industries

Financial Services

Within the Financial Services industry, Myers-Holum has significant experience working with banking, investment management, mortgage and credit institutions. This includes providing end-to-end services for planning, designing and building Enterprise Data Warehouse (EDW), Master Data Management, Risk Management, Client Management and Wealth Management solutions.

  • Risk Management: design, plan and build Counter Party Management Systems (CMS) for Basel II and STAR Regulatory Compliance monitoring; integration with Risk Data Repository, Probability of Default, Counterparty Rating, Limit Management System Tools
  • Product Services Entity Management System Hub for exposure monitoring
  • Employee and Contractor Data Hub for STAR compliance (insider trading, personal trading, gifts, donations)
  • Client Master Data Hub to integrate with SalesForce and other line-of-business applications
  • Wealth Management: provide unique individual customer views resulting in the ability to execute strategic marketing campaigns, increasing financial advisor productivity and improving customer satisfaction
  • Customer Relationship Management and Client Servicing Solutions

Mortgage Loan Servicing and Reporting: develop a single source of data for:

  • Collections
  • Customer Service
  • Loss Mitigation
  • Foreclosure
  • Bankruptcy & Property Preservations
  • REO (Real Estate Owned)
  • Cashiering
  • Property Preservations/Appraisal
  • QC & Compliance
  • Escrow Management
  • Investor Operations
  • Service Relations
  • Records Management
  • AMISC
  • Town & Country Title Services