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.