At SIFMA Tech 2009, Microsoft and its key partners demonstrated high-value solutions that help customers uncover risk, assist with integration efforts, manage customer experiences, and reduce IT and business operation expenses. Microsoft has prepared a Smart Saver's Guide to outline how customers focused on reducing expenses can adopt new solutions and business models to emerge from today's economic crisis intact, and positioned for greater success in the New Economy.
- Download the Microsoft Smart Saver's Guide now.
Hear Microsoft Industry Solutions Director, Craig Saint-Amour, talk about how financial services enterprises can cut business operating costs, reduce risks and grow in the new economy in this value video.
Thank you to our customers and partners for making SIFMA Tech a great success
Smart Saver Tip #1: Advisor Platform
Automate tasks to increase advisor time with clients. Full view of client improves advisor effectiveness. Result: higher productivity, lower costs and greater revenue.
AdviceAmerica will be showing ClientVision, their Microsoft-based, Client Relationship Management (CRM) system.
AdvisorVision
ClientVision
Smart Saver Tip #2: Institutional Client Platform
Free-up institutional sales representatives' time for more client contact. Improve management of research delivered, client events and client profitability.
Salentica will be showing Institutional Desk. Through familiar Microsoft Outlook interfaces, you can track the value delivered to clients, move information seamlessly throughout your organization, manage events and one-on-ones, and distribute research customized to your clients' interests and preferences.
Smart Saver Tip #5: Document Generation/Management
Microsoft partner Xinnovation's document generation/management solution generates customized dynamic client documents with information from back-end systems easier, faster and at a lower cost.
Xinnovation will be showing XiDocs, their document generation and template editing engine, and the only technology platform fully leveraging the Microsoft Office Suite.
Smart Saver Tip #9: Spreadsheet Management and Control
Reduce the cost of analyzing, managing and controlling business-critical Excel spreadsheets used in trading, investment/risk management and financial statements. Increase operational and regulatory compliance.
TABB Group will present the results of their Enterprise Spreadsheet survey on June 24, 6-8 p.m., 4th floor East Suite.
Smart Saver Tip #12: High Performance Computing (HPC)
Shorten time to run pricing and risk models, repetitive and parallel operations, and data-intensive applications. Lower costs vs. Linux and enable easier HPC application development.
The Microsoft HPC group will be discussing Windows HPC Server 2008, which provides a secure, cost-effective solution that allows analysts to spend more time analyzing complex data sets to make better decisions.
Smart Saver Tip #13: Grid and CEP Computing from Microsoft Partners
Reduce the time and cost of setting up and running trading/investment management applications on a high-speed computing grid with a Microsoft-based solution from partners such as Digipede and GigaSpaces.
GigaSpaces will be showing XAP which allows applications to scale linearly: each additional resource will increase system capacity consistently and predictably.
Smart Saver Tip #14: Portfolio/Trading Systems from Microsoft Partners
Reduce operating costs, increase flexibility and responsiveness, and provide improved investment results.
Lab49 will be showing how they can help build complex, real-time trading systems that connect your ideas to the market…technology that enables business innovation, not gets in the way.
Smart Saver Tip #15: FAST Search
Enable research departments, investment analysts and others to find information and people faster, improving employee productivity and effectiveness.
FAST Search will be demonstrating their advanced search tools which help salespeople, portfolio managers, traders and investment bankers sift through vast volumes of content and data, and pull out highly relevant information in milliseconds.
