Banking & Financial Services

Introduction

The marriage between technology and the financial industry is no coincidence. Technology has played an integral role in the logical progression of the financial industry; speeding transactions sent through vast global networks.

Business Case

Millions upon millions of financial transactions are conducted every business day; making the seamless exchange of critical financial information. This exchange of information allows quick decisions to be made in order to provide the right financial options for clients. Using the right technology solution, whether a simple end-of-day consolidation script or a Wholesale Financial System, financial organizations can effectively improve speed and efficiency.

Solution

Merging the right mix of business and technical expertise to develop scalable and streamlined systems can help the financial professionals that drive business to achieve their goals. DATA Inc. has been servicing the financial industry since 1983; developing a wide spectrum of custom applications to help streamline the processes of financial industry clients.

Our development and business teams will routinely use their experience and expertise to work with key stakeholders to identify their needs and develop a solution that can help streamline business practices.

Our expertise includes


  • Asset Management
  • Banking
  • Brokerage
  • Compliance
  • Corporate Banking
  • Credit Derivatives
  • Depository Clearing
  • Enterprise Infrastructure
  • Equities
  • Fixed Income
  • Institutional Security
  • Post Trade
  • Private Investments
  • Wealth Management
  • Securities

Successful client relationships include


  • Automatic Data Processing
  • Bank of America / Merrill Lynch
  • Barclays
  • Blackrock Financial
  • BNP Paribas
  • CLS Bank
  • Credit Ex
  • Depository Trust and Clearing Corporation
  • DeutcsheBank
  • Gerstein Fisher
  • Greenview Ventures LLC
  • HSBC
  • JP Morgan – Chase
  • KPMG
  • Omgeo
  • Sumitomo Mitsumi Financial
  • UBS
  • Valley National Bank

  • Financial Advisors Tablet App
  • Over the Counter Clearing
  • Client Automated On-Boarding