» Banking

LifeCycle Software offers a wide array of information management services that are specifically designed for financial institutions in the banking, hedge fund, and investment management sectors. LifeCycle understands the special needs of financial institutions when it comes to timely and accurate information retrieval. We offer services in areas such as cross selling, federal, state and local regulatory compliance, and technology solutions. The unique requirements of our clients drive our tailor-made solutions. For example, customer service representatives in distributed locations find themselves without access to vital cross selling information, and thus without details of special offers (such as interest rates) that have been sent to customers. When a customer calls in about the offer, the customer service representatives do not have the information to close the sale. Additionally, much information pertaining to regulations resides on the company Intranet, on web sites, on desktops and more, and not readily available to Marketing, Compliance, Customer Service, Credit, and Finance organizations. LifeCycle assists in creating alerts to notify Compliance and Legal organizations of regulatory changes, or to notify Sales and Marketing organizations of competitive information. LifeCycle will help your organization maintain your competitive advantage with assistance in these areas: