INDUSTRIES

Financial Services

// Financial Services

Significant experience across banking,investment management, mortgage and credit institutions.

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.

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Key Capabilities

Our Financial Services clients experience comprehensive data and risk 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 across all financial products and services lines.

Employee & Contractor Data Hub

Built for STAR compliance covering insider trading, personal trading, gifts, and donations tracking.

Client Master Data Hub

Integrate with SalesForce and other line-of-business applications to maintain a single client view.

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

Client Servicing Solutions that streamline operations and elevate the customer experience at every touchpoint.

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MORTGAGE LOAN SERVICING

Develop a single source of data for your entire loan lifecycleg Omnichannel Success

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

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