Business and Financial Services

August 19, 2008 – Toronto, Canada –Dr. Robert Phillips of Nomis Solutions will guide attendees towards achieving profitability and volume targets by introducing innovative pricing methodologies for lenders at the 2008 Financial Services Technology Forum.

Improving Loan Portfolio Management: An Introduction to Pricing Optimization

In this presentation, Dr. Robert Phillips will share personal experiences and banking case studies on how financial service executives can use innovative pricing strategies to gain valuable insights, improve performance, and gain competitive advantage. It is no secret that this is an unsettling period for lenders. During these challenging times there is both a need and an opportunity for lenders to examine their current lending strategies and loan portfolios.

The classic response of many banks in the face of an unprecedented situation is to adjust their underwriting policies. However, banks should also be using their loan pricing to attract profitable customers, deter less profitable customers, and manage their overall portfolio risk. Unfortunately, current pricing practices at banks suffer from a number of shortcomings and it can be difficult to effectively manage pricing. To illustrate, the lending portfolios at several different banks in North America and the UK, only about 20% of loans are properly priced. About 40% percent of rates are too high, and 40% are too low, largely because the effect of price on consumer response is poorly understood (Nomis Solutions pricing research).  Read more

The HSBC taxpayer financial services are the leading taxpayer financial services providers in the United States of America today. The headquarters is located in London and has around 9,500 branches in almost 75 countries around the globe. This makes HSBC the leading taxpayer financial services provider in this world. They offer a range of services, right from the refund application loans, otherwise known as RAL, instant tax returns, refund processing transfer, refund anticipation checks and the tax line of credits. All these services provided help the business men in a great way as it quickly refunds all the money based on the tax returns that are awaiting refunds.

The taxpayer financial services provided by HSBC have tremendous benefits. The providers only need to complete their annual compliance training and also review all the documentation that is necessary to check if all the tax forms are properly completed and making sure the returns will be correct and prompt. The professionals working under the HSBC taxpayer services get incentives and good support, thus making sure that quality service is what is practiced in the company. Every provider is expected to pass an online course which includes a review of the documentation and the legal issues concerning the lines of credit and tax preparation. The providers are also educated on the treatment that they have to put forward to the tax payers and thus ensuring proper returns are given to the individual.  Read more

Aug 26, 2008 – Toronto, Canada – Metavante will showcase its integrated banking and payment solutions for financial service organizations at the 2008 Financial Services Technology Forum scheduled on October 28 & 29, 2008 at the Design Exchange in Toronto, Canada.

Metavante Lending Solutions provides technology and service solutions for mortgage, home equity, consumer and indirect retail finance loan origination. Lending solutions are offered for point-of-sale origination, processing, closing, automated underwriting, decisioning and business process management, as well as processing, settlement and document generation services. Metavante’s lending solutions are used to better market, sell, process and close loans through all distribution channels, including retail, wholesale, Internet and correspondent. Metavante Lending Solutions helps clients of all sizes, from community banks to the top financial institutions in North America, including five of the top 20 U.S. mortgage lenders.

The 2008 Financial Services Technology Forum focuses on new, cutting-edge enterprise applications and solutions that are sustainable, flexible, and increase profitability, presented via interactive expositions and engaging conference sessions presented to all corporate users, from service providers to small, medium and large businesses alike.

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September 12, 2008 – Toronto, Canada – Sybase Inc. will exhibit its secure solutions for data management at the 2008 Financial Services Technology Forum scheduled on October 28 & 29, 2008 at the Design Exchange in Toronto, Canada.

Sybase is the largest global software company exclusively focused on managing and mobilizing information from the data center to the point of action. Sybase provides open, cross-platform solutions that securely deliver information anytime, anywhere, enabling customers to create an information edge. The world’s most critical commerce, finance, government, healthcare, and defense runs on Sybase.

The 2008 Financial Services Technology Forum focuses on new, cutting-edge enterprise applications and solutions that are sustainable, flexible, and increase profitability, presented via interactive expositions and engaging conference sessions presented to all corporate users, from service providers to small, medium and large businesses alike.Contact information
416-292-0038, Ext 601
attendee@wowgao.com

September 12, 2008 – Toronto, Canada – Sybase Inc. will exhibit its secure solutions for data management at the 2008 Financial Services Technology Forum scheduled on October 28 & 29, 2008 at the Design Exchange in Toronto, Canada.

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Sept 19, 2008 – Toronto,  Canada – Kofax Inc. is  exhibiting its intelligent soft-/hardware for the effective management of  business-critical information at the 2008 Financial Services Technology Forum  scheduled on October 28 & 29, 2008 at the Design Exchange in Toronto, Canada.

  Kofax is the leading provider of Intelligent Capture & Exchange solutions,  providing application software and OEM/POS software worldwide as well as  hardware distribution in Europe, the Middle East and Africa.

  For more than 20 years, Kofax has  provided award-winning solutions that automate  document-driven business processes by managing the capture, transformation and exchange of business-critical information arising in paper, fax and electronic formats  in a more accurate, timely and cost-effective manner. Kofax solutions provide a  verifiable return on investment to thousands of customers in financial  services, manufacturing, retail, government, healthcare, business process  outsourcing and other markets.

Kofax delivers  these solutions through a global network of more than 1,200 authorized  partners, and its own sales and service organizations in more than 60 countries  throughout the Americas,  EMEA and Asia Pacific.  Read more