Financial Services

Financial services companies work to strengthen the financial position of their clients, be they individual investors or global corporations. This involves a careful balance of risk and reward over short- and long-term planning horizons. To respond to market fluctuations, changing business priorities, and evolving regulatory policies, you need to be agile. And to be agile, reacting is not an option - you must be proactive. You must elicit input from the right people and properly account for risks early and often through effective planning and analysis.

Solutions

The Vanguard System™ is a comprehensive business solution for improving the quality, reliability, and speed of management decisions. It does this by helping you Collaborate with colleagues on important plans, Analyze alternatives using state-of-the-art modeling and simulation techniques, Automate routine decisions using expert system technology, and Improve overall management effectiveness by adding structure to a normally chaotic process.

Business improvement is all about working smarter. Vanguard brings together the people, analytics, and systems required to help your business operate intelligently.

Here are just a few of the ways Vanguard supports the financial services industry:

• Risk analysis: Vanguard is the first risk analysis solution that leverages the combined power of your collective intelligence and our proven analytical methods to give you complete risk-based visibility and insight into your business.
• Strategic planning: Vanguard fully quantifies the financial and operational impacts of strategic decisions at all levels of the organization.
• Mix / Portfolio analysis: Optimize product and service portfolios, pricing, and promotions.
• Retirement planning: Optimize asset portfolios and investment strategies to improve financial positions at retirement.
• Operational efficiency: Conduct process improvement/Six Sigma projects to reduce costs, cycle times, and waste.
• Regulatory compliance: Expertly guide employees through complex processes using automated question-and-answer sessions. Reduce administration costs while improving productivity.
• Surveys and research: Know your market and understand your customers' needs, wishes, and opinions using online surveys.

Content Management System (CMS)

Vanguard Content Management System (CMS) is a Web-based expert system development tool for non-programmers. CMS Web-based applications guide customers or employees through complex decision-making processes using interactive, automated question and answer sessions. They are core software applications that can improve the operational efficiency of your key business processes.

CMS can help finance companies enforce consistent decisions in their departments and across their company globally. CMS applications can ensure that the investment expertise of its best employees is distributed across the company by having all employees walk through question and answer sessions that enforce sound investment decisions and required company procedures. The automated expertise of the CMS application relieves the subject experts in the company from spending time enforcing the best strategies.