Financial Services

Skywire Software’s investment reporting solution helps investment and asset management companies better serve clients with personalized, consolidated views of their asset information. By leveraging specific business rules, you can personalize data, formatting, messaging and delivery methods based on individual account information and preferences.

Example reports include Institutional Reporting, Private Client Reporting, High Net Worth Reporting, Performance Reporting, Alternative and Hedge Fund Reporting and Retail Investment Reporting.

Plus, advanced graphic capabilities allow you to make your client reports and presentations more attractive and easier to read. This not only improves efficiency, accuracy and the overall quality of communications, but it also frees financial advisors to spend more time providing better, more profitable counsel to their clients.

With Skywire Software’s financial statements solution, you can produce personalized statements from multiple data sources in minutes. Deliver accurate, easy-to-understand, personalized statements built around customer preferences for content and format via print, fax, e-mail or the Web. Plus, you can easily target customers with one-to-one marketing messages. You’ll not only reinforce customer loyalty, but improve customer satisfaction and facilitate new revenue generation in the process.

Skywire Software’s solution supports all types of statements - from cash management applications such as account analysis, sweeps and controlled disbursements to DDA with check images and trust or securities statements.

The days of manually collecting customer data and creating correspondence from scratch are over. Skywire Software’s financial correspondence solution provides companies with the ability to create, present, archive, retrieve, print and Web-enable correspondence.

You can automatically draw from a library of pre-existing data like text, images and logos to create new, personalized documents, complete with customer-specific information and preferences. With such powerful, personalization functions, you can even include targeted messaging for marketing new services to select individuals or relaying other customer-specific information.

Batch, on-demand and Web publishing options enable you to correspond with clients via mail, fax, e-mail, the Web or all of the above. Additionally, with electronic archival capabilities, customer service representatives can view exact replicas of correspondence, providing more informed and responsive service.

Not only does Skywire Software’s solution allow you to save time, but it also enables you to provide a higher level of service that builds solid customer relationships for the long-term.

With Skywire Software’s e-forms solution, you can automate the creation and production of your internal and external financial services forms, significantly improving efficiency and accuracy. Leveraging pre-fill and archive capabilities, electronic forms accelerate forms processing, ensure precise data transfer and create a complete records trail.

Instead of manually creating forms from scratch, your employees can create new forms from pre-existing content stored in an electronic library and distribute work-in-process and final forms via multiple channels. With automated workflow capabilities, Skywire Software’s solution validates data and routes documents for review, expediting the processing of forms.

E-forms can also be used for customer-facing processes, such as cash management setup, new account setup, lending applications, beneficiary designation and asset allocation changes. With pre-fill Web entry capabilities, customers save time while filling out online forms.

Skywire Software’s content management solution enables you to easily manage and access account holders’ up-to-date information – such as account data, welcome letters and research service request correspondence – all from one electronic archive. You’ll have instant access to exact replicas of any archived document that you need without ever leaving your desk.

By simplifying labor-intensive paperwork into electronic workflows, you can use this account holder data for automated, personalized communications both internally and externally. Our content management solution provides financial institutions with easy-to-use document management technology that will help you enhance customer service and forge stronger bonds between you and your account holders.

Plus, electronic document storage of text, scanned images or audio/video files, along with electronic workflow, audit trail and version control capabilities, creates efficiencies, reduces costs, improves accuracy and increases long-term profitability.

When upgrading to a new version of a composition tool, visually inspecting documents for changes can be time-consuming and labor-intensive, producing costly errors. With Skywire Software’s Forms Integrity Manager, you can conduct thorough and accurate testing in half the time.

The Forms Integrity Manager automates testing of AFP, Metacode, PDF, and PostScript output by performing the tedious task of comparing print streams, resulting in lower production costs.

By using the high-speed print stream comparison tool, the upgrade process is dramatically simplified, and you can be confident that your documents are error-free and customer-ready.