Transcript Reshaping the Future of Financial Product Management

922 Cedar Pointe Court
Collingwood, ON L9Y5C7
Tel: 1-705-719-5660
www.axcesscanada.com
Reshaping the Future in
Financial Product Management
Introducing the Solution for Logical Change
Who We Are
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Axcess Consulting PLC (www.axcess.com.au)
developed the solution in 1995 in Australia.
Axcess Consulting PLC provides credit origination
and servicing solutions to over 45% of the lending
market in Australia and New Zealand.
Core development team have been together over
10 years and do not outsource any development.
Entered North American market in February 2007
as a “Best of Breed” solution with a 10+ year
proven track record in Australia & New Zealand.
Axcess Canada provides seamless support for
North America together with our US partner,
Axcess Americas
Current Environment
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Client support is significantly burdened in
response time through current information
structures managed in multiple applications.
Legacy systems require long timelines to effect
change or add new capability.
Mobile sales/support teams have limited access to
data on the road.
Locating and reporting of data from multiple
systems on many corporate networks is difficult.
Legislative requirements demand more
comprehensive real time reporting and ability to
adjust this effectively.
Consider This
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By providing a more effective solution for
accessing client product and support
information response time savings alone will
be significant.
Immediate deployment of credit workflow
updates and the ability to notify and track
them enhances risk management capability
by eliminating the use of “dated” information.
Client Information File (CIF) structures all
customer information including email in one
space insuring compliance and an enhanced
knowledgebase within the team.
The Axcess Canada Process
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We start with the expertise of Business Analysts in
the lending/underwriting space to define core
business needs analysis.
Once confirmed, system methods and procedures
requirements are then clearly defined.
Workflow is then mapped to the system based on
criteria defined by Business Analysts and data is
then imported.
The solution then used to also run models and
allow the Business Analysts to work with firm to
optimize and/or create new products.
Changes to workflow can now be made without
any programming intervention.
The ARMnet™ Integrated Solution
Loan Origination
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Full Loan
Origination on
Retail,
Commercial or
Agricultural
Sales
Management
Automated
Underwriting
Quote System
Document
Management
Electronic
Funding
Secondary Market/Loan Servicing
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Full Loan
Servicing
Delinquency
Management
Automated
Discharge and
Pay off
System
Document
Imaging
Full
Securitization
Automated
Transfer
Monitoring
Workflow & Business Rules
Design
your own
underwriting rules and
workflows.
Multiple branching
(Unlimited “yes” & “no”
paths)
Eliminate Programmer
Intervention to Effect Change
Created on Microsoft
.NET Technology
Platform completely LIXI
(Lending Industry XML
Initiative) compliant.
Mortgage Industry
Standards Maintenance
Complaint (MISMO)
Security & Audit Capabilities
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Permission based
access to a granular
level.
Automatic internal
audit trail of all
changes made.
Information stored
in a customer
centric environment
Database completely
encrypted on local
and remote stations.
Electronic Document Management
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Link all electronic
documents (html,
Word, XLS, PDF etc)
directly to the client
contact area.
Centralize all data to
improve accessibility
for customer support
inquiries.
Create a more
compliant structure
for customer data.
The Axcess Canada Team
Business
Analysts specializing in the
lending or risk underwriting
environments with solid industry
experience.
Implementation team has 10 years
experience in network architecture
installations in a variety of OS
environments.
Training and Project Management has
15 years experience in both areas
managing large implementations and
training criteria for a number of Fortune
500 companies.
Workflow Mapping and Form Creation
will be managed by team trained to work
with Business Analysts. Development
work conducted initially offsite and then
supervised during implementation.
After sales support managed through
24-7 toll free online help desk.
Contact Us Today
356 Ontario Street, Suite
321, Stratford, ON
N5A7X6
Tel: +1(888)883-2852
Web Site:
www.axcesscanada.com
“Tomorrow’s Financial Product Management Solution, Here Today.”