About this Site

Please note that this supplement to the main blog is not actively maintained. Feel free to use the information to start your search for more current pages elsewhere. If you see anything that is blatantly incorrect, please contact me so I can remove it.

New Account Opening for financial services is a great use case for showcasing a range of technology, software, solutions and business process innovations.

Business issues addressed include:

• Processing of new business applications
• Ensuring application accuracy
• Compliance
• Anti-Money Laundering regulations.

Technical issues addressed include:

• Architecture and design best-practices
  
• Straight Through Processing (STP)
• Online transactions
• Electronic signatures
• Document and records management
• Integration
• Identity management

Key financial services sectors:

• Annuities (annuity distributors, broker/dealers and carriers)
  
• Insurance (life, commercial, reinsurance, property and casualty)
• Mutual funds
• Private banking and wealth management
• Leasing
• Commercial banking
• Commercial lending

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Disclaimer

This site and its supplement are provided "as is", without warranty of any kind, and use of any information it contains is at the reader's sole risk. None of the views expressed here represent those of my employer, they are mine alone. All information provided is based on publicly available sources and does not infringe the privacy of any organization's intellectual property.