The document discusses enterprise reporting solutions from Actuate for the financial services industry. It describes how Actuate helps financial firms gain competitive advantages through innovative client reporting, risk management, and performance management. It also lists Actuate products that deliver interactive reports, dashboards, and analytics to help firms attract customers, improve operations, and comply with regulations.

1. Enterprise
Any User. Any Data. Any Deployment. Solutions
Enterprise Reporting Solutions
for Financial Services
Get the Enterprise Reporting Edge
As global deregulation opens new doors for Financial Services firms, it also
introduces daunting challenges from new competitors. Actuate helps today’s
financial leaders create the advanced reporting and information portals they need
to stay competitive.

2. Enterprise Solutions: Enterprise Reporting Solutions for Financial Services
Gain a Step on the Competition
To become the primary provider of all financial
products to their customers, Financial Services firms
are acquiring and merging with other banking,
wealth-management, insurance and capital-markets
providers. As they expand and combine into new
entities, Actuate helps firms quickly maintain and
improve modify their online services to keep their
competitive edge.
Attract and Retain Customers with Innovation
Client reporting solutions built on the Actuate
platform help Financial Services firms streamline the
delivery of account information to customers via
high-value and efficient online channels. To satisfy,
retain and grow customers, firms must add value to
the customer experience with interactive account
reporting and analysis tools while integrating
information across various financial accounts.
Balance Growth versus Business Risk
As highly leveraged Financial Services firms work
aggressively to attract and retain customers,
improve their efficiency ratios, and maximize their
return on equity, they take chances every day. To
stay competitive, firms must meticulously balance Achieve Operational Excellence
financial and market risks against their aggressive Actuate’s performance management solutions help
growth goals. To help Financial Services leaders make people at all levels of their organizations—from
the right risk-reward decisions, Actuate delivers high- executives to line managers—make better decisions
quality, timely information to their employees, agents and improve organizational excellence. Using Actuate
and customers. dashboards and scorecards, they track real-time
operational data and manage individual, group
Manage Risk and Compliance
and enterprise performance. The result is greater
While market deregulation is making it easier to
efficiency, superior predictability and higher profits.
compete, the rules governing how firms conduct
business have never been stricter. By using Actuate
to automate key processes and manual reports,
companies reduce errors and are better equipped
to comply with Basel II, Sarbanes-Oxley, HIPAA and
other regulations. In addition, with better insight into
all levels of operations, companies can better manage
and react to risk exposure in lending, underwriting
and other vital operations.
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3. Enterprise Solutions: Enterprise Reporting Solutions for Financial Services
Boost Enterprise Financial Services
Reporting Power Product Spotlight
Actuate’s advanced architecture and power—for Applications built with Actuate deliver information
both report creation and scalable deployment to any in whatever format makes users most productive
size audience—makes it the ideal reporting solution including portals, spreadsheets, scorecards,
for modern Financial Services firms. dashboards, analytics, briefing books, strategy maps,
and on-demand web and hardcopy reports.
Reduce Report Development Requests
Actuate’s architecture shares common report designs Actuate e.Spreadsheet
and encourages interaction among users and Rogue spreadsheets proliferate on local hard drives
developers. This collaborative approach to report when Excel remains the reporting and analysis tool
creation eases the burden on IT and gives end-users of choice. Only Actuate delivers fully-functional Excel
the freedom to modify reports without waiting for spreadsheets with server-controlled management
help from IT organizations. that access multiple data sources at once.
Support All Data Sources Actuate Business Reports and Interactive Viewer
Large firms have a broad spectrum of data sources Business Reports allow users to view and manipulate
whose number and complexity changes with each data self-sufficiently, in a controlled environment.
acquisition, merger and re-org. Actuate helps IT This autonomy and instant access to information the
groups integrate all their data sources—transaction way they want to see it makes them better decision-
systems, account systems, custom applications, makers while dramatically reducing IT request
even legacy systems implemented decades ago— backlogs for custom reports.
without requiring interim data stores for reporting.
Organizations using Actuate are confident that their Actuate iServer
service–oriented approach to information integration With its unique architecture, Actuate iServer is proven
can handle the next new application, data source, in numerous benchmarks to be the industry’s most
regulatory or organizational change. scalable, highest performing server for generating,
managing and securely delivering reports and
Meet the Needs of All Users analytic content to 100% of an organization’s users.
Financial firms are driven by knowledge workers
hungry for high-quality, timely information of all Actuate Information Objects with EII
kinds. Actuate maximizes their productivity, speeds Virtual views combine disparate, real-time data
decision-making, and improves accountability by sources using Enterprise Information Integration (EII)
integrating financial, operational and customer data technologies, and present corporate information in
from many sources and systems, and delivering it businessfriendly terms to Actuate products and users.
cost-effectively into the hands of more employees.
Actuate Performancesoft Suite
Maximize the Value of Information Use Actuate Performance Management applications
One of an organization’s greatest assets and to improve organization excellence by aligning
competitive weapons is the wealth of data in its activities with objectives. Measure organizational,
internal systems. By integrating and transforming group and individual performance against goals. Drive
enterprise data into meaningful, ready-to-use strategy at all levels, improve decision making, and
information, Actuate maximizes the value of that ensure better operational performance and execution.
data as well as the return on investment in all
enterprise systems.
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4. Enterprise Solutions: Enterprise Reporting Solutions for Financial Services
Actuate Center of Excellence
Leading Financial Services firms have standardized
on Actuate and centralized their reporting operations
to cut costs, streamline application development,
reduce management overhead and meet their
enterprise reporting needs within and beyond
the organization.
Financial Services
Solution Spotlight
Performance Management
Actuate helps high performing organizations drive
strategy at all levels, improve decision making,
and ensure better operational performance and
execution. Customers worldwide use Actuate
to improve their corporate performance with
applications that include:
Financial Management
• Budget variance reporting and analysis Client Reporting
• Period close reporting The competition for customers is the hottest
battleground in the Financial Services industry.
Corporate Performance Management Actuate arms everyone—including branch officers,
• HR Management reporting brokers, portfolio managers, personal financial
• Executive dashboards and scorecards advisors, underwriters, claims agents and everyone
• Risk management reporting in between—with the customer, information
• Balanced Scorecard, Six Sigma and Malcolm they need to attract and retain business. Actuate
Baldridge solutions also gives customers a unified view of their
accounts—including personalized, anytime access to
Regulatory Reporting transaction, balance, history, status and performance
• Sarbanes-Oxley, Basel II, HIPAA, MiFID, GIPS, information—so they can transact business easier
GLB-financial modernization, KYC, AML et al and require less service. Customerfacing applications
• Compliance tracking built on Actuate include:
Operational Performance Management Banking
• Branch performance reporting • Online account statementing and management
• Loan servicing, management and lifecycle reporting • Online personal finance management tools
• 360° customer intelligence solutions • Cash management reporting
• Sales pipeline and forecasts • Credit card statements, payment and analysis
• Commission reporting • Consumer and commercial loan reports
• Employee benefits reporting • Multi-account performance dashboards
IT Reporting Wealth Management
• IT portfolio and asset management • Asset and portfolio performance reports
• SLA reporting • Broker/advisor portals
• Investment performance analysis and dashboards
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5. Enterprise Solutions: Actuate for Financial Management Reporting Applications
• Commission statements and what-if analysis
• Current and historical tax reports
Actuate for
• Private and institutional client reporting the Right Reasons
Actuate gives Financial Services organizations
Insurance
the agility to distribute crucial operational and
• Claims reports
customer data within and beyond the enterprise
• Service request status
while maintaining control of information assets. The
• Agent portals
Actuate platform allows financial services firms to:
• Real-time policy and account status
• Customer profitability projection • Ensure data accuracy and consistency
• Demographic trending • Create the visibility demanded by regulators,
shareholders and customers
Actuate’s Proven • Improve insight into operations
• Expedite and improve decision-making
Track Record • Achieve growth targets and manage risk effectively
Since its founding in 1993, Actuate has served the • Attract and retain customers more efficiently
reporting needs of world leaders in Financial Services,
placing it in the prestigious FinTech 100 list of top For More Information
technology vendors compiled by American Banker
For more information on how Actuate can help your
and IDC Financial Insights. Actuate customer rolls
organization win and retain its share of the new
include Financial Services leaders worldwide:
Financial Services market, contact us today.
• A majority of Actuate revenues derive from Financial
Tel: (888) 422-8828
Services firms
Email: business_solutions@actuate.com
• Four of the top five US-based global banks rely on
Actuate for Enterprise Reporting Applications.
• One of the world’s largest banks deploys Actuate
reports to almost half-a-million users.
• Actuate counts 19 of the 21 Financial Services firms in Related Actuate Materials
the Fortune 100 as customers. • Actuate Client Reporting for Investment Management
• 22 of the top 25 Financial Services providers in Europe • Actuate Online Channel Reporting for Banks
rely on Actuate for mission critical reporting. • Actuate for Financial Management Reporting Applications
• IBM has selected Actuate as its only enterprise • Actuate for Basel II
reporting partner for its front-office banking practice • Actuate for Customer Self-Service reporting solutions
• Actuate is embedded in countless applications • Financial Governance White Paper
from the world’s leading Financial Services • Actuate for Sarbanes-Oxley
software providers.
Actuate Corporation Tel: (888) 422-8828
2207 Bridgepointe Parkway Web: http://www.actuate.com
Suite 500 5
San Mateo, CA 94404