The document outlines the strategic transformation in the financial services sector driven by technology, which presents both challenges and opportunities for engaging customers and managing risks effectively. It emphasizes the importance of leveraging information and operational efficiency to remain profitable, all while meeting rapidly changing customer expectations for personalized service and transparency. Intergen provides Microsoft technology solutions to help financial organizations innovate, comply with regulations, and achieve sustainable profitability.

1. INDUSTRY SNAPSHOT
Intelligence at work in the
Financial
Services Sector
INTEGRATING TECHNOLOGY SOLUTIONS TO COVER THE RISK AND DELIVER THE REWARD
Having experienced a time of change and upheaval like no other
in recent times, the financial services industry is now in a period of
strategic transformation, faced with a unique set of challenges and
opportunities. Technology lies at the heart of this transformation,
underpinning many of the opportunities that exist for financial
services industries to stand apart from their competitors, forge more
meaningful connections with customers and to get the most from
the information and people in their organisations.
Financial services is an information business. Success depends on
fully understanding and leveraging the vast amounts of information
that a financial institution amasses. Yet information is often one
of the most under-utilised assets of all – held ransom by siloes and
fragmentation, making it difficult to assess, let alone monetise.
Rapidly changing customer expectations
HOW DO WE BALANCE?
Rapidly changing
customer
expectation
Risk must be balanced with reward. Safety and compliance are the
absolute bedrock of the financial services industry. And yet, against this
need for the utmost security and caution, organisations must also find
ways to break new ground, exploring new opportunities by defining
and claiming new niches in an ever-changing market.
Your customers want – and expect – more than ever. More
personalised service, a great user experience, information wherever
and whenever they want it. They want greater transparency and sound
reasons to give you their trust and loyalty.
You need to balance all of these needs while still staying true to
the all-important bottom line. Innovation and customer service are
well and good, but the fact remains that in a chastened market with
low interest rates and tightened margins, remaining profitable is
paramount. Against this industry landscape, cost reduction through
operational efficiency is critical.
Managing
compliance &
risk, delivering
sustainable
profitability
To stay ahead of the field,
financial services organisations
need to innovate, grow and
engage their customers in new
and exciting ways, giving
them any-time, anywhere
access to information,
providing personalised and
engaging service.
Financial services
organisations need to
innovate against a backdrop
of extreme caution.
Technology initiatives must
be watertight, ensuring
compliance and protecting
against risk, while also
helping bring about
sustainable profitability.
INTERGEN DELIVERS A RANGE OF MICROSOFT TECHNOLOGY SOLUTIONS TO HELP STREAMLINE
BUSINESS PROCESSES ACROSS THE ENTERPRISE, UNDERSTAND VITAL ORGANISATIONAL AND
CUSTOMER INFORMATION, MANAGE RISK AND COMPLIANCE, ENGAGE CUSTOMERS AND HELP
YOU ACHIEVE SUSTAINABLE PROFITABILITY. WE CALL IT INTELLIGENCE AT WORK.
REACH
PROTECT
ENGAGE
UNDERSTAND

2. Helping financial services
organisations use technology
to innovate and better
engage with customers,
manage risk and achieve
sustainable profitability.
BALANCING
Rapidly-changing
customer
expectations
Giving me the
information I
need, when
I need it
It’s about solving business problems
It isn’t simply about the technology. We have worked
extensively with financial services organisations across
Australasia. We understand the sector’s unique needs and
requirements, helping you use technology to your competitive
advantage, embedding leading edge platforms, practices and
processes right across the enterprise. Whether it’s engaging
your customers online, on any device, or bringing together
disparate enterprise systems for streamlined business
processes and a single view of the truth, we can help.
REACH
• Be present in the financial lives of your
customers any time, any place, on any device,
across any channel
• Revamp and develop your digital channels to
connect with customers and provide a seamless,
satisfying user experience
How we can help...
Websites, Web & Digital Strategy
• Engage with your customers, providing a
seamless, positive experience
• Improve your digital footprint and
reinvigorate your brand
• Understand your customers and engage in
meaningful communication with them
Delivering
sustainable and
profitable growth
Cost reduction
through
operational
efficiency
PROTECT
• Manage enterprise risk while still focusing on
productivity, efficiency and profitability
• Comply with regulations at a global, regional and
national level, at the same time delivering returns
to shareholders
Operational Efficiency & Business
Process Improvement
• Custom development for the management of complex,
highly specialised business needs and processes
• Increase efficiency and performance through
streamlined, integrated technologies
• Reduce operational costs
• Meet compliance obligations
Mobility
Managed Services
• Meet your customers wherever they are
• Free up your IT team to focus on high value activities
• Ensure business productivity on the go
• Reduce internal complexity and overhead
• Provide useful mobile apps, offering new
innovations and added value to customers
• Security and dependability of system quality
and availability, ensuring end user and customer
satisfaction

3. Ensuring a
good customer
experience
Transacting with
me anywhere
Delivering the
best value
Security,
compliance
and risk
management
Understanding
data for
better business
insights
ENGAGE
• Engage your customers in innovative new ways,
boosting loyalty and custom
• Use customer relationship management technology
to know your customer, providing better, more
personalised customer service
• Enrich customer experiences through social and
mobile channels
Guaranteeing
security
Providing the
agility to change
as needs evolve
UNDERSTAND
• Harness big data and analytics technologies to drive
operational improvements and derive business benefits
• Get a single view of your organisation’s information
• Leverage this information for greater insights and
competitive advantage
Customer Relationship Management
Business Intelligence
• Achieve a single, customer-centric view
• Enable better visibility of information
• Provide superior customer service through insight
and the personalisation this allows you
• Understand and leverage customer and enterprise data
• Make informed decisions and form lasting
customer relationships
Employee Collaboration & Productivity,
Document & Information Management
• Portals and intranets for improved collaboration
and communication, providing better access
to information
• Store and protect business records, meeting
legal requirements and obligations
• Analyse data to understand business performance and
drive improvement
Financial Management & Enterprise
Resource Management
• Ensure auditability and compliance
• Manage finances, projects and relationships
• Adapt for new opportunities
• Simplify access to information
• Streamline integration

4. financial services client EVIDENCE
banking
funds management
“It wasn’t possible to share information at
any efficient or effective level. Branches
had become silos of information and
knowledge. Our goal was to achieve a
single source of information – one version
of the truth.”
“Our goal is to create a 360° view of our
relationship with our investment managers and
partners. They all play an important role in the
investment decisions we make, and making sure
we can easily find everything, from investment
and financial documents to upcoming meetings
and activities, is key.”
insurance
“Change can be difficult in a big
organisation. The way that Intergen
relates to people helps a lot when you
are implementing change. Their passion
and expertise, from design to support and
training, was fantastic.”
banking
“Everything is now done in real time and
we have greater visibility of our financial
performance and position. If our stakeholders
require specific information we can get it to
them straight away.”
INTERGEN IS AT THE FOREFRONT OF DELIVERING SOLUTIONS TO ORGANISATIONS IN THE FINANCIAL SERVICES SECTOR
We help address financial services organisation requirements across the breadth of Microsoft solutions, including:
• Financial and Enterprise Resource Management solutions
built on Microsoft Dynamics AX
• Application design, development and legacy replacement
using the .NET Framework
• Customer engagement utilising Microsoft Dynamics CRM
• Device and software management and deployment using
Microsoft System Center
• Mobile software clients and applications
• Scalable, adaptable and cost effective cloud-based solutions
using Microsoft Azure
• Targeted websites and online experiences
Intergen is an information technology services company that solves challenging business problems using the latest Microsoft solutions.
We provide our customers with a range of solutions and services, including financial and relationship management, portals, content and
collaboration solutions, custom software development, and consulting services.
RE DMOND
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Australia info@intergen.com.au / www.intergen.com.au United States info@intergenusa.com / www.intergenusa.com New Zealand info@intergen.co.nz / www.intergen.co.nz