Financial Services
Foxtrot is utilized throughout the financial sector from insurance companies to financial services organizations, banks and credit unions, mortgage lenders and credit card companies. Companies such as JP Morgan, American Express and Discover Financial Services utilize Foxtrot to help manage their data.
The financial industry has always depended on accurate customer data to ensure proper management of client financial information and transactions. With expanding communication channels, increased competition and a wave of strict new government regulations, accurate and timely access to data are even more critical. The accuracy and efficiency of Foxtrot Technology is a key tool in managing data.
Foxtrot saves businesses time and money through fast and reliable automated tools without custom programming. It reduces risk by ensuring that users comply with complicated regulations and helps to protect data by limiting human access and ultimately user driven error.
From platform interfaces to moving, merging, managing and maintaining customer information, Foxtrot has helped make its users more productive in over 450 financial institutions for more than a decade.
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One of the major projects People Bank & Trust used Foxtrot for was to change the ratings code in 120,000 customer records to help become BSA Compliant. When the auditors suggested they move from a HI MD LO risk scale to a numeric, 7-factor risk rating just days before the start of their BSA Exam they knew they needed the speedy and accurate performance of Foxtrot. Phillip Wheat, Vice President at People Bank & Trust commented “we were able to accomplish this change in less than 6 hours using Foxtrot LE. I actually ran three copies on one workstation to help speed up the updates.” He then went on to say “Our exam looks good and a big part is due to the flexibility of Foxtrot.”
Peoples Bank & Trust – Phillip Wheat
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