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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For assistance choosing products and services that are right for you, call us at 1-800-660-3556, or visit our Contact EnableSoft page.
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A new property manager customer with 4,500 tenant security accounts came to us to set up these accounts. The customer was able to send us the tenant data in spreadsheets which we used to assign new account numbers and add other information needed to manage these accounts. "Using Foxtrot® we created the customer records, opened the new accounts, posted the opening deposit and accrued interest on our core system. We calculated that to open all the accounts manually, it would have taken 375 hours. With Foxtrot, the prep work, organizing the spreadsheet data, writing and testing the Foxtrot scripts, assigning account numbers, took only about 4 hours. Then using Foxtrot to do the actual data entry took less than an hour. Foxtrot saved us 370 hours and approximately $7,400 with just this one project."
Hudson Valley Bank - Patricia E Plonchak, Senior Vice President
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