Global Information Distribution
Automated Alert System
HTML Formatting & Reporting
Research Creation & Distribution
Confidential Statement Delivery
 

Confidential Statement Delivery


CHALLENGE:

The Capital Markets area of a global investment bank needed to transmit highly confidential client-specific portfolio statements to hundreds of clients on a weekly basis.

SOLUTION:

Working with the bank’s developers, we designed and implemented an application to capture client-specific data from the bank’s internal database, and transmit it to our system in encrypted form for broadcast via facsimile and e-mail. Extensive crosschecking controls were added to ensure data integrity and confidentiality.


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