“Atos Origin and Elseware Partnership: Atos Origin offers a new sales assistance and portfolio management tool for financial account managers”
Paris, July 4, 2002
After signing a partnership agreement with Elseware, Atos Origin integrates a new portfolio management module to its multimedia platform. A genuine sales assistance tool, this application is particularly geared to banking and financial account managers.
Elseware's software is an analysis and optimization module for financial portfolios (shares, mutual fund and units trust, etc.) It offers a quantitative analysis and makes use of Markowitz's theory on optimal risk management and portfolio diversification.
Integrated to Atos Origin's Multimedia platform, the module will naturally complete the eBanking and eBrokerage applications, designed and hosted for Atos Origin clients. It will optimize investing clients' portfolio management, based on large stock histories kept in Atos Origin's financial databases.
This new tool, already implemented by Atos Origin, is readily available to assist financial establishments in the design and commercialization of their products.
Marketing design tool
This module allows portfolio/asset managers to incorporate the specific criteria of the portfolio creator, while taking into account the constraints of each financial institution. The manager can thereby create and optimize packaged portfolio products according to his needs (e.g. specific brokerage fees, eligibility to Personal Equity Plans, etc.)
For further optimization, these portfolios are then directly proposed to the end clients who can request adjustments to match individual criteria (preference for specific stock or sector, etc.)
Assistance to Client Relations Management
Through the use of questionnaires based on a rules engine coupled with an actuarial basis, the account manager drafts an accurate client profile, which allows him to offer his client a "custom-made" portfolio for optimal investment adapted to his needs.
Sales assistance tool
The originality of this on line tool allows account managers to give live demonstrations to their clients, the results being refined according to their profiles and individual expectations. This highlights the relevance of the products offered by the financial institution.
Clients' questions are easily answered thanks to the user-friendliness, intuitive ergonomics, and graphic result presentation of the tool.
This offer is integrated to the Atos Origin Multimedia platform in a J2EE environment.
Elseware is an engineering company specialized in quantitative modelling and datamining. The Elseware team includes high level engineers with a specific knowledge of forecasting applications in banking and finance (scoring, risk analysis, asset management, trading, etc.) Elseware also has expertise in the fields of insurance, marketing, e-commerce, and environment.
For further information, visit the company's website at http://www.elseware.fr.
Phone : + 33 (0) 1 44 58 93 41
Email : firstname.lastname@example.org
About Atos Origin
Atos Origin is a leading international business and technology integrator. Its business is turning client visions into results through the application of management consulting, enterprise, e-business and outsourcing solutions. The company has annual revenues of EUR 3 billion, operates in more than 30 countries worldwide and has over 26,000 employees. Atos Origin's clients include ABN-Amro, Alstom, BNP Paribas, Euronext, Fiat, ICI, KPN , Lucent, Philips, Renault, Saudi Aramco, Shell, Unilever and Vivendi Universal and Wolters Kluwer.
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