Financial Services

Endeca solutions for financial services

Leading financial services firms including ABN AMRO, Bank of America, and John Hancock use Endeca's Information Access Platform to deliver high-value, information-centric applications to their clients, staff, and agents. From retail banking to securities to insurance, Endeca's solutions for financial services create greater access to the most relevant information with a secure and robust enterprise platform. Customers are able to find and analyze product information more effectively, while employees can make better business decisions through vastly improved exploration, discovery, and analytics.

Core solutions

  • Compliance

    Provides a unique investigatory capability to examine trading activity, transactional data, and enterprise information, promoting reduced fines and penalties, decreased operational costs, and improved customer trust.

  • Sales and Marketing

    Endeca's solutions for Sales and Marketing deliver on the promise of Customer Relationship Management, helping sales and marketing organizations get the information visibility they need do their jobs more effectively.

  • Business Analytics

    Allows business users and managers to effectively gain insight into sales, marketing, investment management, and other business performance measures, enabling informed decision making at levels never before possible.

  • Knowledge Management

    Enables investment managers and analysts to explore, analyze, and understand information such as investment research or internal IP, sitting across multiple enterprise repositories, to promote best practices, accelerate innovation, and increase efficiency.

  • Risk Management

    Enhances visibility into risk exposure, exposes hidden risk concentrations, and identifies common relationships, promoting proactive management of portfolios and focus on business value.

  • Website Search

    Integrates product and service information to create an unparalleled online experience for direct customer and broker/agent channels, promoting seamless navigation across structured data such as traded products and unstructured content.