ARMnet Financial Product Management Outline

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Reshaping the Future in Financial Product Management Introducing the Solution for Logical Change 922 Cedar Pointe Court Collingwood, ON L9Y5C7 Tel: 1-705-719-5660 www.axcesscanada.com

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An ovberview of Axcess Canada and the ARMnet Financial Product Management Solution.

Transcript of ARMnet Financial Product Management Outline

Page 1: ARMnet Financial Product Management Outline

Reshaping the Future in Financial Product Management

Introducing the Solution for Logical Change

922 Cedar Pointe CourtCollingwood, ON L9Y5C7Tel: 1-705-719-5660www.axcesscanada.com

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Who We Are Axcess Consulting PLC (www.axcess.com.au)

developed the solution in 1995 in Australia. Axcess Consulting PLC provides credit origination

and servicing solutions to over 45% of the lending market in Australia and New Zealand.

Core development team have been together over 10 years and do not outsource any development.

Entered North American market in February 2007 as a “Best of Breed” solution with a 10+ year proven track record in Australia & New Zealand.

Axcess Canada provides seamless support for North America together with our US partner, Axcess Americas

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Current Environment Client support is significantly burdened in

response time through current information structures managed in multiple applications.

Legacy systems require long timelines to effect change or add new capability.

Mobile sales/support teams have limited access to data on the road.

Locating and reporting of data from multiple systems on many corporate networks is difficult.

Legislative requirements demand more comprehensive real time reporting and ability to adjust this effectively.

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Consider This By providing a more effective solution for

accessing client product and support information response time savings alone will be significant.

Immediate deployment of credit workflow updates and the ability to notify and track them enhances risk management capability by eliminating the use of “dated” information.

Client Information File (CIF) structures all customer information including email in one space insuring compliance and an enhanced knowledgebase within the team.

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The Axcess Canada Process We start with the expertise of Business Analysts in

the lending/underwriting space to define core business needs analysis.

Once confirmed, system methods and procedures requirements are then clearly defined.

Workflow is then mapped to the system based on criteria defined by Business Analysts and data is then imported.

The solution then used to also run models and allow the Business Analysts to work with firm to optimize and/or create new products.

Changes to workflow can now be made without any programming intervention.

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The ARMnet™ Integrated Solution

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Loan Origination

Full Loan Origination on Retail, Commercial or Agricultural

Sales Management

Automated Underwriting

Quote System Document

Management Electronic

Funding

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Secondary Market/Loan Servicing Full Loan

Servicing Delinquency

Management Automated

Discharge and Pay off System

Document Imaging

Full Securitization

Automated Transfer Monitoring

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Workflow & Business RulesDesign your own underwriting rules and workflows.Multiple branching (Unlimited “yes” & “no” paths)Eliminate Programmer Intervention to Effect ChangeCreated on Microsoft .NET TechnologyPlatform completely LIXI (Lending Industry XML Initiative) compliant.Mortgage Industry Standards Maintenance Complaint (MISMO)

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Security & Audit Capabilities

Permission based access to a granular level.

Automatic internal audit trail of all changes made.

Information stored in a customer centric environment

Database completely encrypted on local and remote stations.

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Electronic Document Management Link all electronic

documents (html, Word, XLS, PDF etc) directly to the client contact area.

Centralize all data to improve accessibility for customer support inquiries.

Create a more compliant structure for customer data.

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The Axcess Canada TeamBusiness Analysts specializing in the lending or risk underwriting environments with solid industry experience.Implementation team has 10 years experience in network architecture installations in a variety of OS environments.Training and Project Management has 15 years experience in both areas managing large implementations and training criteria for a number of Fortune 500 companies.Workflow Mapping and Form Creation will be managed by team trained to work with Business Analysts. Development work conducted initially offsite and then supervised during implementation.After sales support managed through 24-7 toll free online help desk.

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Contact Us Today

922 Cedar Pointe CourtCollingwood, ONL9Y 5C7

Tel: 705-719-5660Web Site: www.axcesscanada.com

“Tomorrow’s Financial Product Management Solution, Here Today.”