Global Office

Global Plus Global Office, a front- and middle-office account management system, allows your employees to access specific and complete client and account information in an intuitive interface.  A single-view dashboard consolidates real-time information with support systems, such as relationship management, asset management and rules-based alert systems.

Features

  • Provides self-explanatory menu options for easy navigation through the system
  • Initiates commonly used client maintenance and cash and trading transactions with streamlined forms
  • Monitors work lists for transactions subject to workflow and processes approved transaction in real time
  • Retrieves documents through imaging solutions
  • Generates and delivers consolidated holdings by user controlled account groups

Benefits

  • Minimizes training, reducing significant time and expense to your organization
  • Grants instant access to information to improve efficiency
  • Transforms time previously spent digging for data into time now spent administering accounts
  • Improves accuracy in workflow

Brochures & Datasheets

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