Enterprise Ireland – Best Connected -

Zarion is specifically focused on the financial services sector and specialises in improving human centric processes.

Products/Services
TouchPoint2 is Zarion’s process optimisation software for the banking, insurance and capital markets industries.
• Loans/insurance customer enrolment.
• High value processes such as swap payments.
• High volume, low value processes such as claims settlements.
• Zarion’s business process consulting organisation aligns strategic objectives with operations and business processes.
• Zarion’s Lifetime Support team provides ongoing support for customers.

Key Benefits
• Build on rather than replace, existing work management platforms including Global 360’s Execute360
• Achieve quick implementations.
• Reduce long term support and maintenance overheads.
• Require minimal customisation.
• Reduce or eliminate custom build and integration work.

Clients
AIB, Bank of Ireland, GMAC Commercial Finance, Irish Life and Permanent, ING Group.

Partners
Microsoft, Kofax and Global 360.

Tel +353 (0)1 240 5200

Web www.zarion.com

Address
Marine House, Clanwilliam Place, Dublin 2.

Tradeshape is provider of cash and liquidity management solutions that empower financial institutions to better manage their capital once a trade has been executed and thus to ‘know their traded world’.

Products/Services
• TS Workstation will alert and display all transactions that do not process in a timely manner.
• TS Integration Server is a highly configurable solution suite that provides industry standard real-time connections to all disparate information sources, operational user configurable workflows and secure data store of all transaction history.
• TS Analyser allows operations management to quickly drill past surface issues and will allow the quick identification of the root cause.
• TS CAS Manager is a stock and cash management solution providing users with a realtime actual and projected view of their stock and cash balances.
• Professional Services
   o Analysis and project management.
   o Integration.

Key Benefits
• Uses a single technology platform that provides point solutions for real-time stock and cash ladder management, transaction monitoring and repair, transaction flow analysis and exception reporting.
• The Tradeshape single architecture can be extended to consolidate business silos by providing an up-to-the second single-window view on “At Risk” transactions across the entire enterprise.

Tel +353 (0)21 463 9374

Web www.tradeshape.com

Address
Unit 4, 2 Drury’s Avenue, Midleton, Co. Cork.

Sentenial finance is a supplier of direct debit processing software applications and fully managed services for financial institutions, SMEs and enterprise businesses.

Products/Services
• EuroDebit: Clients can licence the EuroDebit on-line software while retraining in-house administration staff.
• Sentenial Finance can assist clients with obtaining direct debit permissions from their client bases.
• EuroDebit Bureau is a fully managed service including:
• Direct debit processing and management.
• Automated default management.
• Bill presentation.
• Direct marketing.

Key Benefits
To Businesses:
• Automate direct debit processing.
• Easily integrated with existing payment or account receivable system.
To Financial Institutions:
• Comprehensive real-time online reporting (with XML / batch data feed facilities).
• Reduced direct debit / direct credit returns.

Clients
Curves health Clubs.

Web www.sentenial.com

Tel +353 (1) 629 2141

Address
Unit 16F, Maynooth Business Campus, Maynooth, Co Kildare.

Rockall Technologies is a software company which offers a solution to financial institutions who require improved visibility of their credit exposure while providing greater confidence in LTV via pro-active management of the collateral it holds

Products/Services
• Rockall’s flagship product SAM (Securities/Collateral Activity management) is a solution that provides the lender with a complete, up to date view and status of the collateral held for a customer or loan.
• The software can be implemented as a standalone or integrated.

Key Benefits
• Drives down costs associated with security processing and staff retraining.
• Improves service quality.
• provides sales information.
• Reduces risk.
• Increases productivity.
• Increases customer satisfaction.
• Meets regulatory demands (Basel, Sarbanes Oxley etc).

Clients
Wachovia Corporation, National Australia Group, AIB, Bank of Ireland, EBS, National Irish Bank, Northern Bank.

Partners
Microsoft, Oracle, Cap Gemini, Deloitte, Touche.

Tel +353 (0)1 289 0800

Web www.rockalltech.com

Address
3 Aspen Court, Cornelscourt, Dublin 18.

Progress Systems specialises in software products and services for the Financial Services and credit union marketplace.

Products/Services
Progress CUMIS is a flexible credit union management system with broad application:
• Teller processing.
• Credit control.
• Foreign exchange.
• Payroll deduction / standing orders.
• Repayment protection insurance.
• Document imaging.
• ATM connectivity.
• Nominal / ledger / bank reconciliation.
Progress Systems also offer a range of services:
• Website development.
• Document imaging solutions.
• Laser and receipt printers.
• ATM solutions.

Key Benefits
• Comprehensive management and auditing features.
• Automated updating (interest, dividend and arrears).
• Relational database with flexible report generation.
• Ease of use with a modern technology platform.

Clients
Progress Systems have a large share of the Irish marketplace and are keen to expand into the international Credit Union marketplace.

Partners
ABCUL

Tel +353 (0)1 435 8400

Web www.progress.ie

Address
14 Joyce Way, park West Business park, Nangor Rd, Dublin 12.

Phoenix Technology group delivers enterprise content management and business process management solutions to the financial services sector.

Products/Services
• Claims management solutions.
• Loan origination and approval solutions.
• Customer service solutions.
• Electronic document and records management solutions.

Key Benefits
• Phoenix integrates to line-of-business systems using a range of technologies including .NET, Java and XML.
Phoenix employs a unique project delivery approach:
• Reduce claims cycle times.
• Identify and reduce claims leakage.
• Approve loans rapidly.
• Increase productivity.
• Provide real-time management information including:
   o Service levels.
   o Productivity.
   o Costs.
   o Pipeline activity.
   o Workload balancing.

Clients
AXA Life, Winterthur Life, Allianz, Canada Life, Royal & SunAlliance, Commonwealth Bank of Australia, First Assist, Landesbausparkasse (LBS).

Partners
Oracle, Global 360, IBM, FileNet, Microsoft, Kofax.

Tel +353 (0)1 670 7722

Web www.phoenix.ie

Address
32-34 Castle Street, Dublin 2.

Percana group provides enterprise, outsourcing and consultancy solutions to the life and pensions industry.

Products/Services
• The Eclipse product suite is an integrated front, middle and back office enterprise platform which manages the complete range of life and pension products over the full policy life cycle.
Administration/Outsourcing services including:
• Full and partial policy administration.
• Fund administration.
• Management information reporting.
• Investment accounting.
• Regulatory reporting.

Key Benefits
• Eclipse is a highly flexible, scalable and robust system designed and built using up to date client server technologies.
• Eclipse is unique in that it has been designed and built with internet connectivity as a core delivery mechanism and uses XML throughout.
• Significantly reduced costs.
• Modern fully web enabled utilising new technologies.
• Speed to market of new products.
• proven experience in life and pensions industry.
• Flexibility.

Clients
Commercial Union International Life, Dentists’ Provident Society, Anglo Irish Assurance, Quinn Life, Inora Life (Societe Generale), AZ Life , Arca Vita International, Area Life, Sella Life, Irish Life.

Partners
Capgemini.

Tel +353 (0)1 629 6920

Web www.percana.com

Address
9D Beckett Way, park West Business park, Dublin 12.

Pacemetrics provides real-time business transaction monitoring, end-of-day pricing and compliance solutions to the investment banking and financial services industry.

Products/Services
• PaceMaker is a business activity monitor. PaceMaker is deployed in investment banking to improve operational efficiency, reduce operational risk and improve customer service.
• PaceMaker listens in at strategic message points in business processes and instantly highlights problems as they occur so that effective action can be taken.
• PVS (Price Verification Server) provides a single source of verified prices for all types of financial instruments and offers full transparency and process control to ensure that price delivery is on time and quality assured.

Key Benefits
• Quick implementation, pragmatic approach, compelling ROI.
• MIS, full audit trails and comprehensive reporting provide full transparency and process control.
• Scaleable architecture matched to investment banking needs.
• Lightweight, non-intrusive Software that builds on the existing investments leaving existing systems and processes unaltered.

Clients
HVB Group, Bank of Ireland, Value price AG, Global Tier 1 Investment Bank.

Partners
Value price AG (Frankfurt), Effectas Gmbh (Zurich), Tori Global, Real EMC (Madrid), Ordina, Benoist (Munich).

Tel+353 (0)1 818 4000

Web www.pacemetrics.com

Address
Dunluce house, Eastpoint Business park, Dublin 3.

Merit Software products automate the payable and receivable process in the investment-banking and broking environment.

Products/Services
• Claim Manager looks at pre and post-trade activities in order to monitor settlements and risks, monitors the incremental revenue associated with trades and also monitors agreement and recovery of payable and receivable items and supports two-way communications
• Claim Manager Tax processing supports both reclaims and the SX1 processing.
• Pathfinder is an internet based extension to the Claim Manager product, facilitating query and exception case management, agreement and resolution.
• Consulting services that compliment its areas of product expertise.
• Outsourcing service for claim and trade management functions is also offered.

Key Benefits
• Streamline the many operational processes into a standard claims inward and outward process. Also covered is post settlement matching, fails management and claims management.
• Enhance management control, reduce client risk and assist with regulatory and risk compliance requirements.

Clients
Credit Suisse, UBS, Merrill Lynch.

Tel +353 (0)86 821 9375

Web www.merit-soft.com

Address
10 Wilfield park, Sandymount, Dublin 4.

Koelo is a specialist technology provider for advanced trading and post-trading flow management. Koelo software solutions help financial firms in implementing efficient straight through processing (STP).

Products/Services
FIX Station SUITE is a group of modules that combine to form a scalable messaging platform that connects to multiple counterparties in a trade lifecycle.
• FIX Station TRADE provides real-time multi-counterparty trading and connectivity for all major asset classes.
• FIX Station POST-TRADE captures and processes posttrade information to achieve full automation of middle and back-offices
• FIX Station MATCH automates the allocation, matching, confirmation and reconciliation processes of middle and back-offices.
• FIX Station WEB is a new generation web application specifically designed for fund administration and service providers enabling bi-directional real-time communication.
• FIX Implementation/STP Services.

Key Benefits
The FIX Station SUITE brings automation and control to the information flows associated with the trade and post-trade management.

Clients
Bank of Ireland Securities Services, MPS Asset Management Ireland.

Partners
Sun Microsystems, Member of FIX protocol.

Tel +353 (0)1 659 9230

Web www.koelo.com

Address
NCI Business & Research Centre, Mayor St, IFSC, Dublin 1.

KBS Solutions is a provider of software solutions and services for the commercial banking, asset finance, treasury and retail finance sectors.

Products/Services
KBS Banking – is an integrated multi-branch, multi-currency accounting and management information system developed to suit medium-sized banks and financial organisations. Activities Supported include:
• Customer information systems.
• Commercial banking and annuity type lending.
• Treasury/interbank deposit taking.
• International trade finance including LC’s.
• Current accounts.
• Operational general ledger.
• Integration into industry standard GL packages.

KBS also provides consultancy and bespoke development services; installation/data take on services; support and maintenance; and training.

Key Benefits
• Improves productivity and profitability.
• Supports implementation and processing of new products and services.
• Provides accurate and timely implementation critical to the support of both operational and strategic decision making.
• Reduces operational costs.
• Optimises productivity.

Clients
Bank of Scotland (Ireland), Friends First Finance, Fexco Asset Finance Ltd., Smurfit Finance, ICC Bank.

Tel +353 (0)1 673 0007

Web www.kbs.ie

Address
2F 29/31 South William Street, Dublin 2.

Information mosaic (IM) is a provider of advanced middle and back office solutions including corporate actions automation for the investment services industry. Addresses the needs of investment services organisations seeking to support their clients’ global investment business from a single, consolidated platform.

Products/Services
• Converg-e is an investment accounting and custody system designed from the outset to be a global, multi entity market solution that allows for consolidation of operations minimising operational risk.
• CAMA (Corporate Actions Management Application): an end-to-end corporate actions automation solution, featuring sophisticated rules based data cleansing and entitlement processing.

Key Benefits
• Converg-e and CAMA  provide financial institutions with increased control of and transparency into their globally distributed operations.
• Information Mosaic’s products lower operating costs and improve risk management for the globally invested, multi-domiciled financial institution.
• IM brings to market new low cost of ownership technology solutions for global corporate actions and custody processing that scale.

Clients
Clients include global custodians, asset managers and broker / dealers who require global functionality from a single location.

Partners
IBM, Real-EMC (Spain), INEUM Consulting, Module 1 (Sweden), HP, Sun Microsystems, Interactive Data, Trace Financial.

Web www.informationmosaic.com

Tel +353 (0)1 241 5200

Address
Styne house, Upper hatch Street, Dublin 2.

Exaxe is a specialist IT solutions provider to the financial services industry. Exaxe has developed significant experience in the BPO area and provides consultancy to the life and pensions and banking sectors.

Products/Services
• Illustrate Plus: a highly flexible, scalable illustration and quotation system.
• Configurator Plus: an advanced product configuration application for life and pensions companies.
• Agency Plus: an online, strategically designed, highly automated agency management system that manages agents from cradle to grave.
• Commission Plus: an online, flexible, integrated commissions calculation and commissions management system.
• Application Plus (e-applications): a comprehensive, collaborative, online, real time, life and pensions, health and annuity, application processing system.
• Invest Plus: a policy administration platform for on and offshore investment and savings products.

Key Benefits
• Exaxe’s technology is focused on delivering cost and process efficiencies, improving service levels, accelerating new product introductions and product variations and growing channel sales.
• Exaxe’s solutions are platform independent.
• Exaxe technology is deployed using a service oriented architecture (SOA), supporting legacy integration and data migration.

Clients
Unisys Insurance Services Limited (UISL), Falcon Leven, subsidiary of Fortis Group, Abbey Life, Friends First, member of the Eureko Group, prudential European Management Services, Capital Life and pensions Services Ireland.

Tel +353 (0)1 299 9100

Web www.exaxe.com

Address
Unit 5A, Sandyford Business Centre, Sandyford, Dublin 18.

Fineos provides enterprise software solutions for insurance, ‘bancassurance’, and government. Their solutions address core business processing requirements including claims & case management, CRM, new business/underwriting, and policy administration. The company has offices in Ireland, North America, Europe and Australasia.

Products/Services
Fineos solutions enable governmental insurance providers to streamline their operations while delivering exceptional service. Their solutions support institutions that deal with bodily injury, compulsory third-party (CTP) and work cover insurance.

Key Benefits
• Automate repetitive tasks according to best-practice reducing the risk of costly human error.
• Comprehensive customer and case information, empowering agents to provide superior customer service.
•A flexible infrastructure for new product introduction, legacy enrichment, and business transformation.

Clients
Accident Compensation Corporation (ACC), New Zealand, Lifetime Care & Support Authority (LTCSA) Australia, Manitoba Public Insurance (MPI) Canada, Road Accident Fund (RAF) South Africa, Transport Accident Commission (TAC) Australia, WorkSafe Victoria Australia.

Partners
IBM, Hewlett-Packard, Fujitsu, Computer Sciences Corp, Oracle, Sun Microsystems.

Web www.fineos.com

Tel +353 (0)1 639 9700

Address
Pembroke House, 8-10 Lower Pembroke Street, Dublin 2.

FEXCO provides a range of services including payment solutions, business process outsourcing, financial services and online travel and leisure reservations.

Products/Services
• Payment Solutions
- Western Union money transfer
- Bureau de change
- Corporate payments
- Dynamic currency conversion
- Corporate and consumer VAT refuds
- Pre-paid gift and spending solutions
• Business Process Outsourcing
- Contact centre solutions
- Back office processing
- Data processing
• Financial Services
- Stockbroking and pensions
- Global investments and asset finance
• Online Travel and Leisure Reservations
- Global hotel reservations
- Worldwide car rental reservations

Key Benefits
• FEXCO Payment Solutions makes payment processing easy and cost effective for consumers, companies, governments and merchants.
• The Business Process Outsourcing division delivers real value to a wide portfolio of public and private sector clients using best practice fundamentals centred on quality, innovation and continuous improvement.
• FEXCO Financial Services provides a range of niche financial services in local markets.
• FEXCO All Travel is an online travel and leisure division.

Clients
An Post, The Department of Finance, ESB, National Treasury Management Agency, Western Union, Diageo Coca-Cola.

Partners
An Post, Bord Failte, AIB, HSBC, Ulster Bank, Barclays, Western Union International, Global Refund AB.

Web www.fexco.com

Tel +353 (0)66 976 1258

Address
Iveragh Road, Killorglin, Co Kerry.

Fenergo are a leading provider of enterprise lending software for banks. Fenergo specialise in delivering off the shelf business lending processes and activity management solutions that manage the complete lending lifecycle.

Products/Services
Fenergo’s comprehensive platform Deal Manager offers a range of modular solutions including:
• Loan origination
• Collateral management
• Arrears
• Impairments
• Deal Manager: Presents aggregated loan, collateral and customer information and allows banks to immediately understand loan and collateral portfolio quality and market impacts, to assess and manage arrears and impairments, meet reporting requirements, and identify and close quality lending business as credit standards tighten.

Key Benefits
• Compliance & Audit Requirements — Security, asset valuation, asset allocation, security charge, data integrity
• Operational Challenge — Re-keying of data, productivity, digitised documents, conditions & undertakings, Activity Management, operational team management
• Process Lifecycle — One Deal, multiple work processes)
• Single point of customer truth — SCV, data integrity, system integration
• Adaption to change — Security Model reconfiguration, modification, update & amendment )
• Risk Mitigation — Operational & Risk Exceptions
• Back-Office Shortcomings – Filling the gaps the core systems don’t do

Clients
Fenergo lending solutions have been deployed by some of the biggest banking groups in Europe including Rabobank Ireland & UK, Investec Ireland & Uk, Llyods
and RBS.

Web  www.fenergo.com

Tel (01) 8843255

Address
1st Floor, Block T, EastPoint Business Park, Dublin 3