SharePoint Consulting
  Site Map | Contact Us   


SharePoint Consulting Solution
         
 


 
   SHAREPOINT
     arrow_blue Banking
     arrow_blue Other Industries

Mobile Applications

Compliance

Business Intelligence

Data Integration

Data Mining & Analysis

Predictive Analytics

SharePoint for Financial Services Industry

HELM360™ holds deep domain experience in the financial services and banking industry.  We’ve successfully implemented an array of different solutions for organizations such as brick-and-mortar banks, capital markets institutions, credit unions, mortgage banks and various other entities involved in the financial services supply chain. 

Our solutions for financial organizations integrate with and can be tailored to work synergistically with Microsoft’s SharePoint platform.  As a Microsoft Certified Gold Partner, we have expertise in working with Microsoft products as well as numerous other non-Microsoft software applications.  As a result of our relationship with Microsoft coupled with our services, solutions and custom software development capabilities, we are able to deliver functionality and benefits that our competition is unable to.  While most of Microsoft’s Gold partners focus exclusively on SharePoint, HELM360 offers a number of additional solutions from Business Intelligence to Compliance and Analytics that add value to, complement and enhance SharePoint, allowing clients to realize enhanced results.

At HELM360, we know that effectively utilizing SharePoint Consulting to its fullest in conjunction with your legacy platforms can be a daunting and time consuming undertaking.  And, we know that every financial service firm has unique business and technology needs that must be effectively assessed to deliver desired results.

HELM360 has successfully built its business around understanding complex banking needs, developing best-fit technology strategies, arriving at custom solutions to satisfy challenging business requirements, and then tying it all together to bring newfound efficiencies to your organization that ultimately improves your bottom line. 

Implementing SharePoint and/or marrying it with other third party applications can be both empowering but also disruptive for financial institutions of all sizes.  HELM360 has a proven track record of making these types of potential problems as painless as possible so as to avoid what can be costly operational slippage.  And, we possess the organizational agility to turn on a dime, which allows us to develop and implement viable solutions and swiftly respond to your needs.

Our professional services team will evaluate your organization’s existing systems, workflows, document management capabilities and other business needs that can be addressed through SharePoint.  We are well-equipped to integrate disparate applications with SharePoint and customize solutions to meet any financial services firm’s unique needs.  We’ll develop a technology path forward strategy that positions you to operate efficiently both for the now and to ensure you’re prepared for future growth.  Banking clients are able to piece meal together various solutions that HELM360 offers to deliver newfound enterprise-wide visibility into business management and banking areas that are security sensitive and can affect profitability.

Just some of the benefits of using HELM360’s expertise in conjunction with SharePoint for financial services institutions include:

  • Various collaboration tools for employees in multi-locations
  • Extensive filing and document management capabilities
  • Ease of content aggregation and organization for millions of documents
  • Record management and insight into filed information
  • Tight version controls that avoid having multiple documents containing differing information
  • Preference controls that prevent certain employees from viewing select information
  • Development of custom intranet portals for SharePoint and access to other applications
  • Secure data management and storage
  • Integration and interoperability with most third party software applications
  • Transparency that makes searching and accessing sensitive information quick, efficient and secure
Financial services institutions can also take advantage of HELM360’s various other solutions, services and add-ons, which make SharePoint more robust and effective:
  • Implementation assistance and configuration of SharePoint servers (MOSS)
  • Upgrades from 2007 to 2010 SharePoint
  • Business Intelligence (BI) solutions
  • Easy-to-view, detailed dashboard reporting and performance evaluations
  • Compliance automation
  • Data mining, analysis and secure storage
  • Integrations that empower employees to work together and collaborate more effectively
  • Services that allow you to harness existing firm data to help increase productivity, remain compliant, and securely extract useful information through various disparate systems
  • Green friendly solutions that reduce over-usage of an organization’s paper intensive environment
  • Predictive analytics that help law firms take advantage of trending, future events, processes and behaviors; or, help firms avoid them
  • Various technology advisory services

Learn More
HELM360’s data integration capabilities are proven to support the decision making power of your entire Business Intelligence program.  Click
here to contact us..

 

 

 

  Privacy | Contact Us | Site Map
 © 2009 - 2011 HELM360, a Division of California Creative Solutions, Inc.,
All rights reserved.