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Financial Services

Financial Services

The financial services industry is more demanding and competitive than ever before. Companies need to explore ways to leverage new technology to gain competitive advantage and improve business performance. Bluestone works with clients to help satisfy new requirements within line of business applications, technology, customer relationship management and  big data. Our consultants draw from their experience working the business processes within the following areas within the financial services industry:

  • Banking
  • Asset Management
  • Lending
  • Life Insurance
  • Property and Casualty

Our focus on execution enables institutions to plan more effectively and increase their ability to leverage opportunities and manage project risks. Bluestone’s technology solutions are uniquely designed to improve business performance and management reporting for financial institutions. We assist clients through successful technology transformation and implementation across a wide variety of large, complex initiatives by delivering solutions, transferring knowledge, and helping them embrace new technology and business process change, including:

  • Marketing and Social Media
  • CRM
  • Data Analytics and Data Warehousing
  • Application Design and Development
  • Customer Service
  • Portals

Enterprise Data Integration

Many clients need to integrate a separate Customer Relationship Management system (CRM) with a Marketing Tool and ERP solution. The customer interface is a critical area where companies tend to distinguish service and exhibit their competitive edge. We help our clients seek out a “best-of-breed” or custom approach to handle the marketing, sales and ERP integration that support key functions of CRM. We work with our clients throughout the data analysis, data mapping, integration design and development process to ensure business goals are achieved and the right solution is implemented.

Customer Relationship Management

Progressive companies are looking to change the engagement process for new prospects and existing business. Cloud computing solutions and platforms now make this process quicker and less expensive to develop while promoting best practices. The technology advances enable your company to improve results with Marketing, Web to Lead, Lead to Close, and Sales to Cash Process.

Customer Service

Customer Service is a cornerstone that enhances long term relationships between financial service companies and their customers. Today, there are platforms that promote online communities, social networks, partner communications, and online search that enable your agents to converse quickly and ultimately improve the customer experience. We help clients support this movement while enabling customization and seamless integration to your on-premise Enterprise Applications.