Financial Administration and Document Automation

The critical aspect of financial IT projects is industry and process knowledge. EC Wise has a thorough background and a great track record in the financial domain.

EC Wise is an expert in building high volume document fulfillment systems. Large projects, such as combined billing and remittance processing systems, involving complex remote updating, rapid statement production combined with mail processing, managed electronic bill presentment, and check based paper and electronic remittance processing, are our forte.

We are very adept at working with extremely large organizations needing to supply regular data processing orders to very dynamic information sets, arriving from even more dynamic departmental business process environments. Let's face it: your company needs to make changes everyday. This requires what is typically considered "regular" or "business-as-usual" data processing to be automated at a level not seen or considered by the line managers. Often the combination of complex organization colliding with "regular" processes is a recipe for a lot of expensive manual coding. At EC Wise, we have evolved a team of engineers, here in the United States and in our Chinese offices who have taken on these dynamic automation challenges and won! We give business managers the flexibility they need to establish new business revenue and take new cost-saving opportunities.

Our processing platform design skills enable real-time customization at the unit or individual level. Customer personell can handle it all, using configuration parameters versus custom code. EC Wise knows how to package very complex features activated on a client as-needed basis.

These systems are built on platforms using industry standard databases, application servers, and hardware environments that provide high performance, scalability and an extremely high level of security.

Financial Services

Financial Services industry knowledge is the key to unwinding processes, getting to needed analytic results, and deriving new business models for go-forward strategies. EC Wise engineers have the right balance between skill sets and industry processes.

We work with the critical IT tools of the financial services industry: Oracle, Sybase, Informix, MS SQL Server 7.0, MS Access, Hyperion Essbase, PowerBuilder, Unix (HP/DEC), Sun Solaris, AIX, PERL, VMS, Kornshell, MVS-MXA, ISPF-TSO, COBOL, JCL, Information Engineering Workstation, G.E. Object Model, SAS, Pervasive Data Integrator, SQLProgrammer, Platinum Erwin, Sybase PowerDesigner, Redhat Linux 9.0, and more.

Our process knowledge includes:

• Oracle Customer Financial Databases - production, staging and development, performance tuning, database to database real time feeds.
• Risk Management - analysis, design and deployment of financial data processes in: assets, liabilities, credit card, off balance sheet items; swaps, caps, floors, money market instruments (commercial paper, agency securities, Overnight and Term Repurchase Agreements).
• Legacy systems feeds into data warehouses - automatic data extract programs and generation of centralized metadata, logical inconsistencies resolution in the data, data profiling, standardization, de-duping, householding and more.
• Capital Market Systems - data warehouse for equity research, fixed income, syndicate, public finance, and investment banking.
• Fixed Income Systems – Repo collateral display/credit/customer offering systems. Support and training of money market sales and trading desks. Process background for commercial paper, repurchase agreements, agency securities, discount window borrowings, negotiable CD’s, Euro CD’s, bankers acceptances, short term US Treasury securities.
• Global Securities and Foreign Exchange - development of financial databases for global securities. Process background in funding, investment portfolio, and syndication trading desks.
• Treasury Systems – Experience in treasury money desks, trading system supporting loans/deposits, commercial paper, letters of credit, and investment subsystems.
• Broker Dealer Systems - Work flow analysis for floor brokers and options operations.