Financial Services Group
Celeritas' Financial Services Group offers a wide range of professional consulting services to
the financial services industry including, but not limited to: |
- Client Service Solutions
- Internet-based Transactions
- Sales Reporting
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- Workflow Solutions
- System Integration
- Sarbanes Oxley (SOX) & Audit Controls
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For more information, please contact us at:
7101 College Boulevard, Suite 600
Overland Park, Kansas 66210
Phone: 913.491.9000
Email: info@celeritas.com
Financial Services Case Studies
Agency Licensing & Compliance System |
Celeritas reengineered and architected a new License and Compliance system for a Mutual Fund Company.
This application supports comprehensive functionality for field force appointments and management.
System requirements consisted of a web-based solution using Object Oriented (OO) Design and
Architecture disciplines. |
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This web-enabled system provides on-line access to clients and field brokers in order to assist with
financial calculations and quotations for the insurance industry.
Celeritas improved the appearance, navigation and functionality of the site and added a rate quoting table
and calculations for on-line quoting capability. |
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A large Financial institution was rolling out a CRM package to over 2500 employees.
The customer was having difficulty with the implementation of test scripts and integration of the new CRM.
To compound the difficulty, they were facing a considerably short timeline.
Celeritas resolved both
the test script and integration challenges and delivered the project under budget and within the
scheduled timeline utilizing a team comprised of QA Testing consultants and
Application Integration Specialists. |
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A large financial institution was implementing Siebel 7 to over 4000 users. The customer asked
Celeritas to mentor their project management team in the development of the project plan,
including work breakdown, task listings, and dependencies between tasks as well as resource allocation.
Celeritas helped successfully complete the project on time and under budget. |
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| A large financial services firm acquired an enterprise-wide reporting system. The system provided
reporting functionality that assisted financial advisors in the field. The client desired a
replacement for the system that would continue to provide similar reporting functions using
updated technology, and asked Celeritas to interview business users in order to validate the needed
system requirements, analyze the results and recommend a product that could replace the
reporting system while still providing similar functionality. |
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| The system also had to be compatible with the client's existing technology environment. Celeritas
recommended and successfully implemented the new system. |
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A credit card processing company engaged Celeritas to review their credit card application for the
purpose of developing a plan to 1) Load test the critical system components to develop an understanding
of how the application will scale and to identify load-induced problems, 2) to proactively identify
application stability issues, and 3) to minimize the amount of change to the application prior to the
holiday season. |
| Celeritas completed the project successfully, on-time and under budget. |
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A local financial services company required assistance with the recommendations and deployment of
configuration changes of their Oracle environments in order to satisfy their Sarbanes-Oxley requirements.
Celeritas reviewed their Sarbanes-Oxley audit results and developed a plan to address open issues.
This included Oracle auditing, password profiles, and modifications to user access and rights. |
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A financial company purchased a mutual funds company, including a key fund management application.
The application and data were migrated and modified to adapt to existing business processes.
However, these modifications caused data integrity issues and did not integrate into existing applications
as well as expected.
The company, faced with integrity issues, a semi-functioning application and poor performance,
engaged Celeritas to provide application development expertise to assist in data cleansing
and performance tuning as well as database services in order to ensure the database was built and
sized properly according to their application needs. |
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A local financial services company providing processing and marketing services to
independent field brokers had created a number of software applications.
One of their main customer-facing applications required enhanced reporting functionality.
Celeritas was asked to evaluate their current applications and processes and provide mentorship
where possible using new technology to enhance the system. Celeritas successfully completed the
project by assisting the client's staff in designing and developing strategic pieces of the application. |
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A leading credit union engaged Celeritas to provide business process analysis consulting to create
requirements and use cases for a large and crucial development effort to replace their current
LDAP-based application’s security functionality with an internal company-specific framework.
Celeritas successfully completed the project on-time and under budget. |
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A large financial services firm asked Celeritas to assist with planning, configuring, and testing
their Disaster Recovery (DR) strategy for their high-availability systems.
Celeritas consultants designed,
implemented and thoroughly documented and tested all steps necessary to restore the company’s
critical systems at the Disaster Recovery site. |
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A large, privately owned financial services provider paid a substantial fee to build a new,
Internet-based rating engine that clients could access via the Web in order to create policies to
insure their franchises. Another outside IT firm had failed in their attempts to build the application
and Celeritas was engaged to review requirements, re-architect and develop the application.
Celeritas successfully developed, tested and deployed the application into production,
which included building an Intranet version of the application for internal users as well as the
Internet version for external clients. |
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Banking |
Insurance |
Financial Services
Business Process Consulting |
Analysis & Design |
Solution Delivery
Copyright © 2008 - Celeritas Technologies, LLC - All Rights Reserved
One or more products are covered under one or more of the following patents:
US Patent Nos. 6,343,290, 6,725,032 and 7,090,457. Other patents pending |
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