The suite of ViewDirect solutions is used by many of the world's leading banks and financial institutions as a strategic weapon in the global battle for market share.  These solutions allow organizations to quickly deliver enterprise information-in multiple formats from multiple systems-to thousands of users around the globe, each with different requirements and access authorization.  And ViewDirect solutions take advantage of Internet technology as the interactive channel for connecting and communicating with customers and partners.

Consider the following challenges that many of our customers have overcome with ViewDirect solutions:

·       Capture and retain customer loyalty through superior customer service and self-service

·       Create new revenue-generating initiatives such as content distribution, image-enabled positive pay, enhanced ARP delivery and accelerated exception item resolution

·       Significantly reduce cost by managing content across silos of legacy technology, supporting multiple lines of business

·       Help with your "Know Your Customer" (KYC) strategy by organizing, managing and retrieving KYC records

·       Comply with Straight Through Processing (STP) standard for providing trade-date-plus-one-working day settlement cycles (T+1)

·       Integrate multiple information technology infrastructures resulting from mergers and acquisitions

·       Deliver reports and statements -daily dealer and shareholder confirmations, broker price opinions, portfolio builder statements and more-in a secure, managed way throughout the organization

Mobius Solutions for Banks and Financial Institutions

To help companies quickly realize fast ROI and minimize total cost of ownership, Mobius offers several application solutions that solver business problems common to banking and financial services companies.  The following solutions are available:

ViewDirect for Automated Loan Processing sorts, tasks, manages and tracks all events and documents related to the movement of a loan file from receipt to completion.  It reduces costs by automating loan operations and increases the speed of loan decisions. 

ABS for Spreadsheet Compliance is an application that reduces the risk of errors and restores confidence in financial reporting by ensuring that spreadsheets are used correctly and managed responsibly. It centralizes and manages the lifecycle of enterprise spreadsheets, including versioning, security and audit trail.

ViewDirect for Vendor Invoice Automation automates and streamlines vendor invoice processing to improve efficiency in accounting departments.  Paper invoices are scanned, indexed and stored in the ViewDirect repository.  Paper handling is eliminated reducing associated costs, time-to-process is reduced and exception handling improved. 

ViewDirect for MiFID is built on the market leading ViewDirect Repository. Mobius helps financial organizations meet their MiFID objectives by providing a seamless records management and content integration solution to fulfill the stringent 'Know Your Customer' (KYC) and record keeping requirements of the directive.

ViewDirect for eStatement Presentment Web-enables any statement, document, correspondence or other content to provide a robust customer self-service environment that can dramatically reduce the costs of processing, printing, handling, paper and postage.