Our client  is a leading discount brokerage and service and was seeking new and different ways to add value to their customer base and, at the same time, increase loyalty, and brand image to retain and gain customer assets. EEI deployed its EnterpriseFTX(TM) as a middleware layer connecting customers to portfolio and tax data stored in our clients back-end record keeping systems. Backend data resides in Oracle and Tandem data stores. Client connectivity includes Web channels and personal financial management tools such as Intuit Quicken and Microsoft Money.

Our Client wanted to streamline its Private Bank architecture and use existing applications more efficiently. For example, Bank customers had three separate front-end systems to negotiate with if they wanted to view their entire portfolio, which was very inefficient and cumbersome for clients to deal with. Due to the nature of this challenge, the Bank had two specific requirements to fulfill. First, to replace several older, inefficient applications throughout the infrastructure, and second, to provide application integration for the deployment platform and the remaining applications. Paramount to the deployment was the ability to offer integration with their fixed systems and compatibility with their Web security technologies (Entrust Technologies).

 

Based on a thourough RFP process, EEI's EnterpriseFTX(TM) software was selected to meet these requriements.  

The Prudential Retirement Services (PRS) group hired EEI to build a server tier to support PRS plan sponsors and plan participants. The EEI infrastructure runs on Sun hardware with IBM WebSphere Application Servers. Underlying database systems are Sybase Adaptive Server. EEI software handles single signon, authentication, and XML parsing and message routing. Data requests are initiated from several client channels including wireless and Web channels.  

 

Enterprise Engineering was chartered with the creation of a delivery infrastructure for the retail and Private Wealth Management sides of the business. EEI deployed its EnterpriseFTX(TM) software in a Web farm utilizing BEA Application Server clusters. The EnterpriseFTX(TM) software is used to access and aggregate portfolio data for retail account holders. Financial Consultantss and account holders can view all combined balances and holdings residing in multiple accounts held with the firm. The aggregation components are also capable of accessing and combining assets ‘held away’ from the firm. Backend data is stored on the mainframe and accessed via DB2 Connect. Financial Consultants are able to leverage an application called Equity Evaluator which analyzes the customers combined assets and positions held at the firm.  

Union Bank of California (UBOC) is the third largest commercial bank in California and among the 35 largest banks in the United States. UBOC is a full-service commercial bank providing a broad mix of financial services. The Bank hired EEI to implement banking and bill payment services to retail and commercial bank customers. EEI's EnterpriseFTX(TM) software is implemented on the IBM AIX platform using IBM Apache Web Servers and WebSphere Application Servers. Clients send XML requests to the Apache Web Servers where EEI software accepts requests and routes them to another layer of EEI software running on WebSphere. These XML requests are routed to bank systems via IBM MQ Series messaging. The system is called Bank@Home.  

Advanta Bank Corp. retained EEI to enhance their on-line credit card offerings. Advanta is using EEI's EnterpriseFTX(TM) software to extend the support of online card services for clients using personal financial management software, including Intuit's Quicken™ & QuickBooks™ and Microsoft's Money™ packages.

 

"Advanta's highest priority is superior service for our customers. EEI's platform will enable us to provide greater service to our customers in a cost efficient manner," said Advanta Corp. Chairman and CEO Dennis Alter.

ProBusiness www.probusiness.com is dedicated to meeting the outsourced employee administrative needs of large employers. Working in partnership with clients, ProBusiness proactively develops innovative solutions to reflect the changing dynamics of today’s workplace. ProBusiness purchased EEI's EnterpriseFTX(TM) software and retained EEI to develop and host server-based software to deliver year-end tax (W2) data to approximately 800,000 employees. EEI leveraged JAVA technologies on the Sun UNIX platform to provide >99.9% uptime.