Fidelity Information Services
601 Riverside Avenue
Jacksonville, FL 32204
Tel: 800.847.7359; 501.220.4126
Internet: fidelityinformationservices.com
Principal in charge of financial services:
William P. Foley, chairman and CEO
Products/services offered:
retail lending, retail banking, branch automation, call center, CRM, platform, core accounting, syndicated lending, mortgage origination and servicing, outsourcing
Jack Henry and Associates, Inc.
663 Highway 60
Monett, MO 65708
Tel: 417.235.6652
Fax:417.235.8406
Internet: jackhenry.com
Principal(s) in charge of financial services:
Mike Henry, chairman and CEO; Jack Prim,
president; Tony Wormington, COO; Kevin Williams, CFO; Mark Forbis, general manager, technology services; Stan Viner, general manager, sales & marketing; Don Harris, national marketing manager
Products/services offered:
integrated software solutions for banks, credit unions and related financial institutions from de novo up to $20 billion in assets. Application software, outsourcing, electronic transaction processing, check & document imaging, Internet services, business & disaster recovery consulting services.
Fiserv, Inc.
255 Fiserv Drive
Brookfield, WI 53045
Tel: 262.879.5000
Fax: 262.879.5013
Internet: fiserv.com
Principal in charge of financial services:
Les Muma, president and CEO
Products/services offered:
core account processing-Fiserv ITI, Fiserv CBS, Fiserv COS, Fiserv VISION; mortgage loan servicing system-MortgageServ; ATM/POS processing- Fiserv EFT/CNS; check processing.
Financial client roster:
13,000 clients worldwide.
The BISYS Group, Inc.
90 Park Avenue, 10th Floor
New York, NY 10016
Tel: 212.907.6000
Fax: 212.907.6014
Internet: bisys.com
Principal(s) in charge of financial services:
William W. Neville, BISYS' Information Services; William J. Tomko, BISYS' Investment Services; Leonard L. Reynolds, BISYS' Insurance and Education Services
Products/services offered:
business process outsourcing, including bank processing, check imaging, mutual fund distribution and administration, retirement plan services, regulatory consulting services, insurance processing solutions, and professional certification training and continuing education. BISYS' enterprisewide automation supports banks with comprehensive product suites, integrating core banking applications with electronic and Internet banking, branch automation, customer relationship management, data warehousing and decision support, integrated sales and marketing, and profitability analysis and reporting.
Areas of expertise: elevate the outsourcing relationship beyond the traditional client/vendor designation to a strategic partnership that maximizes the market potential of both the financial institution and BISYS. BISYS specializes in proactive support for aggressive growth strategies, including acquisition conversion and post-acquisition back-office consolidation, and market expansion, including both geographic extension and entry into new market segments.
Metavante Corp.
4900 West Brown Deer Rd.
Milwaukee, WI 53223
Tel: 800.236.3282
Fax: 414.357.9896
Internet: metavante.com
Principal(s) in charge of financial services: Frank R. Martire, president and CEO; Brian C. Hurdis, svp and CIO
Products/services offered:
financial account processing; electronic funds transfer and card solutions; Internet and e-banking; CRM; wealth management and trust processing; 401(k) administration.
EDS Corp.
5400 Legacy Drive
Plano, TX 75024
Tel: 972-605-6000
Internet: eds.com
Principal(s) in charge of financial services: Mike Jordan, chairman and CEO; Dietmar Ostermann, vp A.T. Kearney
Products/services offered: operations solutions, which integrate IT outsourcing services with business process outsourcing to help clients align technology and operations with business strategy, and solutions consulting, which combine electronic business and solutions consulting with applications services; management consulting (via A.T. Kearney).
NovaSoft Information Technology
3570 Quakerbridge Road
Mercerville, NJ 08619
Tel: 609.588.5500
Fax: 609.588.5577
Internet: novasoftinfo.com
Principal(s) in charge of financial services: Sumit K. Pal , evp,
sumitp
Products/services offered:
NovaSolutions: elite teams that provide enterprise packages, e-business and engineered solutions; NovaReserve: professional services using global mobile resource pool; NovaTrust: offsite/offshore outsourcing services at NovaSoft facilities.
Parks Consulting
One Wachovia, 301 South College Street
Suite 2200
Charlotte, NC 28202
Tel: 704.343.4827
Fax: 704.714.6222
Internet: parksco.com
Principal(s) in charge of financial services:
Jerry W. Poole, vp of sales
Products/services offered:
services: project management, project administration, business analytics and systems integration services to multiple lines of business. Business & technical project management: project planning, project budgeting, resource allocation, process definition, process re-engineering, systems & operations workflow, process change management, disaster recovery planning, Web-based development, systems implementation and systems integration.
Financial client roster (partial):
Bank of America, Wachovia, Royal & SunAlliance, and Wells Fargo.
i-flex solutions
99 Park Avenue
Suite 1530
New York, NY 10016
Tel: 212.430.5800
Fax: 212.430.5808
Internet: iflexsolutions.com
Principal(s) in charge of financial services:
R. Ravinsankar, CEO
Products/services offered:
PrimeSourcing, i-flex's outsourcing services, offers custom application software development and deployment, maintenance and support services (both onsite and offshore). PrimeSourcing provides a comprehensive framework to manage off-shore projects with optimal customer involvement. The portfolio of services range from established, process-centric offshore development capabilities to technology deployment and management services for the financial services industry.
SAVVIS
12851 Worldgate Drive
Herndon, VA 20170
Tel: 800.SAVVIS.1
Fax: 703.234.8311
Internet: savvis.net
Principal(s) in charge of financial services:
Jeff Vandeylen, CFO
Products/services offered: SAVVIS Financial XchangeSM, which includes managed Web hosting, private IP VPN, FIX networks and high-speed Internet access.
Financial client roster (partial): Bear Stearns, Discovery, Fitch.
CC Pace Systems
4100 Monument Corner Drive
Suite 400
Fairfax, VA 22030
Tel: 703.631.6600
Internet: ccpace.com
Principal(s) in charge of financial services: Michael Euripides, director
Products/services offered:
technology consulting services including product selection and implementation, custom application development, technology strategy, integration, database design, and project stabilization and recovery.
Bankers Systems, Inc.
6815 Saukview Drive
St. Cloud, MN 56303
Tel: 800.397.2341
Fax: 320.240.5955
Internet: bankerssystems.com
Principal in charge of financial services: Robert White
Products/services offered:
lending, deposit, IRA, and anti-fraud solutions focused on the compliance risk management needs of financial institutions.
Kefta Inc.
153 Kearny
Suite 209
San Francisco, CA 94108
Tel: 415.391.6881
Fax: 415.391.7079
Internet: kefta.com
Principal(s) in charge of financial services:
Charles Francis, Philippe Suchet and Michael Oiknine
Products/services offered:
Kefta combines its marketing expertise and hosted technology to deliver solutions that enable clients to increase on-line revenue by up to 30 percent by focusing on on-line application abandonment; cross-selling; and referral marketing.
Financial client roster (partial):
Bank of America, Household Finance, Societe Generale.
Getronics
290 Concord Road
Billerica, MA
Tel: 800.824.6350
Internet: getronics.com; getronics.com/us
Principal(s) in charge of financial services:
Kevin Roche, General Manager, North America; Michael Kerr, President, Business Solutions & Consulting, Leni Selvaggio, vp, Business Development
Products/service offered:
in addition to branch automation and multichannel retail banking automation products, outsourcing services include network and desktop outsourcing, asset management (physical assets for distributed computing enterprises), security management, network monitoring, network management, help desk support
TSYS
1600 First Ave.
Columbus, GA 31901
Tel: 706.649.2307
Fax: 706.649.3322
Internet: tsys.com
Principal(s) in charge of financial services: Philip Tomlinson, CEO; Troy Woods, president; Kenneth Tye, evp and CIO; James Lipham, evp and CFO; William Pruett, evp
Products/services offered:
supporting debit, retail, loyalty, stored value, smart, consumer credit and commercial card-based needs.
ECI (Equity Consultants, Inc.)
302 S. Locust Street
Glenwood, Iowa 51534
Tel: 800.264.0787; 712.527.4856
Internet: eci-equity.com
Principal(s) in charge of financial services: Gary L. Kruse, Chairman and CEO; Dwight Gunderson, svp of sales; Jim Gleason, CFO
Products/services offered:
Web Equity Manager is a browser-based financial analysis and decisioning system for processing agricultural, commercial and consumer loan requests in a single system. It is available in both an ASP and enterprise solution.
TPI, Inc
10055 Grogan's Mill Road, Suite 200
The Woodlands, TX 77380
Tel: 281.465.5700
Internet: tpi.net
Principal(s) in charge of financial services:
Tom Hynd, Partner
Products/services offered:
IT outsourcing and business process outsourcing evaluation, negotiation, implementation and management advisory services. Sourcing strategy development and sourcing relationship management services are also offered to cover the full sourcing lifecycle.
Financial client roster (partial):
JP Morgan Chase, ANZ Bank
BenchMark Consulting INTL.
289 Washington Avenue
Marietta, GA 30060
Tel: 770.428.8899
Fax: 770. 218.1396
Internet: benchmarkinternational.com
Principal in charge of financial services:
Randall Foster, president
Products/services offered:
management consulting services
Financial client roster (partial):
Bank One, Bank of America, First Union.
Exigen Group
505 Montgomery Street
23rd Floor
San Francisco, CA 94111
Tel: 415.402.2600
Fax: 415.402.2038
Internet: exigengroup.com
Principal(s) in charge of financial services:
Dennis Rygwalski, General Manager, Financial Industry Solutions Group
Products/services offered:
application outsourcing-offshore outsourcing services including custom development of software solutions, maintenance of legacy systems, quality assurance, production support and help desk support; automation software for loan origination and servicing that allows customers to better utilize third-party service providers and outsourced vendors; and software and transformation services to help operational outsourcers build a business process utility in supporting one or more tenants in a shared infrastructure.
Financial client roster (partial):
Wells Fargo, ING
Sapient
One Memorial Drive
Cambridge, MA 02142
Tel: 617.621.0200
Fax: 617.621.1300
Internet: sapient.com
Principal(s) in charge of financial services:
Steven J. Hoffman, evp and managing director
Products/services offered:
support and outsourcing services geared toward providing overall portfolio management of business applications and related third parties to meet the needs of our clients' businesses; long-term support, maintenance and evolution of core applications; support enterprisewide technology solutions and packages; and redesign business processes and operating models to achieve efficiency.
Financial client roster (partial):
Bessemer Trust, Freddie Mac, GMAC
IBM
1133 Westchester Avenue
White Plains, NY 10604
Tel: 800.426.4968
Internet: ibm.com
Principal in charge of financial services:
Jerry Cole, global general manager
Products/services offered:
consulting, integration, e-business hosting, outsourcing of data centers, desktop and network and business processing, net-based applications, ASP platforms, servers, storage, maintenance, trading floor support, desk-side support, financing.
S1 Corp.
3500 Lenox Road
Atlanta, GA 30326
Tel: 888.457.2237; 404.923.3500
Fax: 404.923.6727
Internet: s1.com
Principal(s) in charge of financial services:
Jaime W. Ellertson, CEO; Imad Mouline, CTO; Victor Syracuse, svp, operations & technology
Products/services offered:
enterprise software and services that can be outsourced or implemented on-premise; customizable solutions provide clients with one view of their customers via multiple interaction channels.
Financial client roster (partial):
First Federal Bank of Hazelton, First Niagara, FleetBoston.
Digital Insight
26025 Mureau Road
Calabasas, CA 91302
Tel: 888.344.4674
Fax: 818.878.7555
Internet: digitalinsight.com
Principal(s) in charge of financial services:
Jeff Stieflar, CEO
Products/services offered:
outsourced Internet banking, cash management, lending, training, marketing for customer adoption, system conversion, developing interfaces to core processors.
Financial client roster (partial):
Provident Bank
Fibervision, Inc.
P.O. Box 380519
Murdock, FL 33938-0519
Tel: 941.235.9941
Fax: 941.235.9943
Internet: fibervisioninc.com
Principal in charge of financial services:
Jeff Harris, vp
Products/services offered:
technical project management; network administration/maintenance; equipment repair for all traditional banking and network equipment.
Financial client roster (partial): E*Trade Access, Fidelity Federal Bank and Trust
Unisys Corp.
One Unisys Way
Blue Bell, PA 19424
Tel: 800.874.8647 ext. 495; 585.742.6865 ext. 495
Internet: unisys.com
Principal in charge of financial services:
Dominick Cavuoto
Products/services offered:
a technology services and solutions company, Unisys offers business process outsourcing and IT infrastructure outsourcing services. BPO services include payment processing (including check and remittance processing); insurance processing; mortgage processing; healthcare payer administration. IT outsourcing services include data center management and hosting; and applications management.
Financial client roster (partial):
iPSL (Intelligent Processing Solutions Ltd. (a joint venture with Barclays, Lloyds TSB and HBSC), AIG, NASDAQ.
Fundtech Corp.
30 Montgomery Street
Suite 501
Jersey City, NJ 07302
Tel: 201.946.1100
Fax: 201.946.1313
Internet: fundtech.com
Principal(s) in charge of financial services:
Ben Reuven, CEO
Areas of expertise: outsourcing, contingency and recovery, project management, balance reporting, check management, book transfer, money transfer, ACH, bank reports, OFAC monitoring.
Accenture
Cedar House
41 Cedar Avenue
Hamilton HM 12, Bermuda
Tel: 441.296.8262
Internet: accenture.com
Principal(s) in charge of financial services group:
Karl-Heinz Flother, global managing partner, financial services operating group; Aziz A. Virani, managing partner, FS Technology and Outsourcing Capability Group.
Products/service offered:
business transformation outsourcing, business processes outsourcing, business applications,technology infrastructure, global remote center network.
Financial client roster (partial): Bank of America, Barclays, Credit Suisse, SunTrust Banks, Allstate, AXA Group, Swiss Re, London Stock Exchange.
UMS Banking
750 Fairmont Avenue
Suite 201
Glendale CA 91203
Tel: 800.324.8323, ext: 132
Fax: 818.246.0902
Internet: umsbanking.com
Principal(s) in charge of financial services:
Bruce Ferguson, svp of business development; Al Mategorin, senior consultant
Products/services offered:
agent bank program for merchant bankcard transaction processing, plus a variety of financial transaction applications for special industries.
Online Resources Corp.
7600 Colshire Drive
McLean, VA 22102
Tel: 703.394.5100
Fax: 703.394.5105
Internet: orcc.com
Principal in charge of financial services:
Dan Ritten, svp, Client Services
Products/services offered:
Internet banking and bill payment for consumers; cash management for businesses; remittance services; customer care; customer relationship marketing and Web hosting and design.
Financial client roster (partial): Guaranty Bank, Ohio Savings
MoneyLine Lending Services
15420 Laguna Canyon Rd.
Ste. 100
Irvine, CA 92618
Tel: 800.837.8570
Internet: moneylinelending.com
Principal(s) in charge of financial services: Evan Gentry, president; Brad Barber, evp of mortgage services; and Chris Spilsbury, vp of marketing and business relations
Products/services offered:
private-label mortgage origination services for small- to mid-size institutions.
JP Morgan Chase Bank
Two Chase Manhattan Plaza
14th floor
New York, NY 10081
Tel: 866-2iVAULT
Internet: jpmorgan.com/ivault
Principal(s) in charge of financial services: William Telkowski, CTO
Products/services offered:
i-VAULT! Is an Internet-based outsource solution from JPMorgan Chase that enables organizations to electronically load, store and retrieve all types of documents, electronic forms and data.
Harper McNeil, Inc.
17024 Cambridge Grove Drive
Huntersville, NC 28078
Tel: 704.895.8226
Fax: 704.895.0122
Internet: harpermcneil.com
Principal(s) in charge of financial services:
Robert Harper, Denise McNeil
Products/services offered:
operations system search, conversion management, operations analysis, executive search, and market satisfaction surveys.
Financial client roster (partial): PAB Bankshares, Provident Community, Newberry Federal, People's Community Bank of South Carolina.
Capital Stream
501 N 34th St.
Suite 301
Seattle, WA 98103
Tel: 800.827.2010; 206.545.1273
Internet: capitalstream.com
Principal in charge of financial
services: Kevin Riegelsberger, CEO; Mike Pennell, vp of marketing
Products/services offered:
financial front office automation solutions that enable banks and finance companies to transform paper-based, stand-alone operations into integrated, streamlined finance supply chains.
Areas of expertise: front office automation, transaction processing, workflow, credit decisioning, risk management, Internet banking, branch banking.
Percentage of revenues comprised by financial services: 100 percent
Financial client roster (partial): Merrill Lynch, Bank of the West, Bank of America, Fleet Capital, Siemens Financial Services and Scotia Bank.
Citation Solutions, Inc.
5450 Northwest Central #116
Houston, TX 77092
Tel: 713-895-8261
Fax: 713-895-9989
Internet: citationsolutions.com
Principal(s) in charge of financial services: Leilani Doyle, president; Dean Verner Loehr, director, sales and marketing
Products/services offered:
design and development for the Internet, intranet and wireless devices; Web-enable bank applications; Web site hosting using secure exit control technology; content-specific content management products; marketing demos for bank and treasury management services; treasury management consulting.
Percentage of revenues comprised by financial services: 50 percent
Financial client roster (partial): Bloomberg.com, Southwest Bank of Texas, Sterling Bank, Moody National Bank, Republic National Bank
COCC
135 Darling Drive
Avon, CT 06001
Tel: 888.678.0444; 860.677.1169
Internet: cocc.com
Principal(s) in charge of financial services: Richard R. Leone, president and CEO; Joseph D. Lockwood, CTO
Products/services offered:
Client/server core processing, CRM/datamining, Internet banking, direct support of ATMs, debit card support, check and statement imaging, financial management, profitability, loan origination, and network management.
Areas of expertise: outsourcing, system integration, business uses for technology.
StarTek, Inc.
100 Garfield Street
Denver, CO 80206
Tel: 303.361.6000
Fax: 303.388.9795
Internet: startek.com
Principal in charge of financial services:
William Meade, president and CEO
Products/services offered:
outsourcing solutions firm offering call center and supply chain management.
Saratoga Financial Systems
12 Cornell Rd.
Latham, NY 12110
Tel: 518.786.8030
Fax: 518.786.8038
Internet: saratogafinancial.com
Principal in charge of financial services: Peter T. Rokeach, manager of client services
Products/services offered:
implementation, development, maintenance & support of core banking application software. resources: skilled in management consulting, project management, programming, and business analysis.
Percentage of revenues comprised by financial services: 100 percent
Financial client roster (partial): Citibank, Whitney National Bank, Bank Pekeo S.A.
M ONE, Inc.
2355 E. Camelback Road
Suite 605
Phoenix, AZ 85016
Tel: 602-957-7479
Fax: 602-957-4925
Internet: moneinc.com
Principal(s) in charge of financial services:
Marilyn Seymann, president and CEO
Products/services offered:
consulting services include vendor selection, contract negotiation, vendor risk management, and outsourcing strategy and policy development.
Other consulting services focus on technology strategy, risk assessment/management and corporate governance.
Emick Howard & Seibert, Inc.
600 University Street
Suite 1818
Seattle, WA 98101
Tel: 206.223.4999
Fax: 206.223.4990
Internet: ehs-design.com
Principal in charge of financial services:
Paul Seibert
Products/services offered:
technology integration into powerful service and sales environments, strategic branch planning, market analysis, brand imaging, branch business model development and branch retail and architectural design and implementation.
