- The power of mobility
Iris created a mobile application for financial advisors to practice their trade
seamlessly between their office systems and their mobile devices.
- Advisor Data Scrub and Clean
Iris deployed its data management portal for enhancing financial advisor data to provide better visibility for the firm on the revenue generated through broker/dealers.
- Consolidating Public Finance Deals
Iris created a Portal for a Municipal Finance Bond underwriting desk to consolidate deal information, automate business processes and improve deal visibility.
- Meeting regulatory needs for Web Content Retention and Recall
Iris leveraged its Web Record Retention Framework to deliver a solution that complied with FINRA 2210 and 10-06 rules.
- Speeding Up Sales - Trade enquiry to execution
Iris leveraged its iDAV framework to develop a Sales Order Management System that auto-matches investor’s enquiries with existing offerings or holdings facilitating faster trade execution.
- Conquering the cloud
Iris developed a multi-device mobile ticketing and permitting application that seamlessly integrated with local government systems using cloud technology for more efficient law enforcement.
- Creating a data repository
Iris created a Managed Accounts data repository to help sales and marketing managers develop deeper insights into the client firms and individual investors they serve.
- Tags for a quick turnaround
Iris’ Sense and Response (SnR) Framework helped a leading medical device company improve management of their inventory and accelerate product shipment to customers.
- Robust analytics platform
Iris developed an analytics platform to provide continuous bond pricing based on current market data thus enabling real-time pricing of US Treasuries.
- Smooth, seamless logistics
Iris develops and maintains seamless exchange of data, documents and processes across diverse systems. These processes drive up supply chain integration and bring in smoother operations across facilities in a vast supply network.