Services for Professional Offices

Disparate worldwide data =>
  integrated global information =>
    competitive advantage for your business!

Willard & Lowe will work with financial and professional services organizations such as real estate offices and financial planners to design and build comprehensive information management systems. Such an organization's back office needs to access and integrate information from disparate worldwide data sources such as live quote feeds, financial databases, analysts' reports, foreign investments criteria, and archived legacy data. This information must be consolidated and correlated with customer portfolios and personalized data. Customers will want to log into the organization's website to access their portfolios, view relevant financial information, and perform transactions. Agents and planners need to collaborate to share information among themselves, and they must be able to communicate and exchange ideas with their customers. Agents, planners, and clients may use desktop computers, laptops, or PDAs from any location. The ability to tap into and effectively use information from data sources worldwide will provide tremendous competitive advantages in today's global economy.

By enabling instantaneous interactions with their customers by means of information and networking technologies, organizations can improve the quality and scope of their business. We can create comprehensive end-to-end systems that include professionally designed web sites, servers that run applications to provide shared services, and enterprise information integration (EII) technologies that access and integrate heterogeneous data from multiple sources worldwide. We can build highly reliable enterprise systems that handle online transactions with the latest security features. Our information management systems will support the collaboration model by consolidating global information, streamlining communications, and strengthening the relationships with customers.