NFCU Offers platform provides ability to author and publish offers presented to the members via Navy Federal’s website (NFOAA) and Universal Desktop (UAD). The objective was to replace the current IBM WCM platform, which is no longer, supported and reached end of life. The new platform addressed the deficiencies of WCM and inefficiencies in the [...]
Corp IPQ lets Fidelity create an Investment proposal for new investment account for Corporations or Update/Review the existing investor profile as part of Annual Strategic Review or an Off-Cycle review. It allowed consolidating the Corp IPQ process into one data collection, scoring, proposal flow and improved the solution to avoid manual processing where possible.