Will Oracle Adopt a new "Template" for Financial Services Ind.?

From: Kim Edward Kerns <kkerns_at_char.vnet.net>
Date: 17 Aug 1993 08:01:44 -0400
Message-ID: <24qhb8$r75_at_char.vnet.net>


Recent articles have been written addressing Oracle's desire to take existing software and move it into Oracle's case tool set, thereby creating "templates". Existing customers and prospects would take these already developed "templates" , modify them as appropriate and "jump start " the traditional development process. Oracle already has a few " templates " for a number of industries. One industry Oracle has recently targetted after several years of neglect is the Financial Services Industry

Oracle has the rights to market software called " Relationship Banker ". This software addresses several customer needs and I will describe it briefly in the next paragragh. What I would like to determine is the level of interest present here on "internet" for this type of software. Please e-mail me at kkerns/vnet/net.

The " Relationship Banker addresses needs of Bank Management in the areas of:

  1. Customer, customer segment, product, product line and organizational profitability. ( the software contains shareholder value, matched and pooled transfer pricing, risk allocation, and high level or detailed product costing principles ) key measurements are roe and roa .
  2. Credit portfolio analysis to identify opportunities to better manage credit risk.
  3. Decision support in providing a multitude of views on the business your customers are doing with you. This information is most useful in supporting downsizing, rightsizing and re-engineering decisions.
  4. Cross legal entity Customer Information File supplying on-line trend information about your officers, customers, products, organizational units throughout your franchise.
  5. Productivity enhancement tool telling you where your calling officers are spending their time .
  6. Cross-Selling products and services.. Who are your most profitable customers, what services do they buy, what services should you be trying to sell to existing customers inside your organization?
  7. Prospecting. When you combine purchased data about prospects with in-house data on customers - effective prospects list can be created that will bring in results with minimal effort.

Please do not hesitate to pass this note along to others. I am anxious to hear your replys...... Kkerns/vnet/net Received on Tue Aug 17 1993 - 14:01:44 CEST

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