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17 March 2005

Å
Workflow
and BPM

Sybase technology drives
workflow efficiencies at Fin-Q

ISSUED BY: PREDICTIVE
COMMUNICATIONS

[Johannesburg, 17 March 2005] - Retirement planning and financial advisory
service Fin-Q Financial Services has ensured the efficient
management of its practice administration through the use of
prospect, client, portfolio and business process system PROFIDA,
with Sybase's Adaptive Server Anywhere (ASA) database as its
enabling technology driver.

Designed by financial software developer Computer Science
Software, PROFIDA is off-the-shelf software written in Java
providing all relevant functionality for the management of clients'
personal and portfolio details by brokers, asset managers and
financial consultants.

advertisement

Renowned
as the most widely used technology in embedded mobile applications
in the world, Sybase ASA is gauged by Gartner to be the database of
choice across 75% of the world's financial consulting industry.

"Recognised for its highly effective self-management
capabilities, ASA provides the full functionality of a rich
enterprise database without the degree of high maintenance
traditionally required by database software," says Rob
Simpson, MD of Sybase Cape. "ASA is not only exceptionally
stable and efficient on hardware usage, it is platform independent,
enabling the extension of applications from in-house server-based
into the mobile space."

Fin-Q Financial Services is a joint venture between pension
fund administrator and asset manager Coris Capital and South African
labour movement Solidarity. The company provides a professional
advisory service focused specifically on planning and managing
retirement and retrenchment portfolios.

"Fin-Q required a lead delivery system that was dynamic and
adaptable," says Daniel
Putra, MD of Computer Science Software. "The tracking and
management of all leads through PROFIDA is crucial to efficient
workflow and forms the core of the operation."

The flexibility of PROFIDA enables direct communication with
Astute, the first South African financial service exchange hub,
providing a link between financial product providers and the
databases of intermediaries for portfolio information. Through
communication with Astute, policies can be downloaded directly into
PROFIDA, providing financial advisors with a thorough overview of
the client's portfolio.

This data is immediately integrated with existing client
data, enabling financial planning figures to be extracted and a
financial needs analysis for the client prepared.

"The most important aspect of our business is the
administration and control of leads. PROFIDA's flexibility allows
the allocation and quality management of prospects, tracking of
reminders and follow-ups and monitoring of the lead-to-client
process. We cover the entire country and have a considerable
cross-section of clients, so PROFIDA's ability to group clients
according to specific requirements or schemes is particularly
useful," says Eric
Eden, client and practice administrator at Fin-Q.

During the next 12 months PROFIDA's extensibility will be
broadened to accommodate remote sites, allowing Fin-Q advisors the
convenience of enhanced mobility and immediate access to client data
anywhere, at any time.

More industry
solutions from Sybase SA:

HomeChoice
deploys Sybase technology [7 Jul 2005 ]

Harmony
in R3.5m deal with Sybase [8 Jun 2005 ]

iTouch
powers ahead on Sybase/Linux [6 May 2005 ]

Van
Schaik streamlines operations [6 Oct 2004 ]

Findata
utilises Sybase technology [28 Jul 2004]

Clothing
manufacturing NGO selects Sybase [5 Feb 2003 ]

FNB
Corporate implements Sybase solution [12 Nov 2002]

TradeRoot
uses Sybase technology [7 Oct 2002 ]

Sybase
develops portal for Nigerian Stock Exchange [18 Sep 2002]

E-Card
Solutions goes with Sybase in R3.6m deal [21 Aug 2002]

More
solutions from Sybase SA >

Latest industry
solutions on ITWeb:

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outsources to Artec [2 Jan 2010 ]

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unlocks efficiencies with Pragma On Key [12 Oct 2005]

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streamlines warehouse with RangeGate [11 Oct 2005]

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Gold opts for Unicenter [11 Oct 2005]

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boosts Love Life's campaign management [11 Oct 2005]

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appoints EOH for SAPO contract [11 Oct 2005]

DRS
uses FrontRange's GoldMine for CRM [7 Oct 2005 ]

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lowers TCO with RightFax [7 Oct 2005 ]

US
law firm selects Hummingbird Enterprise [6 Oct 2005 ]

More
solutions >

ALL
SOLUTIONS... |  ALL
PROVIDERS... |  ALL
USERS... |  ALL
INDUSTRIES...

IN THE
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Sybase
SA

Sybase SA is the sole African representative of
Sybase Inc (USA), one of the largest global independent
software companies, and has offices across the
continent. Sybase's open architecture solutions provide
the data management and mobility necessary to create the
unwired enterprise.

The company has three solutions focused "practices":
The Data Management Practice, The Business Intelligence
Practice, and The Unwired Practice, each mandated to
assist in converting technology into holistic,
end-to-end solutions that meet specific business needs.
The practices offer a solid combination of technology
know-how and business area
expertise.

EDITORIAL CONTACTS

Sybase
SA
Rob
Simpson
MD
(021) 657 1600
[email-masked]

Predictive
Communications
Karen Breytenbach
(011) 608
1700
[email-masked]

FACT SHEET

USER

Fin-Q
Financial
Services

INDUSTRY

Financial
services

SOLUTION

Adaptive
Server
Anywhere

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