Polaris' Intellect Financial Advisor Business eXchange Rated a

New Jersey, United States of America, London, United Kingdom and, Tamil Nadu,
India, Monday, November 25, 2013 -- (Business Wire India) 
Polaris Financial Technology Limited, a leader in products, solutions and
services that enable unprecedented operational productivity for the global
Financial Services industry, recently announced that its Intellect Financial
Advisor Business eXchange (FABX) received a ‘Best in Class' recognition for
Enterprise Operations in CEB TowerGroup's Advisor Desktop Solutions Technology
Analysis ranking for 2013. 
Intellect FABX is a state of the art workstation solution, empowering advisors
with all the information needed for customer interaction, relationship building,
performance monitoring, analytics and decision making. The unique solution
empowers the advisor with a single point interface offering a comprehensive
360-degree view of the client, to manage rising core system complexities thereby
increasing relationship manager productivity by up to 30%. Appropriate for
private banks, retail banks, independent financial advisors, or broker-dealers,
it is available in both installed and SaaS versions as well as on the iPad and
internet.  
CEB TowerGroup, Research Director, Darrin Courtney said, “Intellect FABX
offers advisors a highly configurable holistic advisor desktop. Each desktop
version incorporates preset workspaces for calendar appointments, customers, and
performance, and allows the advisor to create an unlimited number of workspaces
with drag-and-drop widgets. FABX also provides capability not standard in other
systems, including document management, business rules, and support for multiple
languages and currencies.  
Jaideep Billa, Joint CEO – Consumer & Institutional Money Management, Polaris
Financial Technology Limited said, “Intellect FABX' recognition as a ‘Best
in Class' offering in CEB TowerGroup's Technology Analysis report is a testament
to our constant focus on continuous innovation of our products to improve
advisor and client experience, thereby meeting the evolving needs of our
expanding client base. Intellect FABX' customer engagement solution has
dramatically changed the way financial advisors engage with clients in
result-oriented conversations. As a productivity enabler for intelligent client
interactions and a superior customer-centric solution, FABX' differentiated
interaction layer and analytics helps financial advisors take smart decisions,
quickly.” 
Intellect FABX supports all core desktop components either natively or through
integration with other Intellect products and easily connects to third party
best-in-breed applications through a variety of integration options.
Additionally, the CEB TowerGroup report noted the following attributes of FABX: 
-- CRM: FABX offers integration to Intellect Wealth out-of-the-box providing the
benefit of a full CRM as a component of the system. Beyond standard CRM
functionality, advisors can follow clients on social media, as well as create
and manage multi-channel, multi-phase marketing campaigns 
-- Account Aggregation & Portfolio Analytics: FABX offers out-of-the-box
functionality for aggregation of holdings across various asset classes that are
unit or value based. Analytics for management reporting, portfolio performance &
risk tolerance are inbuilt into the product 
-- Native iPad Application & Online Portal: iFABX provides information to the
advisor on client listings, detailed portfolio summaries, client interaction
history, alerts, reporting, and more. It contains a native online portal, as
well as the ability to integrate to third party portals. Clients can access
portfolio and transaction information, performance alerts, and interaction
history and reports 
Technology Assessment Disclaimer 
CEB does not endorse any vendor, product or service depicted in our CEB
TowerGroup publications and does not advise technology users to select only
those vendors rated “best in class.” CEB TowerGroup research publications
consist of the opinions of CEB TowerGroup's analysts and should not be construed
as statements of fact. CEB disclaims all warranties, expressed or implied, with
respect to this research, including any warranties of merchantability or fitness
for a particular purpose. 
About Polaris Financial Technology Ltd 
Polaris Financial Technology Limited is a global leader in Financial Technology
for Banking, Insurance and other Financial Services. With over 25 years of
expertise in building a comprehensive portfolio of products, smart legacy
modernization services and consulting, Polaris owns the largest set of
Intellectual Properties for a comprehensive product suite, Intellect® Global
Universal Banking (GUB) M180. Intellect® is the world's first pure play Service
Oriented Architecture (SOA) based application suite for Retail, Corporate,
Investment banking and Insurance. Its acclaimed products, solutions and services
enable unprecedented operational productivity for the global Financial Services
Industry by Building, Maintaining, Expanding and Extending highly complex and
Integrated Financial Technology Infrastructure.  
This makes Polaris the chosen partner for 9 of the top 10 global banks and 7 of
the top 10 global insurance companies. The company has a global presence through
its 40 relationship offices across 30 countries, 6 international development
centers and 8 fully owned Business Solution centers. Polaris has a talent
strength of over 13,000 solution architects, domain and technology experts. For
more information, please visit http://www.polarisFT.com/ 
Media contact details 
Minal Sahani, For Media related info,
Polaris Financial Technology Ltd.,
+91 9176626468,
minal.sahani@polarisFT.com 
G. Sunanthy Devi, For Investor related info,
Polaris Financial Technology Ltd.,
+91 8939933564,
sunanthy.g@polarisFT.com 
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-0- Nov/25/2013 12:02 GMT
 
 
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