Enterprise Financial Solutions

iLumen solutions unlock the power of hard-to-access customer data to reduce expenses and enable new services. Leading banks, accounting firms and other institutions use iLumen to solve problems and power initiatives in their business customer portfolios. iLumen’s flexible on-demand (Software as a Service) delivery model scales intelligently for both small and large organizations. We offer three (3) solutions that can be enabled independently or bundled in any fashion to integrate seamlessly with other applications: IDEA Data Platform™, Portfolio Connection™ and Customer Connection™.

overview

iDEA Data Platform™ collects, standardizes, aggregates and delivers customer data in partnership with legacy systems to provide a unified data analytics foundation for customer intelligence and customer management. iLumen’s ability to power a centralized information data store provides a 360° view of the customer and the ability to streamline the entire life-cycle of serving business customers from prospecting to financial monitoring to risk management to financial advisory services.

Portfolio Connection™ provides a portfolio-wide desktop view into the IDEA Data Store, delivering a complete view of the customer to every financial advisor. Users can easily search, query, and benchmark their portfolios to spot opportunities, identify risk and gain visibility across industries, geographies and portfolios.

  • Mine for new customer opportunities and cross-sell opportunities.
  • Identify at-risk accounts, analyze early warnings & automate reports.
  • Leverage customer data that is frequent, standardized and complete.

Customer Connection™ is a self-service customer-facing portal that automatically manages customer submission activities such as electronic data capture, reminders, workflow and communications from bank or accounting firm customers and prospects. It provides a secure and convenient web destination for customer interaction.

  • Collect financial statements, loan documents and other information electronically and automatically.
  • Automatically delivers and tracks reminders.
  • Extend your presence to the desktop of your commercial clients.
  • Provide clients with powerful financial analytics and benchmarking.