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Windows in Financial Services offers a monthly e-newsletter providing the latest information on Microsoft’s growing role in the finance industry.

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Articles from June 2005

Commentary: Busted CRM at American Express Financial Advisors

My mother just received a cheery letter from Rick, her financial advisor for the last 14 years, telling her what a good job he has been doing and asking that she give him a high score on the company evaluation form that will be arriving in the mail shortly.

Pershing Relaunches Annuity Service with Software from Blue Frog

Pershing LC, a member of BNY Securities Group and a subsidiary of The Bank of New York Company Inc., is relaunching its Subscribe no-transaction fee annuity program, replacing in-house technology with software developed by Blue Frog Solutions, Inc.

SunGard Teams with Microsoft and Intel for Next Gen Insurance Solution

SunGard Sherwood Systems has chosen a development strategy for its Amarta life insurance software that will adopt Microsoft’s .NET Framework and run on Intel Itanium 2 servers.

Compliance Concerns Spark Industry Council and New Products

Lingering concerns about meeting regulatory demands has continued to contribute to a flurry of activity in recent months, including the launch of several new products and the creation of an industry-wide council.