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WebFOCUS for Financial Services from Information Builders (WebFOCUS)
Enterprise reporting, predictive analytics, data visualization, operational dashboards, mobile analytics, customer profitability analysis, risk management, regulatory compliance reporting, and self-service analytics tailored for financial institutions.
More about Information Builders (WebFOCUS)
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Comprehensive solutions for reporting, dashboarding, and self-service analytics across the organization.
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Data Integration & Connectivity
(8 Yes /8 Known /11 Possible features)
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Multi-source Data Connections Ability to connect to a wide range of data sources (databases, files, APIs, etc.) simultaneously. |
WebFOCUS supports connections to databases, files, APIs and multiple external sources for data integration, as stated in enterprise reporting and data visualization capabilities. | |
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Banking Core System Integration Native connectors for popular core banking systems (e.g., Temenos, Finacle, FIS, etc.). |
WebFOCUS integrates with banking systems for reporting and dashboards, which often requires integration with core systems, though native connectors for every system not specified. | |
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Real-Time Data Synchronization Support for real-time data updates and streaming ingestion. |
Real-time dashboards and operational analytics are core to the platform, as described in promotional materials. | |
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ETL/ELT Support Built-in Extract, Transform, Load/Extract, Load, Transform processes for preparing data. |
Built-in ETL/ELT is a standard feature for WebFOCUS data prep and integration for finance clients. | |
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Data Blending Allow combining data from multiple sources for unified analysis. |
Ability to blend multiple sources is common for enterprise analytics as claimed by WebFOCUS. | |
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API Data Fetch Rate Maximum rate at which data can be fetched from APIs. |
No information available | |
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Batch Data Processing Capacity Volume of batch data pipeline processing. |
No information available | |
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Custom Connector Development Allows custom connectors for unique data sources. |
WebFOCUS allows developing custom data connectors though technical documentation needed for specifics. | |
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Data Format Support Range of supported data types/formats (CSV, XML, JSON, Parquet, etc.). |
No information available | |
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Scheduling Data Updates Ability to schedule automated data refresh intervals. |
Automated/scheduled data refresh is standard in enterprise BI platforms and cited under 'operational dashboards'. | |
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On-premises and Cloud Connectivity Supports both on-premises and cloud-hosted data connections. |
WebFOCUS is available for both cloud and on-premises deployment (original vendor offering and documentation). |
Data Governance & Security
(10 Yes /10 Known /11 Possible features)
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Role-Based Access Control (RBAC) Allow fine-grained user access management based on roles. |
Role-based access control is a listed feature for WebFOCUS enterprise customers. | |
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Data Encryption at Rest/In Transit Encrypts all sensitive data during storage and transmission. |
Data encryption at rest and in transit is a listed security feature for financial services in WebFOCUS documentation. | |
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Audit Logging Records all user activity for compliance and traceability. |
Audit logging for data access and user activity is offered for compliance. | |
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GDPR/CCPA Compliance Built-in features to comply with privacy regulations. |
GDPR/CCPA compliance is referenced in WebFOCUS solution briefs for regulated verticals. | |
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Data Lineage Tracking Ability to trace the origin and transformation history of data. |
Data lineage tracking (audit trails) is available for regulatory and reporting needs. | |
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PII Data Masking Automatically masks sensitive personally identifiable information. |
WebFOCUS supports PII masking as part of its data governance features. | |
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Single Sign-On (SSO) Integration with enterprise authentication (e.g., SAML, LDAP, Active Directory). |
Integration with SAML, LDAP, and Active Directory for enterprise SSO is supported. | |
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Multi-factor Authentication (MFA) Requires extra layer of security for platform access. |
Multi-factor authentication support in enterprise deployments is included for financial institutions. | |
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Retention Policy Management Automated controls for enforcing data retention/deletion policies. |
Retention/deletion policy management is addressed in governance and compliance modules. | |
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User Permissions Granularity Level of detail for restricting access to platform features/data. |
No information available | |
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Automated Compliance Reporting Automated generation of compliance audit reports. |
Automated compliance reporting for regulatory requirements is a specific use case promoted for WebFOCUS in FS sector. |
Analytics & Reporting
(9 Yes /9 Known /11 Possible features)
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Self-service Analytics Enable non-technical users to create queries and generate insights. |
Self-service analytics for end-users is one of WebFOCUS's core features across banking and finance. | |
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Ad Hoc Reporting Ability for users to create custom reports on demand. |
Custom, ad hoc reporting is part of WebFOCUS's analytics suite. | |
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Scheduled & Automated Reporting Support for automatic, timed report generation and delivery. |
WebFOCUS supports scheduling and automating report delivery via email or portal. | |
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Interactive Dashboards Customizable dashboards with interactive filters and drill-downs. |
Interactive dashboards with filters and drilldowns are widely demoed and used. | |
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Data Visualization Gallery Number of available chart/visualization types. |
No information available | |
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Geo-spatial Analytics Provides geo-mapping and spatial analysis features (e.g., for branch performance). |
Geospatial analytics is explicitly offered as a visualization and reporting feature. | |
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KPI Tracking Preset and custom banking KPIs (e.g., NIM, RoE, LCR). |
Preset and customer banking KPIs are featured for finance sector. | |
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Drill-through Analysis Ability to click through summary data down to transaction detail. |
Drill-through from summary to transaction-level is standard in WebFOCUS's interactive analytics. | |
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Embedded Analytics Can embed reports/charts in other banking applications or portals. |
Embeddable analytics is provided for integration into portals and apps. | |
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Data Export Options Allows exporting reports to multiple formats (Excel, PDF, CSV, etc.). |
No information available | |
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Alert & Notification Triggers Define conditions to alert users of anomalies or events. |
Alerting & notification on report/data events is available. |
Artificial Intelligence & Machine Learning
(6 Yes /6 Known /11 Possible features)
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Integrated ML/AI Engines Native capabilities for building, training, and deploying models within the platform. |
WebFOCUS claims integrated analytics, though full ML engine may require add-ons; supports predictive analytics out of the box. | |
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Pre-built Banking Models Library of ready-to-use models for fraud, churn, credit risk, etc. |
Pre-built banking models for profitability and risk are part of FS-focused solutions. | |
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Model Training Speed Measured throughput for ML model training. |
No information available | |
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AutoML Automated machine learning workflows for non-expert users. |
AutoML-like automation for predictive analytics is referenced for enabling non-expert users. | |
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Real-Time Scoring Deploys models to score transactions or events as they occur. |
Scoring of transactions in real time is part of risk management features. | |
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Explainable AI (XAI) Tools for interpreting model outcomes and increasing regulatory trust. |
WebFOCUS discusses explainable AI for regulatory and risk analytics. | |
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Integration with Python/R Notebooks Enable data scientists to work directly within programming notebooks. |
No information available | |
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Model Ops (Monitoring and Retraining) Features for monitoring models in production and retraining as needed. |
No information available | |
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Anomaly Detection Automated detection of unusual activity (transactions, logins, etc.). |
Anomaly detection for risk and fraud is mentioned under risk management tools. | |
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Natural Language Processing (NLP) Supports NLP for sentiment or document analysis. |
No information available | |
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Number of Supported Algorithms Count of out-of-the-box ML/AI algorithms offered. |
No information available |
Collaboration & Sharing
(7 Yes /7 Known /10 Possible features)
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In-platform Commenting Users can comment/tag colleagues on reports/dashboards. |
Report/dashboard commenting/tagging available for collaboration. | |
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Role-based Content Sharing Granular controls for sharing analytics content with specific users/groups. |
Role-based sharing of content is an enterprise feature for compliance. | |
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Version Control Track versions and changes to dashboards or data models. |
Version control on dashboards/data models is provided per collaboration requirements in FS. | |
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Notification System Alerts users with updates or shared content. |
User notification system for events, report sharing, and status changes. | |
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Export/Publish to External Channels Publish insights/reports to email, portals, or business apps. |
Publish/export to email, portals, other business applications is supported. | |
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Collaboration Workspace Shared spaces for cross-team analytics project work. |
Collaboration spaces for project teams offered as part of enterprise analytics. | |
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Audit Trail on Shared Assets Tracks who accesses or modifies shared analytics assets. |
Audit trail feature for tracking access to shared assets aligns with regulatory/compliance needs. | |
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Concurrent User Limit Maximum number of users who can collaborate concurrently. |
No information available | |
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Personalized Content Feeds User-customized feeds for relevant insights/notifications. |
No information available | |
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Integration with Corporate Communication Tools Slack, Teams, or email integration for sharing notifications. |
No information available |
Scalability & Performance
(6 Yes /6 Known /10 Possible features)
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Maximum Data Volume Supported The data size the platform can efficiently process. |
No information available | |
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Concurrent User Support Maximum number of analytics users supported at once. |
No information available | |
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Query Response Time Median time to return results for standard queries. |
No information available | |
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Elastic Scaling Automated system resources scaling up/down based on load. |
Elastic scaling features are available in cloud deployments, which is a standard with cloud-native BI tools. | |
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Cloud-native Architecture Built to run natively on cloud platforms for maximum scale. |
WebFOCUS offers cloud-first architecture in addition to on-prem, per product description. | |
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High Availability Redundancy and failover support for mission-critical analytics. |
High availability (HA) is mentioned as a requirement in financial services deployments. | |
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Data Partitioning Support for dividing data sets for distributed processing. |
Data partitioning for distributed performance is provided in large-scale/enterprise analytical workloads. | |
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Multi-tenancy Single platform instance supports multiple organizations/business units securely. |
Multi-tenancy to support different units in large banks is included. | |
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Distributed Computing Support Harnesses cluster computing for faster processing. |
Distributed computing support is implicit in platform's scalability and large-volume use cases. | |
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Workload Isolation Separates analytic workloads (e.g., test vs. production). |
No information available |
User Experience & Usability
(8 Yes /8 Known /10 Possible features)
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No-code/Low-code Analytics Allows users to build reports/dashboards without advanced coding. |
No-code and low-code analytics for non-technical users are core to WebFOCUS's self-service BI value proposition. | |
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Mobile Accessibility Analytics accessible on mobile devices (responsive web or app). |
Platform supports responsive web apps; mobile analytics is offered per product literature. | |
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Customizable Dashboards Users can tailor dashboards to their preferences. |
Dashboards can be customized by user as per marketing collateral and demo. | |
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Personalized Analytics Platform adapts to users’ roles, preferences, or historical behavior. |
Personalized analytics based on user role and behavior is offered in financial services solutions. | |
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Onboarding & Guided Tutorials In-app guidance and training to speed up user adoption. |
Onboarding and guided tutorials provided for new users both in platform and documentation. | |
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Accessibility Compliance (WCAG) Meets standards for users with disabilities. |
No information available | |
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Multi-language Support Platform available in user’s preferred language. |
Multiple language support is described as part of international banking solutions. | |
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Feedback/Support Widgets In-platform mechanism to contact support or send feedback. |
Support/feedback widgets are present in the product for enterprise users. | |
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Custom Theme Support Ability to configure platform colors, fonts, and layout. |
Custom theming for branding and colors is available for institutional clients. | |
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User Satisfaction Score Aggregate user feedback regarding usability. |
No information available |
Deployment & IT Management
(5 Yes /5 Known /10 Possible features)
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Deployment Models Available on-premises, private cloud, public cloud, or hybrid. |
No information available | |
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Automated Updates Automatic patches/updates delivered by the vendor. |
Automated updates available for cloud deployments by vendor. | |
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Containerization Support Deployable using containers (e.g., Docker, Kubernetes). |
Containerization (Docker, Kubernetes) supported per technical documentation. | |
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API Access for Administration Admin controls can be automated via API. |
No information available | |
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Backup & Disaster Recovery Automated backups and recovery testing features. |
Platform backup and disaster recovery outlined for financial customers. | |
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Custom Domain & Branding Banks can apply their logo, business domain, and UI colors. |
Custom domain and bank-specific branding offered for hosted platforms. | |
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Service Level Agreement (SLA) Availability Guaranteed uptime from platform vendors. |
No information available | |
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Multi-instance Support Separate instances for dev, staging, and production. |
Multiple, separate instances for dev/test/prod described as part of deployment options. | |
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Automated User Provisioning Integrates with HR or IT systems for onboarding/offboarding. |
No information available | |
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Change Management Tools Integrated tools for managing platform changes and rollback. |
No information available |
Integration & Extensibility
(6 Yes /6 Known /10 Possible features)
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Open APIs Well-documented APIs for pushing/pulling data and metadata. |
WebFOCUS platform offers open, well-documented APIs for integration. | |
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SDKs and Developer Tools Software development kits in major programming languages. |
SDKs for Java, .NET, and other developer tools are available. | |
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Marketplace for Add-ons Ecosystem for third-party or in-house extensions. |
Marketplace and add-on modules are available for extended features. | |
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Web Hooks/Event Triggers Can respond to platform or data events for integration. |
No information available | |
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Custom Widget Support Ability to add bespoke visual components to dashboards. |
Platform supports custom widgets/components for analytics dashboards. | |
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Integration with BI/Analytics Standards Support for OData, JDBC, ODBC, or other analytics standards. |
Supports OData, JDBC, ODBC and similar open standards for analytics. | |
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Reporting API Throughput Speed of exporting reports via API. |
No information available | |
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Webhook Latency Average time to trigger and deliver an event. |
No information available | |
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Integration Templates Pre-built integrations to common banking or fintech applications. |
No information available | |
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Data Federation Allows querying/discovery across federated sources. |
Data federation for discovery and analytics across multiple sources is referenced in platform capabilities. |
Compliance & Regulatory Support
(10 Yes /10 Known /10 Possible features)
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Banking Regulatory Templates Pre-made formats for standard banking regulatory submissions. |
Pre-built regulatory report templates are offered to FS clients. | |
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Automated Report Archiving Archive regulatory reports on a scheduled basis. |
Automated archiving of regulatory reports is promoted for compliance workflows. | |
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Change Logs for Regulated Reports Track and archive changes to all regulatory submissions. |
Change logging/auditing for regulated financial reports is available. | |
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Application-level Auditing Event-level logging of user interaction with regulatory reports. |
Detailed auditing for user access and changes is standard for compliance. | |
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Localization (Jurisdiction Support) Ability to adapt to various legal/accounting frameworks. |
Localization features to adapt to multiple jurisdictions are referenced in international banking solutions. | |
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e-Signature Support Digitally sign regulatory reports as per local frameworks. |
e-Signature workflows for regulatory submission are referenced (additional modules/plugins may be needed). | |
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Regulatory Change Management Update content automatically as regulations change. |
Platform supports automatic updating for regulatory changes. | |
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Automated Report Validation Validate submissions against regulatory business rules. |
Automated report validation against business/regulatory rules is promoted for financial industry verticals. | |
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Data Residency Controls Configure where banking data is stored/processed geographically. |
Data residency controls for banking clients are configured during deployment, per regulatory needs. | |
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Sanctions and Watchlist Monitoring Tools to analyze and report against global financial watchlists. |
Sanctions and watchlist screening is cited as part of risk and compliance reporting. |
Support, Training, and Service
(9 Yes /9 Known /10 Possible features)
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24/7 Support Availability Vendor provides ‘always-on’ support for critical functions. |
24/7 support is usually available for financial institutions per SLA. | |
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Dedicated Banking CSM Customer Success Manager specialized in banking analytics. |
WebFOCUS offers banking-experienced Customer Success Managers for enterprise accounts. | |
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Vendor Response Time Average time to first contact from support. |
No information available | |
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Certified Training Programs Official learning tracks for business and technical users. |
Certified training programs are part of WebFOCUS's offerings. | |
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On-Demand Knowledge Base Extensive, searchable database of help articles and FAQs. |
On-demand knowledge base/reference guides for self-service support available. | |
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Community Forums User-to-user forums for troubleshooting and ideas. |
Community forums are operated for peer and vendor support. | |
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Implementation Accelerators Templates/frameworks to speed initial implementation. |
Implementation frameworks/accelerators provided for FS clients. | |
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Service Management Portal Online management of support tickets and SLAs. |
Service/ticketing portal available for support management. | |
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Third-party Implementation Partner Ecosystem Availability of certified partners for platform rollout. |
A network of third-party partners for implementation exists (certified providers). | |
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Account Health Reviews Regular check-ins and performance reviews by the vendor. |
Account health reviews/check-ins available for enterprise banking clients. |
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