Financial Services
With proven solution frameworks designed to address the specific business needs of the financial services industry, Paragon is helping firms achieve regulatory compliance, minimize risk, optimize critical functions and reduce costs in the Banking, Brokerage, Wealth Management, Capital Markets, Investment Management, and Insurance sectors.
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Escheatment
Paragon has specialized experience working with financial institutions in the areas of strategy development, risk management and process optimization.
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New Account Opening
Paragon offers a portal-based solution that streamlines the new account enrollment process from electronic application to digital signature.
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Trade Confirmations
Paragon Solutions has developed a Derivatives Confirmation solution that helps financial organization automate and manage confirmation processes.
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Straight-Through Billing
Paragon provides a Straight-through Billing solution that compresses payment cycle time, lowers risk and reduces costs per transaction.
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FDIC Compliance Archiving
Paragon has proven approaches to developing an archiving strategy for legacy content and data for applications that may be obsolete, redundant and potentially non-compliant.
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Contracts Management
Financial services firms are typically challenged with the arduous task of producing, reviewing and finalizing contracts.
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Strategy Roadmap