Overview

Financial Service Institutions face a number of challenges. Not only do you need to find ways to differentiate your company, you also have to think about consolidation within the market, winning back jaded customers, attracting and keeping top talent and dealing with a dynamic regulatory environment. On top of all this, you have to ensure your organisation has the tools it needs to succeed while maintaining the security and integrity of confidential information.

For your mobile professionals, the most important thing is staying on top and in touch in such a fast-paced, competitive environment. That means finding a way to keep your employees in constant communication with clients and colleagues, with easy access to market and corporate data—virtually anywhere, anytime. And in an ideal world, that would mean greater productivity and inevitably, greater profitability for your company.

Banking

Demand for increased customer service within the banking industry has led many organisations to rethink how they deliver their services. With BlackBerry® smartphones, you can connect to clients virtually anytime, anywhere. With access to account histories and other important data to ensure you make informed decisions, your clients will receive the highest level of customer service while you maintain the highest level of productivity.

Investment

Staying connected to your clients, colleagues and information throughout the day is critical to your success in investment sales and brokerage. BlackBerry smartphones, in combination with applications and services from BlackBerry® Alliance Members*, can provide access to market data, order management systems and real-time P&L to help you stay in control and respond quickly to rapid fluctuations in market affecting your strategy and positions.

Insurance

Insurance agents and adjusters can use BlackBerry smartphones, in combination with other applications, to increase access to information on clients and other critical data. Agents can promptly look up and retrieve customer information, responding quickly and effectively to inquiries. Adjustors can spend more time in the field, increasing overall productivity and responsiveness. View more information on Insurance

*Your use of third party software, hardware, products, and/or services (collectively, the "Third-party Information") shall be governed by and subject to your agreement with the third party, including without limitation, your agreement to the terms of separate Third-party Information licenses, if any. Any Third-party Information that is provided with or without Research In Motion (RIM) products and/or services is provided "as is". RIM makes no representation, warranty or guarantee whatsoever in relation to the Third-party Information and RIM assumes no liability whatsoever in relation to the Third-party Information even if RIM has been advised of the possibility of such damages or can anticipate such damages. The inclusion of Third-party Information herein does not imply endorsement by RIM of the Third-party Information or the third party in any way. RIM does not control and is not responsible for any Third-party Information, including without limitation, the content, accuracy, intellectual property issues, compatibility, performance, trustworthiness, legality, decency, links, or any other aspect of the Third-party Information.

Products & Services

BlackBerry® Business Solutions are made up of customisable software and services because the best solution for your business should be one based on your business.

BlackBerry Smartphones

BlackBerry Business Solutions provide a choice of powerful smartphones and BlackBerry® enabled devices to best suit your needs.

BlackBerry Software

BlackBerry software manages the link between the BlackBerry smartphone and your business.

Research In Motion (RIM) Professional Services

The RIM® Professional Services group can be engaged to provide guidance on the initial design and architecture of mobile solutions, assist with upgrade management or manage new infrastructure or application development projects. Learn more about RIM Professional Services

BlackBerry Partner Solutions

Connect to your existing software systems, critical content and financial data services with the help of a trusted third party who specialises in this application area. Take a look at the partner solutions available

Partner Solutions

• Field Service & Help Desk
• Sales Force Automation
• Business Intelligence
• Continuity of Operations & Emergency

Mobilize your business with over 300 BlackBerry® Alliance Members that build out-of-the-box and custom enterprise applications*. Here is a list of some of the members serving the financial community.

Third Party Field Service & Help Desk Solutions

Aeroprise Mobile Gateway

The Aeroprise Mobile Gateway is used in conjunction with Remedy® (a BMC product) and Heat (a FrontRange product) by Fortune 500 companies, government agencies, universities and other institutions. The Aeroprise solution is a wireless gateway used to enable robust mobile interaction with service management applications such as help desk, change management and asset management via BlackBerry® smartphones. Accessing Remedy or Heat while mobile to keep your data up-to-date has never been easier.

• Aeroprise datasheet (PDF)

Flowfinity Actions

Flowfinity Actions is an out-of-the-box application for empowering mobile teams to take action on tasks critical to their daily work. Without requiring programming, actionable lists such as tasks, jobs, trouble tickets, work orders or approval items can be automatically pushed to the BlackBerry smartphones of your mobile professionals.

• Flowfinity Actions datasheet (PDF)

View case studies on Flowfinity and BlackBerry Business Solutions:

• Swift Charter and Aircraft Management case study (PDF)
• Lafarge case study (PDF)
• Dataco case study (PDF)
• OrthoRehab case study (PDF)

Vettro FieldMaster

Vettro FieldMaster for BlackBerry smartphones provides dynamic dispatch and notification of jobs, along with inventory management and GPS capabilities. Access to full job information is available, including parts details and customer entitlements. Additionally, location-based services, coupled with worker status, parts on hand and skill sets, enable dispatch of the closest, best suited, available technician.

• Vettro FieldMaster datasheet (PDF)

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Third Party Sales Force Automation Solutions

iEnterprises CRM on the Go

CRM on the Go™ is the ultimate wireless Customer Relationship Management (CRM) application that helps you and your mobile workforce easily manage sales leads, clients, opportunities and more so you can improve sales, productivity and customer care whenever and wherever you need to most. CRM on the Go is designed for the BlackBerry smartphone so it is available virtually anytime and anyplace—even when you are out of wireless network coverage. CRM on the Go works with any CRM application, including iExtensions CRM, Salesforce.com, Siebel and more, so you can make your existing CRM investment easier to use and your revenues grow.

• CRM on the Go datasheet (PDF)

Pyxis mPlatform Solutions

Pyxis mPlatform® Solutions are a suite of wireless applications specifically tailored to the unique needs of mobile financial professionals. Using BlackBerry smartphones, users can access critical business information from any enterprise system. mPlatform suite includes mWholesaler, mInstitutional, mPortfolio, mAdvisor, mReports and others. mPlatform applications are used by over 50% of the top 20 investment management firms.

• mPlatform datasheet (PDF)

View case studies on Pyxis and BlackBerry Business Solutions:

• Putnam Investments case study (PDF)
• Pioneer Investments case study (PDF)

Saratoga Wireless for BlackBerry Smartphones

Saratoga Wireless™ for BlackBerry smartphones from Saratoga Systems provides secure connectivity to enterprise data from back-end systems. This powerful wireless data access platform extends access to existing enterprise data, applications and business processes to groups of mobile workers, virtually anytime, anywhere. It enables users to increase their productivity, make more informed decisions and improve customer relations through faster customer responsiveness.

• Saratoga Wireless datasheet (PDF)

Sendia Wireless Salesforce Automation

Sendia Wireless Salesforce Automation (SFA) is an easy-to-use application that extends CRM functionality to BlackBerry smartphones, giving mobile professionals the power to interact wirelessly with live account information while in the field. Highly customisable, Wireless SFA can be centrally managed and is available for salesforce.com, Peoplesoft CRM and Siebel SMB.

• Sendia Wireless SFA datasheet (PDF)

TenDigits MobileAccess for Microsoft CRM

TenDigits MobileAccess for Microsoft CRM is a leading packaged software application that enables rapid deployment of Microsoft CRM to mobile employees with a fully integrated, out-of-the-box solution on BlackBerry smartphones—even in customised implementations. MobileAccess provides reliable, secure access to business data regardless of network connectivity through an intuitive user experience.

• Mobile Access for Microsoft CRM datasheet (PDF)

Vaultus Sales Application

With Vaultus, firms can run their Sales Applications on BlackBerry smartphones, giving reps and managers wireless access to pertinent information, even when away from wireless coverage. With Vaultus, firms can run any packaged or home-grown sales application on BlackBerry smartphones, including Siebel, SalesLogix, Onyx, PeopleSoft®, SAP® and Oracle®.

• Vaultus Sales datasheet (PDF)

Vettro RainMaker

Vettro RainMaker, a comprehensive mobile application for Salesforce.com users, provides online and offline access to critical sales and customer data. The application is optimised for BlackBerry smartphones and can be installed, updated and even deleted wirelessly, eliminating the need to recall devices from the field.

• Vettro RainMaker datasheet (PDF)

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Third Party Business Intelligence Solutions

Vaultus Executive Dashboard for Cognos

The Executive Dashboard enables district managers to have wireless access to sales data on the BlackBerry smartphone. Managers can drill down from division, to region, to store, to department. They can view sales by day, week, month, quarter and year and compare performance versus “the plan”. And data gets refreshed automatically. With all the latest store sales data on the BlackBerry smartphone, district managers can improve decision making, better set priorities and focus their time on those stores that need immediate attention.

• Vaultus Executive Dashboard datasheet (PDF)

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Third Party Solutions for Continuity of Operations & Emergency

Wallace Incident Communicator

WIC, the Wallace Incident Communicator™, is the enterprise solution for wireless incident management and secure crisis communications. In a crisis, WIC delivers secure, audited Chat, PIN and even snap-shot TV images on your BlackBerry smartphone. WIC also ensures that your plans, forms, maps and call lists are always up-to-date on your staff’s BlackBerry smartphones.

• Wallace Incident Communicator datasheet (PDF)

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*Your use of third party software, hardware, products, and/or services (collectively, the "Third-party Information") shall be governed by and subject to your agreement with the third party, including without limitation, your agreement to the terms of separate Third-party Information licenses, if any. Any Third-party Information that is provided with or without Research In Motion (RIM) products and/or services is provided "as is". RIM makes no representation, warranty or guarantee whatsoever in relation to the Third-party Information and RIM assumes no liability whatsoever in relation to the Third-party Information even if RIM has been advised of the possibility of such damages or can anticipate such damages. The inclusion of Third-party Information herein does not imply endorsement by RIM of the Third-party Information or the third party in any way. RIM does not control and is not responsible for any Third-party Information, including without limitation, the content, accuracy, intellectual property issues, compatibility, performance, trustworthiness, legality, decency, links, or any other aspect of the Third-party Information.

Customer Success

Learn about the organisations around the world that have been successful implementing BlackBerry® Business Solutions.

• Aegis Funding Corporation (PDF)
  Learn how this mortgage banker uses a BlackBerry® solution to drive reorganization and customer service.

• Essex Corporation (PDF)
  Find out how Essex Corporation uses BlackBerry smartphones and mWholesaler to make their sales team more competitive.

• Essex Investment Management Company (PDF)
  Discover how Essex Investment Management Company uses BlackBerry Business Solutions to increase customer service and differentiate themselves in the competitive investment sales and management industry.

• IPC Information Systems (PDF)
  Learn how BlackBerry smartphones allowed IPC technicians and dispatchers to work more efficiently, resulting in faster response times, less administrative effort and simplified reporting.

• Pioneer Investments (PDF)
  See how a BlackBerry solution allowed Pioneer Investment's salespeople to maximise their time by accessing a Customer Relationship Management (CRM) application, data that helps with decision-making in the field. By using a BlackBerry smartphone, salespeople reduced downtime due to last minute cancellations, since they can search for other customers to visit in an area.

• Putnam Investments (PDF)
  Learn how implementation of BlackBerry smartphone use benefited Putnam Investments, by having fewer devices to carry during travel, since cell phones are no longer needed and laptops are used less often.

Resource Library

Brochures

• BlackBerry® Business Solutions for Financial Services (PDF)

Tools

• ROI Calculator for BlackBerry® Beyond Email

Webcasts

• Mobilize Your Sales Force: Maximizer for Notes on BlackBerry

News & Events

Stay up-to-date with the latest information on press releases, articles and events we will be attending in the coming months.

Events

Check back soon for updates.

Press Releases

• Church Pension Group
• CIBC World Markets
• CitiGroup (Salomon Smith Barney)
• Royal Bank of Scotland
• Jefferson Pilot Financial

How to Buy