Whether it’s keeping pace with the changing technology landscape, improving operational efficiency, or remaining compliant with industry rules and regulations, Micro Strategies brings together the right mix of solutions, expertise and local resources to address your unique challenges and use data to drive business results. Companies in banking, asset and wealth management, capital markets, and insurance turn to us to help solve their most complex business and technology challenges.

Why Micro Strategies?

Our Business Process and Content Services practice specializes in document and records management, document capture, business process management and developing custom solutions that help financial services organizations drive productivity and client satisfaction. Our clients include Fortune 500 companies and small firms such as investment banks, investment companies, brokerage firms, insurance companies, mortgage companies, and retail and commercial banks. We recognize that they each of these organizations has unique requirements that differentiate them in the market and provide a competitive advantage.

Our Financial Services team is comprised of certified engineers, business analysts, developers and certified project managers. Our solutions have been implemented for a particular business area and for the global enterprise either on premise or in the cloud. We have the knowledge and experience to implement solutions that drive high levels of adoption, increase productivity, streamline processes, simplify internal and external collaboration, and ensure compliance.

Capital Market Solutions

  • Deal Document Management
    • Mergers and Acquisitions
    • Structured Finance
  • Underwriting Processes
  • Back Office Process Management
    • Reconciliations
    • Derivative Trade Confirmations
    • Collections and Payment Processing
  • Equity Research and Analyst Portals
  • New Account Openings
  • Contracts Management
  • Corporate Legal and Contracts Management
  • Intranet and Client Portals
  • Records Management
  • Mobility Access for Documents and Workflows

Banking & Insurance Solutions

  • New Customer Account Opening
  • Forms and Policy Management
  • Loan Management
    • New Customer Account Opening
    • Loan Origination and Processing
    • Loan Servicing (Customer Service)
  • Retail Banking
  • Customer Statement and EOB Management
  • Corporate Legal
  • Contracts Management
  • Intranet and Customer Portals
  • Records Management
  • Mobility Access for Documents and Workflows

Want to learn More? Contact Us Today at 888-467-6588 or info@microstrat.com.