Financial Services

Overview

Staying on top and in touch is critical in a competitive environment. Whether you are a financial service firm or professional, BlackBerry® smartphones offer the ability to:

• Obtain leads and sales data instantly
• Browse the web for potential investments
• Easily access client information with the address book
• Set up meetings while on the road
• Check news, weather, sports and more in your free time

Banking Mobility

Demand for increased customer service within the banking industry has led many organizations and banking professionals to rethink how they deliver their services. With BlackBerry smartphones, you can:

• Keep in constant communication with clients and colleagues virtually anytime, anywhere
• Access account histories and more to personalize the customer experience

Securities and Investment Wireless Solutions

Whether you are a securities investment firm or broker, staying connected daily to your clients, colleagues and information is critical to your success. BlackBerry smartphones, in combination with third party applications and services* can help you:

• Respond quickly to market changes using market data, order systems and more
• Stay informed to solidify the client relationship for better retention
• Improve field decision-making by connecting wirelessly to Business Intelligence (BI) or Sales Force Automation (SFA) applications

All-in-One Insurance Solutions

In the competitive insurance business, you need an edge to react quickly to client needs and competitor threats. With BlackBerry smartphones and third party applications, your insurance business can:

• Protect the confidentiality of client data and your firm's information with advanced security features of the BlackBerry Enterprise Solution
• Quickly retrieve customer information to improve customer response time
• Maximize adjustor field time for greater productivity and responsiveness

*When you subscribe for, acquire, or use third party products and services with RIM products or services you accept that: 1. It is your sole responsibility to (a) ensure that your airtime service provider will support all of their features; (b) identify and acquire all required intellectual property and other licences prior to installation or use and to comply with the terms of such licences; 2. RIM provides such products and services on an “AS IS” basis with no express or implied conditions, endorsements, guarantees, representations or warranties of any kind, and assumes no liability whatsoever with respect to them.

Products & Services

BlackBerry® Business Solutions are made up of customizable 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 devices with BlackBerry® Connect™ software to best suit your needs.

BlackBerry Software

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

BlackBerry Professional Services

The BlackBerry® Professional Services group can be engaged to provide guidance on the initial design and architecture of mobile solutions, assist with update management or manage new infrastructure or application development projects. Learn more about BlackBerry 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 specializes in this application area. Discover more about partner solutions

Partner Solutions

Mobilize your business with the help of third party applications and services* that build out-of-the-box and custom enterprise applications. Here is a list of some of the members serving the Insurance industry.

eAgency, Inc.

Built on eAgency's Wireless Information Exchange Platform (WIX), Nice Office™ Wireless for BlackBerry smartphones is designed for the Small Office/Home Office (SOHO) market or any mobile workforce, with an initial emphasis on the insurance and financial services industry. Nice Office enables remote workers to access sales and customer data, leads, product detail, documents, reports and confidential corporate information in near real-time from a BlackBerry smartphone.

• eAgency, Inc.

Interwoven

WorkSite Mobile for BlackBerry smartphones provides document management at your fingertips - access client files, file email, forward documents and provide real-time client service from practically anywhere at anytime.

• Interwoven

Google Maps

Combining directions, maps and satellite imagery, Google Local for mobile is a free download that lets you easily find local maps, driving directions, local hangouts and businesses across town or across the country.

• Google Maps

* When you subscribe for, acquire, or use third party products and services with RIM products or services you accept that: 1. It is your sole responsibility to (a) ensure that your airtime service provider will support all of their features; (b) identify and acquire all required intellectual property and other licences prior to installation or use and to comply with the terms of such licences; 2. RIM provides such products and services on an “AS IS” basis with no express or implied conditions, endorsements, guarantees, representations or warranties of any kind, and assumes no liability whatsoever with respect to them.

Third Party Business Intelligence Solutions

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.

Cognos

Cognos 8 Go! Mobile extends the value of the proven Cognos 8 Business Intelligence (BI) architecture by providing users with access to timely, secure and personalized information on their BlackBerry smartphones. Cognos 8 Go! Mobile is the latest addition to the Cognos 8 Go! family of Access Modes designed to help you increase business intelligence adoption rates and make BI pervasive within your organization. These Access Modes let you integrate reports, analyses and other BI content into applications and interfaces that everyday users are familiar with. With Cognos 8 Go! Mobile, users can increase their productivity and improve their decision-making when working remotely by accessing operational and strategic information about customer orders, product performance and more.

• Cognos 8 Go! Mobile (PDF)

Vaultus

The Vaultus Executive Dashboard Solution (powered by Cognos) lets companies view up-to-date sales data on BlackBerry smartphones. The Executive Dashboard (and all the data) reside on the BlackBerry smartphone. Managers can access performance management data virtually all the time, even when out of wireless coverage. Managers can view regional, district and individual brand sales data in several ways, including prior day vs. same day last year, prior week, prior month and prior year. Managers can also compare the performance of several brands concurrently and assess performance vs. "plan".

• Vaultus Executive Dashboard (PDF)

*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.

Third Party Market Data Solutions

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.

eSignal

QuoTrek allows users to leave their computers at home or the office and access their portfolios on their BlackBerry smartphone. QuoTrek offers investors reliable, streaming quotes powered by eSignal’s award-winning services and applications. With QuoTrek, U.S. and international stocks, indices, futures, options and FOREX data can be accessed using the BlackBerry smartphone.

• QuoTrek

Pyxis Mobile

mReports™ is a wireless reporting software that provides access to critical business information to maximize the productivity and effectiveness of your mobile professionals. mReports leverages the power and flexibility of mPlatform® Server to deliver enterprise data via BlackBerry smartphones. mReports is proven to:

• Increase effectiveness through faster and better information flow
• Enhance the ROI of existing systems by providing mobile access
• Provide access to key enterprise data at virtually anytime and from any place

• mReports

Stock Group

Stock Group™ is a top wireless market data solution that delivers high quality Reuters news and information to BlackBerry smartphones. marketStream provides streaming portfolios, intraday charting and price alerts through an elegant user interface to free users from their desktop. Users have 24/7 access to real-time market data from 30 financial exchanges around the globe, covering foreign exchange, treasuries, futures, commodities, options and equities.

• Stock Group
• Download the Stock Group application over-the-air (OTA)

QuoteMedia, Inc.

Quotestream Wireless is one of the leading wireless financial information applications, loaded with live financial information, including streaming stock quotes, interactive-dynamic charts, NASDAQ Level 2 data, company news, SEC filings, insider reports, time and sales, market indices, options, corporate research and more. All of this information is available by using the BlackBerry smartphone.

• Quotestream Wireless

*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.

Third Party Customer Relationship Management Solutions

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.

Pyxis Mobile

mAdvisor™ provides financial advisors and consultants with the leading wireless software to drive sales, provide exceptional customer service and increase client assets under management. mAdvisor leverages the power and flexibility of the mPlatform® Server to deliver enterprise data and reports via BlackBerry smartphones to investment professionals. mAdvisor is proven to:

• Enable additional and more effective client and prospect meetings
• Improve customer service at the point of contact
• Reduce administrative time, while increasing productivity

• mAdvisor

• Pioneer Investments case study
• Putnam Investments case study

SalesNOW by Interchange Solutions

SalesNOW by Interchange Solutions SalesNOW is a contact and deal management tool designed for the mobile sales professional to use on their BlackBerry® smartphones and the Internet. On Your BlackBerry Smartphone - Manage contacts, companies, leads, deals, activities, emails and view graphical dashboards such as sales funnels, sales histories and forecasts. On The Web - Access all the same information via the Internet. As A Team - Share information, view reports, collaborate, and engage prospects.

• SalesNOW

Sybase, Inc.

34,000 enterprise customers and 91 of the Fortune 100 rely on Sybase technology to manage, analyze and mobilize information. Sybase BlackBerry® Enterprise Solutions extends your existing enterprise applications and business processes to the BlackBerry® using over 20 years of industry-leading experience, proven Sybase technologies, and prebuilt connectors developed through strategic partnerships with enterprise software companies such as SAP.

• Sybase BlackBerry® Enterprise Solutions

Vaultus Mobile Technologies

The Vaultus Mobile CRM Sales Solution enables firms to run their existing packaged or homegrown sales/CRM applications on the BlackBerry smartphone. The application and all of the data reside on the BlackBerry smartphone. Reps/managers can access their application even when away from wireless coverage and reps can call or email a contact from within the applications. Vaultus enables firms to store 20,000+ records on the BlackBerry smartphone and "triple secure encryption" is used from the device until the data is safe within the enterprise.

• Vaultus CRM Sales Solution for BlackBerry

*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.

Third Party Business Continuity Solutions

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.

Onset Technology

In the event of an emergency, network infrastructure may be lost and communications via normal email systems will be unavailable. However, it is under these circumstances in which device users require immediate access to Continuity of Operations (COOP) plans, emergency procedures, contact information and other vital data normally transmitted via email, BlackBerry® Mobile Data Service or other channels. METAmessage enables a BlackBerry smartphone to act as an emergency communication device (unlike cell phones, for which service often fails in emergency scenarios) by working with BlackBerry technology to enable effective PIN-to-PIN communications.

• METAmessage - Emergency Communications

Wallace Wireless

The Wallace Incident Communicator (WIC) is the market leading wireless crisis communications software solution. WIC lets key employees have fingertip access to critical contact information, emergency plans, procedures and checklists on their BlackBerry smartphone. WIC users are able to respond to any incident, as the content is stored locally on the smartphone. Any time this information changes behind the company's firewall WIC automatically updates each smartphone.

• WIC – Wallace Incident Communicator

*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 organizations around the world that have been successful implementing BlackBerry® Business Solutions.

• Pioneer Investments
  See how a BlackBerry solution allowed Pioneer Investments' salespeople to maximize 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
  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)
• BlackBerry Business Solutions for Hedge Funds (PDF)

Videos

• Overview Video on BlackBerry Solutions for the Financial Services Industry (MP4)

Webcasts

• BlackBerry for Insurance: Handheld Device Trends in the US Insurance Industry (PDF)

White Papers

• Mobile Banking Creates a Bright Spot Within the Struggling Financial Services Industry (PDF)
• Handheld Device Trends in the US Retail Brokerage Advisory Industry (PDF)
• Handheld Device Trends in the US Insurance Industry (PDF)
• The State of Mobile Banking Today (PDF)

News & Events

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

Press Releases & Articles

• Ipsos-Reid Analysis on BlackBerry Deployment ROI Study, 2007: What it Means for Your Business

Ipsos-Reid's research study measures the typical organization's Return on Investment of a BlackBerry® deployment.

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