Serve Me! Suite

Central InfoMart Solution

M&O's Central InfoMart is the single source or the central repository of all business data. The system is extensive, comprehensive and integrated, allowing a firm to access information regardless of the point of capture. It provides relevant data with historic, transaction-level detail from multiple sources. By having a single source for key data the Central InfoMart solution allows for unlimited reporting using the firms robust reporting engines.

Our Knowledge Base facilitates customization of the Serve Me! Suite without programming changes. All aspects of the system can controlled by the user during setup and while in operation, e.g. reporting, entitlements, commission calculations, costing formulas, budgets, organizational structure, data entry, editing, interfacing, logos, splits, suspend payouts and many more. Interfaces ensure your data is scrubbed and clean. Wizards make changes simple and flexible.

The wizard-prompted questions reflect Best Practices amassed throughout M&O's more than thirty years of experience serving the industry.

Key Features:

• M&O maximizes the decision making process through data aggregation and consolidation of customer data.
• Customer, product, broker, organization, compensation, and costing profiles store the data you want to run your business and create efficiencies.
• All types of transactional data stored: trades, trailers, fees, adjustments.
• All types of customer data are stored: positions, balances, documents, account, sub-account, institutional, registration types, demographics.
• All types of products are stored: brokerage, mutual fund, life insurance, annuities.
• Interfaces to clients' proprietary system, clearing firms of choice, centralized industry sources and direct to providers.
• Links to clients' choice of third party solutions.
• Automatic modification to data access security entitlements reflecting changes in organization and broker status. Manual management overrides can be made.
• Audit trail and time stamp record maintained to all changes in sensitive Knowledge Base data like compensation formulas, broker codes, splits, product codes and organizational data.
• Automatic scrubbing of data from other applications, central industry sources, clearing firms, or direct to providers. Excepting lists are provided to resolve discrepancies where data is not available to the system.
• Wizards make is easy to update and clean legacy customer files with incomplete data.
• The Serve Me! Suite resides on the Microsoft data base and .net platform. Interfaces are provided for files in record, XML, Excel, comma delimited and other formats.

One View... Unlimited Opportunities!

Every good strategic plan is based on business intelligence gleaned from a firm's own historical data. The wealth of data available across an enterprise provides the organization as a whole with unlimited opportunities to capture new business opportunities, while providing world-class service to existing business. In addition, firms using the Central InfoMart solution typically incurred much less expense as compared with integrating multiple platforms.

View The Solution!
Click on the images to the left to view how easy the Central InfoMart Solution is to use.

M&O's integrated enterprise data management solutions provide powerful data collection, integration and consolidation tools for virtually every constituency in a financial service supply-chain. No matter what role you play in your firm's overall success, M&O has a solution that will unleash unlimited opportunities to enhance growth and profitability.