Celera has developed four integrated solution
models to match the specific requirements of how most financial service companies
are organized today.
Our four solution models can be deployed separately, or in combination, as part of
a fully integrated, enterprise-wide application. Our retail model is designed to
meet the needs of those organizations that work directly with the end customer. Our
intermediary model addresses the more complex needs of institutions selling through
multiple independent or captive distribution channels. The tools used in our
intermediary model are designed to integrate and aggregate data at multiple
reporting levels including: channel, dealer, agency, branch, wholesaler, rep/agent,
and territory. Our retirement plan model is geared to support the specific
processing and reporting requirements of firms engaged in the 401(k), 403(b) and 457
markets. Our model is also easily adaptable to support the rapidly growing 529 College
Savings market as well as fixed and variable annuity reporting.
Because we have designed our software components around the concept of a fully
integrated value chain, our tools can be used as separate modules or linked
together as part of a seamless, comprehensive application.
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In partnership with Merrill Corporation, Celera's Fulillment Management and Order
Entry software is a fully integrated front-end solution that enables financial services
organizations to automate and manage their
client communication, order entry, and inventory processes. The application provides
a full featured fulfillment order entry facility suitable for call center, intranet,
and extranet deployment. Combined with Merrill's industry leading print
and fulfillment capabilities, we assist
clients seeking to streamline their literature fulfillment process, improve process
efficiencies and perform detailed analysis of the effectiveness of their fulfillment
activities.
- For financial services companies looking to better
monitor and manage their product sales activities, Celera offers their
Sales and Performance Reporting System™. SPRS combines a transfer
agency data warehouse with a set of Celera-developed data cleansing and
query tools to enable sophisticated analysis of sales data. Our RepLink
module simplifies and manages the crucial process of linking and
verifying the daily transaction flow to ensure quality reporting results.
Typical sales analyses supported by SPRS include: Sales by Channel and Product,
Commission Breakdown, Performance Analysis, Sales by Territory,
and Costs vs. Sales. SPRS also includes flexible categories and hierarchies
plus a sophisticated rule-driven classification engine to enable the data
to be organized fit your enterprise.
Key features incorporated into Celera's reporting and analytical tools include:
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User-defined reporting formats
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Standard and customized reports
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Consolidated business views and detailed activity views
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Automatic report distribution
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Performance scorecards and benchmarks
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Formatting flexibility - tables, charts and graphs
- By integrating customer activity feeds from a
variety of internal and external data sources, including common transfer agency
interfaces from DST and PFPC, we give clients the ability to create powerful, custom
reports that accurately track and measure a wide spectrum of customer, product and activity
attributes. Clients use these business intelligence tools to evaluate the
effectiveness of marketing campaigns, channel and segment strategies, product introductions,
web site usage patterns, trend analyses, etc.
- Celera
works closely with our clients to ensure the success of each project engagement. We
collaborate with clients during the specification development process to create a
complete working document of system application requirements. Our goal is to make
sure that everyone understands exactly what the application will encompass and what
the delivery expectations are, along with the roles and responsibilities of all
parties. Following the initial project specification meeting, Celera provides a
summary project schedule that outlines individual project schedules and delivery
timelines for various aspects of the overall project. As the project progresses, we
update and review the project schedule to ensure that project milestones are
achieved.
- Our personnel, and the Celera Help Desk, are available to provide
ongoing technical support via phone (with a toll-free number), fax, or e-mail. We
pride ourselves on responsive, timely technical support to solve any problems or
questions that may arise. Our training documents are user-friendly with
illustrative screen shots designed to assist client personnel in using our
applications. We support all installations with on-site training if
requested.
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Celera has partnered to deliver application solutions on a turnkey basis that are designed to
maximize the speed of implementation while providing the most secure, reliable and
scalable technology environment available. The deep expertise we have developed as
a result of many successful implementations with our ASP model is an important
consideration for clients seeking assurances regarding the highest level of service
and ongoing support using an outsourced solution. Our clients cite the many
benefits with this approach including their ability to focus on core
competencies, the rapid deployment of functionality, platform flexibility, improved
information flow and total cost reduction.
