Gartner Research

FINEOS Retail Financial Services Solutions

Published: 25 April 2001

ID: G0097637

Analyst(s): Jim Davies


Previously known as Managed Solutions Corporation (MSC), FINEOS is positioning itself to become a leading provider of "enterprise solutions" for the retail financial services industry. The solutions combine multichannel customer relationship management (CRM), workflow, and back-office application functionality tailored for various sectors of the retail banking and insurance industries. Based in Ireland, FINEOS offers an enterprise solution for life insurance and pensions administration called FINEOS Life, but works with partners to add back-office functionality to its banking solutions. The company is moving from a client/server to a portal-based strategy and plans to extend the range of sector-specific enterprise solutions through both internal development and acquisition. The CRM and workflow capabilities will continue to appeal to retail financial services enterprises while the company works towards its ambitious goal.

Table Of Contents
  • Corporate Headquarters
  • Overview
    • Service and Support
    • Distribution
  • Analysis
  • Pricing
    • GSA Pricing
  • Competitors
    • Siebel
    • AIT
    • CSC
  • Strengths
    • Architecture
    • Insurance Solution
  • Limitations
    • Global Support and Representation
    • Banking Functionality
  • Insight

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