• industry overview
• aerospace
• banking / finance / insurance
• communications
• construction
• education and public sector
• energy
• healthcare
• high tech
• manufacturing / distribution
• retail services
• customer case studies
• alliances
• perspectives

The banking / finance / insurance industry is comprised of a broad range of organizations that deal with the management of money and insurance. Among these organizations are banks, credit unions, brokerages, stock exchanges, pension funds, insurance brokers and re-sellers, as well as other sectors focused around the banking / finance / insurance industries.

Industries include (but are not limited to):

• Banking
• Finance
• Insurance

Some examples of companies that could benefit from Upside Software's product suite include:

• Banks, credit unions and other lending institutions.
• Investment banks.
• Brokerages.
• Stock exchanges.
• Pension funds.
• Insurance brokers and re-sellers, commercial and consumer.
• All kinds of insurance coverage including business, property, life, disruption, commercial, intellectual property, litigation, malpractice, workers compensation, HMO, etc.
• Other sectors focused around the banking / finance / insurance industry.

Business challenges being faced by the banking / finance / insurance industry include:

• Stricter governance from legislators and regulatory bodies.
• Fierce competition globally.
• Consolidation and deregulation.
• Changing consumer expectations.
• Increasing demands and tighter budgets from customers.
• Staffing and other cutbacks necessary to stay competitive.
• Heavier emphasis on compliance, performance, quality and delivery.
• Lower interest rates resulting in lower margins.
• Concerns around the economy, stability and security resulting in fewer related transactions.
• Fewer financing deals (e.g. IPO, mergers & acquisitions).

Business benefits realized from the implementation of Upside Software's product suite include:

• A superior and industry leading CMS (Contract Management System) product that is fully supported means less downtime, rock solid reliability and typically delivers an ROI within one year.
• A CMS product that can export data for use in various applications (including other software programs) means seamless integration with the systems already in place and reduced data redundancy / data entry errors.
• The ability to import & interface data from other sources means a quick fit into existing business processes as well as cost and resource savings.
• Business analysis that can help identify deficiencies in current processes provides tools that enable continual improvement over process and contract management, increased visibility and reduced revenue leakage.
• Automated forms that collect and translate vital information means more useable data, increased business intelligence and data utilization.

The following case studies highlight the successful implementation of Upside Software's product suite and the return on investment that our customers have benefited from:

Case Study - Large Insurance Company uses UpsideContract

Case Study - Interpolis Verzekeringen - by Aberdeen Group

Solution Deployment Options Include:

• ASP or hosted model, or within your corporation.
• All our products are typically implemented within 3 to 40 days, for a lot less money than you might think.
• Our products allow you to achieve a full Return on Investment (ROI) within 1 year.
• Integration to your company's back-end systems (e.g. ERP, CRM, SFA, DMM, Legacy, etc.) is easy and seamless.
• Which solution is right for you?
• Take a look at the pricing options available.

Additional Information

• Check out our Resource Center for white papers, case studies and other useful information.
• See our list of customers.
• Contact Us with any questions you may have or to request additional information.