Mountain View - March 2, 2004 - Impact Technologies Group, Inc. today announced the PlanLab Office System for Microsoft BizTalk Server 2004. PlanLab Office System is a powerful financial analysis and human workflow solution that helps financial advisors gather, analyze, present, and track information more effectively, enabling them to spend more time with clients and close more sales. The announcement coincides with the launch of Microsoft BizTalk Server 2004, occurring today as part of Microsoft Corp.'s Silicon Valley Speaker Series in Mountain View, Calif.
"The capabilities of Impact's PlanLab Office System, in conjunction with Microsoft's BizTalk Server 2004 enables HSBC advisors to follow the consultative sales process, providing greater opportunities for sales" says Peter Ahrens, Vice President of Financial Planning Services for HSBC Brokerage. "By analyzing a client's data and planning goals provided by PlanLab's Web services, BizTalk Server 2004 creates the necessary tasks required for prudent planning, notifies the necessary members of the HSBC planning team based on the client's financial situation, and uses its rules engine to orchestrate meaningful sales documents for use with clients." HSBC North America's most substantial subsidiaries, HSBC Bank USA and HSBC Bank Canada, represent over 550 branches across the continent. Touting itself as "The world's local bank," HSBC relies on a consultative sales process in which financial advisors act not only to sell a broad array of financial products and services, but also to work with clients in developing a complete financial strategy.
Leveraging BizTalk Server 2004, PlanLab Office System automates previously manual processes, such as information-gathering and financial plan-generation, reducing dependence on human action and expediting the flow of information. Using Windows SharePoint Services and business rules in BizTalk Server, PlanLab Office System provides a collaborative workspace, streamlining the sales process, enhancing planning team productivity and communication, and facilitating best practices across the firm. Advisors can provide consistent advice and superior services, strengthen client relationships, and close more sales. PlanLab Office System offers a highly scalable and extensible solution that enhances the financial planning environment in a number of ways.
Microsoft BizTalk Server 2004, part of the Microsoft Windows Server System, provides foundational technologies - including business-process orchestration, single sign-on capability, and human-based workflow and Web services support - that enable customers to build tailored e-business solutions to connect people with information and processes. Built on the Microsoft .NET Framework and integrated into the Microsoft Office System and Visual Studio .NET, BizTalk Server 2004 addresses the unique needs of information technology professionals, information workers and developers to help increase efficiency and productivity.
"Impact provides a complete enterprise solution for the financial planning sales process, which will help our customers develop a fully integrated solution with BizTalk Server 2004," said Eric Swift, Director of E-Business Servers at Microsoft Corp. "Impact's PlanLab Office System and Microsoft BizTalk Server 2004 will empower companies to capitalize on new opportunities and build the next generation of tailored e-business solutions that span corporate boundaries and improve business agility."
Developers and customers can find BizTalk Server 2004 at http://www.microsoft.com/biztalk/.
More information about members of the BizTalk Server Partner Program can be found at http://www.microsoft.com/biztalk/partners/default.asp.
Information about Impact's PlanLab Office System can be found at www.impact-tech.com.
Impact provides technology for financial services institutions in the banking, capital markets and insurance verticals. Since 1981, Impact has remained focused on research and innovation. Our central design philosophy hinges on a desire to simplify the lives of the individuals that benefit from our products. Impact's products do more than consistently meet the needs of our clients: they often expand the scope of the industry that they are designed to serve.
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Contact: Kevin R. Clay, President
Phone: 1-800-438-6017 x 222
Mailing Address: University Research Park, 10735 David Taylor Dr #350, Charlotte, NC 28262
Email: kevin@impact-tech.com
Website: www.impact-tech.com