Thomson Financial Web-enables customer service

Thomson Financial Web-enables customer service

Thomson Financial has launched an online troubleshooting service designed to help customers resolve systems problems over the Web.

Customer Care Online enables clients to submit specific questions and receive immediate answers to troubleshoot systems issues via the Internet. In addition to submitting new cases to the online service desk, clients may also employ a browser-based service to canvass a resolutions database, review and track the status of previously submitted cases, as well as access a summary of products installed at their respective firm, along with corollary documentation, says the company.

Jennifer Besser, investment technology analyst, Advantus Capital Management - a Thomson Financial customer and Portia user, says: “Customer Care Online allows us to gain a better understanding of a problem we’re having so that we can solve it on our own, or provide a more precise and informed overview to a Thomson Financial Customer Care specialist.”

Thomson Financial offers financial institutions a range of solutions including Portia, for portfolio analysis and management; Oneva Trade EQ, for equity order management and execution workflow; Oneva Trade FI, a fixed income order management system; and Oneva Perform, for performance measurement and attribution analysis.

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