For the financial holding industry, the quality of financial services is not only reflected in customer interactions but also embedded in the information systems behind every risk assessment and transaction. Facing the dual challenges of increasingly sophisticated corporate financial risk management and the real-time demands of personal wealth services, a leading Taiwanese financial holding group chose to start from its information infrastructure, revisiting the core systems that support business operations, and engaged Shanda Information to contribute its professional expertise throughout this process.
In corporate banking, Shanda Information delved into post-loan management practices, consolidating scattered post-credit information across different systems and forms into a single, real-time risk management platform. Through anomaly monitoring, risk portfolio analysis, and automated reporting mechanisms, management teams can quickly capture changes in corporate clients, making risk control an integral part of daily operations rather than a retrospective review. The system also incorporates document management, credit limits, and audit workflows, ensuring that every decision is backed by clear data and process traceability.
For personal financial services, Shanda Information assisted the financial holding group in building a client-centric wealth management platform, integrating financial planning, transaction processing, risk review, and operational management within a single framework. Wealth advisors gain instant access to comprehensive client information, providing consistent and timely service, while management teams can monitor business progress and performance, enhancing service quality and operational efficiency simultaneously. The system also supports mobile applications, responding to the practical needs of front-line service scenarios.
For Shanda Information, this is more than a system project—it is a long-term, practical collaboration that supports the growth of the client’s business. From requirement analysis and process design to system implementation, Shanda Information consistently approaches challenges from a financial operations perspective, making information systems not just tools, but a critical force that reliably sustains financial services behind the scenes.
In corporate banking, Shanda Information delved into post-loan management practices, consolidating scattered post-credit information across different systems and forms into a single, real-time risk management platform. Through anomaly monitoring, risk portfolio analysis, and automated reporting mechanisms, management teams can quickly capture changes in corporate clients, making risk control an integral part of daily operations rather than a retrospective review. The system also incorporates document management, credit limits, and audit workflows, ensuring that every decision is backed by clear data and process traceability.
For personal financial services, Shanda Information assisted the financial holding group in building a client-centric wealth management platform, integrating financial planning, transaction processing, risk review, and operational management within a single framework. Wealth advisors gain instant access to comprehensive client information, providing consistent and timely service, while management teams can monitor business progress and performance, enhancing service quality and operational efficiency simultaneously. The system also supports mobile applications, responding to the practical needs of front-line service scenarios.
For Shanda Information, this is more than a system project—it is a long-term, practical collaboration that supports the growth of the client’s business. From requirement analysis and process design to system implementation, Shanda Information consistently approaches challenges from a financial operations perspective, making information systems not just tools, but a critical force that reliably sustains financial services behind the scenes.
