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We offer our ClavisBank product to banks providing investment services, reaching out to clients via different delivery channels. The ClavisBank solution counts as one of the core integrated systems in banking IT architecture serving securities account management.The Clavis Branch extension is a web based solution – with its predefined workflows – supports retail investment and brokerage activity in large scale branches.
clavis bank
Main Features
  • Account management
  • Client and instruments basic data and transaction management
  • MiFID management
  • Customized cost structure
  • Stock exchange and external brokerage interface with FIX support
  • Customer transactional limit check
  • Historical and daily market price data import
  • Stock pairing methods and pre-matching
  • Automated or manual allocation workflows for order-trade transactions
  • Tax calculation and deduction on interest and profit.
  • Interface with external systems (e.g. data warehouse, central clients base data system, core banking, statement posting systems, stock exchanges etc.)
  • Standard reports and flexible query options
  • Day close and opening tasks, batch processing of bulk transactions
clavis bank
Key Benefits
  • Equites, bonds, derivatives, units trading via multiple channels (branch, online, treasury)
  • Predefined workflows navigate users all through combined functions, e.g. securities account opening procedure.
  • branch optimized screens and workflows in front office module
  • The application uses scalable technology supporting the process of vast numbers of transactions
  • ClavisBank centralizes partner basic data, contracts, account management, limit handling. According to our client’s needs the system is ready for
  • on-line communication with external core banking systems in order to assure the up-to-date data flow and connection.
  • The system makes easier transaction recording, from all channels (online, branch, treasury, mobile) by applying customized transaction rules and
  • checks, specific workflow elements, or maker-checker function. It also supports the flexible setup of client specific transactions.
  • Data management is in accordance with the MIFID regulation. ClavisBank prepares required data for mandatory reports, booking and exports entries to General Ledger.
  • Clavis supports definition of transitioning channels, multi calendar and multi markets, also adjustable cut-off time. Stock pairing operates with different matching method and the pre-matching function is also available in case of orders.

WHY CHOOSE DORSUM

OUR CORE COMPETENCIES

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20 YEARS OF EXPERIENCE
The company was established in 1996 and since that it has grown from a few employees into an organization with a staff of 300 for delivering integrated investments IT solutions.
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EXPERIENCED PROJECT TEAM
We have an experienced project team, with team members working at Dorsum almost since the beginning, gaining a lot of experience in multinational and broad projects.
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CONTINUOUS PRODUCT INNOVATION
We are delivering solutions based on the trends we monitor and on the knowledge we gathered over the decades. We listen to our customers to create innovative solutions.
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LONG TERM SUPPORT AND PARTNERSHIP
We support our clients by offering them unique cooperation throughout the lifecycle of the products, managing expectations in terms of functionality, time and budget.

WOULD YOU LIKE TO LEARN MORE?

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