Data Systems International Inc

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Efficient : IPBS is an established company with over 15 years experience servicing a highly specialized market. Due to its proprietary software’s flexible platform – development time and implementation is reduced significantly. In addition, we provide holistic advice to help trust companies enhance business efficiency, retain customers, reduce risk and gain a competitive edge.

Founded in 1993 by Bruce G. Raine, International Private Banking Systems, a privately held company, provides wealth management solutions for the private banking sector. The mission behind the company was to develop wealth management and private banking solutions for the offshore market and offer world-class services and support.

Mark Croskery, President and CEO, Stocks and Securities Limited said, “Since we launched the online service in October 2013 we have been pleased with the customer adoption rates. Our adoption rate to date is 6.95% of our approximate 5,000 customers with Assets under Management (AUM), and our goal is to achieve 20% by the end of June 2014. In an age where user self-service is paramount, we now enable our customers with a choice of how to access vital information on their portfolios.

Founded in 1973, Stocks and Securities Limited (SSL) is the second oldest brokerage firm in Jamaica. It is a full service Wealth Management, Investment Banking and Advisory Firm, a securities dealer regulated by the Financial Services Commission, and a member of the Jamaica Stock Exchange. SSL has deployed a modular private banking and wealth management system from IPBS. It has enabled SSL to reduce operational risk, increase efficiency, enhance reporting capabilities and improve customer service.

The IPBS/e-Banking module allows SSL to provide customers with instant online access to their accounts. Mark Croskery, President and CEO, Stocks and Securities Limited commented, “Enabling online access for our customers was a logical progression for SSL. The IPBS/e-Banking module benefits our customers as it enables them to log in 24x7 at www.sslinvest.com and instantly see portfolio valuations and their respective statement of account to a limited historical period set by SSL for example.

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