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"We are dedicated to being the best partner that you have ever worked with by providing you a level of service and expertise that is truly unique in the industry.”
– David A. Stone, President, First Rate |
For references, contact First Rate Sales at
info@firstrate.com.
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First
Rate Solution Stories
In the case studies below, you’ll see how we’ve helped institutions do all
this – and more.
Outsourcing a Truly Customized Performance Solution
First Rate Service Bureau gives UMB Bank investment officers exactly what they need to be successful with their clients. |
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Processing Efficiency is Spelled with Three Letters: ASP
PNC Advisors increases speed and reduces overhead costs with a First Rate ASP solution.
Linking Third Party Performance Tools to Existing, In-House Solutions
SEI finds First Rate Performance to be a perfect fit for their Strataweb platform.
Automated Client Presentations: Off the Printer and Out the Door
Three Mouse Clicks is all it takes for top a financial institution to produce “boardroom quality” portfolio analyses.
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“At the
beginning of the year we set several goals to meet before
going into production. We all stuck to the objectives
set, created a great team of Bessemer Trust and First Rate
people and made it happen,” commented Antonio
Perrotta, Chief Technology Officer for Bessemer Trust |
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