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Case Study

ABN AMRO Craigs, which is 50% owned by ABN AMRO New Zealand, is New Zealand's largest Retail Sharebroker with 16 branches and affiliates across the country. ABN AMRO Craigs deal primarily with retail investors across services such as portfolio management, cash management, investment advice and sharebroking.

ABN AMRO Craigs Service Desk manager says "Right now we support over 200 users, but the company is expanding into new products and services at the moment, so that number is rising.

"We have most of the normal backoffice functions you'd expect in a company such as ours - trading desks, research activities, corporate service, scrip, settlement, fixed interest, cash management and custodial services - so IT plays a crucial role in the success of our company.

"We've used Serio since 2000 to manage these systems - Serio played a key role in the integration of ABN AMRO New Zealand's retail sharebroking arm into the company and the later acquisition of Merrill Lynch's New Zealand retail services.

"Serio was a key component in the introduction of our new Transaction system and continues to be critical to the management of our relationship with the system provider.

"We rate Serio very highly in terms of ease of use and functionality, and have found the Knowledgebase facilities extremely useful for our repeat calls. Having resolution information easily to hand is a great help."

"One thing that we find remarkable is the quality of after sales support and service - it really is exemplary. We also get quarterly product updates so we benefit immediately as Serio continues to be developed, so we can in turn continue to extend the support offered by our own Helpdesk."

 



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