bankingciooutlook

Lanica Solutions: Delivering Analytics and Financial Digital Transformation Tools to Drive Banks' Success

David P, Founder/CEO, and Jonathan Beebe, CTO, Lanica SolutionsDavid P, Founder/CEO, and Jonathan Beebe, CTO
As the financial services industry has become progressively competitive, it has become mandatory for financial institutions to increase digital transformation and focus internally on creating infrastructure optimization solutions for their bankers and employees. Unfortunately, their age-old CRM solutions lack access to key client and competitor data to facilitate better, faster, and more intelligent relationship management decisions. In effect, financial institutions struggle to make their solutions and services more impactful and beneficial for their bankers and clients in this new environment, especially today when automation, digitization, and remote working have taken the front seat. The bank’s clients’ operations have changed, which has necessitated changes in the form of more sophisticated and intelligent solutions.

“Our goal is to offer banks, their product teams, and clientfacing relationship managers with a new set of tools and solutions that offer immediate access to client and competitor data, which was never captured before. In essence, we want to increase data collection, data utilization and collaboration across the bank so that leadership and bankers can make more strategic and intelligent relationship and financial management decisions,” states David P CEO, Lanica Solutions. He adds: “At Lanica Solutions we want to make banking easier.”

Positioned as one of the leading software technology companies in the industry, Lanica Solutions builds innovative, cross-functional, and customized integrated solutions with builtin intelligence, advanced analytics, and interactive digital banking capabilities. It is dedicated to helping financial institutions and their leaders increase analytics, financial digital transformation, and operational efficiencies by eliminating labor-intensive processes. The company’s flagship products are 1) a Data Management and Repository solution that acts as a centralized repository for clients’ documents, competitor statements, service agreements, RFPs, and presentations, and offers data analytics and dashboard reporting, which provides insight into their clients and the bank’s direct competition. And 2) A turnkey Project Management Solution (PMS) customized and specific to the financial services industry.

Lanica Solutions helps banks create a formal strategy with a structure where the relationship team can continue operations and save information in a centralized environment repository.As part of their product offering, they also provide a Product Management communication and data collaboration solution,


Our goal is to offer banks, their product management team, and client-facing relationship managers with a set of turnkey solutions and immediate access to key client and competitor data, which was never captured before. In essence, we want to increase data utilization and collaboration across the bank

along with their Project Management solution PMS), which helps increase the bank’s digital transformation strategy. In addition, Lanica Solutions’ customized mobile app, Mobile IQ, acts as a Mobile CRM, and it helps users, especially clientfacing relationship managers, treasury management officers, and business development managers, track, capture, and analyze vital client and competitor data, which is not being captured today. It complements their existing CRM and provides valuable insights into their end customers, operations and organizational structure, needs, and the bank's direct competition.

With its holistic solutions, Lanica Solutions’ team comprises current and former bankers, strategic banking consultants, technology professionals, bank leaders, and corporate executives with extensive experience in financial services. It helps their clients shift from decentralized environments to a structured centralized one to enable the development of new solutions and tools with data analytics Clients can access embedded client diagnostic and attain insights using thorough data analysis to make sound financial decisions and recommendations. “We allow banks to create a new “Ecosystem” with an embedded data management, and data collaboration solution, and analytics that offers insight into their clients, and the bank’s direct competition,” adds David.

In its endeavors to serve clients better, Lanica Solutions will continue to create, innovate, optimize, automate, and digitalize many roles, functions, processes, and services that equally benefit bankers and their end-consumers. The company will also be rolling out new products and service recommendations, sharing best practices, and offer strategic financial initiatives for banks without relying on them entirely. It will further assist banks in making data collection and analysis its priority and facilitate its extraction, use, and sharing to drive business growth and better customer service. “We help empower banks and their leaders by offering new data elements, and tools so they can become more competitive,” concludes Mr. David.Our goal is to continue to build platforms and innovative digital solutions like the ones we have provided to the NFL, NBA, college teams, and ESPN.

Share this Article:
Top 10 Banking Analytics Solution Companies - 2021
Lanica Solutions

Company
Lanica Solutions

Headquarters
San Francisco, CA

Management
David P, Founder/CEO, and Jonathan Beebe, CTO

Description
Positioned as one of the leading software technology companies in the industry, Lanica Solutions builds innovative, cross-functional, and customized integrated solutions with built-in intelligence, advanced analytics, and interactive digital banking capabilities. It is dedicated to helping financial institutions and their leaders increase analytics, financial digital transformation, and operational efficiencies by eliminating labor-intensive processes. The company’s flagship products are 1) a Data Management and Repository solution that acts as a centralized repository for clients’ documents, competitor statements, service agreements, RFPs, and presentations, and offers data analytics and dashboard reporting, which provides insight into their clients and the bank’s direct competition. And 2) A turnkey Project Management Solution (PMS) customized and specific to the financial services industry.