Financial Services


The financial services sector has to manage the client journey from introduction to archiving and all points between:

Finance organisations face a continual challenge to meet the business demands for operational efficiencies while ensuring that they meet the statutory demands for administrative and regulatory compliance. It is the job of the systems to support the business objectives and deliver:

  • Know Your Customer (KYC)
  • Client Opening
  • Lease/Loan Approval & Administration
  • Management Information Reporting
  • Document Management
  • Document Generation
  • Publication of reports and accounts
  • Statutory obligations
  • Accounts Payable