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Financial Services

  • Business solutions, specially designed for:

  • Banks

  • Insurance companies

  • Leasing companies

  • Other finance institution

 
Financials Services

It is of great importance for all financial organizations to sustain constant efforts in reducing costs, unnecessary administrative procedures, optimizing all internal procedures, and improving the quality of customer service. Introducing the appropriate software solutions and following the best world practices, financial companies can help their employees to work more efficiently. Customers receive better services which increase their satisfaction. Specialized solutions for financial institutions to facilitate the automation and optimization of all business activities and processes while helping reduce expenses.

Features and Benefits
  • Integrated sales, marketing, and support services to customers aiming at optimal service levels

  • Easy adding and updating the changes related to regulations and legal correspondence

  • Improved banking services through using multiple channels such as ATM, call centers, teller systems, etc. as well as maintaining continuous contact with the customers

  • Integration with other applications to manage processes associated with the organization activity

Branch Operations
  • Manage your branch in an easy and intuitive way.
    Allows you to effectively control operations over a multi-branch structure. Manage user permissions by branch, set up specific bank accounts, customer (the debtor), and supplier (creditor) lists, and even control the visibility and allocation of stock across multiple branches.

  • Separate branch operations
    Assign customers, managers, suppliers, bank accounts, products, and jobs to specific branches, allowing only those that are associated with a particular branch’s operations to be used. This allows the accounting system to maintain a clear separation of branch transactions, personnel, and assets.

  • Control user permissions
    Create user-permissions on what staff can see and report on for each branch or the entire business, providing controls on staff access and visibility.

  • Branch reporting
    With a separation in accounting, reports are able to disclose how each branch is performing or operating as a unit of the business. Find out which are your most profitable branches and why.

Industry Focus

Accounting software that allows you to manage your entire business on the go.

Manufacturing

Track exactly how your business is performing and where your funds are going with powerful real-time reporting.
Remove the hassle of creating reports from scratch. 

Distribution

Know the value of your company.  From purchasing and selling the fixed asset to having multiple depreciation books as well as disposal, you are able to see the changes in value of what you own.

Logistics

Know your real-time stock availabilities and movements from single items to multiple warehouses.
Don't let your inventory dictate your business, command the flow of goods.

Construction

Have a complete solution for sales that is flexible in a world of negotiations, discounts & credits.

Retail

Keep your processes lean while managing the fine detail by accounting for multiple levels of Bill of Materials and the use of items and resources.

Contact Us

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U805 Globe Telecom Plaza Tower 2

Madison St. Mandaluyong City PH 1550

+(63) 02 7900 1041

+639171220206

sales@helixsoftware.ph