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
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.
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.