All financial organizations need to sustain constant efforts in reducing costs, unnecessary administrative procedures, optimizing all internal operations, 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 control operations over a multi-branch structure effectively. 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.
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.
Separate branch operations
Assign customers, managers, suppliers, bank accounts, products, and jobs to specific branches, only allowing those associated with a particular branch’s operations. It enables the accounting system to maintain a clear separation of transactions, personnel, and assets.
With a separation in accounting, reports can disclose how each branch is performing or operating as a business unit.