Financial Services

In a highly regulated industry this system provides a robust workflow solution to ensure all required functions are carried out efficiently and with the minimum of fuss allowing focus on the detail rather than the process.

Sales Process

Tracking all regulatory requirements and creating tasks to ensure nothing is missed. Policy maturity dates, mortgage scheme end dates and client review dates are all logged with reminders provided automatically.

Document Management

A document management system is incorporated enabling easy access to all documents relevant to a particular sale and client.

Audit Trail

A full audit trial operates behind the scenes enabling the appropriate checks and balances to be made as required.

Commission Payments

Revenue is the lifeline for any business and keeping a track of funds dues is vital.

Review Reports

Added to the system was the capability to generate tracking reports for different business types to ensure that no opportunity to re-visit and review an existing client was missed.