SOLUTIONS BY INDUSTRY 

Financial Services

Innovation in the financial services industry must take place under the strict scrutiny of compliance, auditors and consumers. Innovating has wide implications for financial services companies and has the potential to significantly improve the quality of information, integration of systems and core business functions, but improvements must be achieved while adhering to the requirements of multiple organizations or stakeholders within the company.

ScerIS provides solutions for the following financial services entities:

  • Securities Brokerage Companies
  • Financial Services - Service Bureaus
  • Credit Card Companies
  • Pension Funds
  • Financial Investment Companies

System complexities and technology challenges all present opportunities. Integration of systems and the presentation of a single dashboard to users can greatly improve employee productivity and the way in which customers are served.

Large transaction volumes of many types are a given in the Financial Services marketplace. Innovating and improving work processes provide one of the quickest ways to achieve improved financial performance.

Customer service is always a point of differentiation for financial services companies. The seamless availability of information and the ability to interact with customers on demand with the right information creates competitive advantage.

Disclosure and disposal requirements further necessitate the importance of records management, document and information classification and the standardization of terms.

Reviewing systems and work processes and identifying new methods for improved access to information from across disparate systems and the optimization of work are the most direct ways to achieve improved financial performance.

Areas that benefit from ScerIS process optimization:

  • Proactive Account Maintenance / Return Mail Processing
  • Accounting and Finance
  • Shared Services
  • Client Records Management
  • Application Processing
  • Report Management
  • Payment Posting
  • Property & Leisure Management
  • Statement Rendering
  • Stock Certificate Processing
  • Proxy Processing
  • Real Estate Document Management
  • Account Records Management
  • Microfilm Conversion

     

 

» Contact us to learn more about Financial Services Solutions.