Financial Services

Innovation in the financial services industry takes place under the 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. Such improvements must be achieved while adhering to the requirements of multiple organizations or stakeholders within the company.

Large transaction volumes of many types are a given in the financial services marketplace.  Improving work processes provides 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.


  • Securities Brokerage Companies

  • Service Bureaus

  • Credit Card Companies

  • Pension Funds

  • Financial Investment Companies

Solutions Targeting:

  • Client Records Management

  • Application Processing

  • Property and Lease Management

  • Stock Certificate Processing

  • Real Estate Document Management

  • Statement Rendering

  • Payment Posting

  • Proxy Processing Report Management

  • Compliance and Risk Management

  • Human Resources

  • Contract Management

  • Order Processing

  • Customer Service

  • Accounts Payable

  • Expense Account Management

  • Accounts Receivable

  • Purchasing

  • Payroll / Time & Attendance