Financial Services

In the realm of financial services, innovation unfolds amidst stringent compliance, audit scrutiny, and consumer evaluations. This innovative drive holds vast implications for financial service providers, unlocking avenues for significant enhancements in information quality, systems integration, and core business operations. Achieving such advancements requires meticulous adherence to the diverse requirements stipulated by multiple stakeholders and organizational entities within the company.

The financial services marketplace is characterized by high-volume transactions across varied types. Streamlining work processes emerges as a pivotal strategy to swiftly augment financial performance, setting a cornerstone for operational excellence.

Exceptional customer service serves as a distinguishing factor for financial services companies. The seamless accessibility of crucial information and the capability to engage with customers promptly with accurate data fosters a remarkable competitive advantage, nurturing customer trust and satisfaction.

Moreover, stringent disclosure and disposal mandates accentuate the criticality of adept records management, precise document and information categorization, and standardization of terminologies. These elements are instrumental not merely as regulatory requisites but as robust pillars supporting sustainable innovation and enhanced customer engagement.

Harness the potential of innovative solutions in financial services with ScerIS, navigating the complex compliance landscape while optimizing operational efficiency, customer engagement, and financial performance.



  • 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