ERP & Sage For Financial Services
Reduce consolidation time, easily manage multiple entities, and minimize risks.
increase automation and make more strategic decisions
What is Financial Services ERP?
The financial services industry is unique in that its core business model involves stewardship or managing customers’ assets and accounts. You need software that provides instant, real-time data visibility across multiple entities, locations, and asset types. Sage ERP gives you instant consolidations at the push of a button and real-time data analytics to help you maximize your clients’ asset growth.
Why is ERP Software Used in Financial Services?
Faced with a highly competitive landscape, rising customer demands, and changing regulatory and legal requirements, you need technological solutions to help keep pace with an evolving market.
Powered by Sage ERP, you’ll easily maintain compliance with all regulations while reducing risk and lowering your daily operational costs. Identify potential opportunities and risks faster with real-time data insights into your clients’ entire portfolios, allowing you to maximize asset growth and better protect your clients’ wealth.
Manage Core Business Processes
ERPs for financial services serve the unique needs of firms that seek to safeguard and grow their clients’ assets. Gain instant real-time data visibility across multiple entities, allowing you to more quickly resolve potential threats and make better recommendations, improving client relationships and maximizing asset growth.
BENEFITS
Benefits of ERP for Financial Services
Streamline Operations
Streamline payment processing, accelerate consolidations, and speed up the close process
Automate Processes
Automate manual processes, reduce manual data entry, and boost productivity
Optimize Asset Growth
Beter manage asset performance and minimize risks with data-driven insights
Enhanced Visibility
Gain real-time data visibility across multiple entities, locations, and asset types to maximize flexibility
Increase Compliance
Improve compliance with automated tracking and tools to minimize potential risks
Boost Satisfaction
Better meet your customers' needs and increase customer satisfaction by maximizing asset growth
Send us a message
Please fill out the form below and one of our associates will contact you shortly.
