right when you need it.
Make smarter decisions, faster
For management teams in Financial Services the challenges can be relentless. Regulatory and compliance requirements, a changing economic environment, as well as evolving consumer demographics and behaviours,
all drive the need to be agile and make decisions faster. Technology advancements are changing the way companies in this sector do business.
What's Top of Mind for Financial Services?
Manage Risk
Ensure business continuity and create an agile organisation that is able to change to meet market disruption.
Modernise Systems
Modernise core systems to improve productivity – a further step from simple cost cutting.
Customer Satisfaction
Understand evolving consumer behaviour and satisfy customer expectations with a personalised customer experience.
Compliance
You need to ensure that the business is complying with legislative and regulatory requirements.
Global Management
Managing multi-entity businesses, in multiple currencies, on a global scale.
How Sage Solutions Benefit Financial Services
With a comprehensive and accurate financial management system, you can make confident business decisions
and slash the time and cost of complex accounting and financial processes along the way.
Automating and streamlining processes
for improved productivity, and to free up teams to focus on more strategic tasks.
Real-time consolidations
across the your firm at any time – no waiting for month-end.
Multi-dimensional analysis
of key metrics, providing real-time visibility and insights, anytime, anywhere.
Improved compliance
these capabilities are provided by audit tracking and real-time visibility of operations.
Scalability
Seamlessly scale as your business grows – without adding headcount.
Open architecture
for easy integration with current systems and facilitating new technology.
Creating the flexibility
to adopt new business models and adapt to changing market conditions.
People Management
By adding the Sage 300 People solution you will gain HR, Payroll & Employee Self-service in one integrated system.
Enhancements for Financial Services
SynergERP has worked on a number of enhancements for our clients in financial services. Some examples include:
Advanced Bank Manager
Import bank statements in the bank format, into your Sage solution. Automatically match the lines in the bank statement to the lines in the GL.
Foreign Exchange Import Tool
Automate the importing of the daily currency exchange rates from online services.
Advanced Worflows
Define more complex validation or approval criteria that are not catered for in your core system.
Loan Management
Manage the repayment schedule and amortization of loans.
Property Management
Provides a centralised function for you to manage your property contracts and associated invoicing from within Sage.