Financial services

Accounts payable
Accounts receivable
Consumer credit
Banking
Wages
Non inventory expenses
Payroll
Billings
Bank & other reconciliation
Records management
Reconciliation
Proof of delivery
Documentary compliance
Discount brokerage One of the hallmarks of this industry is its rapid broadening. A bank is no longer just a bank: it also provides all types of insurance, investment advice, share broking services and more. In New Zealand, a supermarket may no longer be just a supermarket – it can also be a bank!

The effect is greater competition across the board. It also means that financial services companies must understand a lot more about their customers: not just their banking habits, but also their insurance needs, retirement plans, and so on.

In this climate, managing information effectively is an absolute necessity. No wonder so many companies are looking to integrate critical business processes across multiple business lines and various legacy systems.

What is eCom’s role in this? We can help you:

• Streamline processes that drive your business, from banking and investments to accounts payable & credit solutions.
• Develop electronic content management systems that activate content, creating an intelligent virtual file for every client.
• Automate paper-based processes.
• Automate business rules across the company, saving time and resources.
• Eliminate a significant amount of manual data entry.
• Develop a ‘dashboard’ of your organisation that shows staff workload and decisions they are working on.
• Speed up and improve the quality of customer data analysis and decision making.
• Improve customer service, expand offerings, and increase client interaction via self-service capabilities.
• Integrate critical business processes across multiple businesses.
• Provide an overview of business processes that occur outside your ERP and central systems, then integrate this information into your central systems.

Case Study: GE Money
Case Study: Fidelity Life
Case Study: Farmers
Case Study: APN