Financial services

Qualitative ERP and DMS software system includes solid financial and documents management software which is entirely integrated with the company’s major structural units of sales order management, shipping and receiving, and manufacturing.  Practically each company that operates in today’s quickly changing market should be ready to adapt itself to new technologies, methods of running business, more effective ways of communication with the customers and even possible challenges and problems. ERP and DMS software system is a product that can help the company stay always on top and better its working processes from day to day.

ERPstream and Info DMS is electronic document control, resuorce planing and automation software for insurance, banking, wealth management, mortgage, and other financial services firms. Paper documents are converted to digital files, joining electronic documents in a single, unified and secure document management system. Everything is searchable and immediately retrievable.

Infostream doo, we process and customize ERP and DMS solutions with the following number of functions:

  • Client database provides the user with the ability to gain and store all the necessary information about clients, their credit and financial reports in one place accessible to everybody.
  • Financial accounting system is a special program that reduces paperwork and helps streamline financial planning process, simplify all the financial procedures and receive full financial visibility into manifold operations.
  • Perfect Document Management Software financial services sector because of its incredibly flexible features that can suit big as well as small firms.
  • Fixed asset management system allows easily and quickly control and track non-depreciating or depreciating financial company assets and provide the workers with comprehensive reports about valuation, assets and depreciation.
  • Financial dashboards, reporting and analytics system helps monitor and operate your business financial performance utilizing real-time dashboards with expenses, key revenues and receivables metrics, optimize cash management and easily create various financial reports in accordance with the requirements of the company.
  • Payment management system, first of all, makes it much easier for the clients to run their businesses by accepting a huge variety of payment command options. Moreover, it helps to receive more effective payment acceptance and get secure and full financial processing.
  • Budgeting and forecasting module controls workflow management, multi-dimensional information collection, dynamic assumptions and formulas and full financial planning statements.
  • Private team collaboration program allows to organize special discussion groups that manage permanent communication about financial planning and to generate collaborative online documents on diverse financial procedures.
  • Modeling and administration system has an ability to budget in manifold world currencies, stores operational and financial metrics and accounts and operates various models for product planning and complex sales.
  • Billing management and invoicing system helps to automate all the financial procedures, exclude the risk of errors, provide the clients with the bills as soon as possible and speed up payment processes.
  • Integration with other systems helps to exchange information with any external applications, online financial dashboards, e-mail calendar notes, etc.

Benefits ERP stream and InfoDMS can bring to financial services industry

Up-to-date ERP technologies automate daily business activities of your company and have a much more significant meaning than ordinary electronic data storage with basic customer information. With the help of ERP system in your business you are able to:

  • Improve business performance
  • Facilitate procure-to-pay and order-to-cash processes
  • Cut out all possible errors and streamline financial procedures
  • Certify financial reporting and adherence to comprehensive, controllable accounting
  • Spend less time on data consolidation and more time on data analysis
  • Gain strong fiscal control