Industry Solutions

Enterprise Apptricity for Financial Services

In the highly competitive financial services environment, the most cost-effective, flexible financial products or solutions with the highest customer service win the consumers. To remain competitive, financial services providers are experiencing extraordinary pressure to create highly efficient organizations – both internally and externally – focused in maximizing revenues and minimizing costs. Revenues can be maximized by service providers improving the utilization of scarce resources including facilities and personnel, while costs can be minimized by improving resource management, electronic documentation and distribution processes and capturing time-sensitive purchase discounts.

Whether you are a financial institution, an insurance company, a broker of financial services (ranging from securities to real estate), Enterprise Apptricity for Financial Services has cost-reducing solutions for you that automate your entire service or product/solution offering and its associated transaction flow cycle. From new account/relationship set up, documentation, authorization and approval to dispute resolution and claims management – Apptricity automates all of these processes with a web-based interface that your personnel, partners and customers can access from anywhere, anytime.

Enterprise Apptricity for Financial Services reduces traditional employee data entry and reconciliation time that is involved in conducting, coordinating and closing these transactions to simply confirming information on a computer screen: Was I charged the right price for the financial product/solution? Were my negotiated discounts reflected? Transactions that previously took weeks with phone calls, faxes, and mailings can be conducted instantly with real-time, auditable communication.

Savings are not restricted to service or product/solution offering flows and transactions alone. Enterprise Apptricity for Financial Services also offers proven solutions to automate your workforce management challenges and to increase your internal control by optimizing who works on what, when and where. Solutions automate traditional time capture as well as dynamic personnel and task assignment with advanced rules-based compliance . Solutions provide real-time conflict identification and resolution, off balance shift or workload matching, common corporate considerations (such as overtime or paid leave) exception notification

Solutions are even available for commission-based employee compensation and commissionable opportunity management that automate quota laddering, multi-level overrides, special incentive programs and draws while facilitating associated accrual tracking for accounting and planning purposes.