Banking and Financial Services


Digitize and manage financial services data and documents and accelerate performance to stay ahead of changing business demands

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The finance industry is changing rapidly with new technologies and online competitors looking to make their mark. Adapting to these changes while still meeting reporting and regulatory expectations is imperative for financial service providers and banks to meet the needs of clients in today’s market landscape.

We analyze each individual company and their needs to ensure that you can deliver the best financial services with better efficiency and accuracy. Ultimately, you will be able to create a modern, customer-focused experience that still includes essential features like audit controls and compliance.

Master Your Customer Experience

From customer account management to faster lending processes, we can help you implement the solutions that will ensure each customer experience is nothing short of exceptional.

Finding opportunities to automate workflow tasks allows lenders to focus on delivering a fast, responsive borrowing experience to clients while also reducing opportunities for errors and oversight. Paperless document management improves customer security and information sharing within your organization.

Most importantly, while you take the customer experience to the next level, you are maintaining reporting standards as well as audit controls and compliance. This delights customers, improves the job happiness of frontline staff, and keeps auditors satisfied all at the same time.

Improve Efficiency and Information Sharing

Often, financial systems are made up of several different systems or programs with information sharing that is dubious at best. This leads to information silos and drains efficiency from your organization. Worst of all, essential tasks like treasury review and audit reporting are made more complicated and become prone to error.
By bringing systems together and improving information sharing, important processes within your company are made more efficient. We look for automation opportunities, document management solutions, and system integration solutions to streamline your operations.

From simple customer account management to more complicated processes like audit controls and compliance reporting, every single process is assessed before recommending a complete solution that encompasses your entire organization.

Reduce Costs While Improving Operations

Maintaining multiple banking systems and programs is not only harmful to your organization’s efficiency but it is also incredibly costly. Streamlining operations provides a better experience for customers and employees while also making the expenses on the books look nicer.
Whether it is reduced cost from errors, paper usage, or simply giving your talented staff the ability to engage with more customers than ever before, the cost benefits of reviewing and updating technology so that it works for your business are endless.

Centralized document storage reduces the need for antiquated paper filing which costs money and consumes valuable space within your office. Best of all, auditors and managers can have instant, real-time access to the documents they need no matter where they are located.

Of course, the costs or penalties associated with incomplete or inaccurate treasury review and audit can also be mitigated by efficiency-focused solutions that are designed specifically for your organization’s needs. Problems, if present, can be discovered and remedied easily and quickly.

Customized Solutions for Your Changing Industry

However financial services and banking change in the future, you can be ready to adapt and meet the expectations of your clients with a customized, efficient, and integrated system.

If you would like a complete organizational analysis to discover how technology can improve the way you do business, contact us at Computer SI today.

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Banking and Financial Services
Applications

Treasury and Wealth Management
Reporting
Leasing
Account Management
Customer and Account Management
Audit Controls and Compliance