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Financial services solutions Financial services solutions

Customer Relationship Management (CRM)

Watch customers and suppliers in one system that you can connect with external client authentication solutions. This is not only an overview of business opportunities and history of all customers, but also the wide options of their segmentation.

Loans, Leasing and Insurance Management

Automate processes of financing, renting and lending almost any type of market assets, including online impacts in accounting. We offer fully integrated Microsoft Dynamics 365 Business Central.

Data analytics for financial services sector

For companies operating in the financial services sector, we offer solutions to data analysts using all available data sources. With our solutions and reports, your company will become agile and will be able to respond more quickly to changes in the market situation. Data analyst increases customer service efficiency, online banking, affiliates and many other areas.

Payroll and human resources

For human resources allows you to digitize work processes, their settings and systemization and flawless wage processing in accordance with Czech and Slovak legislation. It also includes communication with employees via a web portal and the possibility of cloud or on-premise operation.

Development of custom systems

We have supplied strategically important turnkey systems. Military health insurance, Česká spořitelna, J &T Bank or Health Insurance Office received a great competitive advantage thanks to our customized solutions.

Marketing

Automate and effectively follow all communication channels used to commemorate current and potential clients of your financial products. Find out which campaigns are most effective and recognize trends and business opportunities in time.

Manage documents and internal communication

Streamline internal communication with a flexible intranet system, or set the automatic circulation of documents respecting employee privileges that are free from routine administration.

Infrastructure

We cover all cloud management and security needs, on-premises and hybrid infrastructures. We will deliver the necessary hardware and software to your offices and help you with optimal infrastructure settings for the highest possible savings of your time.

Productivity management

Increase employee performance with the right tools for communication, content creation, and collaboration. By freeing yourself from routine office and personnel administration, you gain so much time that you can use it more efficiently.

We have extensive experience in financial services

CPI Property Group

600+

Cost centers included in planning

Read a case study

Propell

100+

processed installments and loans monthly

Read a case study

Slovenská sporiteľňa

by 50 %

Faster process of concluding contracts

Read a case study

UniCredit Leasing CZ

94% 

Reduced payment index calculation time

Read a case study

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