CatalogueIndustry Solution SuitesFinancial Services Operations Suite
Industry Solution Suites

Financial Services Operations Suite

A configurable operational platform for banks, insurers, pension administrators and investment organizations, centered on accounts, customers, products, transactions and controls.

Who this is for
  • Banks and lenders
  • Insurance administrators
  • Pension schemes
  • Investment managers
Outcomes it serves
  • Controlled customer and account operations
  • Consistent transaction and approval processing
  • Improved risk, compliance and audit visibility
  • Integrated finance and customer service
Capabilities
  • Customer, account and product master
  • Deposits, withdrawals, premiums, contributions or benefits
  • Loans, claims, policies or portfolios by solution
  • Treasury, investment and finance
  • CRM, documents, workflow and approvals
  • Audit, risk and regulatory reporting
  • Portal, mobile and payment integration
What is delivered
  • Discovery and approved solution requirements
  • Configured or developed product release
  • Integration and data-migration outputs where included
  • Functional, security, performance and user-acceptance evidence
  • Administrator and user documentation with training
  • Go-live, warranty and support-transition package
Options
  • Banking operations
  • Insurance administration
  • Pension administration
  • Investment operations
  • Digital channels
  • Partner integrations
What may change the price
  • Edition, modules and user/location count
  • Hosting, environments and availability target
  • Data migration and integrations
  • Configuration versus custom development
  • Security, compliance and assurance scope
  • Training, support and service level

Content on this page comes from the governed ARRIX catalogue record ERP-10; pricing is confirmed only through a reviewed quotation.

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