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Financial case management


Our financial case management solution supports the management of financial transactions against a case and provides a variety of accounting functions, such as receipts and payments against a case.

The software integrates seamlessly with eBanking systems for the processing of BACS payments and to support account reconciliation. Integration with a standard accounts package is also possible if full accounting controls are required.

Key benefits

  • Workflow integration and automatic document generation improve business process efficiency and staff productivity
  • Seamless integration with third party financial products ensures a cost-effective, efficient, and scalable solution without increased costs
  • Full auditability and full regulatory compliance with accounting standards give increased confidence and peace of mind
  • Business intelligence reporting promotes the visibility of data and monitoring of case management

For further information, download our financial case management datasheet or contact the Equiniti ICS team: enquiries@equiniti-ics.com

Related links: Accounts

Downloads


Financial Case Management PDF Download