FINANCE
Functional process skills, leading solutions and development of custom applications for the finance area
FINANCE
Operational efficiency, control and data security
The banking and financial sector has accelerated its digital transformation process that began a few years ago, laying the foundations for a modern market, full of solutions and innovation.
We know peculiar processes in the areas of investment fund marketplaces, banking and financial services, long-term financing.
We offer custom development services for information systems, applications and testing tools, satisfying their specific needs.
Functional process skills for the financial area
MARKETPLACE OF INVESTMENT FUNDS
- Online buying and selling of Mutual Funds
- Interfacing with correspondent and associated banks
- Acquisition of fund prices, returns and risks
BANKING AND FINANCIAL SERVICES
- Customer portfolio management, contractual documents and Securities deposit accounts
- Counter activities via home
- Extraction and processing of financial data
Solutions
CRM | Microsoft Dynamics 365 is a powerful cloud-based customer experience management software that brings together all business functions: marketing, sales and customer service.
TAGS: DYNAMICS 365, CRM, MARKETING, SALES, CUSTOMER SERVICE
Power BI is the business analysis solution that allows you to create, publish and share dashboards, reports and simple visualizations, as well as making summary/detailed information available to facilitate quick and informed decisions.
TAGS: POWER BI, BUSINESS INTELLIGENCE
Some of the realized projects

Companies that know us
FUNDSTORE BPM CABEL
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