Digital Transformation in Financial Services

Healthy financial growth.

Build a strong foundation for your company’s present and future, with an automated approach to financial management.

Digitally transform finances to shift your focus

Overseeing daily financial operations can be tedious and time-consuming. Finance automation relieves your teams from having to constantly stay on top of company finances and shifts their attention to working towards your financial goals and strategy. Simplified financial operations free you and your team to focus on higher priority items such as evaluating your short- and long-term investments, communicating risk issues to your boards or investors, and aligning business strategy to grow company profit.

Reduce manual errors and increase employee efficiency

Grow ROI without growing expense

Increase customer satisfaction with improved turnaround times

Digital Transformation in Banking and Insurance

Digital automation and transformation in banking and insurance provides you with the ability to firmly establish business goals and objectives. It is used as a means of adapting existing manual business processes to align with digital technologies, making businesses more efficient. Explore digital automation in banking and insurance below:

Today’s financial services industry is experiencing continuous transformation and disruption as firms look to remain competitive against market challengers, disruptive technologies, changing customer behaviours and regulatory divergence. Make sure you are on top of it with InobitsME’s world-class technologies. 

Complete accounting with efficiency and accuracy

  • Expense claim information captured and automatically distributed with SmartForms
  • Reimburse claims quickly through straightforward integration with accounting and payroll
  • Clear financial reporting with dashboards across every expense category
  • Purchase and capital expenditure (CapEx) requests completed in a system-spanning, accounts payable workflow

Provide efficient accounts receivable experience for customers

  • Customers automatically notified when accounts are past due
  • Accounting systems updated when invoices are sent, saving time on data entry

Accelerate budgeting and forecasting while upholding compliance

  • The right information captured and approved from every department, with far less effort
  • Automatic notifications at every phase of the budget process
  • Every audit simplified, with automatically created audit trails

More organized procurement and purchasing processes

  • Time savings with one e-procurement system for all purchase requisitions and orders
  • Surprises avoided, with simpler ways to manage spend against budget
  • High quality—always—as purchases are appropriately inspected
  • Delays prevented, with simpler tools for contract management

Streamline tax accounting, following current regulations and laws

  • Accurately prepared paperwork for all tax payments and returns
  • Central reporting for quarterly and annual tax reports
  • Increase tax savings and identify new ways for profit

Automate finances to shift your focus

Overseeing daily financial operations can be tedious and time-consuming. Finance automation relieves your teams from having to constantly stay on top of company finances and shifts their attention to working towards your financial goals and strategy. Simplified financial operations free you and your team to focus on higher priority items such as evaluating your short- and long-term investments, communicating risk issues to your boards or investors, and aligning business strategy to grow company profit.

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