Heptagon Group | Financial Services

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Drive Performance in Financial Services with Real-Time Reporting. Accelerate your success with deeper insights to make more informed and strategic decisions.

Challenges: Financial service organisations are continuously facing rising administrative expenses, growing competition and increasing regulatory requirements.

Additionally, staff members are spending countless hours on tedious and error-prone financial reporting, preparing everything from income statements to budgets and analyses. The ability to manage growth, control costs, provide additional services, and ensure compliance can be overwhelming but it’s crucial for success. And in today’s environment, privacy and security must be a top priority as you need to protect your customer’s money and data.

WE CAN HELP FINANCIAL INSTITUTION:

Manage multiple entities from a single location with centralised control
Eliminate the manual spreadsheet work and journal entries that overwhelm the finance team
Create real-time, accurate reports to gain visibility into the entire organisation
Oversee the full audit trail so that every change is documented
Manage expenses and monitor performance for increased margins and visibility
Ensure GAAP compliance across all operating companies

Our advanced solution partners, are the preferred software for the millions of costumers. Our partners offer robust capabilities making them the world’s leading multi-entity, multi-currency systems.

Our solution revolves around financial management and gives you complete insight into your financials while complying with industry regulations. Leveraging business technology is essential to keep financial service organisations on track for success. Our solution is able to meet tight regulations to keep customer information private and secure. Moreover, it provides increased product and service offerings in order for your firm to remain competitive and fulfil customer’s needs.

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WORK MANAGEMENT TOOLS

We understand the unique challenges faced by financial services organisations who operate in one of the most targeted industries. Due to the nature of having extremely sensitive and valuable data, your organisation is often targeted by cyber criminals, but we offer tailored security solutions to help minimise your risk. Heptagon's security offering enables your organisation to detect and defend against cyber-attacks to help ensure your assets are protected.

MANAGED SOFTWARES

Heptagon Group provides companies in the financial services industry our expertise with compliance requirements. We understand the needs of your company and make sure you are retaining data for the appropriate amount of time to meet regulation requirements. We help your organisation prepare for the future by supporting your IT infrastructure and keeping your data protected.

DRIVING PERFORMANCE IN FINANCIAL

If it’s becoming a challenge to have strong, decision-relevant information at your fingertips, then you may need to evaluate your own reporting system. Download this whitepaper to gain deeper insight into how data is changing the role of the finance staff.