Financial Services

Tailored solutions for various financial sectors, encompassing banks, non-bank institutions, retirement finance, insurance intermediaries, and financing leasing companies.

Streamlining Operations

How Yonyou AddressesFinancial Sector Challenges

Yonyou Business Process Management solution revolutionized tracking and monitoring of business processes through web and mobile platforms. It provided the management team with the capability to customize system access rights, enhancing control and security. This transformation led to more streamlined, efficient, and secure operations.

Pain Point

Manual processes can make it difficult to ensure compliance, leading to potential fines and reputational damage.
Legacy systems often store data in isolated silos, hindering communication and collaboration across department.
Cumbersome paper-based processes will slow down onboarding and negatively impact customer satisfaction.
Managing financial risk requires comprehensive analysis of data which can be fragmented in older systems.
Lack of centralized data makes it difficult for leadership to gain a holistic view of the organization’s performance.

Solution

Streamline regulatory compliance by automating reporting processes and integrating relevant regulations within the system.
ERPs act as a single source of truth, consolidating data from various departments into a central platform.
Streamline onboarding by automating tasks like document collection, identity verification, and account setup.
Integrate with risk management tools, enabling comprehensive risk assessment and mitigation strategies.
Provide real-time data dashboards and comprehensive reporting capabilities.