Finance, Banking & Asset Management

Finance, Banking & Asset Management 2017-08-30T12:06:44+00:00

Finance, Banking & Asset Management

Discover how Infinity Computer Systems can help your financial organization streamline processes, make informed decisions and increase client service efforts.

Boosting operational efficiencies and ensuring prudent use of resources is critical to garnering a competitive advantage in the financial and investment industries. With an uncertain economy, intense competition for client assets and ever-increasing service expectations, you know just how challenging it is to achieve success. No matter if you’re a banking institution, hedge fund, broker-dealer, insurance agency or any other type of financial services provider Infinity can assist in deploying powerful, flexible and cost-effective applications to meet your most challenging business needs.

A firm needs powerful information to identify new opportunities, attract new clients and provide outstanding service to your current ones. Plus you need complete visibility into all corners of the business to make informed decisions, streamline operations and reduce costs.

Infinity has helped numerous financial services institutions dramatically improve the way they drive, measure and manage critical business processes.

We can provide the software and systems expertise to help you:
  • Forge deeper relationships by capturing timely, critical information to provide clients with the right products and services for their unique needs.
  • Capture additional opportunities by easily identifying upsell and cross-sell opportunities to existing clients.
  • Generate powerful, information-packed financial reports by company, department, fund, investment or product line for everyone who needs them—from the board of directors to department heads to line employees.
  • Collaborate with your department heads to develop budgets and forecasts and use powerful dashboards and analysis tools to consistently monitor the financial health of your organization.
  • Improve client service through eliminating spreadsheets and obtaining rapid access to data from multiple databases, allowing you to respond quickly to client and prospect needs and requests.
  • Link disconnected business processes and systems to create an integrated set of applications and reports that provide a seamless link between your people and your clients.
  • Automate previously manual processes, saving time, reducing expenses and increasing staff productivity.
  • Learn More About Our Solutions For Your Industry

Our Experience

Microsoft Global Partner of Excellence
Circle of Excellence
Microsoft Gold Certified Partner
Microsoft Certified - Business Partner Solutions
Microsoft 2014 President's Club
Microsoft President's Club
Microsoft Small Business Specialist

Insights

Read our press releases, see what the media is reporting and get connected.

What is the Odata Service?

What is OData? OData is short for Open Data Protocol. Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online uses their Windows Communication Foundation to provide this OData connection to the endpoint. The new OData [...]

Load More Posts

What our Clients are saying…

Ready to get started?

TALK TO AN EXPERT