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

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

by en 19 Jul, 2019
Fundstore is a leading company in the sale of financial products, as well as the only Italian player that allows the subscription of financial products without the need to have a current account with the intermediary. With Fundstore you can choose from over 140 management companies, both Italian and foreign. Its end customers can operate directly on their portfolio from the web portal, accessing their own reserved area. We built the website back in 2000. Since then we take care of evolutionary maintenance. In order to complete the offer to its customers and to adapt to the constant growth of multi-channel retail, Fundstore in 2016 commissioned us to create mobile applications for smartphones and tablets, both iOS and Android, able to offer the user final, in addition to the consultation features, also all the operational features on the catalog and portfolio of titles available on the website and which had its own look and feel. The characteristic of the technology used for the creation of applications is its extension to native functions of the devices used: - identification for access to the app via fingerprint for IOS devices - identification for access to the app via facial recognition for Iphone X Discover more through the following slides!

Companies that know us


FUNDSTORE      BPM      CABEL

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Finance IT Services

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