Financial Services

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Discover how Interfacing can help make your business better

Consulting for Finance Services Process Management

Discover how Interfacing can help make your business better

With increasing pressure from compliance regulations and competition, it has become a necessity for BPM finance services to be implemented through efficient process networks. Maximize your profits and remove all the bottlenecks from your operations by adopting our efficient business process management systems. Align your goals and increase your company’s agility to deliver greater support and services to your clients. By using our products, your company will gain the accountability and consistency that will give you a cutting edge with clients. You will never have to fear another compliance audit again; our tools will make the entire process painless and simple.

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What our customers say matters

Our Testimonials

Price water house Coopers

Alfonso Velázquez Tavira, PWC BAS Manager, PricewaterhouseCoopers

“EPC’s competitive licensing pricing will allow us to deploy the software to about 36,000 expected end users across Mexico in the next two years. We chose EPC over Bizagi BPM, Fuego BPM and Microsoft Biztalk Server because of its wide range of integrated functionality when it comes to process mapping and automation. All of the BPM suites we considered had functionalities that didn’t meet UNAM’s present needs. With Enterprise Process Center (EPC) we chose which modules we needed to address the problems we were facing currently, with the flexibility to extend in the future as UNAM’s process maturity grows.”

Alfonso Velázquez Tavira

PWC BAS Manager, PricewaterhouseCoopers

“We chose EPC over Bizagi BPM, Fuego BPM and Microsoft Biztalk Server because of its wide range of integrated functionality when it comes to process mapping and automation.”

Alfonso Velázquez Tavira

PWC BAS Manager, PricewaterhouseCoopers

“EPC’s competitive licensing pricing will allow us to deploy the software to about 36,000 expected end users across Mexico in the next two years.”

Equifax

Global Technologies Operations Office, Equifax

“EPC is robust, intuitive and highly collaborative. EPC is an integral tool to enable the delivery of our Global Service Management Strategy.”

Equifax

Dave McCloskey, North American BSM Leader, Equifax

“EPC is allowing us to fill in process gaps that standard flowchart tools could not.”

Financial Services Process Management

Ensure transparency

Know where resources are being used and maintain efficient work habits by planning well in advance.

Model Business Rules

Our approach to financial / banking Process Management allows your company to easily implement business rules that can be reused and easily updated along the length of your processes.

Create portable Process Manuals

Ability to generate a complete output of your processes and all of the related information that is ready for print. An excellent collaborative tool that allows your employees to share information widely.

Implement standard methodologies

Avoid the need for continual trial and error in improving your agency’s operational efficiency; get a head start by taking advantage of industry standards.

SOX Compliance

Our process methodology and support for business rules and risk/control management allows effective process design that has all the appropriate checks and balances.

Manage Workflow

Our workflow engine allows you to deliver work where it is needed, by integrating your people, processes and technology and keeping employees updated with important priorities.

Encourage collaboration

By uniting goals and creating a common framework for your agents, they will be able to cooperate at a previously unattained level.

Utilize resources

Business process management will expose unused resources and allow you to take better advantage of them along the length of the process.

The Importance of Consistant of Customer Service

World-class service and complete transparency are the keystones for success in this niche. It is very important to offer highly personalized client relationships, which can result in inordinate attention being spent on details, curbing your ability to cater to a number of clients. With support from the EPC, focus can be brought to segmentation strategies that are ideal for your growth and success. At the same time, the improved efficiency within your business makes it possible to maintain firm control over costs. Automate tasks and processes that are routine so that your team can invest time in improving the quality of deliverables and pay more attention to customer satisfaction. Focus on due diligence, account creation and customer database management without needing to invest valuable resources in these tasks. Maintain leading levels of customer service without taking on additional costs and ensure that you are geared to quickly address emerging customer preferences with the support of our proven BPM solutions. Discuss your needs with us today and we will tell you how the EPC can ensure a marked positive difference in many key areas.

Challenges

Whether your focus is on account overviews, customer relationship life-cycle management, case management or marketing, the financial services landscape presents many challenges. These challenges grow to unmanageable proportions unless you have complete control over all your processes within every segment of your organization. The EPC improves your efficacy at every level by identifying flawed process cycles, establishing process transformation where required and integrating more efficient processes where necessary.

Add Value

Compliance with regulatory frameworks is a critical area common to all three parts of the industry where our BPM solutions add immense value. Using our process mapping tools, we establish standardized process flows that make it easy for all employees to maintain required quality output and high productivity levels without compromising on compliance.

Integration

Discover how we helped other Companies succeed

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Document, analyze, improve, digitize and monitor your business processes, risks, regulatory requirements and performance indicators within Interfacing’s Digital Twin integrated management system the Enterprise Process Center®!