Our Solution for Financial Services

through Digital Transformation

cutting-edge technologies to give your

company the competitive advantage.

An Industry-Leading Financial Solution

software solutions, powered by smart analytics and real-time

Maximise your organization's financial operations with unbeatable

dashboarding. Through our expertise in the field, Team Exigy is ready

impact on the financial services industry!

to ensure that your company has everything it needs to make an

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Our Solution for Financial Services

through Digital Transformation

cutting-edge technologies to give your

company the competitive edge.

An Industry-Leading Financial Solution

Maximise your organization's financial operations with unbeatable software

solutions, powered by smart analytics and real-time dashboarding. Through our

expertise in the field, Team Exigy is ready to ensure that your company has

everything it needs to make an impact on the financial services industry!

LEARN MORE

36%

only 36% of financial services organizations have stated that simplifying or modernizing their legacy IT system is a priority

25%

less than 25% of financial services businesses are looking to optimize business processes over the next year

19%

of decision-makers in the Financial Services industry are uncertain about how they may introduce digital transformation

Accelerate your Financial Growth.

The Financial Services sector is often faced with challenges that threaten the productivity of your team. At Exigy, we understand these challenges and how best to tackle them through digital transformation. This is why we have successfully adapted our award-winning digital solutions so as to cater to the current market needs.

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Digitally Transforming Financial Services.

How we enhance your business processes

CUSTOMER RELATIONSHIP MANAGEMENT UNIFIED BUSINESS MANAGEMENT DIGITIZE FINANCIAL DOCUMENTS

CUSTOMER RELATIONSHIP

MANAGEMENT

Powered by Microsoft’s powerful Dynamics 365, our solution can help improve productivity through a financial management platform. Based on years of expertise, the solution is designed to use Business Practices that meet the changing needs of the financial space.

UNIFY FINANCIAL PROCESSES
automate billing processes, from opportunity to renewal, while getting actionable insights to maximize productivity and financial performance. Integrate core business processes with key financials as well as automating standard tasks, freeing up your staff for more important responsibilities.

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REDUCE OPERATIONAL COSTS
minimize operational costs and optimize spending across your business with process automation, budget control, and financial planning and analysis.

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360° VIEW OF CUSTOMER DATA

achieve true visibility by obtaining your complete view of financial services customers, ensuring that your business has all the information it needs to truly make the most of your relationship with your customers. This is all achieved through operating within one unified platform.

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BUSINESS MANAGEMENT

Our solution is a financial management software platform to connect financial transactions and information across affiliate companies and multi-site and international deployments for productive financial management.

SMARTER BUSINESS DECISIONS

get the most out of your data through Microsoft Dynamics 365 Business Central. Divide silos and centralize your financial data to get an accurate overview of your business. Real-time updates also grant you the opportunity to identify trends or problem areas before they develop into major issues.

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MULTI-CURRENCY COMPATIBILITY
Dynamics 365 Business Central also supports full multi-currency, including automated revaluation and the recording of realised and unrealised gains/losses, as well as multi-company operation with automated inter-company transactions and consolidation, to ensure that your operations can be processed in any scenario.
SMART FORECASTING

through the implementation of a Cash Forecasting module, your organization is able to take its source information from the sales and purchase details held in Dynamics 365 Business Central, which can then be analysed through the powerful Jet Reports tool integrated into Microsoft Excel, making the analysing of key financial data all the easier to manage.

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DIGITIZE FINANCIAL

DOCUMENTS

Accelerate your financial processes through Continia, a software solution compatible with Microsoft Dynamics NAV and Dynamics 365 Business Central.

ELECTRONICALLY CAPTURE DOCUMENTS

streamline and automate every step of daily document handling – from receiving and registering a document, to approval, posting and ultimately retrieving previously processed documents from the digital archive all achieved through OCR technology.
MANAGE YOUR EXPENSES

this solution provides a clear overview and easy management of all types of incoming expenses without having to use other systems than Microsoft Dynamics NAV.
EMAIL TEMPLATES

automate the process of distributing documents and reports directly from Microsoft Dynamics NAV and save time and money on postage.

DIGITALLY TRANSFORM YOUR BUSINESS
Are you ready to take your business to the next level? Contact our experts to learn more about how we can help you fulfil your business’ digital potential!

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