FINANCE & INSURANCE

With geographically dispersed operations and franchise models characterising brokerages and other financial services providers, standard business management software is not enough.

Small to medium-sized financial services businesses on a growth trajectory often need more than standard accounting packages can offer. The ability to create financial reports at a branch and consolidated level is essential.

For these businesses, information is power and efficiency indispensable: real-time data analysis and insight is crucial for sustainability, profitability and success. Compliance with applicable regulatory frameworks is not negotiable, and business systems must deliver automated answers on-demand.

Verde has a demonstrated ability to meet the complex requirements of financial services firms, equipping these businesses for success in the fast-paced modern world.

FUNCTIONALITY TAILORED TO FINANCIAL & INSURANCE SERVICES

Improve business agility, respond quickly to regulatory and market changes and meet evolving customer needs head-on.

FINANCE VERDE

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SOLUTIONS FOR YOUR BUSINESS

Accelerate business performance with software built for your industry.

PROJECT PROFITABILITY Review timelines, resource needs and profitability to develop more accurate quotes and identify areas for margin improvement.
TRACK PROJECTS From quote to finish, make quick, informed decisions as your projects progress. Stay on track and within budget. Compare original budgets against existing costs.
BUSINESS INTELLIGENCE From reporting and analytics to insight and decision-making, gain a more complete picture of your organisation on-demand and in real-time.
ADAPT TO CHANGE Real-time business analytics and flexible business processes enable professional services businesses to monitor and respond to change with speed and ease.
GLOBAL BUSINESS MANAGEMENT Manage multiple companies, currencies, tax rules and reporting requirements as your business grows internationally, without losing visibility into performance.
CUSTOMER RELATIONSHIP MANAGEMENT A single repository of customer interaction enabling superior service quality with a complete 360-degree view of your customers – all in once place.
NUMEROUS BILLING OPTIONS The ability to bill clients on a weekly, monthly, quarterly or custom basis to keep your costs consistent and flexible. Cap billing with fixed prices based on your needs from one day to the next.
DRIVE OPERATIONAL EFFECTIVENESS Unite fragmented data, automate processes and control costs with a single, unified application combining CRM and eCommerce with back-office ERP.

EXPLORE OUR SOLUTIONS

Each of our ERP solutions comes with comprehensive financial management features.