Financial services

Financial Services. ERP Expanded.

The team at Caravel has been working with clients in the Financial Services sector for decades with a focus on expanding the value of their ERP system beyond basic finance functions through key integrations to financial platforms. This finance transformation requires a deep understanding of the micro vertical nuances surrounding business requirements, 3rd party systems, regulatory requirements and the manner in which those businesses generally operate.

BANKING & CREDIT UNIONS

INSURANCE

FINANCIAL

SERVICES

FIN-TECH

CRYPTO

LENDING, TITLE & REAL ESTATE

PRIVATE EQUITY

Solution Footprint

The typical solution footprint for Financial Services clients can vary by micro vertical but typically incorporate the following functions:

Global Financial Management

Budgeting and Forecasting

Procurement

Enterprise Reporting and Business Intelligence

Revenue Management

Integration to 3rd Party Systems & Platforms

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