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

  • Multi-Entity Management
  • Global Accounting
  • Country Localizations & Statutory Reporting

Budgeting and Forecasting

  • Revenue Planning
  • Opex Planning
  • Workforce Planning

Procurement

  • Vendor Management
  • Procurement Contracts and Purchase Order Management
  • Expense Reporting and/or Expense Report Integration
  • Vendor Bill Management including “Pay When Paid”

Enterprise Reporting and Business Intelligence

Revenue Management

  • Integration to 3rd Party Revenue Platforms bringing in detailed Revenue Journals
  • Integration to 3rd Party CRM Systems bringing in detailed Customer information
  • Customer Invoicing
  • Digital Wallets
  • Average Daily Balance Reporting

Integration to 3rd Party Systems & Platforms

  • Bank Operations (i.e. Jack Henry, Fiserv, Etc.)
  • Digital Asset Accounting (i.e. Bitwave)
  • Loan Origination and Servicing
  • Security Trading Platforms
  • Insurance Policy Platform
  • Proprietary Fin-Tech Platforms

CONTACT US

Would you like to know more?

Then get in touch now!

CALIFORNIA

2001 North Main Street, Suite 360
Walnut Creek, CA 94596-7253

‪(714) 253-4455

NEW YORK

450 Lexington Avenue
New York, NY 10017

info@caravel-partners.com
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