Financial Services
Tailored solutions for various financial sectors, encompassing banks, non-bank institutions, retirement finance, insurance intermediaries, and financing leasing companies.
Streamlining Operations
How Yonyou Addresses
Financial Sector Challenges
Yonyou Business Process Management solution revolutionized tracking and monitoring of business processes through web and mobile platforms. It provided the management team with the capability to customize system access rights, enhancing control and security. This transformation led to more streamlined, efficient, and secure operations.
Pain Point
Manual processes can make it difficult to ensure compliance, leading to potential fines and reputational damage.
- Legacy systems often store data in isolated silos, hindering communication and collaboration across department.
- Cumbersome paper-based processes will slow down onboarding and negatively impact customer satisfaction.
- Managing financial risk requires comprehensive analysis of data which can be fragmented in older systems.
- Lack of centralized data makes it difficult for leadership to gain a holistic view of the organization’s performance.
Solution
- Streamline regulatory compliance by automating reporting processes and integrating relevant regulations within the system.
- ERPs act as a single source of truth, consolidating data from various departments into a central platform.
- Streamline onboarding by automating tasks like document collection, identity verification, and account setup.
- Integrate with risk management tools, enabling comprehensive risk assessment and mitigation strategies.
- Provide real-time data dashboards and comprehensive reporting capabilities.
Powerful Benefits
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Enhanced Regulatory Compliance
Automated integration of relevant regulations within the system to reduce errors and ensure adherence.
Strengthened Customer Onboarding and Management
Automation of tasks like document collection, identity verification, and account setup.
Improved Data Management and Efficiency
Centralized data platform eliminates silos, fostering better communication and collaboration across departments.
Robust Security and Risk Management
Integration with risk management tools to enable comprehensive risk assessment and mitigation strategies.
Key Areas & Features
Digitalisation for Financial Services
Banking
Non-Banking
Insurance
Senior Financial Services
Fund Management
Banking
Financial Accounting
Loan Management
Risk Management
Financial Accounting
Financial Accounting
- Tracks financial transactions and reports for accurate financial statements.
Loan Management
Loan Management
- Streamlines the loan application, processing, approval, and repayment processes.
Risk Management
Risk Management
- Analyzes and mitigates financial risks associated with lending and other banking activities.
Non-Banking
Financial Accounting
Supply Chain Management (SCM)
Customer Relationship Management (CRM)
Human Capital Management (HCM)
Project Management
Financial Accounting
Financial Accounting
- Maintains accurate financial records for tax and budgeting purposes.
Supply Chain Management (SCM)
Supply Chain Management (SCM)
- Optimizes procurement, inventory management, and distribution processes.
Customer Relationship Management (CRM)
Customer Relationship Management (CRM)
- Tracks customer interactions and facilitates sales and marketing efforts.
Human Capital Management (HCM)
Human Capital Management (HCM)
- Manages employee recruitment, onboarding, training, and payroll.
Project Management
Project Management
- Tracks and manages resources for efficient project completion.
Insurance
Policy Administration
Claims Management
Billing
Policy Administration
Policy Administration
- Manages the entire policy lifecycle, from issuance to renewal.
Claims Management
Claims Management
- Streamlines the claims submission, processing, and settlement process.
Billing
Billing
- Handles accurate and timely generation of insurance premium invoices.
Senior Financial Services
Wealth Management
Investment Management
Estate Planning
Regulatory Compliance
Wealth Management
Wealth Management
- Provides investment advice and manages investment portfolios for high-net-worth individuals.
Investment Management
Investment Management
- Manages investments on behalf of clients to achieve their financial goals.
Estate Planning
Estate Planning
- Assists clients in planning for the transfer of wealth after death.
Regulatory Compliance
Regulatory Compliance
- Ensures adherence to regulations specific to senior financial services.
Fund Management
Portfolio Management
Investor Relationship
Performance Reporting
Portfolio Management
Portfolio Management
- Invests and manages financial assets in line with the fund’s investment strategy.
Investor Relationship
Investor Relationship
- Manages communication and relationships with fund investors.
Performance Reporting
Performance Reporting
- Tracks and reports on the fund’s performance to investors.
Trusted by 40+ Companies
Customer Stories
Success With Our Solutions
Bank of Communications
Case Study for Financial Services Industry
Founded in 1908, Bank of Communications is one of the note-issuing banks with the longest history in modern China. It is the first nationwide state-owned joint-stock
Shanda Group
Case Study for Financial Services Industry
Shanda Group is a private investment firm focused on identifying innovative technologies and business models that can change the world.
Bank of China
Case Study for Financial Services Industry
Building on decades of local market financial experience and expertise, Bank of China has built a fast and highly efficient global service network
Get Ahead With Our Customised ERP Solution and Other Solutions
- 6.5M+ Customers
- 35 Years of Excellence
- 25,000+ Experts
- 6.5M+ Customers
- 35 Years of Excellence
- 25,000+ Experts
