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Financial Services

Financial service companies, such as those in the accounting, brokerage, banking and insurance industries, rely upon robust ERP systems to ensure compliance with government regulations regarding operations, transparency and data. ERP software solutions allow organizations to manage accounting functions, streamline communication with customers and staff, comply with ever-changing regulations and position themselves for increased profitability.

Panorama’s experienced team of consultants is highly adept at selecting, implementing and managing organizational change around ERP software solutions for financial service firms.

Financial Services Software Requirements

  • Compliance satisfaction
  • Financial management controls
  • Management of liquidity and cash
  • Risk management
  • Receivables management
  • Accounting and reporting to satisfy different government standards (e.g.,  GAAP, IFRS, US-GAPP and various tax codes)
  • Treasury applications
  • International functionality to address differing codes, legal requirements and languages

Our ERP consultants are aware of the potential pitfalls of ERP selection projects and can help hedge against project cost overruns, software that is misaligned with business needs, and lack of return on investment. The ERP team has industry specific expertise that helps facilitate a successful ERP software selection project and measurable business improvements. We have provided ERP consulting services for many of the world’s leading financial institutions, including Dean Witter, Assurity Financial Services and Pinnacol Assurance.