Financial

Any decision-maker engaged in the financial and accounting industry knows that the industry is undergoing a wide range of dramatic changes – and such effects are hitting all at once individuals and business entities, by causing the emerge of whole new sets of major challenges.

Attracting and developing new clients is a key business driver for us. That’s why Kreatx urges to the best approach of these business challenges that will shape the future for financial companies, introducing them to the most competitive solutions.

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Challenges

  • Customers experience: Today’s services are all about the customer experience, and many financial institutions are feeling pressure in delivering high-level services that consumers are demanding, especially with regards to technology.
  • Technology: Most financial institutions report technology issues as a top challenge for their business activity. This represents the struggle to keep up with evolving technological needs and related client expectations.
  • Insufficient software expertise: Selecting a software can be time-consuming for business entities and executives when it comes to finding the proper solution.

Solutions

Enterprise Resource Planning

ERP gets easier with our system. By providing real-time view of data, improving financial compliance, reducing risks of core business operations, enhancing customer service and much more through a user-friendly dashboard, you get a premium solution for managing all the processes of your business.

Top Features
Web based/On Cloud or Local installation
Integrated modules and cross reports
User friendly
Multi user environment
Advanced reports
Rich dashboards and charts
Automatic notifications
Scalable and fully customisable
Daily backup
Integration with third party tools
Enterprise Resource Planning
Document Management System

Document Management System

Automate the work processes and digitalize the document workflows by using our Document Management System. Save space and money by not storing hundreds of papers every day. Easily find information, no matter how old it is, through smart tagging, categorization and advanced searching tools. Make your business go green by reducing the mountains of paper on your office.

Top Features
Dynamic workflows
File versioning
Access rights on directories and files
Download as zip archive
Advanced filtering
Groups
Confirmation of certain activities
Smart file tags and categorisation
Automatic notifications
Advanced reports
Integration with third party software

Project Management System

Plan, organize and manage your projects and teams in one place. By using our solution, managing projects will be easier than ever, your team will finalize projects faster, you will have a clear picture of the resources and time efforts for each project, you will have more time and accurate information for taking decisions.

Top Features
Rich dashboards and charts
Calendar view
Kanban diagram
Categorization as Gant chart
Mention user in comments
Project resource and time planning
Integration with third party software
Automatic notifications
Advanced reports
Advanced filtering
Project Management System

More Details?

Download the spreadsheet of our modules.

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