Financial Services
Leverage cloud scalability to innovate services, enhance security, and respond quickly to changes.
Our AI-powered platform helps you achieve regulatory compliance with speed and accuracy. Simplify processes, reduce risks, and adopt automated solutions for credit analysis, audits, and customer service.
Learn about SoftExpert's way of solving your challenges
Up to a 50% acceleration of inspections and audits through traceable document information, ensuring rapid compliance with all global standards
Up to 70% reduction in time spent on customer registration, KYC data updates, credit analysis, and data processing with AI and machine learning
Up to 86% faster response times to customer inquiries by resolving them with automated processes and a chatbot, improving customer satisfaction
Want to increase productivity by up to 68%? Find out how
Implement a risk management framework that ensures rapid adherence to financial regulations
- Centralize risk policies with clear visibility to all teams.
- Use AI to identify and mitigate operational, regulatory, cyber, strategic, and liquidity risks.
- Strengthen internal controls with complete history tracking and performance monitoring.
- Ensure faster adaptation to regulations such as ISO, Basel, COSO, SOX, and more.
Automate processes to speed up credit analysis and boost your customer service
- Streamline banking processes such as customer onboarding, customer data updates, customer inquiries, debt collection, credit applications, and loan processing.
- Automate workflows for real-time data verification and compliance.
- Accelerate credit risk analysis and reduce operational costs.
- The flexible and modular architecture integrates seamlessly into existing systems.
Simplify document management securely and organically
- Manage a variety of content, including procedures, contracts, reports, and more.
- Gain visibility into contracts, financials, suppliers, and customer records.
- Automate document review, approval workflows, access control, e-signatures, and publishing, ensuring complete version history and data integrity.
- Easily locate documents for streamlined audits and compliance.
Use cases
Learn how SoftExpert helps companies in the Financial Services sector
Bring this solution to your company
Learn more about SoftExpert's solutions
Compliance with global privacy and security standards
Advanced data protection
SoftExpert ensures the protection of your company's data and compliance with the requirements of the latest standards.
Integrate with your ERP, CRM, Office365, and much more
Connect SoftExpert Suite to other business tools already used in your organization.
Worldwide Office Locations
Supporting and implementing your growth and expasion everywhere! We are present locally, ready to ensure that SoftExpert solutions are working without limits.
Customize the solution to your needs
Add new modules to your product, customize your experience and get all the solutions you need for your company.
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