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All sectors

Finance, Banking & Insurance

Sector characteristics

Project, Client, Policy, Product or Fund oriented

Need to monitor profitability by client

Need to justify fees with reference to time expended and/or expenses

Detailed expense policies

Sector challenges

Activity overrun – over-servicing clients

Need for absolute transparency in client or broker oriented expenses such as hospitality and/or gifts

systems@work benefits

Configurable to capture appropriate details for time and expenses by client, product, project, fund, policy etc

Enforceable policies by expense type including budgetary control against limits

Enables analysis of time and expense costs by any dimension

Customers

client-horec client-montagu client-shawboard client-apex client-bms client-cartwright client-cbfsai client-equitik client-michael-ambrose client-monex client-mufg client-proglobal client-asta client-brit client-lloyds client-metlife client-polygon client-mattioli-woods

Chatbot

Eliot
Your virtual assistant

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