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


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


Your virtual assistant

This website uses cookies

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of all the cookies. However, you may visit our privacy policy page to provide a controlled consent.

Strictly necessary

Essential for you to browse the website and use its features.


Remember choices you have made in the past.


Collect information about how you use a website.


Track your online activity to help advertisers deliver more relevant advertising.

Decline allAccept all