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
Meticulous audit of expense submission, authorization and review
Enables analysis of time and expense costs by any dimension