Financier

Key benefits of Financier:

Manage agreements more effectively

• Highly flexible financial management tool with quotation and proposal function capable of solving variable and fixed rate payment profiles
• Accommodates multiple insurance products, multiple fee types and interest and payment pauses
• Has the ability to calculate advance, instalment rate and term
• Provides the ability to populate and print pre-disclosure, credit agreement and direct debit documentation at the press of a button
• Provides a fully integrated General Ledger

Instantly access all customer information

• Comprehensive client data management to capture name, address, employer, bank, capacity calculator, income and expenditure, financial, marketing preferences and security details
• Provides configurable mandatory data capture
• Enables you to store and retrieve quotations to activate agreements and disbursal, removing the need to re-key customer data

Remain compliant with legislation at all times

• Close alliance with leading financial services trade associations means that our financial management tool is fully compliant with market and legislative changes