FinFlow - Automated Web-based Order Management

Challenges

• Institutions use manual processes to handle order management.
• Orders are often sent via fax or email and are often lost or put at the bottom of the pile.

Solution

• FinFlow automates the order management process, significantly reducing errors and cost and greatly improving efficiency.
• FinFlow can be customized to meet each client’s unique demands. Multiple approval levels and definable user levels are available.

Characteristics

• Seamless integration into FinOffice5 products.
• Compatible with all popular browsers.
• Flexible, customizable architecture to meet every customer’s needs and order policies.
• Choose to automate the entire process, or only a portion of the process.
• Reproduce and define order processes per contractual dependencies.
• Execute all orders/modifications/ cancellations via browser based GUI.
• All orders are routed directly to the responsible person by email. They can be modified, declined or approved within the GUI.
• Define authorization process based on your current workflow – can be multi-leveled or single authorization.
• Customizable notification system.
• Automated order & cancel processes (no authorized sign-off necessary).