Present market climate of financial and insurance services constantly puts new challenges. These challenges will cause urgent need of a new and effective information technology solution.

That is why Source worked out a special solution package appropriate for companies and institutions from financial and insurance sectors.

Below we present some benefits of applying solutions dedicated especially for companies and institutions from financial and insurance sectors:

  • Stimulation of management processes - smooth process integration of insurance and financial institutions by which it will operate faster, more efficiently and improve the overall organization.
  • Optimization of administrative, financial and purchasing processes.
  • Reduce expenses through low operating costs, faster settlements and shorter cycles of data collection processes and simplify personnel management.
  • Huge capacity and complexity combined with simplicity of use - the high quality systems intended to assist economical administration focused on the customer needs and efficiency.
  • Access to information - provides simple and fast access to necessary data needed when making a decision. Thus it can be easy and fast to access the information needed for planning and control of resources, expenditure and services.
  • The use of future opportunities today - suggested by Source solutions for financial and insurance institutions integrates advanced technologies within one system.

Below are some of our dedicated systems for insurance and financial institutions:

  • Business Intelligence (BI) - is a software which helps in a process of taking decisions trough analysis of data accumulated in IT systems. BI system generates standard reports or calculates index of efficiency of a business activity of a company. IT is a great tool for strategy managers and analysis specialist.
  • MODUS CRM (Customer Relationship Management) - consists of the processes a company uses to track and organize its contacts with its current and prospective customers. Information about customers and customer interactions can be entered, stored and accessed by employees in different company departments. MODUS CRM is a modern marketing strategy.
  • DMS (Document Management System) - is a computer system used to track and store electronic documents and/or images of paper documents. Enables to search for data accumulated in different formats with the aid of Internet search engine.
  • EDI (Electronic Data Interchange) - electronic exchange of data. This is a transfer of business information among different computers. The main goal is to eliminate multiple introductions of data and also acceleration and boost of accuracy of information flow.
  • EIS (Executive Informations System) - system assigned for a high level management. The main goal is to facilitate and support collected data helpful in a process of making decisions. System renders accessible information from external and internal sources, which are important in view of the objectives and expectations of the organization.
  • SFA (Sales Force Automation) - information systems used in marketing and management that help automate some sales and sales force management functions. SFA system, typically a part of a company's customer relationship management system, is a system that automatically records all the stages in a sales process. SFA includes a contact management system which tracks all contact that has been made with a given customer, the purpose of the contact, and any follow up that might be required. This ensures that sales efforts are not duplicated and reduces the risk of irritating customers.
  • Rulexus - On one hand, your company seeks growth. On the other, the demand to reduce costs never goes away. Source offers you Rulexus - a family of advanced systems which monitor and control place where the costs arise. Rulexus will help you to locate your problem, and then reduce your company's costs.