Our Feature Product

in Financial, Distribution and Field Services is Microsoft Dynamics GP (formerly Great Plains). Dynamics GP delivers comprehensive out-of-the-box business management functionality, from financials and human resource management to manufacturing and more. It connects the many moving parts of your organization, giving you better visibility into and control over what’s going on in your business. Read more.

Financial Services

Challenges

Increasing customer demands combined with decreasing customer loyalty, shrinking margins, increased performance pressure and technological developments characterize the current financial services environment.

With few new clients available, Banks, insurance companies and financial services companies must up-sell/cross-sell to current customers or win market share from their rivals in order to grow their businesses.

Financial services organizations must work diligently to drive down the cost of their internal processes while displaying a greater level of customer intimacy.

They must find ways to share a comprehensive view of each client with all parts of their organization.

 

Solutions

See some of the business issues that a business management solution can help professional services companies address.

Provide your people a holistic view of the client

By collecting data from multiple databases throughout the company in real time, your people can more effectively service the prospect and offer new and more profitable products/services.

Drive greater profitability

Empower your people to help increase the profitability of the retail branch, advisor storefront, or insurance agency/brokerage through improved customer service and a better ability to provide clients with a full range of financial products and services.

Improve banking customer service

Renew channels such as automatic teller machines (ATMs), call centers, teller systems, or in-branch advisor systems with reusable business components that set the stage for cross-channel consistency and improved customer service.

Link disconnected insurance business processes and systems

Create an integrated set of applications and workflow processes that span distribution networks, service providers, policy administrators, claims processing, and re-insurance to create a seamless link between your people and the customer.

Cut back on the administrative burden to financial advisors.

Enable financial advisors to work more effectively and efficiently across information sources and distribution channels to better service clients. By integrating systems, advisors can gain a more holistic view of the customer and a better chance of identifying products they can successfully cross-sell.

Case Study

Case Studies in Financial Services

Take a look at some of our clients and hear their story. You'll read their challenges and the solution that Youngland built with the client's business goals at the heart of the service.

    This company is an investment firm managing over $1 billion (CAD) in investor capital. Complicated regulations and audit-heavy requirements posed a challenge for invoicing, receivables and reporting which was based on a legacy ERP system. As a result, many manual processes were still in place and data was stored in many different locations. Seeking a complete end to end solution, this company engaged Youngland Computing to deliver it. Read more...

At Youngland, customer satisfaction is highly prioritized because we firmly believe that taking care of customers takes care of business. Our staff is dedicated to bring you exceptional care and support. With this as our business model, we are dedicated in providing our customers with the best services because their satisfaction is our reward.

If you are interested in knowing more, please take a look at our SWITCH! Program that offers the product with FREE assessment and discount.

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