Feel Valued

Why?

On time delivery of a bespoke multi-functional portal which was customisable to suit the clients’ needs, enabling automatic commission reconciliation together with the ability of dictating multi level client profiling, improving on the companies existing accounts and operational structure. The system also enabled other functionality to be integrated under one platform, including conveyancing, accounts, together with other front end web development platforms such as the companies existing intranet.



How?

A large financial network had a slow, inaccurate and manual process for receiving payment from providers, splitting the commission and paying brokers. A program was initiated to review the business process, identify improvements and implement change to both the business process and IT solution.

The program delivered automated processing of Life
Insurance (implementing the Origo
EDIFACT standard), General Insurance and Mortgage Procuration commission statements. Using Microsoft standard tools such as SQL Server, SSIS and SSRS
statement files in many formats from many providers were processed into a standard format,

 

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