financial services - new features in charisma 2014
DESCRIPTION
New features in Charisma ERP Financial ServicesTRANSCRIPT
New features in Charisma ERP Financial Services
Mihai Botezat Senior Consultant – PDM Team
Web Credit Web solutions to support lending
What brings Web Credit new?
Latest technologies in producing web pages
Enhanced security, similar to Charisma
Ergonomic interface
Functional sorting of the fields and organizing pages according to steps
What brings Web Credit new?
Web interface, wholesale module extension module for beneficiaries to view their own status in real time
Tool request further drawings and / or early repayment
Real-time synchronization with Charisma ERP, in both directions
Web Wholesale Web solutions to support lending
Workflows New ideas of creation and presentation
What are the future activities for a new deal?
What are the activities/tasks which are assigned to me?
To answer these questions, we included Workflows
into the web application for approval and bidding
Workflows In the web application for tendering and approving
Tasks automatically creates and sends information to participants
Flows can be created directly from the interface
Easy configuration for access rights / circumstances for status changing
Graphical view of completed and future flows
Leasing – Stock / Fixed assets (1) Link automation
Inventory Management module used in commercial business
Fixed Assets module –> used independently
Extending the repossession and operational lease features
imposed automating link between these modules
Leasing – Stock/ Fixed assets (2) Automatizare legătură
New features
Transactions of insertion / removal from stock in the Leasing Mode
Stock revaluation
Automatic reflection of lease processes in the asset sheet:
Generation
Update
Preservation
Closing
Charisma Analyzer (1) Easiness in processing accounting data
New vision – complex and dinamic analysis tool
Complex source of data
Currency
Partner
Contract
Source document
Charisma Analyzer reports run on
the web, which enables accessing them
from any location
Charisma Analyzer (2) Proposed analyzes
Currency position of the company, by filtering information on a particular currency
Balances evolution over time / turnovers for an account / set of accounts
Balance
partner/ partner group
contract/ several contracts
Cell Monitor for Leasing
Modern, portable solution, within management’s reach
Follows in real-time key performance indicators of the business
Dimensions tracked: New Business
Portfolio
NPL
Visualization of time evolution in years, months, YTD
Monitored indicators can be divided into products and partners
Breakdown by type of item and delay buckets
Data retrieval is made from: Data Warehouse
BI Reports
Cell Monitor for Leasing
Charisma SEPA (Single Euro Payments Area) Alignment with new European regulations required
Compatibility with any Charisma version
Management of ordered payments / Direct Debit Import of response, cancellation
Full / partial retransmission
Marking denials and related motivation
Management of payment mandates signed by the client and link to financing contracts Leasing, credit
Insurances New features Front-Office and Back-Office
Frequent changes of Insurer’s web services?
Easy deployment for changes through a single web service, on a server under the management of TotalSoft
New insurance websites communicate by means of this service to obtain quotes and insurance policies
Any change needed by the insurer is undertaken by the development team within the internal web service and is automatically reflected in all insurance web applications
Charisma Brazil Adapting to new markets
Interfacing with the Brazilian Bank System
CNAB for sending payment notifications
Interfacing with Sao Paolo Web Service Automatic transmission of invoices for
publication on the website of government authorities
Interfacing with local company Reporting to National Bank
Charisma Portugal Adapting to new markets
Approval of the ERP system by the local Ministry of Finance
Reporting to the National Bank
Customer Self Service in CRM Web & Mobile
Messages
• Marketing campaigns
• Notifications
Financial
• Unpaid invoices
• History of invoices
• History of payments
• Contracts
• Insurances
• Penalties
Operations
• Empowerments
• Examination center
• Early liquidation
Q&A Thank you!