Financial Services – Cerri Project

Financial Services
A solution you can bank on

Better address the needs of your financial services industry stakeholders whether it be operations, customers and/or government parties; and keep your eyes on the bottom line while adhering to regulatory compliance and delivering superior service to customers. Get help building best practices in your project area(s), from information technology and CapEx to new product development and compliance, in order to apply to the various stakeholders you serve.

Achieve better collaboration and visibility across project activities, portfolios, resource utilization and documents in order to facilitate the tracking and reporting of project progress and costs.

Better serving your customers in a highly regulatory climate

Manage the complex relationship between operation, customers and government stakeholders that demand improved costs, better services and increased transparency for compliance purposes. Adhere to stringent regulatory standards by delivering auditability to key stakeholders while maintaining the required level of service expected in your respective market thanks to Cerri Project’s process-driven highly configurable workflow engine.

Map your business and approval processes to your portfolio of projects and get support with your information technology, CapEX, new product development and compliance project initiatives. Have project stakeholders better manage their demand, prioritize their projects and portfolios; track progress and costs of activities; and improve visibility on resource allocation and utilization.

List of projects supported by our customers:

  • Regulatory compliance – e.g. Sarbanes-Oxley, Basel II, IFRS, GAAP, etc.
  • Information technology – e.g. CRM. ERP, HR, BI, etc..
  • Capital expenditure
  • Human resource
  • Marketing and communications
  • New product development
  • Quality improvement
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