Financial and Insurance

Oracle Cloud | PeopleSoft | NetSuite | JD Edwards | E-Business Suite

Financial and Insurance

Financial Services, Banking, Securities, FinTech, Private Equity, and Insurance – Life and Annuities

Deep knowledge and perspective on the rapidly converging issues and drivers shaping the Financial and Insurance industry are core competencies for our services professionals. Chief among our mission is to help our clients grow, connect with customers, manage costs, and comply with regulations by leveraging the powerful forces of data, digitization, and business/technology solution optimization. We continue to enhance our understanding of the financial industry through business transformation initiatives that help with business process and cost optimization, risk and regulatory management, customer connectivity and technology solution implementation, enablement, and adoption.

We also recognize that today’s economic environment is forcing insurers to rethink the way they conduct business. COVID-19, coupled with volatile markets, disruptive technologies, and a complex web of new regulations and compliance issues, have brought financial services companies to a crossroads. Long gone are the days of simply collecting, investing, paying, and reporting. Today’s insurance executives face complex market issues such as regulatory uncertainty, evolving governance and risk management frameworks, sustaining operational performance, and maintaining liquidity.

SaaS based policy and claims management system

Through our innovative approaches and strong Oracle partnership, we are helping our clients create value by improving their business processes, workflows, and analytics by implementing, integrating, enabling, and supporting their ERP, EPM, SCM, CX, BI, and HCM business and technology solution initiatives.

The benefits of moving to the Cloud for Financial Services and Insurance

> Agility and ability to respond
> Reduced costs
> Speed
> Improved visibility
> Better decisions

Personalize interactions to drive profitable growth

Deepen your loyalty by delivering digital banking the way your clients want

Offer efficient mobile banking, speed up transaction processing, and provide personalized account insights to build better customer relationships.

Redefine satisfaction for your members and policyholders

Quickly develop and deliver new insurance products to grow enrollment, and simplify claims processing.


Close the loop with payments in real-time

Process payments anywhere, in real-time, and at scale with a certified SWIFT-compatible application.



Deliver the right offer in the right channel

Simplify the discovery of financial products and services for customers based on their needs, preferences, and behaviors.


Collaborative planning in an uncertain world

A global survey of 860 executives across finance, human resources, supply chain, and logistics, health care, and information technology highlights the importance of cross-enterprise connected planning. Businesses capable of implementing significant changes quickly have a competitive advantage. Embracing cloud business applications allow forward-looking organizations to connect planning processes across their entire enterprise and better prepare for future challenges while finding new ways to innovate and drive revenue.