Financial and Insurance

Smart ERP Solutions provides consulting, implementation, solutions, support, and managed services for the Financial and Insurance industry

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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 forces insurers to rethink business operations. COVID-19, volatile markets, disruptive technologies, and a complex web of new regulations and compliance issues have brought financial services companies to a crossroads. Gone are the days of 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.


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


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.


A global survey of 860 executives across finance, human resources, supply chain, 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 allows 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.


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Why Partner With Smart ERP Solutions

An Oracle Partner

Our clients work with Smart ERP Solutions because of our unwavering commitment to delivering cutting-edge technology services, solutions, and exceptional customer service. With our deep expertise in enterprise resource planning (ERP), we empower organizations to optimize their operations, streamline processes, and drive growth. Our comprehensive knowledge of ERP services, combined with our suite of intelligent ERP software, ensures seamless implementation, customization, and ongoing support. We understand the unique challenges of diverse industries and tailor solutions to meet specific business needs, enabling our clients to stay ahead in today's competitive landscape. By partnering with Smart ERP Solutions, clients can unlock their full potential, achieve operational excellence, and realize their strategic goals.

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