FQMS solutions for fintech organizations connect day-to-day operational workflows with finance, customer information, controls, integrations and management reporting.
Workflows that matter in FinTech
✓Customer onboarding
✓Transaction workflows
✓Risk and approval rules
✓Reconciliation
✓API integrations
✓Management dashboards
Configure the system around the operating model.
Organizations in FinTech can have different transaction volumes, approval structures, data rules and reporting needs. FQMS maps those requirements into practical workflows so daily users and management work from the same controlled information.
IMPLEMENTATION APPROACH
Start with the process, not a generic template.
Industry requirements are reviewed with the people who operate the process and the people responsible for controls and reporting.
- MapDocument real transactions, exceptions, roles and information needs.
- ConfigureAlign masters, permissions, controls, integrations and reports.
- ValidateTest end-to-end scenarios with representative users and data.
- Roll outTrain users and introduce the solution in manageable phases.