How can Espria help your finance business?
What are the challenges facing the finance sector?
“It’s not just a technology issue. Financial industries will need to grapple with big changes to their operating models as they transform their businesses,” Scott Evoy, Financial Services Advisory Digital Leader, On-Line Finance Services.
Social distancing and lockdown meant that vital financial services moved to operating on-line. With the need to consult with clients in order to support them with their financial needs, businesses must be enabled to allocate work to their remote teams seamlessly and efficiently. Lack of automation and document management has meant that many finance businesses have been left without the automation and document management skills to support their processes.
Finance transactions are imperative and the flow of documents cannot be hindered through lack of technology.
Cyber Security concerns
Your clients may be providing their personal and financial information including bank and credit card details which makes your business a prime target for hackers. You may have vulnerabilities you aren’t even aware of, but keeping your clients’ information confidential is imperative.
Gaining global alignment:
The acceleration of digital transformation means your financial services can support clients regardless of their location, but many financial service providers are finding they just don’t have the back-end operations to support this.