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Financial Services Software

A changing legislative landscape, increased product and service offerings, and intense competition make financial services one of today’s most dynamic industries. Now more than ever, your ability to manage growth, control costs, and respond rapidly to change is directly related to the flexibility and scalability of your enterprise systems and financial services software. Managing high growth is critical because a doubling of revenues in financial services can create exponential increases in business data. And integration to other systems is essential for smooth operations and "at-your-fingertips" information.

At Epicor®, we have developed accounting and financial services software, credit union software, and title management software to help companies doing business in credit union, banking, investment, insurance, brokerage, title and other financial services institutions to meet the challenges of today’s dynamic and competitive environment.

Financial Services Software Key Processes:

  • Connect with your customers.
  • Account for and streamline your financial operations with financial accounting software.
  • Manage front, middle and back office data Integration.
  • Budget, procure and manage your costs efficiently.
  • Analyze and gain insight into your performance.

These processes for financial service organizations represent a closed loop solution that ensures maximum efficiency and a connected enterprise. Epicor understands this and our ability to automate and optimize them for midsized to large financial institutions is what has made us a market-leading provider of business performance solutions for the financial services industry.

Industry consolidation, increasing regulation, determined competition, and sophisticated customers raise both challenges and opportunities for your financial institution. A focus on cost reduction, sales efficiency, product and service differentiation, and customer advocacy can lead to an increased wallet share, but only if supported by flexible and adaptable business software.

Credit Union and Financial Accounting Software Solutions

Through our award winning and agile business applications, Epicor for Financial Services is the only solution to offer enterprise functionality at a midmarket total cost of ownership (TCO) —combining a rich user experience with absolute flexibility and intense performance.

View our solutions for the following industry segments:

  • Banking
  • Credit Unions
  • Title and Escrow

Have questions about our Accounting & Financial Services Software? Please call us at +1-800-999-6995, or ask an Epicor expert.


Ask an Epicor Financial Services Expert
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