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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 financial services ERP. 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. Epicor financial services software has helped many 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 ERP Incorporates the Following Key Processes

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

These processes represent a closed loop solution that ensures maximum efficiency and a connected enterprise. Epicor financial services software 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 financial services ERP.

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


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