Solutions for financial institutions and investment companies

​The market has witnessed a fundamental change with the rise of the Internet and mobile technology in financial services. Financial institutions seek new ways to soft sell their products to customers. Such an offer must come to the client through various channels, but at the same time with uniform content and based on much experience. However, solutions installed in financial institutions these days are unable, for instance, to serve physical branches and at the same time Internet or mobile banking. This results in overly specialised applications with different processes of serving the client.

Cleverlance has therefore come up with a number of solutions for banks and other financial institutions. These include leasing companies, credit unions or loan companies, as well as investment companies and securities traders.

We already have a solution prepared for the financial sector that is able to significantly increase employee productivity – instead of a hundred clients per dealer or banker there can be a lot more. Instead of dozens of different IT systems that your staff work with, they can work with just one. Bank management will certainly also be interested in how Cleverlance uses the system to better assess employees – not just by the number of sold products, but by their actual profitability.

For the effective supply and ensuing operation of software solution – especially for multi-channel applications – it’s important that the question of security design and implementation of such an application be resolved from the very beginning. It will thus lead to implementation and operation becoming much cheaper in comparison with the case when the question of security is dealt with for an application that’s already ready for operation.  It’s often the case that poorly resolved security or that which is done late in development negatively influences the application’s usability.

These and many other reasons show the importance of combining the design of function and security of the application software in the right way and from the beginning of development, especially with regard to multi-channel applications. Security is one of our big competitive advantages.  At Cleverlance, we consider security to be an integral part of any supplied solution. Take a look for yourself at the broad range of our security portfolio.