Essatto for Financial Services
Core Functionality
Bullet point features of the Essatto Financial Services version.
- Management Reports & KPIs
- User Defined & Drillable Reports
- Multi-Entity Reporting
- Budgeting & Rolling Forecasts
- Medium & Long-term Planning
- Interrogation Tools
- Historical & Future Rebate Calcs
- Client Contribution Ranking
- Volumes Analysis by Client/Prod.
- Performance Dashboards
Your Existing Systems
'Will it work with our accounting software?'
Essatto is highly scalable and can easily integrate with many systems including MYOB, Quickbooks, Oracle Financials and SAP environments. In addition Essatto can link to a range of other data sources including Payroll & Fixed Assets. The key benefits of this type of integration is that you are not relying on manual handling of data using complex and risky spreadsheets where one small mistake can compromise the whole system.
More Information
Additional information and contact links
- About Essatto PDF
- Essatto Software Overview Presentation
- Essatto & Excel Presentation
- Essatto Reporting Presentation
- CONTACT US FOR A DEMONSTRATION
Financial Services Overview
Addressing the requirement to report and analyze data within Financial Services operations...
Can you quickly find the answers to the following questions?
* What will the impact on my projected year end profitability be if interest rates go up 1% in 2 months time?
* What is the impact on cash-flow and profitability of introducing a new lending or funding product?
* Are we breaching any Capital Adequacy requirements given the expected growth in business?
* How do the actual results for the month and project year end compare to the previous forecast and what caused the variance?
Analyzing historical information has been generally limited to accessing transaction level systems such as general ledgers and retail banking systems, which provide limited analytical functionality. To the extent that these activities are currently being undertaken, how are they being undertaken? - Spreadsheets!
Whilst spreadsheets are an excellent tool and have a rightful place in any organization, they are not designed to be a database or a consolidation tool. It is very difficult to produce detailed reports that combine historical and budget information at a detailed customer & product level without exposing some of the risks associated with using spreadsheets which include data integrity, key man risk, lack of detail, time to produce reports, lack of multi-user ability and the list goes on...
'Essatto Financial Services (blue) & Essatto core (red) functionality'
