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Winsoft International - Exclusive Claris Representative > Financial services
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Financial services

Claris empowers companies to quickly adapt, scale and evolve with the ever-changing industry dynamics.

Shifting consumer behavior, digital acceleration, advances in financial technology (FinTech) and regulation changes have reshaped the financial industry.
The emerging FinTech companies and big tech players challenged most financial institutions to embrace digital innovation and strategies but also to reinvent their business models.

In this challenging context, financial institutions need to innovate and embrace technological change to stay competitive and meet customer demands while managing cyber risk and maintaining regulatory compliance.

Digital transformation and Fintech open new opportunities to streamline operations, increase efficiency, reduce costs, and improve customer experience with more secure transactions and personalized services.

Claris FileMaker empowers financial institutions to improve their processes and take advantage of new business opportunities.

Boost agility and innovation

Be more agile and responsive to change to adapt effectively to market needs, world events and regulatory changes.

Improve security

Reduce manual actions, monitor, and manage risk more effectively to protect customer data and prevent errors, security breaches and fraud.

Ensure regulatory compliance

Automate time-consuming compliance tasks and checks to ensure accurate and timely compliance to regulations, bank polices and market conditions.

Improve customer experience

Streamline and automate processes to improve operational efficiency and offer frictionless experiences to your clients.

Here are some other examples of what you can achieve with Claris FileMaker:

Accounting
Keep track of bank account movements and the status of invoices.
Asset management
Manage financial assets and asset life cycle.
Estimate & approval automation
Automate quotes, account setup and loan approvals.
Risk management
Identify and mitigate any potential risks in investment decisions.
Analytics and reports
Analyze your activity by product, customer, salesperson… and generate actionable insights.

And so much more...

You want to innovate to enhance customer experience and expand your business venture

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