Innovative AUTOMATIONS & InTEGRATIONS for Your Business
In the Fiduciary Services sector, we enhance data security and compliance through robust automation and integration solutions. Leveraging our extensive experience with Microsoft Business Central, we ensure the seamless integration and management of your financial data.
We have successfully integrated Business Central with document management systems, such as SharePoint and DataStore, streamlining document storage, retrieval, and compliance tracking. Additionally, our job monitoring implementation for Business Central provides early alerting of potential issues, ensuring proactive resolution and minimizing disruptions.
Our expertise extends to integrating financial data with sanctions checking systems, reinforcing compliance with global regulations. Furthermore, we have developed a SQL-based DataMart, enabling advanced reporting capabilities through Power BI and Excel, providing fiduciary service providers with deeper insights and more efficient decision-making.
By combining automation, seamless integrations, and advanced analytics, we empower fiduciary firms to operate securely, efficiently, and with full regulatory compliance.
INDUSTRY SPECIFIC PROJECTS
AUTOMATION OF FATCA / CRS SAVES WEEKS IN MANPOWER
We have delivered automations of the FATCA / CRS data capture from source systems, SAP, Navision, CRM, Nexus (Investments) and submission for Global Banks and Financial Services.
Saving the business weeks of manpower and reducing key-person dependency. Not to mention delivering proactive regulatory compliance.
Get in touch to find out more about our cost-effective fiduciary solutions.
SMARTER MULTI-COMPANY REPORTING ENABLES BUSINESS INSIGHTS
We built a central SQL DataMart that integrates real-time data from all entities, eliminating the need for manual merging.
Reports now run seamlessly in Power BI & Excel, with built-in security and GDPR compliance.
The Results
✅ Real-time reporting (updates every 15 min)
✅ No more manual work—just insights
✅ Faster, stress-free decision-making
SEAMLESS DATA MIGRATION WITH 99.8% ACCURACY
System upgrades risk data loss, but our client needed a flawless migration. We built a custom validation framework, refining each test run to ensure accuracy.
The Results:
✅ 99.8% data accuracy
✅ Minimal post-migration fixes
✅ A proven go/no-go decision framework
So effective it's the standard for future migrations!