BENEFITS
HSO’s Loan Management Solution on Dynamics 365 provides comprehensive tools for managing loan receivables. It supports approval, disbursement, collection, and fund monitoring.
Loan Management for Financial Services Firms
Gain better control of your loan portfolio for more effective use of money
Financial Services firms face complex, multi-faceted challenges. And money management is no exception. It is important to track expenditures carefully to ensure money is being handled responsibly. At some point, most businesses will either issue or have a need for loans.
Managing these loans can get complicated, especially when companies do not have the right processes in place to support their efforts. For these companies, loan management is heavily reliant on manual processes. Even when technology systems are involved, they are often outdated, lack the necessary functionality, and do not integrate with your accounting and finance (ERP) software.
The combination of manual processes and outdated technology results in slow, expensive, and error-prone processes. Staff will often circumvent these systems just to complete their assignments, which results in greater potential for security, audit, and regulatory risk. Moreover, there is no easy way to get the full picture of the state of the loan—and that can be disastrous.
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Customizable integrated solution
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Automated AR system
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Enhanced data accuracy
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Efficient, cost-effective
Custom-developed or stand-alone solutions don't have what it takes
If your company is looking for something better, you can take one of two options: go with a dedicated stand-alone application or choose an internally developed solution. Here are some things to consider:
- 1
Stand-alone applications may offer specific loan management features but often lack robust accounting functionality for seamless integration. This results in the need for additional integration and increased manual intervention
- 2
Customizations for stand-alone systems can be difficult and expensive, potentially disrupting unique company workflows. Additionally, you'll bear the extra costs for licensing and maintenance beyond your other business systems
- 3
Internally developed solutions use existing systems but require significant customization costs and resources
- 4
Most companies lack the capability to develop their own customized software solutions
Discover fsi360: Built for Financial Services Firms
Loan Management is part of our fsi360 solution suite. Built on the industry-leading Microsoft Dynamics 365 cloud platform, fsi360 is the financial service industry's most modern and comprehensive marketing, business development, finance and relationship intelligence suite of applications.
Learn more about Loan Management for Financial Services
Contact us to talk to an HSO financial services expert today.
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About our expertise and offerings for Financial Services firms