In the industries like Insurance and Mutual funds, companies invest heavily in building agents pool, train them on the products pretty well and, but miss equipping them with right tools that can help them in serving their Customers anytime anywhere.
There’s another issue in this agency model, as most of the agents are independent/third-party employees, Companies generally have no visibility in the sales pipeline on which agents are working or any way to support them.
Second CRM is an award winning business automation solution, designed to make small to mid-market businesses profitable by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.
Accounts Receivable Tool - An Enterprise Business Productivity SolutionStridely Solutions
A fully automated Accounts Receivable utility that can be plugged to any legacy ERP, Accounting System, CRM or custom application. This utility is aimed to reduce manual efforts to compile AR data from various systems or locations and make the process more efficient.
Revenue assurance (RA) is a niche business activity most commonly undertaken within businesses that provide telecommunication services. The activity is the use of data quality and process improvement methods that improve profits, revenues and cash flows without influencing demand.
CPA.com and Confirmation.com are bringing private company financial information exchange into the 21st century with their new financial clearinghouse solution, RIVIO. The platform validates CPA Firms, and ensures that unaltered financial documents are delivered to key financial stakeholders (CPA Firms, Lenders/Investors, and Private Businesses). This document provides an overview to the RIVIO Clearinghouse, the New Benchmark in financial document exchange.
These receivables management engines include:
SAP Credit Management – to help companies implement a single company-wide credit policy and use credit analysis results to calculate credit limits – including embedding credit checks into key operational processes
SAP Biller Direct – an electronic bill presentment and payment solution that 1) lets customers download or pay invoices via bank transfer, card, etc., as well as start the dispute process, and 2) allows vendors to see the approval and payment status of their invoices, including inquiry functionality
SAP E-Invoicing for Compliance – an e-billing solution that sends customers validated, signed invoice PDFs via email or invoices via EDI – including the compliance checks required in 37 different countries
SAP Collections and Dispute Management – modules that provide workflow and process support for managing disputes as well as a module that generates prioritized collections worklists that help collections specialists proactively contact customers.
In the industries like Insurance and Mutual funds, companies invest heavily in building agents pool, train them on the products pretty well and, but miss equipping them with right tools that can help them in serving their Customers anytime anywhere.
There’s another issue in this agency model, as most of the agents are independent/third-party employees, Companies generally have no visibility in the sales pipeline on which agents are working or any way to support them.
Second CRM is an award winning business automation solution, designed to make small to mid-market businesses profitable by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.
Accounts Receivable Tool - An Enterprise Business Productivity SolutionStridely Solutions
A fully automated Accounts Receivable utility that can be plugged to any legacy ERP, Accounting System, CRM or custom application. This utility is aimed to reduce manual efforts to compile AR data from various systems or locations and make the process more efficient.
Revenue assurance (RA) is a niche business activity most commonly undertaken within businesses that provide telecommunication services. The activity is the use of data quality and process improvement methods that improve profits, revenues and cash flows without influencing demand.
CPA.com and Confirmation.com are bringing private company financial information exchange into the 21st century with their new financial clearinghouse solution, RIVIO. The platform validates CPA Firms, and ensures that unaltered financial documents are delivered to key financial stakeholders (CPA Firms, Lenders/Investors, and Private Businesses). This document provides an overview to the RIVIO Clearinghouse, the New Benchmark in financial document exchange.
These receivables management engines include:
SAP Credit Management – to help companies implement a single company-wide credit policy and use credit analysis results to calculate credit limits – including embedding credit checks into key operational processes
SAP Biller Direct – an electronic bill presentment and payment solution that 1) lets customers download or pay invoices via bank transfer, card, etc., as well as start the dispute process, and 2) allows vendors to see the approval and payment status of their invoices, including inquiry functionality
SAP E-Invoicing for Compliance – an e-billing solution that sends customers validated, signed invoice PDFs via email or invoices via EDI – including the compliance checks required in 37 different countries
SAP Collections and Dispute Management – modules that provide workflow and process support for managing disputes as well as a module that generates prioritized collections worklists that help collections specialists proactively contact customers.
SAP Credit Management help companies implement a single company-wide credit policy and use credit analysis results to calculate credit limits – including embedding credit checks into key operational processes.
This complete deck can be used to present to your team. It has PPT slides on various topics highlighting all the core areas of your business needs. This complete deck focuses on Client Onboarding PowerPoint Presentation Slides and has professionally designed templates with suitable visuals and appropriate content. This deck consists of total of fifty five slides. All the slides are completely customizable for your convenience. You can change the colour, text and font size of these templates. You can add or delete the content if needed. Get access to this professionally designed complete presentation by clicking the download button below. http://bit.ly/330FVzP
ROC Revenue Assurance is a First-of-its-kind, complete
Revenue Assurance solution, designed to tackle critical
revenue assurance challenges across the entire revenue
chain.
For More Details Explore : http://www.subex.com/revenue-assurance/
The Tera Intelligence credit score engine is a state of the art intelligent configurable and adaptive engine that allows creation of an intuitive and well-defined credit scoring matrix to allow organizations to rate their clients credit limits, minimize their lending risks and make recommendations that will maximize return on investment.
We hear a lot about growing business which tend to lead to thoughts of adding services to existing clients, increasing rates, finding new clients, etc. Now factor in the impact of templosion, what is your strategy for a relevant and growing practice? When we think of growth and being future ready you should pause to reevaluate your growth strategies. In this webcast we will cover tactics to consider when growing a future ready CPA firm through a focus on innovation, being responsive to technology change, involving various team members and more.
SAP S4HANA Billing and E-Invoicing for Customer Payments Joe Torres
SAP S/4HANA Cloud for customer payments provides functions for Electronic Bill Presentment and Payment (EBPP) within receivables processing
+ Invoice recipients can see their account balance and review their bills, credits or payments
+ Invoice recipients can initiate payments or download bills into their accounts payable system
+ Invoice recipients can dispute bills from the internet and collaborate with the biller (add attachments, notes)
+ They can view their master data – if they have changes, they can inform you in an offline process
+ Real-time integration between the SAP ERP backend system and the internet without any data redundancies
Leveraging Cloud Technology to Create Strategic Alignment: Finance, Sales & O...Proformative, Inc.
Video & Slides: http://www.proformative.com/events/leveraging-cloud-technology-create-strategic-alignment-finance-sales-operations
No financial system can effectively operate in a vacuum. Other business systems need two-way communication with your accounting software to share financial and operational data. Best-in-class integration makes it easy to connect seamlessly and cost-effectively with the applications your business uses today—as well as any applications you will want to use tomorrow. This best-in-class integration approach drives business success by delivering technology that enables and empowers change as opposed to dictating business practices. Join us to discover how Intacct, a leader in cloud financial management and accounting applications, uses open web services to integrate with the leading applications for each major business function enabling best-in-class integration , and seamlessly feeds and receives data to and from other business systems to allow the analysis of both financial and non-financial information.
The content will include a use case of Salesforce – and cloud financials integration, demonstrating how Intacct :
• Eliminates the need for manual data re-entry
• Automatically create renewal sales opportunities before existing contracts expire
• Easily manages orders from multiple business entities
• Can Reduce your Days Sales Outstanding to as little as 30 days
SAP Credit Management help companies implement a single company-wide credit policy and use credit analysis results to calculate credit limits – including embedding credit checks into key operational processes.
This complete deck can be used to present to your team. It has PPT slides on various topics highlighting all the core areas of your business needs. This complete deck focuses on Client Onboarding PowerPoint Presentation Slides and has professionally designed templates with suitable visuals and appropriate content. This deck consists of total of fifty five slides. All the slides are completely customizable for your convenience. You can change the colour, text and font size of these templates. You can add or delete the content if needed. Get access to this professionally designed complete presentation by clicking the download button below. http://bit.ly/330FVzP
ROC Revenue Assurance is a First-of-its-kind, complete
Revenue Assurance solution, designed to tackle critical
revenue assurance challenges across the entire revenue
chain.
For More Details Explore : http://www.subex.com/revenue-assurance/
The Tera Intelligence credit score engine is a state of the art intelligent configurable and adaptive engine that allows creation of an intuitive and well-defined credit scoring matrix to allow organizations to rate their clients credit limits, minimize their lending risks and make recommendations that will maximize return on investment.
We hear a lot about growing business which tend to lead to thoughts of adding services to existing clients, increasing rates, finding new clients, etc. Now factor in the impact of templosion, what is your strategy for a relevant and growing practice? When we think of growth and being future ready you should pause to reevaluate your growth strategies. In this webcast we will cover tactics to consider when growing a future ready CPA firm through a focus on innovation, being responsive to technology change, involving various team members and more.
SAP S4HANA Billing and E-Invoicing for Customer Payments Joe Torres
SAP S/4HANA Cloud for customer payments provides functions for Electronic Bill Presentment and Payment (EBPP) within receivables processing
+ Invoice recipients can see their account balance and review their bills, credits or payments
+ Invoice recipients can initiate payments or download bills into their accounts payable system
+ Invoice recipients can dispute bills from the internet and collaborate with the biller (add attachments, notes)
+ They can view their master data – if they have changes, they can inform you in an offline process
+ Real-time integration between the SAP ERP backend system and the internet without any data redundancies
Leveraging Cloud Technology to Create Strategic Alignment: Finance, Sales & O...Proformative, Inc.
Video & Slides: http://www.proformative.com/events/leveraging-cloud-technology-create-strategic-alignment-finance-sales-operations
No financial system can effectively operate in a vacuum. Other business systems need two-way communication with your accounting software to share financial and operational data. Best-in-class integration makes it easy to connect seamlessly and cost-effectively with the applications your business uses today—as well as any applications you will want to use tomorrow. This best-in-class integration approach drives business success by delivering technology that enables and empowers change as opposed to dictating business practices. Join us to discover how Intacct, a leader in cloud financial management and accounting applications, uses open web services to integrate with the leading applications for each major business function enabling best-in-class integration , and seamlessly feeds and receives data to and from other business systems to allow the analysis of both financial and non-financial information.
The content will include a use case of Salesforce – and cloud financials integration, demonstrating how Intacct :
• Eliminates the need for manual data re-entry
• Automatically create renewal sales opportunities before existing contracts expire
• Easily manages orders from multiple business entities
• Can Reduce your Days Sales Outstanding to as little as 30 days
8 slide summary on the capabilities of Resolve Corporation as a Business Process Outsourcer to the Fiinancial Services, Retail, and Government segment.
Cloudway Consulting Pvt Ltd Is a SAP Strategic Sourcing Consulting Company For SAP, SAP S4 Hana, SAP Ariba, SAP C4C, Success Factor and Business By Design for More Call us at +0120-4226511
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Did you know that approximately 55% of work activities can be automated using Robotic Process Automation (RPA) technology? Automating business processes in Finance is now considered a business imperative. RPA enables organizations to power people and automates business operations by leveraging this game-changing technology.
RPA has become one of the most popular choices for improving operational efficiency with tactical automation. 59% of Finance & Accounting leaders believe RPA will make their business more competitive over the next two years.
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Lowendalmasaï enterprise cost management Giuseppe Mele
Lowendalmasaï is an international management consulting company which helps enterprisesto improve their business through cost management efficiency that enhance their long term performance and finances their growth, while protecting human capital.
We had a wide presence in Europe, with own offices in France, Italy, Spain, Portugal, UK, Germany and the Netherlands, and outside Europe in China and Japan.
In Italy the Group offer is structured along the business lines: Innovation Financing, Labour Cost, Fiscal, Purchasing & Cost Performance and Working Capital.
Furthermore we developed a widespread network which allows us to support our clients in most European countries plus USA, Tunisia, Israel, Turkey and India.
For info:
gmele@lowendalmasai.com
M. +39 348 6657917
Increase Financial Firms' Sales Performance & Compliance with Compensation Ma...Perficient, Inc.
Financial services and banking organizations are challenged with aligning sales performance with corporate goals to drive business growth. In addition to financial performance, one of the largest challenges financial institutions face today is managing the balance of meeting regulatory requirements without potentially disrupting performance.
To help your organization manage performance and risk data against regulatory reporting requirements, you need to develop an enterprise-wide governance structure to gain control over sales channel compensation programs.
In this webinar, our experts covered:
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-Case studies of leading financial institutions implementing sales performance and compensation management
Our experts also demonstrated how IBM Cognos Incentive Compensation Management enables organizations to achieve operational efficiency and reporting accuracy, greater data transparency, reduced risk and detailed sales performance analytics.
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With OTT proliferation in the mobile business, telecom operators are struggling to redefine the value of their services for operators. Business models abound, billing remains a key opportunity area for telecoms. this talk covers high level telecom interventions related to billing and their evaluation as source of sustainable competitive advantage.
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2. Industry Leader in Operational
Excellence and Intelligent Automation
Design ׀ Consult ׀ Implement ׀ Sustain
LEAN Robotics is an industry leader in the provision of Operational Excellence and Intelligent Automation solutions across multiple client sectors. Through focusing on our Operational Excellence
Charter we deliver best in class operational solutions and provide the foundation for enabling emerging technologies such as Artificial Intelligence, Blockchain and Machine Learning
Innovation
Metrics
LEAN
AUTOMATION
Process CustomerStrategy
Technology
People
3. TJ is a Business Consultant and Master Black Belt with over 20 years experience primarily within the Financial Services Industry. His primary focus areas are Operational
Excellence, Leading Transformation Programmes, Risk and Operating Model Design, Team Leadership, LEAN Six Sigma, Intelligent Automation, M&A, Strategy and
Programme Management. He has worked with FS clients across Europe, Asia, North and South America.
Damien is a Business Consultant with over 15 years of consulting experience across financial services, public sector and energy industries. His primary focus areas are
Strategy, Customer Experience design, Leading Cost Reduction Initiatives, Operational Model Design, LEAN Six Sigma, Robotic Process Automation, Team Leadership,
Operational Excellence, Programme Management and delivery. Damien is Black Belt certified and holds a Masters in Business Management.
Ryan is a Business Consultant with over 18 years experience across industries such as banking, insurance and pharmaceutical. His primary focus areas are Operational
Excellence, Process Engineering, Robotic Process Automation, LEAN Six Sigma Deployments, Change Management, Financial Analysis and Programme management. Ryan
is Black Belt Certified and holds a Masters in Business Administration.
LEAN Robotics
Team Profiles
We’ve worked with the
following organisations
Bryan has over 20 years experience helping clients redesign and deliver large scale operational transformations working with businesses across multiple sectors. He is an
expert in Systems Thinking, Lean and Six Sigma methodologies and specialises in Operational Transformation, World-Class Service Delivery, Process Improvement, Cost
Reduction, Business Turnaround, Operational Excellence, RPA, Robotics, Strategy and Programme Management.
4. LEAN Robotics
Core Service Offerings
Innovation
Capability
Development
LEAN
INTELLIGENT
AUTOMATION
Operational
Excellence CustomerStrategy
Cost
Reduction
Customer
Experience
• Strategy - Design and Deliver your Operations and Digital Strategy
Digital Strategy | Operations Strategy | Organisational Design | Sourcing Strategy
• Cost Reduction - Identify and Deliver Cost Reduction Initiatives
Direct and Indirect Cost Data Analysis | Opportunity Identification | Improvements Delivery
• Customer Experience – Design and Deliver Best-in-Class Customer Experience
Customer Experience Strategy | Customer Journeys & Visioning | Product and Market Scenarios
• Operational Excellence – Deliver Operational Efficiency
Capacity Creation | LEAN | Intelligent Automation | Organisational Optimisation | Sourcing
• Capability Development – Sustain through Training, Coaching and Mentoring
Operational Excellence | RPA | Transformation Training | Coaching and Mentoring | Change Management
• Innovation - Enable Future Technologies such as AI, Blockchain, Machine Learning
AI Strategy and Alignment | Intelligent Automation | Research and Insights | Use Cases
5. Customer Onboarding
Simplify your customer onboarding
process including Know your Customer,
Credit Checks or Data transfer
Compliance and Reporting
Consistently deliver compliant and
accurate reporting while keeping costs
low
Account Opening/Switching/Closing
Use Digitisation to create structured data
input and use RPA to key appropriate
information into core banking platform
and supporting systems. This can
significantly reduce the turnaround time
for new account opening and deliver a
superior customer experience
Fraud Prevention
Automate analysis of your fraud and data
checks for unusual behaviour so you can
protect your customers
Financial Reporting
Streamline your month end financial
reports with speed and 100% accuracy
Legacy System Enablement
Use your legacy systems efficiently by
automating interactions and improving
accuracy so you can focus on your
customers
Debt Recovery
Collect missed taxes and fees from your
citizens. Virtual workers do the chasing
when a payment is missed — giving you
confidence your debts are retrieved
Billing and Settlements
Manage your customers in a fair and
consistent way by automating payment
requests, processing and correcting
overcharges
Claims Management
Accurately process claims by intelligently
automating the referencing of policy
entitlement, rules based resolution or
approval escalations
Policy Administration
Let your staff put your customer care first,
while your policies are administered by
intelligent automation
Metering
Compile, manage and process capacity
metering and reporting accurately and
instantly
Customer Records Management
Maintain your customer records
consistently across all your systems. With
your data automated and synchronized
across systems, you can put your focus on
your customers wellbeing
Financial Services HealthcareGovernment Energy & Utilities
Expenses Management
Use Digital and RPA to develop an
automated end to end process to for your
employees and customers to submit
expenses saving significant time and
reducing errors for those involved
Credit Card Fraud Chargebacks
Make automated redress payments to
customers in line with PSD2 rules
Annual Renewals
Automate and streamline your annual
renewals cycle
Claims Verification
Automate the checking and approval of
your incoming customer claims and
automate customer communication
Application for Services
Automate how new services are applied
for and activated on behalf of the
customer
Compliance and Audit Requirements
Consistently deliver compliant and
accurate reporting and audit
requirements while keeping costs low
Payments
Automate the Foreign Currency payments
process by migrating customers to Digital
Forms thus creating structured data input.
Where this isn’t possible, using OCR to
convert unstructured data to structured.
Then use RPA to validate the payment
quality, key into appropriate payments
platform and automate the confirmation
process
Sanctions Screening
Reduce the risk of releasing a payment
which should have been held. Manual
checks are prone to error and replacing
manual checking with automated
checking significantly reduces risk for the
bank
Audit Reports
Use RPA to identify, source and collate all
data elements from multiple systems and
prepare into a standard format to support
annual Audit Requests. This automation
can significantly reduce repetitive non-
value add activities
Marketing Campaigns
Analyse customer insights, generate
marketing lists and deliver sales material
direct to your customers
Customer Queries
Respond to customer queries using
Natural Language processing (NLP) thus
significantly improving your speed of
response and removing non value add
activities
LEAN Robotics – Use Cases
Sample Use Cases
6. UK + 44 7989 435169
IRL
Bryan Himsworth
LEAN Robotics
Contact Details
www.linkedin.com/in/bryanhimsworth
Bryan.Himsworth@leanrobotics.co.uk
UK
IRL +353 86 8989878
Damien Fox
www.linkedin.com/in/damienfox1
Damien.Fox@leanrobotics.co.uk
UK +44 7739 386861
IRL +353 87 4107877
TJ Scally
www.linkedin.com/in/tjscally
TJ.Scally@leanrobotics.co.uk
UK
IRL +353 86 8370519
Ryan Murphy
www.linkedin.com/in/ryanmurphy3
Ryan.Murphy@leanrobotics.ie