We developed COREFIN - a fully integrated management solution for the financial industry built upon the robust technology and business logic of Microsoft Dynamics CRM but offering additionally developed functionalities and off-the-shelf customisations. COREFIN covers all types of insurance, corporate and retail banking, factoring, leasing, investment services and management of financial assets and real estate.
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COREFIN Insurance is a reliable software solution for management of end-to-end operations of an insurance companies and insurance. COREFIN has administrative interface for definition of products, tariffs, risks, risk groups, agent structure and commissions. The software manages data for customers, agents and brokers, contracts, commissions, premium payments, re-insurance and end-to-end claims management. Essential functions such as actuarial and mathematical calculations are also covered.
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COREFIN Banking covers all the processes at the front office and the back office of a commercial bank. The system manages retail and corporate bank loans, bank accounts, bank cards and deposits. COREFIN covers management of customer data, automation of document turnover, records of contracts and ammendments, tracking of transactions, calculation of fees, interest payments and commissions, creation of amortisation schedules and many more day-to-day bank activities.
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COREFIN for Non-banking financial services is a management solution for management of factoring and leasing. Within factoring, COREFIN tracks all the interactions between the seller, the buyer and the factoring provider, as well as all the consecutive steps during the factoring operation. COREFIN enables financial institutions, engaged with leasing services to offer their customers flexible conditions, to define different leasing schemes and to have full history for each customer, contract and asset.
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COREFIN Investments covers brokerage services on the financial markets, investment banking, individual portfolio management, mutual funds and real estate investment trusts (REITs). COREFIN tracks the whole life-cycle of interactions with investors – marketing of products, investor profiling, calculation of returns on their accounts, receiving and fulfilling of buy and sell orders regarding financial instruments, payments of fees and commissions. From a managerial perspective, COREFIN supports definition of investment products and tracks communication and document flows, resulting from interaction with business partners, exchanges and regulators. COREFIN has an administrative interface for management of customer portfolios and mutual funds.
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