With compliance and reporting at the top of everyone’s agenda, finance professionals in wealth management, financial services and professional services have a lot to think about.
Their responsibilities go far beyond the basics of organisational accounting, covering analysis, forecasting and budgeting. Finance directors make strategic, data-driven decisions that drive their businesses forward.
Enterprise Resource Planning (ERP) solutions are designed to help. Good solutions automate repetitive tasks, streamline business processes and deliver valuable and actionable insight. By doing so, they help ensure accuracy and compliance in everything your business does.
At Codestone, we go well beyond the basics, offering our own INSIGHT for Finance Departments solution for SAP S/4HANA Cloud (public edition), powered by SAP Analytics Cloud. INSIGHT for Finance Departments is a comprehensive analytics solution that supports smarter decision making and makes your valuable financial data work harder on your behalf.
Here are five reasons to choose INSIGHT for Finance and Codestone as you navigate ERP and analytics in wealth management and financial services.
1. INSIGHT for Finance Departments is a Game-Changer
INSIGHT for Finance is designed specifically for the offices of finance directors and CFOs in wealth management, financial services and professional services businesses. We know you have to keep lots of plates spinning. INSIGHT for Finance makes it easier by providing user-friendly tools for financial planning, consolidation and reporting.
In addition, INSIGHT for Finance simplifies everything from procurement to treasury management. It offers easy reporting with IFRS-compliant currency translation, automated consolidation adjustments, out-of-the-box financial reports and budget and forecast preparation. It turns data into intelligence and helps financial professionals create new levels of efficiency and agility.
That in turn saves time and lets your teams focus on more valuable work, while creating a more compliant, transparent and effective operation.
2. We have the SAP Seal of Approval
You don’t have to just take our word for any of this. You can also take SAP’s. INSIGHT for Finance is a SAP-qualified partner-packaged solution, which means it has SAP’s stamp of approval.
What does that mean in practice? Well, it means INSIGHT for Finance is fully integrated with SAP’s powerful cloud ERP. Powered by SAP’s market leading software, INSIGHT for Finance delivers real-time financial data and analysis that monitors performance in real time. It helps businesses adapt to changing market conditions and fuels informed, data-driven decision-making.
SAP qualified status also recognises Codestone’s refined service, top tier support and specialist knowledge.
3. We use SAP S/4HANA Cloud (public edition) and INSIGHT for Finance Ourselves
We put our money where our mouth is. We don’t just offer SAP S/4HANA Cloud (public edition) and INSIGHT for Finance to you. We use it ourselves to streamline the financial management of our business. Thanks to INSIGHT, our finance team now has a range of tools to make financial consolidation quick and painless. Our own deployment also gives us a testbed. Seeing INSIGHT for Finance in action on the financial frontline every day provides real insight into ways it can be refined and improved.
4. We Provide an Expert End-to-End ERP Service
At Codestone, we don’t just sell you a tool. We partner with you to provide a service. Our rapid deployment approach means we can have INSIGHT for Finance up and running in as little as 6-8 weeks, tailored to your business needs and with minimal disruption to your everyday operations. After that, we’ll support it with one of the largest and most experienced certified service teams in the industry. Our UK-based support – CloudCare – is truly 24/7/365.
5. We’re Bona Fide SAP Specialists
Codestone is a SAP Gold partner, which means we’re certified and trusted to design, implement and support SAP systems. In fact, we’re the only SAP Gold partner in the UK and Ireland offering a holistic ERP and analytics solution. We know what we’re doing, because we’ve been doing it for more than 25 years and have implemented SAP solutions for a wide range of financial services companies. We combine deep industry knowledge with a commitment to continual improvement.
More generally, we currently have over 1000 customers for Codestone services in nine countries. We’re proud of our 97% customer retention rate.
SAP plus INSIGHT for Finance Departments Equals New Levels of Efficiency
The brutal truth for finance teams is that compliance is becoming more difficult and time consuming with every passing year. Accuracy and attention to detail are more important than ever. But the right technology can not only help you streamline everyday bookkeeping tasks, it can provide the insight you need to make the entire finance function more efficient, effective and agile. INSIGHT for Finance from Codestone, coupled with SAP’s powerful cloud ERP, is the technology finance directors need.
Contact us today to discover how we can streamline your operations, boost efficiency, and drive growth.