Financial Services
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RDA’s Financial Services Solution (FSS) is a comprehensive transaction management system specifically designed for financial services companies. It enables these businesses to more efficiently manage accounts, sub-accounts, contacts, leads, and opportunities in an easy to use, familiar environment. FSS helps greatly improve operational efficiency and provides an audit trail for transactions to ensure compliance.
This fully integrated solution provides a central repository for all client information and transaction related data, an intuitive interface for sales, customer service and operations employees, and a sophisticated hub connecting outgoing requests and incoming confirmations. FSS allows companies to track operational workflow and provide real-time feedback to both the management team and customers. It also ensures accurate, consistent processes for all transactions. In addition, FSS provides data search and retrieval capabilities necessary to support any legal, legislative, or management requirements without impacting the normal business operations of a company. The solution incorporates Salentica AdvisorDesk, which leverages the already familiar environments of Microsoft Outlook and Microsoft SharePoint.
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