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The Financial Services System from Çedilla
Catalyst from Çedilla
Systems is a sophisticated packaged software solution
developed specifically for the needs of financial
service organisations. Powered by award-winning
Microsoft® Business Solutions software, Catalyst
is a comprehensive and integrated system for companies
offering a range of savings, insurance, pensions
and mortgage products.
Catalyst – an
agent of change for Financial Service companies
Catalyst is an Enterprise Resource Planning (ERP)
solution allowing companies to manage their accounts,
policies, customers and documents from within
a single integrated system. The solution allows
companies to improve business processes, increasing
efficiency and improve the effectiveness of marketing,
sales or service delivery. For over seven years
the system has been developed for the requirements
of a wide range of product applications:
- Savings (e.g. endowments, unit trusts, bonds,
ISAs)
- Life and Health insurance (e.g. income protection,
critical illness, private medical, whole of
life insurance)
- Annuities (e.g. Purchased Life Annuities)
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“Despite
the complexity of financial services regulations and procedures,
Çedilla were able to deliver a system that embraced all
aspects of our business”
Tony Lewis,
Chief Executive & Secretary,
Tunstall Assurance
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Please
click here for a Catalyst brochure
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By investing in business process
improvements, financial service organisations may achieve
the efficiency savings and policy sales to survive the
fiercely competitive market. Catalyst has become the strategic
enabler for the growth and development of a number of
firms in a number of areas.
Manage your policies
effectively
Catalyst allows flexible entry of policy details, and
standard documents. For example, Certificates or Key Features
can be automatically created or stored from within the
system, with a full audit trail of documents relating
to individuals and policies. Catalyst can also automate
Standing Order or Direct Debit payments from within the
system, saving the overhead of manual payment processing. |
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Track
payments efficiently
Besides providing the routine day-to-day policy
management information (e.g. the easy identification
of premiums due), Catalyst equips companies with
functions for managing loans, re-insurance, and
flexible methods for calculating bonuses. |
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Service your customers effectively
Quote accurate surrender or recall all customer interactions
at the touch of a button. Or automate routine customer
and policy management tasks (e.g. generation of bonus
notices). Catalyst can provide many of the CRM functions
of powerful call-centre software products at a fraction
of the cost.
Automate marketing campaigns and maximise cross-selling
opportunities
Catalyst’s analytic tools provide unlimited segmentation
of customers and buying patterns for effective sales and
marketing campaigns (e.g. identify geo-demographic trends
on policy purchases, segment your customers by accurate
profitability readings). |
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Control
Payments
Catalyst can reconcile payments, alerts users on
missed payments, and follow-up on missed payments. |
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Access management information easily
The Catalyst system contains a full set of financial
ledgers that provide a complete decision support environment,
with data extracted dynamically into Excel or other
Business Intelligence tools or accessed via hundreds
of standard reports.
For a no-obligation appointment or for a viewing of
the CATalyst software, please email us at catalyst@cedilla.co.uk
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Copyright 2007 |
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