Published by our company in 1998, it allows you to achieve significant productivity gains by daily importing the financial flows (Statements / transactions / etc.) of your banking relationships in order to standardize them and send them to the different software packages:
Allowing to
- consolidate portfolio statements,
- fulfill your various management obligations while respecting the criteria defined with your clients,
- edit individual or consolidated reporting (standard or custom),
- have securities accounting according to the possible wishes expressed by your clients,
- automate your own general accounting.
The CONCEPT Processus banking interface is a major factor for digitalizing your work processes, in stages, and thus increasing your productivity
