Finance Business Processes
Smart outsourcing and business process management solutions that keep financial institutions competitive providing robust data security and cost savings.
Financial data must be well-organised and highly secured, yet accessible to employees, clients and auditors. Our business process solutions help financial institutions manage their data, streamline processes, and meet compliance requirements. DaylightAT’s secure electronic content management systems keep private financial information safe, while making files easily retrievable with appropriate indexing and secure, auditable access.
Your team can devote more energy to servicing existing clients and getting new ones in the door.
Fraud, Compliance and Investigation
Fraud and Investigations
Instead of trying to keep your information organized via calendar reminders and spreadsheets, our comprehensive Compliance Solutions help you compile and analyse every aspect of available information. Instant access to files, whether in the office or out in the field, gives you peace of mind.
Streamlined Processes
Accelerate your onboarding and change management workflows with efficient, data-driven processes for wealth management. DaylightAT ensures you never keep people waiting, so you can provide the best service to your clients.
Anywhere, Anytime
Your clients are mobile, impress them with mobile-accessible content that can be shared and viewed on any device, any operating system, allowing them to interact with your processes on their schedule. DaylightAT builds apps and webpages tailored to your and your client’s needs.
All In One
Wealth Management professionals and Independent Financial Analysts can have it all: reduce internal costs, increase your firm’s profits and build a network of happy clients for a highly competitive business approach.
